Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 13, 2020

(A Top Pick Nov 01/19, Up 29%) A mystery since it has done well despite the pandemic. Distributor for Caterpillar equipment, constructions, power systems, etc. Home building is doing well and construction is doing well. Gold mining is also back in full swing. Their customers are having a good year. Scores well on all 3 metrics. A stable stock in the industrial sector.

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Toromont Industries (TIH-T)
November 13, 2020

(A Top Pick Nov 01/19, Up 29%) A mystery since it has done well despite the pandemic. Distributor for Caterpillar equipment, constructions, power systems, etc. Home building is doing well and construction is doing well. Gold mining is also back in full swing. Their customers are having a good year. Scores well on all 3 metrics. A stable stock in the industrial sector.

PAST TOP PICK
PAST TOP PICK
November 13, 2020
(A Top Pick Nov 01/19, Up 10%) They have done exceedingly well. This is probably due to the stimulus checks in the US. For a while they couldn't even supply the market. Demand is strong. Metrics look good.
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BRP INC. (DOO-T)
November 13, 2020
(A Top Pick Nov 01/19, Up 10%) They have done exceedingly well. This is probably due to the stimulus checks in the US. For a while they couldn't even supply the market. Demand is strong. Metrics look good.
TOP PICK
TOP PICK
November 13, 2020
A contract manufacturer for electronics, communications, and storage. The move to the cloud has benefited them. The stock has struggled for a while but it is too cheap to ignore right now. Top 10% on valuation. 0.6x book value, 4.3x enterprise to EBITA, and 4x cashflow. A cashflow machine with no concerns on the balance sheet. A cyclical play. (Analysts’ price target is $10.28)
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Celestica Inc (CLS-T)
November 13, 2020
A contract manufacturer for electronics, communications, and storage. The move to the cloud has benefited them. The stock has struggled for a while but it is too cheap to ignore right now. Top 10% on valuation. 0.6x book value, 4.3x enterprise to EBITA, and 4x cashflow. A cashflow machine with no concerns on the balance sheet. A cyclical play. (Analysts’ price target is $10.28)
TOP PICK
TOP PICK
November 13, 2020
A Quebec based financial services, insurance, financial advice and brokerage. They have been caught up in the brought sell-off in financial stocks. Interest rates being low has hurt them. However, he sees interest rates rising as the economy improves. Top 3% on valuation, 8x PE, 4x cashflow and 1x book value. It is cheap with a 3.5% yield. (Analysts’ price target is $61.25)
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A Quebec based financial services, insurance, financial advice and brokerage. They have been caught up in the brought sell-off in financial stocks. Interest rates being low has hurt them. However, he sees interest rates rising as the economy improves. Top 3% on valuation, 8x PE, 4x cashflow and 1x book value. It is cheap with a 3.5% yield. (Analysts’ price target is $61.25)
TOP PICK
TOP PICK
November 13, 2020
He likes it not just in energy but in comparison to all TSX stocks. Price momentum is good and valuation is not bad. The largest natural gas producer in Canada. Has one of the best management teams in the business. Will be one of the survivors and has acquired 2 companies recently. 3.8x enterprise value, 15% free cashflow yield. (Analysts’ price target is $27.16)
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Tourmaline Oil Corp (TOU-T)
November 13, 2020
He likes it not just in energy but in comparison to all TSX stocks. Price momentum is good and valuation is not bad. The largest natural gas producer in Canada. Has one of the best management teams in the business. Will be one of the survivors and has acquired 2 companies recently. 3.8x enterprise value, 15% free cashflow yield. (Analysts’ price target is $27.16)
BUY
BUY
November 13, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues grew 10% and guidance for Q4 was given at 10% growth. Sales grew and earnings blew estimates out of the water by 141%. The company reported very solid numbers and you can still add to a mid-sized position here. Unlock Premium - Try 5i Free

Show full opinionHide full opinion

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues grew 10% and guidance for Q4 was given at 10% growth. Sales grew and earnings blew estimates out of the water by 141%. The company reported very solid numbers and you can still add to a mid-sized position here. Unlock Premium - Try 5i Free

HOLD
HOLD
November 13, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no news to account for the sell off today. However, out of the past 8 days, the stock has risen 7 days with a total increase of $6 in two weeks. Unlock Premium - Try 5i Free

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Parkland Fuel Corp (PKI-T)
November 13, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no news to account for the sell off today. However, out of the past 8 days, the stock has risen 7 days with a total increase of $6 in two weeks. Unlock Premium - Try 5i Free