Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 13, 2019
This is an excellent entry point. There was a spinoff of some of the Shaw-held stocks and the market could not take it all in. The stock fell, so now it is an excellent opportunity for investors to get in. They have come out with a number of strong quarters. 23% free cash flow yield and they are paying down their debt. This is immune to tariffs and trade wars. (Analysts’ price target is $8.13)
This is an excellent entry point. There was a spinoff of some of the Shaw-held stocks and the market could not take it all in. The stock fell, so now it is an excellent opportunity for investors to get in. They have come out with a number of strong quarters. 23% free cash flow yield and they are paying down their debt. This is immune to tariffs and trade wars. (Analysts’ price target is $8.13)
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$6.550
Owned
Yes
TOP PICK
TOP PICK
June 13, 2019
They are doing an issuer bid to buy back a lot of stock. 20%+ growth rate over the last 4 years. They continue to take a ton of market share from competitors. There is limited down side risk because of the large buy-back issuer bid. (Analysts’ price target is $54.50)
BRP INC. (DOO-T)
June 13, 2019
They are doing an issuer bid to buy back a lot of stock. 20%+ growth rate over the last 4 years. They continue to take a ton of market share from competitors. There is limited down side risk because of the large buy-back issuer bid. (Analysts’ price target is $54.50)
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$45.870
Owned
Yes
TOP PICK
TOP PICK
June 13, 2019
They have been decimated. They are the same price as in December but oil has gone up. They paid up a ton of debt since December. The risk/reward is there to buy this name. (Analysts’ price target is $4.63)
They have been decimated. They are the same price as in December but oil has gone up. They paid up a ton of debt since December. The risk/reward is there to buy this name. (Analysts’ price target is $4.63)
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.300
Owned
Yes
WAIT
WAIT
June 13, 2019
Went public 4-5 years ago. Strong grower. It stalled last year. The problem is to figure out whether this is a falling knife.
Went public 4-5 years ago. Strong grower. It stalled last year. The problem is to figure out whether this is a falling knife.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$42.260
Owned
No
BUY
BUY
June 13, 2019
An apparel manufacture. Great strong grower 2 decades +. Low cost operator. Great Management team.
An apparel manufacture. Great strong grower 2 decades +. Low cost operator. Great Management team.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$50.930
Owned
No
DON'T BUY
DON'T BUY
June 13, 2019
Engineering and construction company. For a couple of years it was mainly consulting, now more doing construction. It could be a mess if not executed well. A show me stock. Cyclical. He would stay clear of it.
Stantec Inc (STN-T)
June 13, 2019
Engineering and construction company. For a couple of years it was mainly consulting, now more doing construction. It could be a mess if not executed well. A show me stock. Cyclical. He would stay clear of it.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$31.760
Owned
No
BUY
BUY
June 13, 2019
They owned three other banks that are larger and more diversified. If he ran a more broader portfolio he would have no problem owning this stock. Having said that you should temper your expectation for the next 5 years as Quebec is their bigger market and it's been the stronger economy in Canada. All banks are now cheap as there are macro concerns in the market that he doesn't share. The group has outperform the TSX in 20 of the last 25 years.
They owned three other banks that are larger and more diversified. If he ran a more broader portfolio he would have no problem owning this stock. Having said that you should temper your expectation for the next 5 years as Quebec is their bigger market and it's been the stronger economy in Canada. All banks are now cheap as there are macro concerns in the market that he doesn't share. The group has outperform the TSX in 20 of the last 25 years.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$61.330
Owned
No