Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
October 9, 2019
Metro vs. Empire She owns Loblaw instead. The sector is defensive, so it's done well this year. She likes Shoppers Drug Mart, hence Loblaw, for its cross-selling via their Optimum rewards card. She prefers Metro of the two, but thinks Loblaw is better.
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Metro Inc (A) (MRU-T)
October 9, 2019
Metro vs. Empire She owns Loblaw instead. The sector is defensive, so it's done well this year. She likes Shoppers Drug Mart, hence Loblaw, for its cross-selling via their Optimum rewards card. She prefers Metro of the two, but thinks Loblaw is better.
BUY
BUY
October 9, 2019
They are in defence and business jets. They're not recession-proof, but their customers are rich who will continue to buy in a recession. The price is attractive now. Trades at a low 15x forward earnings.
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They are in defence and business jets. They're not recession-proof, but their customers are rich who will continue to buy in a recession. The price is attractive now. Trades at a low 15x forward earnings.
BUY WEAKNESS
BUY WEAKNESS
October 9, 2019
Very well-run, but too expensive now. When the valuation lowers, she will consider it.
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Very well-run, but too expensive now. When the valuation lowers, she will consider it.
BUY WEAKNESS
BUY WEAKNESS
October 9, 2019
She used to own it for years. She's waiting for it to fall below $100 to re-enter. It used to trade at a discount to peers, but now more than its peers.
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CGI Group (A) (GIB.A-T)
October 9, 2019
She used to own it for years. She's waiting for it to fall below $100 to re-enter. It used to trade at a discount to peers, but now more than its peers.
COMMENT
COMMENT
October 9, 2019
She owns Visa instead; it has a stronger growth outlook, especially in Europe. AmEx provides the credit when you use their card whereas Visa and Mastercard provide just the transaction as a bank offers that credit, so the business dynamics are different. She prefers the asset-lite model because it offers higher returns.
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American Express (AXP-N)
October 9, 2019
She owns Visa instead; it has a stronger growth outlook, especially in Europe. AmEx provides the credit when you use their card whereas Visa and Mastercard provide just the transaction as a bank offers that credit, so the business dynamics are different. She prefers the asset-lite model because it offers higher returns.
COMMENT
COMMENT
October 9, 2019
Why has it dipped lately? Not sure. Could be a wider market sell-off or profit-taking. WSP is the best in this space. The stock has done quite well. Maybe buy it on weakness.
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WSP Global Inc. (WSP-T)
October 9, 2019
Why has it dipped lately? Not sure. Could be a wider market sell-off or profit-taking. WSP is the best in this space. The stock has done quite well. Maybe buy it on weakness.
DON'T BUY
DON'T BUY
October 9, 2019
She's never been interested in this; not a strong growth name and it's in a competitive space. There are better growth names in secular growth industries. Doesn't know why it pulled back lately.
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She's never been interested in this; not a strong growth name and it's in a competitive space. There are better growth names in secular growth industries. Doesn't know why it pulled back lately.