Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
November 11, 2020
Q3 earnings were really good, strong free cash flow. Had layoffs, downsizing. Still a very cheap stock at 9x. There's room for this one. Big move in last 2 weeks, so wait to add. If you have it, hold it and enjoy.
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Wajax Corp (WJX-T)
November 11, 2020
Q3 earnings were really good, strong free cash flow. Had layoffs, downsizing. Still a very cheap stock at 9x. There's room for this one. Big move in last 2 weeks, so wait to add. If you have it, hold it and enjoy.
BUY
BUY
November 11, 2020
It's good. Whole sector has been taken down with Biden and the price of oil. Still room for growth. Great balance sheet and very good dividend. Value stock that got oversold and ignored. We still need pipelines, and PPL will be part of that.
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It's good. Whole sector has been taken down with Biden and the price of oil. Still room for growth. Great balance sheet and very good dividend. Value stock that got oversold and ignored. We still need pipelines, and PPL will be part of that.
BUY WEAKNESS
BUY WEAKNESS
November 11, 2020

Good stock. Models 45% revenue growth, similar to Shopify but at half the multiple. Better opportunities to buy tech as value plays are starting to work. Wouldn't buy it today, but try to buy under $50, say $48.

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Lightspeed POS (LSPD-T)
November 11, 2020

Good stock. Models 45% revenue growth, similar to Shopify but at half the multiple. Better opportunities to buy tech as value plays are starting to work. Wouldn't buy it today, but try to buy under $50, say $48.

DON'T BUY
DON'T BUY
November 11, 2020

Still a wounded animal, though getting better. Valuation is around 7.8x. It is a levered play to oil, but you have a much better risk/reward with Arc Resources, Advantage, or Suncor. Global growth, US shale, environmental concerns are complicating factors.

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Still a wounded animal, though getting better. Valuation is around 7.8x. It is a levered play to oil, but you have a much better risk/reward with Arc Resources, Advantage, or Suncor. Global growth, US shale, environmental concerns are complicating factors.

HOLD
HOLD
November 11, 2020
Did all the wrong things at the wrong time. Levered up, asset sales at lower prices. Balance sheet is OK. If you want deep value, other easier REITs are available with better management. Upside from here. You'll probably be fine.
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Did all the wrong things at the wrong time. Levered up, asset sales at lower prices. Balance sheet is OK. If you want deep value, other easier REITs are available with better management. Upside from here. You'll probably be fine.
BUY
BUY
November 11, 2020
Still on top of its game. Executing well in this crisis. For all the telcos, 5G is coming and a thirst for data, great dividends with growth. Most of them are buys, and Telus is included in that.
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Telus Corp (T-T)
November 11, 2020
Still on top of its game. Executing well in this crisis. For all the telcos, 5G is coming and a thirst for data, great dividends with growth. Most of them are buys, and Telus is included in that.
HOLD
HOLD
November 11, 2020
Cheap. Great balance sheet, low payout ratio. Modeling 56% EPS growth. Only problem is it's 70% natural gas. You can own it and it will continue to do OK.
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Arc Resources Ltd (ARX-T)
November 11, 2020
Cheap. Great balance sheet, low payout ratio. Modeling 56% EPS growth. Only problem is it's 70% natural gas. You can own it and it will continue to do OK.