Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
November 7, 2019
They just had a pretty solid quarter. They are doing some cost-cutting and achieved greater than targeted results. They are on the higher risk end of the spectrum but with these results it is looking interesting.
They just had a pretty solid quarter. They are doing some cost-cutting and achieved greater than targeted results. They are on the higher risk end of the spectrum but with these results it is looking interesting.
Ryan Modesto
Managing Partner, 5i Research
Price
$11.480
Owned
Unknown
WATCH
WATCH
November 7, 2019
Training software. Should be a high margin type of name. It is about 8 times forward sales. 35% revenue growth expected for the next few years. He does not know how big the market is. He is not there yet. Give it a couple more quarters since their IPO.
Docebo Inc. (DCBO-T)
November 7, 2019
Training software. Should be a high margin type of name. It is about 8 times forward sales. 35% revenue growth expected for the next few years. He does not know how big the market is. He is not there yet. Give it a couple more quarters since their IPO.
Ryan Modesto
Managing Partner, 5i Research
Price
$15.960
Owned
Unknown
WATCH
WATCH
November 7, 2019
He thinks it is braking out right about now. They had a couple of months of strong share price. The due date of the expansion of their plant being opened up is nearing. This catalyst event is getting closer. The stock price has increased because coffee prices have come down and customers are stockpiling.
He thinks it is braking out right about now. They had a couple of months of strong share price. The due date of the expansion of their plant being opened up is nearing. This catalyst event is getting closer. The stock price has increased because coffee prices have come down and customers are stockpiling.
Ryan Modesto
Managing Partner, 5i Research
Price
$0.000
Owned
Unknown
TOP PICK
TOP PICK
November 7, 2019
They finally did that large acquisition that people have been expecting. They will still have some cash after the deal. Markets will take some time to come to terms with how this company will look. He does not think this company is done with acquisitions.
They finally did that large acquisition that people have been expecting. They will still have some cash after the deal. Markets will take some time to come to terms with how this company will look. He does not think this company is done with acquisitions.
Ryan Modesto
Managing Partner, 5i Research
Price
$8.340
Owned
Yes
TOP PICK
TOP PICK
November 7, 2019

It is more of a defensive position with a bit more yield on it. It is like a monopoly. Their company, Trayport, which does energy trading and has some growth. There has been some consolidation in their space and they are trading at a material discount to their peers. They report earnings tonight. (Analysts’ price target is $126.86)

TMX Group (X-T)
November 7, 2019

It is more of a defensive position with a bit more yield on it. It is like a monopoly. Their company, Trayport, which does energy trading and has some growth. There has been some consolidation in their space and they are trading at a material discount to their peers. They report earnings tonight. (Analysts’ price target is $126.86)

Ryan Modesto
Managing Partner, 5i Research
Price
$113.900
Owned
Yes
TOP PICK
TOP PICK
November 7, 2019
They are high growth – 55-60% growth, but negative earnings. They are acquiring customers as well as companies. It is higher volatility, however. (Analysts’ price target is $48.33)
Lightspeed POS (LSPD-T)
November 7, 2019
They are high growth – 55-60% growth, but negative earnings. They are acquiring customers as well as companies. It is higher volatility, however. (Analysts’ price target is $48.33)
Ryan Modesto
Managing Partner, 5i Research
Price
$31.960
Owned
Yes
HOLD
HOLD
November 7, 2019
Stay with it. Everything looks good. Capital expenditures look lower. Yield combined with growth looks good.
Telus Corp (T-T)
November 7, 2019
Stay with it. Everything looks good. Capital expenditures look lower. Yield combined with growth looks good.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$47.270
Owned
Unknown