Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 10, 2019
PKI vs. ATD.A Couche-Tard is a better company. Parkland has run up, but returns prospectively are lower. Couche-Tard will have better returns going forward, global consolidator of a fragmented industry, profitable, scalable, marketing sophistication. Buy Couche-Tard comfortably here, pullback is a great opportunity.
Parkland Fuel Corp (PKI-T)
October 10, 2019
PKI vs. ATD.A Couche-Tard is a better company. Parkland has run up, but returns prospectively are lower. Couche-Tard will have better returns going forward, global consolidator of a fragmented industry, profitable, scalable, marketing sophistication. Buy Couche-Tard comfortably here, pullback is a great opportunity.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$44.370
Owned
Unknown
BUY
BUY
October 10, 2019
You can buy it comfortably. It's a long-term grower. Steady-Eddy, consistent performer.
CGI Group (A) (GIB.A-T)
October 10, 2019
You can buy it comfortably. It's a long-term grower. Steady-Eddy, consistent performer.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$103.810
Owned
Yes
TOP PICK
TOP PICK
October 10, 2019
Rapid grower. Gets money from franchise fees plus franchisee puts up all the capital. ROE of about 35%. Same-store sales growth. International and domestic expansion. Acquisitions add to growth. Yield is 2.80%. (Analysts’ price target is $108.26)
Rapid grower. Gets money from franchise fees plus franchisee puts up all the capital. ROE of about 35%. Same-store sales growth. International and domestic expansion. Acquisitions add to growth. Yield is 2.80%. (Analysts’ price target is $108.26)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$94.690
Owned
Yes
TOP PICK
TOP PICK
October 10, 2019
Operate in Colombia, so they get international oil prices plus there's abundant pipeline capacity. Tripled production since 2013. Flush with cash. Share buybacks. Inexpensive. No dividend. (Analysts’ price target is $30.42)
Operate in Colombia, so they get international oil prices plus there's abundant pipeline capacity. Tripled production since 2013. Flush with cash. Share buybacks. Inexpensive. No dividend. (Analysts’ price target is $30.42)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$18.470
Owned
Yes
TOP PICK
TOP PICK
October 10, 2019
Most globally ambitious. Number of acquisitions, which appear to be going well. Trading at a 10% discount to its historic valuation, 10x earnings. Consistent outperformance of the TSX. Yield is 4.81%. (Analysts’ price target is $77.13)
Most globally ambitious. Number of acquisitions, which appear to be going well. Trading at a 10% discount to its historic valuation, 10x earnings. Consistent outperformance of the TSX. Yield is 4.81%. (Analysts’ price target is $77.13)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$74.810
Owned
Yes