Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 29, 2020

They are really delivering, and are stealing some shares from Amazon. Management is good. It's a huge success story in Canada. As a conservative investor, he would need to see higher growth continue for many years to justify its current valuation. He can see reason to be bullish but he would not personally buy it right now. He prefers stocks with a larger margin of safety.

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Shopify Inc. (SHOP-T)
July 29, 2020

They are really delivering, and are stealing some shares from Amazon. Management is good. It's a huge success story in Canada. As a conservative investor, he would need to see higher growth continue for many years to justify its current valuation. He can see reason to be bullish but he would not personally buy it right now. He prefers stocks with a larger margin of safety.

BUY
BUY
July 29, 2020
A great company, and COVID has further shown its strength. They are in the supply chain optimization business. The addressable market is huge, and penetration of existing clients is small. Highly recurrent revenue and they have high quality clients. He would still buy it at these prices.
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Kinaxis Inc (KXS-T)
July 29, 2020
A great company, and COVID has further shown its strength. They are in the supply chain optimization business. The addressable market is huge, and penetration of existing clients is small. Highly recurrent revenue and they have high quality clients. He would still buy it at these prices.
COMMENT
COMMENT
July 29, 2020
You can make a bullish or bearish case for this. He's trying to be more cautious and doesn't believe they are out of the woods yet. Management has done a good job during these trying times. If you can deal with volatility, it could be a good choice. There is market risk but they have capital.
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You can make a bullish or bearish case for this. He's trying to be more cautious and doesn't believe they are out of the woods yet. Management has done a good job during these trying times. If you can deal with volatility, it could be a good choice. There is market risk but they have capital.
BUY
BUY
July 29, 2020
A solid long term hold. You might need to have patience, as they are investing their cashflow into plant based alternative foods that have good long term potential. However, short-term it does not lead to the profitability investors are looking for. Long term dynamics look good once they realize their investment benefits. A defensive stock since people need to eat regardless of the pandemic.
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A solid long term hold. You might need to have patience, as they are investing their cashflow into plant based alternative foods that have good long term potential. However, short-term it does not lead to the profitability investors are looking for. Long term dynamics look good once they realize their investment benefits. A defensive stock since people need to eat regardless of the pandemic.
BUY
BUY
July 29, 2020
A great business with a strong management team. They take advantage of inefficiencies in Canadian industry that banks are not doing. Their bank offering is doing well with increase in account openings. They have seen big deferrals from last quarter but it has now stabilized. There is good organic growth and a possible expansion of the addressable market.
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A great business with a strong management team. They take advantage of inefficiencies in Canadian industry that banks are not doing. Their bank offering is doing well with increase in account openings. They have seen big deferrals from last quarter but it has now stabilized. There is good organic growth and a possible expansion of the addressable market.
HOLD
HOLD
July 29, 2020
A great industry to invest in the longer term. The fertility industry is booming, growing at 10% per year. It is one of the only companies you can invest in the public equity space in the industry. They are consolidating the space to present a more complete offering to clients. Management is good and makes methodical acquisitions.
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A great industry to invest in the longer term. The fertility industry is booming, growing at 10% per year. It is one of the only companies you can invest in the public equity space in the industry. They are consolidating the space to present a more complete offering to clients. Management is good and makes methodical acquisitions.
BUY
BUY
July 29, 2020
They are expected to grow their bottom line by 10% through organic growth and buy backs. If you are a long term share holder, you should buy in batches and not wait for a pull-back. It is a great business and is resilient during any environment.
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They are expected to grow their bottom line by 10% through organic growth and buy backs. If you are a long term share holder, you should buy in batches and not wait for a pull-back. It is a great business and is resilient during any environment.