Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
June 13, 2019
They have big contracts with star bucks. They made a number of acquisitions but these stories may fall apart and they had a premium valuation and then the stock fell apart when the company missed a couple of quarters. They had problems with the minimum wage going up. He is trying to do more due diligence on it.
Show full opinionHide full opinion
They have big contracts with star bucks. They made a number of acquisitions but these stories may fall apart and they had a premium valuation and then the stock fell apart when the company missed a couple of quarters. They had problems with the minimum wage going up. He is trying to do more due diligence on it.
BUY
BUY
June 13, 2019
It was going to be a top pick. He has done extremely well. Iron ore prices have moved up quite a bit. It is the right time and right place. Cash flows will continue to rise. It is one of the best companies in the resource side.
Show full opinionHide full opinion
It was going to be a top pick. He has done extremely well. Iron ore prices have moved up quite a bit. It is the right time and right place. Cash flows will continue to rise. It is one of the best companies in the resource side.
SPECULATIVE BUY
SPECULATIVE BUY
June 13, 2019
It can be viewed as a speculative buy because things have turned around. It was a 100 bagger at one point. There were some disclosure problems and then Warren Buffet came in and is not exiting. Operationally they have been doing well.
Show full opinionHide full opinion
It can be viewed as a speculative buy because things have turned around. It was a 100 bagger at one point. There were some disclosure problems and then Warren Buffet came in and is not exiting. Operationally they have been doing well.
BUY
BUY
June 13, 2019
It has been decimated. These companies are in way better shape than they ever have been. They paid down debt and now the equity price is up. He really likes the management team. There has always been speculation that they will get bought out. They have a much better balance sheet than they did before. You have to trade these stocks. This is a good entry point.
Show full opinionHide full opinion
Interfor Corp (IFP-T)
June 13, 2019
It has been decimated. These companies are in way better shape than they ever have been. They paid down debt and now the equity price is up. He really likes the management team. There has always been speculation that they will get bought out. They have a much better balance sheet than they did before. You have to trade these stocks. This is a good entry point.
WEAK BUY
WEAK BUY
June 13, 2019
This is a difficult one because the numbers have not been great over the last couple of quarters. It's close to the bottom but not a table pounding buy. They had a problem with their ERP system.
Show full opinionHide full opinion
Finning Int (FTT-T)
June 13, 2019
This is a difficult one because the numbers have not been great over the last couple of quarters. It's close to the bottom but not a table pounding buy. They had a problem with their ERP system.
HOLD
HOLD
June 13, 2019
They found so many large rocks that they had trouble selling some of them. The stock looks cheap but diamond prices have come off a bit. It's not a bad place to be, though.
Show full opinionHide full opinion
They found so many large rocks that they had trouble selling some of them. The stock looks cheap but diamond prices have come off a bit. It's not a bad place to be, though.
DON'T BUY
DON'T BUY
June 13, 2019
He used to own it. They ended up over promising and under delivering so he exited. Their margins were low. They had some operational issues. Things have not turned around yet.
Show full opinionHide full opinion
He used to own it. They ended up over promising and under delivering so he exited. Their margins were low. They had some operational issues. Things have not turned around yet.