Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
February 26, 2020
There is a lot of froth in the green space area. He thinks there is a shift to people wanting to trade these at a premium. Longer term it makes sense to hold this, but be careful chasing names in this space.
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There is a lot of froth in the green space area. He thinks there is a shift to people wanting to trade these at a premium. Longer term it makes sense to hold this, but be careful chasing names in this space.
BUY
BUY
February 26, 2020
He likes this higher yielding royalty trust. They have made new investments that are improving the payout ratio. The valuation is good value. It is like a private equity company that collects royalties. There is some concentration risk, so it is not risk free. Yield 8% (Analysts’ price target is $23.26)
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Alaris Royalty (AD-T)
February 26, 2020
He likes this higher yielding royalty trust. They have made new investments that are improving the payout ratio. The valuation is good value. It is like a private equity company that collects royalties. There is some concentration risk, so it is not risk free. Yield 8% (Analysts’ price target is $23.26)
BUY
BUY
February 26, 2020
He likes DOL. When compared to other similar stores, they are in the top tier of the key metrics. A small price increase goes directly to the profitability as prices are generally pretty low. He thinks this makes for good growth opportunities long term. At 19 times earnings it is not outside of their historical ranges. (Analysts’ price target is $48.00)
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Dollarama Inc. (DOL-T)
February 26, 2020
He likes DOL. When compared to other similar stores, they are in the top tier of the key metrics. A small price increase goes directly to the profitability as prices are generally pretty low. He thinks this makes for good growth opportunities long term. At 19 times earnings it is not outside of their historical ranges. (Analysts’ price target is $48.00)
HOLD
HOLD
February 26, 2020
They develop non-addictive pain medication drugs through the trial process. They trade at 17 times trailing sales -- a bit expensive. He thinks they are about to go into a good revenue growth phase. He would be a hold at this valuation. A slip up at this point could lead to a sizable pullback. The risks are heightened here.
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They develop non-addictive pain medication drugs through the trial process. They trade at 17 times trailing sales -- a bit expensive. He thinks they are about to go into a good revenue growth phase. He would be a hold at this valuation. A slip up at this point could lead to a sizable pullback. The risks are heightened here.
HOLD
HOLD
February 26, 2020
An interesting company that fits with the green theme. They are growing revenues sharply. They manufacture renewal gas equipment for sale to other companies. They are expecting 80% revenue growth this year, but that drops to 30% the following year. This makes the valuation difficult to access. He would be a hold for now.
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An interesting company that fits with the green theme. They are growing revenues sharply. They manufacture renewal gas equipment for sale to other companies. They are expecting 80% revenue growth this year, but that drops to 30% the following year. This makes the valuation difficult to access. He would be a hold for now.
BUY
BUY
February 26, 2020
He likes A&W and royalties like these in general. A nice yield and good sales growth. They are marketing themselves as the healthy alternative fast food company. He thinks there are opportunities to expand further. Yield 5%
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He likes A&W and royalties like these in general. A nice yield and good sales growth. They are marketing themselves as the healthy alternative fast food company. He thinks there are opportunities to expand further. Yield 5%
TOP PICK
TOP PICK
February 26, 2020

The Uber of real estate transactions. They connect lenders, lawyers and realtors together. The more value you can bring to these groups the more they can charge. Lots of runway for revenues going forward. Yield 0% (Analysts’ price target is $16.00)

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Real Matters Inc. (REAL-T)
February 26, 2020

The Uber of real estate transactions. They connect lenders, lawyers and realtors together. The more value you can bring to these groups the more they can charge. Lots of runway for revenues going forward. Yield 0% (Analysts’ price target is $16.00)