Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 10, 2019
One of the fastest-growing companies on the TSX. Trading at only 0.5x their revenue Pays. No dividend. They see a huge opportunity in delivering groceries to the home and not just fresh foods. They're a disruptor in the grocery space. Enjoys high margins. Down the line, a major supermarket will acquiring them. (Analysts’ price target is $4.39)
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One of the fastest-growing companies on the TSX. Trading at only 0.5x their revenue Pays. No dividend. They see a huge opportunity in delivering groceries to the home and not just fresh foods. They're a disruptor in the grocery space. Enjoys high margins. Down the line, a major supermarket will acquiring them. (Analysts’ price target is $4.39)
TOP PICK
TOP PICK
September 10, 2019
They design attennas for phones. It's growing rapidly and trading at 7x EBITDA. It's one of his biggest positions. (Analysts’ price target is $5.61)
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Baylin Technologies (BYL-T)
September 10, 2019
They design attennas for phones. It's growing rapidly and trading at 7x EBITDA. It's one of his biggest positions. (Analysts’ price target is $5.61)
TOP PICK
TOP PICK
September 10, 2019
They oversee customer payments and surveillance in that area. Low volatility and great metrics. Reminds him of Roper. (Analysts’ price target is $156.25)
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Nice Ltd. (NICE-Q)
September 10, 2019
They oversee customer payments and surveillance in that area. Low volatility and great metrics. Reminds him of Roper. (Analysts’ price target is $156.25)
TOP PICK
TOP PICK
September 10, 2019
Has a lot of financials and healthcare including Berkshire Hathaway, JPM and Exxon among 300 names. 0.70% MER. A good way to play value stocks, and it does okay in a non-value environment. He bought it yesterday.
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Has a lot of financials and healthcare including Berkshire Hathaway, JPM and Exxon among 300 names. 0.70% MER. A good way to play value stocks, and it does okay in a non-value environment. He bought it yesterday.
TOP PICK
TOP PICK
September 10, 2019

He owned it for a decade, but got stopped out last year. It's down 30% off its highs, but 70% of their business is NOT e-commerce. They have lots of room to grow into e-commerce. Some individual brands are bypassing Amazon and using FedEx directly to deliver. 50-60% of Walmart deliveries use FedEx who are putting 500 stores into Walmarts. Good brand and valuation. (Analysts’ price target is $188.42)

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FedEx (FDX-N)
September 10, 2019

He owned it for a decade, but got stopped out last year. It's down 30% off its highs, but 70% of their business is NOT e-commerce. They have lots of room to grow into e-commerce. Some individual brands are bypassing Amazon and using FedEx directly to deliver. 50-60% of Walmart deliveries use FedEx who are putting 500 stores into Walmarts. Good brand and valuation. (Analysts’ price target is $188.42)

PAST TOP PICK
PAST TOP PICK
September 10, 2019
(A Top Pick Sep 25/18, Up 18%) They had a big correction in January and he got stopped out. Pity, because he missed that big run after January. We work on sleep apnea devices, which is a demographic play. A great name. Wishes he still owned it.
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ResMed Inc. (RMD-N)
September 10, 2019
(A Top Pick Sep 25/18, Up 18%) They had a big correction in January and he got stopped out. Pity, because he missed that big run after January. We work on sleep apnea devices, which is a demographic play. A great name. Wishes he still owned it.
PAST TOP PICK
PAST TOP PICK
September 10, 2019
(A Top Pick Sep 25/18, Up 22%) Surprising that they have grown in a choppy retail scenes. Also boasts increased store traffic as they move into menswear. But it's expensive now.
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(A Top Pick Sep 25/18, Up 22%) Surprising that they have grown in a choppy retail scenes. Also boasts increased store traffic as they move into menswear. But it's expensive now.