Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 19, 2019
(A Top Pick May 24/18, Down 44%) They are transforming from a printing company to a packing company. They made an acquisition that still has not created traction. They spin off a lot of free cash flow -- about 17%. The valuation is only 5 times earnings -- very cheap. You could hold or wait to see some upside momentum to add new cash.
(A Top Pick May 24/18, Down 44%) They are transforming from a printing company to a packing company. They made an acquisition that still has not created traction. They spin off a lot of free cash flow -- about 17%. The valuation is only 5 times earnings -- very cheap. You could hold or wait to see some upside momentum to add new cash.
Ryan Modesto
Managing Partner, 5i Research
Price
$15.300
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 19, 2019
(A Top Pick May 24/18, Down 12%) He still likes them. The recent quarter saw revenues grow by 35%. They are investing in the future by adding square footage, so earnings will be a little chunky. It trades 16 times earnings and they have 10 year contracts to manage casinos and there is no real competition.
(A Top Pick May 24/18, Down 12%) He still likes them. The recent quarter saw revenues grow by 35%. They are investing in the future by adding square footage, so earnings will be a little chunky. It trades 16 times earnings and they have 10 year contracts to manage casinos and there is no real competition.
Ryan Modesto
Managing Partner, 5i Research
Price
$44.150
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 19, 2019
(A Top Pick May 24/18, Up 63%) A well run company and great management team. Since 2009 they have hardly issued any shares. Their 5 year dividend growth averages 25% annually. One of the few retail stocks in North America doing well. It trades at 18 times earnings. He continues to like to hold it.
(A Top Pick May 24/18, Up 63%) A well run company and great management team. Since 2009 they have hardly issued any shares. Their 5 year dividend growth averages 25% annually. One of the few retail stocks in North America doing well. It trades at 18 times earnings. He continues to like to hold it.
Ryan Modesto
Managing Partner, 5i Research
Price
$87.670
Owned
Yes
COMMENT
COMMENT
June 19, 2019

Sold off the construction side? STN-T sold off the construction side of the business, where margins were poorer. They will work to reduce debt going forward, so he is not concerned. He would prefer WSP-T.

Stantec Inc (STN-T)
June 19, 2019

Sold off the construction side? STN-T sold off the construction side of the business, where margins were poorer. They will work to reduce debt going forward, so he is not concerned. He would prefer WSP-T.

Ryan Modesto
Managing Partner, 5i Research
Price
$32.160
Owned
Unknown
COMMENT
COMMENT
June 19, 2019

Sold off the construction side? STN-T sold off the construction side of the business, where margins were poorer. They will work to reduce debt going forward, so he is not concerned. He would prefer WSP-T.

Sold off the construction side? STN-T sold off the construction side of the business, where margins were poorer. They will work to reduce debt going forward, so he is not concerned. He would prefer WSP-T.

Ryan Modesto
Managing Partner, 5i Research
Price
$71.300
Owned
Unknown
DON'T BUY
DON'T BUY
June 19, 2019
He does not follow this one closely and believes the share price outlook is not great. It is tough to grow the business of a coal terminal, he thinks.
He does not follow this one closely and believes the share price outlook is not great. It is tough to grow the business of a coal terminal, he thinks.
Ryan Modesto
Managing Partner, 5i Research
Price
$22.800
Owned
No
HOLD
HOLD
June 19, 2019
This company gets a lot of flak for holding 60% of market cap in cash. A recent board battle is creating division. They are sowing the seeds of venture capital funds and making small acquisitions, which have been small but profitable. You don't need to worry if you hold it, but it is not expected to show great growth in the near term. If the market takes a retracement, the large cash position will serve it well. He likes it, but you will have to be patient.
This company gets a lot of flak for holding 60% of market cap in cash. A recent board battle is creating division. They are sowing the seeds of venture capital funds and making small acquisitions, which have been small but profitable. You don't need to worry if you hold it, but it is not expected to show great growth in the near term. If the market takes a retracement, the large cash position will serve it well. He likes it, but you will have to be patient.
Ryan Modesto
Managing Partner, 5i Research
Price
$7.740
Owned
Yes