Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 22, 2021
(A Top Pick Jan 09/20, Down 15%) She would buy this one again. The fundamentals continue to do well even though the stock does nothing. The multiple is very cheap and there is a lot of cash flow and momentum in the business. There is a lot of good things happening in this stock.
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CGI Group (A) (GIB.A-T)
February 22, 2021
(A Top Pick Jan 09/20, Down 15%) She would buy this one again. The fundamentals continue to do well even though the stock does nothing. The multiple is very cheap and there is a lot of cash flow and momentum in the business. There is a lot of good things happening in this stock.
PAST TOP PICK
PAST TOP PICK
February 22, 2021
(A Top Pick Jan 09/20, Up 10%) They handle communication networks for emergency services. They have done a good job of building an end-to-end solution. Some spending took a pause through COVID but now it seems like business momentum is starting to look better. She likes the mission-critical part of the business.
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Motorola (MSI-N)
February 22, 2021
(A Top Pick Jan 09/20, Up 10%) They handle communication networks for emergency services. They have done a good job of building an end-to-end solution. Some spending took a pause through COVID but now it seems like business momentum is starting to look better. She likes the mission-critical part of the business.
PAST TOP PICK
PAST TOP PICK
February 22, 2021
(A Top Pick Jan 09/20, Up 22%) They sell technology into restaurants. They continue to be in the right places. This would also be a recovery play
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Middleby Corp. (MIDD-Q)
February 22, 2021
(A Top Pick Jan 09/20, Up 22%) They sell technology into restaurants. They continue to be in the right places. This would also be a recovery play
BUY
BUY
February 22, 2021
The commodity price is the big driver. New home building is strong as is renovation. A lot of supply was take out going into COVID. It is hard for them to ramp up any capacity so the prices continue to be high. Having a very large shareholder makes them a little more focused on the longer term and support of a major shareholder is never a bad idea. She thinks the price of lumber will be higher for longer.
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Canfor Corp (CFP-T)
February 22, 2021
The commodity price is the big driver. New home building is strong as is renovation. A lot of supply was take out going into COVID. It is hard for them to ramp up any capacity so the prices continue to be high. Having a very large shareholder makes them a little more focused on the longer term and support of a major shareholder is never a bad idea. She thinks the price of lumber will be higher for longer.
BUY
BUY
February 22, 2021
Strong commodity prices are good for them as is the re-opening trend. It should be a positive tail wind for them and they should do well.
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Strong commodity prices are good for them as is the re-opening trend. It should be a positive tail wind for them and they should do well.
BUY
BUY
February 22, 2021
They had a big benefit from COVID. They should continue to benefit following COVID. A lot of clients that relied on passenger planes had to move to CJT-T and will stay with them.
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Cargojet Inc (CJT-T)
February 22, 2021
They had a big benefit from COVID. They should continue to benefit following COVID. A lot of clients that relied on passenger planes had to move to CJT-T and will stay with them.
BUY
BUY
February 22, 2021

If oil is going to do better then this one is going to do better. The oil space in Canada is starting to heat up. You have demand coming back and some of the Canadian egress issues are no longer a factor going forward. There are a lot of positives going forward in the space. CNQ-T is also a very solid holding today.

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Suncor Energy Inc (SU-T)
February 22, 2021

If oil is going to do better then this one is going to do better. The oil space in Canada is starting to heat up. You have demand coming back and some of the Canadian egress issues are no longer a factor going forward. There are a lot of positives going forward in the space. CNQ-T is also a very solid holding today.