Latest Expert Opinions

StocksMarket
DON'T BUY
DON'T BUY
BUY
BUY
BUY
PAST TOP PICK
PAST TOP PICK
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
CI Financial Corp (CIX-T)
January 7, 2021
Wouldn't buy. On the surface, yield of 4.6% appears competitive. Cut the dividend by 50% in 2018. Strategically making the right moves by making acquisitions into high net worth asset management, which has better demographics and margins. But what's the return going to be? Earnings have flatlined. Value trap.
Show full opinionHide full opinion
CI Financial Corp (CIX-T)
January 7, 2021
Wouldn't buy. On the surface, yield of 4.6% appears competitive. Cut the dividend by 50% in 2018. Strategically making the right moves by making acquisitions into high net worth asset management, which has better demographics and margins. But what's the return going to be? Earnings have flatlined. Value trap.
investment companies/funds
0 Comments
Brian Madden

☆ Unlock Ratings

Price
$16.310
Owned
No
DON'T BUY
DON'T BUY
Descartes (DSG-T)
January 7, 2021

Great company. Overvalued. Pandemic and e-commerce have been a boon. Growth both organic and by its acquisition spree. Trades at 71x earnings. His preference is for Open Text, which has a larger market and has grown more quickly. OTEX trades at 14x earnings.

Show full opinionHide full opinion
Descartes (DSG-T)
January 7, 2021

Great company. Overvalued. Pandemic and e-commerce have been a boon. Growth both organic and by its acquisition spree. Trades at 71x earnings. His preference is for Open Text, which has a larger market and has grown more quickly. OTEX trades at 14x earnings.

computer software/processing
0 Comments
Brian Madden

☆ Unlock Ratings

Price
$74.140
Owned
No
BUY
BUY
Parkland Fuel Corp (PKI-T)
January 7, 2021

Great company. Likes it, but prefers Couche-Tard. Has grown nicely. Dividend higher than ATD.B. Both hinge on increasing electrification. Can buy it pretty comfortably here.

Show full opinionHide full opinion
Parkland Fuel Corp (PKI-T)
January 7, 2021

Great company. Likes it, but prefers Couche-Tard. Has grown nicely. Dividend higher than ATD.B. Both hinge on increasing electrification. Can buy it pretty comfortably here.

merchandising/lodging
0 Comments
Brian Madden

☆ Unlock Ratings

Price
$43.590
Owned
No
BUY
BUY
Alimentation Couche-Tard (B) (ATD.B-T)
January 7, 2021
US Democratic sweep. This matters because of the green deal and electrification. A third of profitability is derived from fuel, and this rattles some investors. These fears are overblown. It's a consolidator, profitable, upsells items on a higher margin. Buy it here, sleep well at night.
Show full opinionHide full opinion
Alimentation Couche-Tard (B) (ATD.B-T)
January 7, 2021
US Democratic sweep. This matters because of the green deal and electrification. A third of profitability is derived from fuel, and this rattles some investors. These fears are overblown. It's a consolidator, profitable, upsells items on a higher margin. Buy it here, sleep well at night.
food stores
0 Comments
Brian Madden

☆ Unlock Ratings

Price
$42.720
Owned
Yes
BUY
BUY
Brookfield Infrastructure Partners (BIP.UN-T)
January 7, 2021
Restructuring was a successful bid to attract more US investors. Long-term prospects are good. Infrastructure has a huge deficit in the developed world. Governments fund that gap with public-private deals. Brookfield is a leading player in that asset class. Great company. Comfortable buying here.
Show full opinionHide full opinion
Brookfield Infrastructure Partners (BIP.UN-T)
January 7, 2021
Restructuring was a successful bid to attract more US investors. Long-term prospects are good. Infrastructure has a huge deficit in the developed world. Governments fund that gap with public-private deals. Brookfield is a leading player in that asset class. Great company. Comfortable buying here.
Energy Infrastructure, Industrials & Utilities
0 Comments
Brian Madden

☆ Unlock Ratings

Price
$62.700
Owned
Yes
PAST TOP PICK
PAST TOP PICK
Restaurant Brands International (QSR-T)
January 7, 2021
(A Top Pick Jan 09/20, Down 1%) Wouldn't buy again. Remains a good company, but Tim's is exposed to the breakfast trade, which has fallen off. Popeye's and Burger King have done well. There are better ideas out there.
Show full opinionHide full opinion
Restaurant Brands International (QSR-T)
January 7, 2021
(A Top Pick Jan 09/20, Down 1%) Wouldn't buy again. Remains a good company, but Tim's is exposed to the breakfast trade, which has fallen off. Popeye's and Burger King have done well. There are better ideas out there.
food services
0 Comments
Brian Madden

☆ Unlock Ratings

Price
$80.010
Owned
No
PAST TOP PICK
PAST TOP PICK
Methanex Corp (MX-T)
January 7, 2021
(A Top Pick Jan 09/20, Up 23%) A recovery play, very cyclical. Has moved dramatically since March lows, but there's still upside. Largest producer of methanol in the world. Continues to buy.
Show full opinionHide full opinion
Methanex Corp (MX-T)
January 7, 2021
(A Top Pick Jan 09/20, Up 23%) A recovery play, very cyclical. Has moved dramatically since March lows, but there's still upside. Largest producer of methanol in the world. Continues to buy.
chemicals
0 Comments
Brian Madden

☆ Unlock Ratings

Price
$60.890
Owned
Yes
PixFuture exclusive partner.
© Stockchase Inc.