Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
June 19, 2019
Common share offering? He likes this well run company. They are always very good with their guidance. They are getting into bigger acquisitions. You should see some efficiencies coming in the next few years. A great technical chart. The time to own this is on pullbacks. The share issue will definitely cause a bit of a pullback, but the company has been astute as to how to employ new capital.
Descartes (DSG-T)
June 19, 2019
Common share offering? He likes this well run company. They are always very good with their guidance. They are getting into bigger acquisitions. You should see some efficiencies coming in the next few years. A great technical chart. The time to own this is on pullbacks. The share issue will definitely cause a bit of a pullback, but the company has been astute as to how to employ new capital.
Ryan Modesto
Managing Partner, 5i Research
Price
$50.420
Owned
Yes
WATCH
WATCH
June 19, 2019
He does not follow this too closely. It might be a bit early for their new technology, so watch revenues for the sign the enter. A little too soon to enter just yet.
He does not follow this too closely. It might be a bit early for their new technology, so watch revenues for the sign the enter. A little too soon to enter just yet.
Ryan Modesto
Managing Partner, 5i Research
Price
$0.000
Owned
No
DON'T BUY
DON'T BUY
June 19, 2019
It has not done well for shareholders over the past 5 years. The dividend is attractive, but could quickly come under risk. He would wait to see improvement before jumping in. Yield 7%
It has not done well for shareholders over the past 5 years. The dividend is attractive, but could quickly come under risk. He would wait to see improvement before jumping in. Yield 7%
Ryan Modesto
Managing Partner, 5i Research
Price
$3.860
Owned
No
TOP PICK
TOP PICK
June 19, 2019

They are focused on retail and restaurant sector. A great example of a Canadian growth company that does not get enough interest. One of the highest growth companies on the TSX. A good software company with high recurring revenues. Cheaper than Shopify. Yield 0% (Analysts’ price target is $29.20)

They are focused on retail and restaurant sector. A great example of a Canadian growth company that does not get enough interest. One of the highest growth companies on the TSX. A good software company with high recurring revenues. Cheaper than Shopify. Yield 0% (Analysts’ price target is $29.20)

Ryan Modesto
Managing Partner, 5i Research
Price
$34.000
Owned
Yes
TOP PICK
TOP PICK
June 19, 2019
They purchased the Brick a while ago. They are sitting on a nice cash flow position -- about 12% free cash flow yield. Payout ratio on the dividend is 38%. All they need to do to be successful going forward is buy back some shares and increase the dividend. Yield 3.68% (Analysts’ price target is $18.00)
They purchased the Brick a while ago. They are sitting on a nice cash flow position -- about 12% free cash flow yield. Payout ratio on the dividend is 38%. All they need to do to be successful going forward is buy back some shares and increase the dividend. Yield 3.68% (Analysts’ price target is $18.00)
Ryan Modesto
Managing Partner, 5i Research
Price
$15.340
Owned
Yes
TOP PICK
TOP PICK
June 19, 2019
Collision repair centres. They make great acquisitions and quickly find efficiencies. They have deals with large insurance companies as they are the required centre to have repairs done. A long runway for growth. Yield 0.32% (Analysts’ price target is $182.83)
Collision repair centres. They make great acquisitions and quickly find efficiencies. They have deals with large insurance companies as they are the required centre to have repairs done. A long runway for growth. Yield 0.32% (Analysts’ price target is $182.83)
Ryan Modesto
Managing Partner, 5i Research
Price
$170.600
Owned
Yes
BUY
BUY
June 19, 2019

Chartwell vs. Sienna for growth He likes and owns both. CSH's latest report says their operating income grew an impressive 4.7%, but Sienna's was 5.4%. CSH's and Sienna's growth are 5-5.5%. CSH has a low 64% payout ratio, but Sienna is a little cheaper at 12.7x vs. CSH's 15.6x. They're similar in many ways, but Sienna has more room for multiple expansion/upside. But CSH is slightly safer because it has a bigger cap. Both are in a good space with demographics as a tailwind.

Chartwell vs. Sienna for growth He likes and owns both. CSH's latest report says their operating income grew an impressive 4.7%, but Sienna's was 5.4%. CSH's and Sienna's growth are 5-5.5%. CSH has a low 64% payout ratio, but Sienna is a little cheaper at 12.7x vs. CSH's 15.6x. They're similar in many ways, but Sienna has more room for multiple expansion/upside. But CSH is slightly safer because it has a bigger cap. Both are in a good space with demographics as a tailwind.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$15.530
Owned
Yes