Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL BUY
PARTIAL BUY
October 22, 2020
Cutting edge holograms, in real time. Virtual stage platform and hollow presence platform. Really likes them. Lots of runway. Ahead of their time. Solidifying in the mid-30-cents. 12-month price target of $2.50. Buy a quarter position here, more in the 30s and in the 20s, with a floor of 10 cents. Global enterprise clients.
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Arht Media (ART-X)
October 22, 2020
Cutting edge holograms, in real time. Virtual stage platform and hollow presence platform. Really likes them. Lots of runway. Ahead of their time. Solidifying in the mid-30-cents. 12-month price target of $2.50. Buy a quarter position here, more in the 30s and in the 20s, with a floor of 10 cents. Global enterprise clients.
SPECULATIVE BUY
SPECULATIVE BUY
October 22, 2020
Change in leadership, and jury's still out. A trade, more than an investment.12-month target of $129. Buy around $100-105, sell around $125-130.
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IBM (IBM-N)
October 22, 2020
Change in leadership, and jury's still out. A trade, more than an investment.12-month target of $129. Buy around $100-105, sell around $125-130.
COMMENT
COMMENT
October 22, 2020
Contactless system for determining body temperature. Quick thermal camera. Geared to schoolbuses. Right place, right time. 12-month target of $1.20. Management can't guarantee they'll be cashflow positive.
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Contactless system for determining body temperature. Quick thermal camera. Geared to schoolbuses. Right place, right time. 12-month target of $1.20. Management can't guarantee they'll be cashflow positive.
WATCH
WATCH
October 22, 2020
Target of $45.40. Cloud-based learning management platform. Strikes a chord during these Covid times. Amends traditional corporate learning requirements. Risks, as it's a competitive field. In right place, so they've done well. He's watching it.
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Docebo Inc. (DCBO-T)
October 22, 2020
Target of $45.40. Cloud-based learning management platform. Strikes a chord during these Covid times. Amends traditional corporate learning requirements. Risks, as it's a competitive field. In right place, so they've done well. He's watching it.
COMMENT
COMMENT
October 22, 2020
Target of $26.84. Insurance appraisers and real estate agents use their software for residential properties. Canadian, but over 90% of revenues are from US. Expensive, but 21% ROE. He owns other large and mid-caps in the industry.
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Real Matters Inc. (REAL-T)
October 22, 2020
Target of $26.84. Insurance appraisers and real estate agents use their software for residential properties. Canadian, but over 90% of revenues are from US. Expensive, but 21% ROE. He owns other large and mid-caps in the industry.
BUY WEAKNESS
BUY WEAKNESS
October 22, 2020
He took profits. Has come down as the market has come down. If you can get it with a $160 handle, he'd buy.
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Square Inc (SQ-N)
October 22, 2020
He took profits. Has come down as the market has come down. If you can get it with a $160 handle, he'd buy.
PARTIAL BUY
PARTIAL BUY
October 22, 2020
Huge following in corporate America. It lets them better manage their cloud-based information. If you can, buy a quarter to a third under $250, and then add in increments every $25 down.
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Snowflake (SNOW-N)
October 22, 2020
Huge following in corporate America. It lets them better manage their cloud-based information. If you can, buy a quarter to a third under $250, and then add in increments every $25 down.