Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
November 7, 2019
It is one of those names that got a bit ahead of itself. Now there a slowdown in the bidding universe. Wait until the new year.
It is one of those names that got a bit ahead of itself. Now there a slowdown in the bidding universe. Wait until the new year.
Ryan Modesto
Managing Partner, 5i Research
Price
$0.445
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 7, 2019
(A Top Pick Nov 18/18, Down 9%) Overall it has been down because they did acquisitions and margins are staring to slip. The last quarter looks good. He thinks it will get back to buying companies. It is going to have a rising tide in terms of demand.
Savaria Corp (SIS-T)
November 7, 2019
(A Top Pick Nov 18/18, Down 9%) Overall it has been down because they did acquisitions and margins are staring to slip. The last quarter looks good. He thinks it will get back to buying companies. It is going to have a rising tide in terms of demand.
Ryan Modesto
Managing Partner, 5i Research
Price
$13.780
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 7, 2019
(A Top Pick Nov 18/18, Down 8%) They made acquisitions and markets got ahead of themselves. Now things have settled down. It is a nice stable company and the dividends should increase over time. Stay with it.
Andrew Peller (ADW.A-T)
November 7, 2019
(A Top Pick Nov 18/18, Down 8%) They made acquisitions and markets got ahead of themselves. Now things have settled down. It is a nice stable company and the dividends should increase over time. Stay with it.
Ryan Modesto
Managing Partner, 5i Research
Price
$12.500
Owned
No
PAST TOP PICK
PAST TOP PICK
November 7, 2019
(A Top Pick Nov 18/18, Up 15%) Root beer and high end fries. Up 15%. They position themselves as a healthy high end fast food vendor. They were first to do the beyond-meat burger. They did a good job of talking the talk and not just walking the walk. Double digits for almost a year and a half, which is impressive. You can just harvest the 5% yield.
(A Top Pick Nov 18/18, Up 15%) Root beer and high end fries. Up 15%. They position themselves as a healthy high end fast food vendor. They were first to do the beyond-meat burger. They did a good job of talking the talk and not just walking the walk. Double digits for almost a year and a half, which is impressive. You can just harvest the 5% yield.
Ryan Modesto
Managing Partner, 5i Research
Price
$37.440
Owned
Yes
DON'T BUY
DON'T BUY
November 7, 2019
He has not been able to get comfortable with it because the earnings are not consistent. Because of the volatility it is a hard name to own.
BlackBerry (BB-T)
November 7, 2019
He has not been able to get comfortable with it because the earnings are not consistent. Because of the volatility it is a hard name to own.
Ryan Modesto
Managing Partner, 5i Research
Price
$7.320
Owned
Unknown
WATCH
WATCH
November 7, 2019
There has been a big down draft in the sector. There is probably going to be a lot of tax loss selling. Hold off until the new year.
There has been a big down draft in the sector. There is probably going to be a lot of tax loss selling. Hold off until the new year.
Ryan Modesto
Managing Partner, 5i Research
Price
$0.700
Owned
Unknown
HOLD
HOLD
November 7, 2019
It does not really worry him. It is a steady-eddy type of thing. He'd like to see some revenue growth to be interested. He can make a case for owning it for income.
It does not really worry him. It is a steady-eddy type of thing. He'd like to see some revenue growth to be interested. He can make a case for owning it for income.
Ryan Modesto
Managing Partner, 5i Research
Price
$16.100
Owned
Unknown