Latest Expert Opinions

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BUY
BUY
September 10, 2019
Likes it. Up 35% this year. Popeye's has been doing very well, but it's only 7% of QSR. It's mostly Burger King. Big news is that 3G Capital has been selling down their shares. A good, defensive and growing stock.
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Likes it. Up 35% this year. Popeye's has been doing very well, but it's only 7% of QSR. It's mostly Burger King. Big news is that 3G Capital has been selling down their shares. A good, defensive and growing stock.
COMMENT
COMMENT
September 10, 2019

This and SLF have been diversifying. MFC is pushing their wealth management business and increasingly from the Asian market. He's gun-shy on MFC. He used to own it.

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Manulife Financial (MFC-T)
September 10, 2019

This and SLF have been diversifying. MFC is pushing their wealth management business and increasingly from the Asian market. He's gun-shy on MFC. He used to own it.

BUY
BUY
September 10, 2019

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

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Chorus Aviation Inc (CHR-T)
September 10, 2019

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

BUY
BUY
September 10, 2019

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

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Cargojet Inc (CJT-T)
September 10, 2019

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

HOLD
HOLD
September 10, 2019

He owns Visa, with a chart similar to MA. For MA it's been too easy for too long. It's low-vol, offers growth, boasts a wide moat, BUT there's beneath the surface investors will question valuations of the credit card companies. So, they might come down a little. But you're fine holding this for 25 years.

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Mastercard Inc. (MA-N)
September 10, 2019

He owns Visa, with a chart similar to MA. For MA it's been too easy for too long. It's low-vol, offers growth, boasts a wide moat, BUT there's beneath the surface investors will question valuations of the credit card companies. So, they might come down a little. But you're fine holding this for 25 years.

PARTIAL SELL
PARTIAL SELL
September 10, 2019
They do cloud security. Good recurring revenue. Doing very well. Take some profits.
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Okta, Inc. (OKTA-Q)
September 10, 2019
They do cloud security. Good recurring revenue. Doing very well. Take some profits.
PARTIAL BUY
PARTIAL BUY
September 10, 2019
He loves what PD does--overseeing and repairing all the IT systems of a company. They're in a great space. A former top pick. It has rocketed up, but has come down a bit too. You can add a little now. It's speculative, though.
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Pagerduty (PD-N)
September 10, 2019
He loves what PD does--overseeing and repairing all the IT systems of a company. They're in a great space. A former top pick. It has rocketed up, but has come down a bit too. You can add a little now. It's speculative, though.