Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 17, 2021

BAM has been a saviour with its takeover offer. For REITs, he zeros in on two areas: multi-residential and industrial. Look at IIP.UN. It's a pretty good place to park capital for the long term. Industrial REITs are still attractive, even with their bounce off the lows.

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BAM has been a saviour with its takeover offer. For REITs, he zeros in on two areas: multi-residential and industrial. Look at IIP.UN. It's a pretty good place to park capital for the long term. Industrial REITs are still attractive, even with their bounce off the lows.

James Telfser
Price
$22.620
Owned
No
BUY WEAKNESS
BUY WEAKNESS
February 17, 2021
Participating in a lot of the trends right now like gaming and electrification. Valuation is a bit stretched, but they'll stay elevated until something changes. Hold, or buy on a pullback. A good name to own.
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Nvidia Corp (NVDA-Q)
February 17, 2021
Participating in a lot of the trends right now like gaming and electrification. Valuation is a bit stretched, but they'll stay elevated until something changes. Hold, or buy on a pullback. A good name to own.
James Telfser
Price
$595.070
Owned
Unknown
BUY
BUY
February 17, 2021

Be cautious on the semiconductors that are cheap, as they're losing market share to the growthier names. Nvidia is a great name. Or, instead, you could look at an ETF such as SOXX in the US.

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Be cautious on the semiconductors that are cheap, as they're losing market share to the growthier names. Nvidia is a great name. Or, instead, you could look at an ETF such as SOXX in the US.

James Telfser
Price
$430.610
Owned
Unknown
TOP PICK
TOP PICK
February 17, 2021
At an inflection point. Technology, right clinics, and right billing cycle to drive free cashflow, which is the lifeblood to being a consolidation play. US institutions are interested in it. Demographics are in their favour, a massive tailwind. No dividend. (Analysts’ price target is $5.24)
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Akumin Inc. (AKU-T)
February 17, 2021
At an inflection point. Technology, right clinics, and right billing cycle to drive free cashflow, which is the lifeblood to being a consolidation play. US institutions are interested in it. Demographics are in their favour, a massive tailwind. No dividend. (Analysts’ price target is $5.24)
James Telfser
Price
$4.890
Owned
Yes
TOP PICK
TOP PICK
February 17, 2021
Also at an inflection point. Massive beat recently. Capex spending on plants, making acquisitions in e-commerce. Expecting 5-6% earnings growth, which will drive the multiple. Free cashflow in 2021 will be fantastic. Yield is 3.51%. (Analysts’ price target is $28.50)
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Also at an inflection point. Massive beat recently. Capex spending on plants, making acquisitions in e-commerce. Expecting 5-6% earnings growth, which will drive the multiple. Free cashflow in 2021 will be fantastic. Yield is 3.51%. (Analysts’ price target is $28.50)
James Telfser
Price
$23.280
Owned
Yes
TOP PICK
TOP PICK
February 17, 2021
Management willing to do interesting things to increase shareholder value. This is a team you can trust to reinvest your capital. Next few years will still be really bright. Yield is 0.30%. (Analysts’ price target is $1793.13)
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Management willing to do interesting things to increase shareholder value. This is a team you can trust to reinvest your capital. Next few years will still be really bright. Yield is 0.30%. (Analysts’ price target is $1793.13)
James Telfser
Price
$1677.760
Owned
Yes
COMMENT
COMMENT
February 17, 2021

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The growth has been impressive but the base remains small. The stock price has doubled this year and is currently trading at 20x sales. The stock is probably ahead of itself. Largely driven by sentiment than by fundamentals. Unlock Premium - Try 5i Free

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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The growth has been impressive but the base remains small. The stock price has doubled this year and is currently trading at 20x sales. The stock is probably ahead of itself. Largely driven by sentiment than by fundamentals. Unlock Premium - Try 5i Free