Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
February 17, 2021
Gets better with age. Still reasonably valued at these prices. It reports tonight. Don't rush out to buy ahead of that. Management has been outstanding. His outlook is very positive. Keep on your radar if it checks back.
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goeasy (GSY-T)
February 17, 2021
Gets better with age. Still reasonably valued at these prices. It reports tonight. Don't rush out to buy ahead of that. Management has been outstanding. His outlook is very positive. Keep on your radar if it checks back.
DON'T BUY
DON'T BUY
February 17, 2021
Growth by acquisition. Mission-critical stock. Stable. He shied away from it, as it was focused on getting stock price higher to raise equity. This dilutes shareholder value. Shareholders are pushing back. It might be good long term, but it doesn't suit his concentrated portfolios.
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Dye & Durham (DND-T)
February 17, 2021
Growth by acquisition. Mission-critical stock. Stable. He shied away from it, as it was focused on getting stock price higher to raise equity. This dilutes shareholder value. Shareholders are pushing back. It might be good long term, but it doesn't suit his concentrated portfolios.
BUY
BUY
February 17, 2021
Some of the best capital allocators in Canada. Failed acquisition attempt in France made stock sell off, and those fears are still swirling. Ultimately, you have to give management the benefit of the doubt. Long-term, a reasonable investment as they execute on strategy. Still one of the best performing TSX stocks over the last decade.
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Some of the best capital allocators in Canada. Failed acquisition attempt in France made stock sell off, and those fears are still swirling. Ultimately, you have to give management the benefit of the doubt. Long-term, a reasonable investment as they execute on strategy. Still one of the best performing TSX stocks over the last decade.
HOLD
HOLD
February 17, 2021
He is focused on US healthcare sector, though he's not looking at the vaccine angle. You'll do fine long term. Reasonably valued, development potential. There will be an overhang as some of the fast money comes out and goes to pharma companies left in the dust.
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Pfizer Inc (PFE-N)
February 17, 2021
He is focused on US healthcare sector, though he's not looking at the vaccine angle. You'll do fine long term. Reasonably valued, development potential. There will be an overhang as some of the fast money comes out and goes to pharma companies left in the dust.
HOLD
HOLD
February 17, 2021

Gold mining has been disappointing. He likes KL. Great mine, producers, operators, and cashflow. Detour acquisition raised eyebrows, and so it's underperformed. Stick with it. Lower US dollar means lower gold. Long-term, it will perform well for you.

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Kirkland Lake Gold (KL-T)
February 17, 2021

Gold mining has been disappointing. He likes KL. Great mine, producers, operators, and cashflow. Detour acquisition raised eyebrows, and so it's underperformed. Stick with it. Lower US dollar means lower gold. Long-term, it will perform well for you.

BUY
BUY
February 17, 2021
Great stock, fantastic story. Growth by acquisition. Savvy dealmakers. Pipeline of deals has been pretty strong, but Covid has created a bottleneck. Still generates tons of cash. Deals should be accretive to the stock price. Good time to add.
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Enghouse Systems (ENGH-T)
February 17, 2021
Great stock, fantastic story. Growth by acquisition. Savvy dealmakers. Pipeline of deals has been pretty strong, but Covid has created a bottleneck. Still generates tons of cash. Deals should be accretive to the stock price. Good time to add.
WATCH
WATCH
February 17, 2021

A very interesting name. Last year, this company was practically unknown. It benefits from trends in recycled nat gas, ESG, and hydrogen. The challenge is executing their big plans and ideas. However, he has been wrong in the past and has watched this run up from $2.50. The rise has been phenomenal. In his view the stock got ahead of itself but raised equity capital to build out business lines. The rising stock price is good since it allows them to reinvest capital and execute. A great story but the price is not right for him even with the pullback. Will probably grow into its valuation in the coming years.

Show full opinionHide full opinion

A very interesting name. Last year, this company was practically unknown. It benefits from trends in recycled nat gas, ESG, and hydrogen. The challenge is executing their big plans and ideas. However, he has been wrong in the past and has watched this run up from $2.50. The rise has been phenomenal. In his view the stock got ahead of itself but raised equity capital to build out business lines. The rising stock price is good since it allows them to reinvest capital and execute. A great story but the price is not right for him even with the pullback. Will probably grow into its valuation in the coming years.