Latest Expert Opinions

Signal
Opinion
Expert
Chart
SELL
SELL
April 28, 2021
Risk in every deal that it doesn't go through. Regulators will have a field day, especially if they make you sell the crown jewels to satisfy conditions. Don't try to be a hero. Take your money and run. Better opportunities elsewhere.
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Risk in every deal that it doesn't go through. Regulators will have a field day, especially if they make you sell the crown jewels to satisfy conditions. Don't try to be a hero. Take your money and run. Better opportunities elsewhere.
BUY WEAKNESS
BUY WEAKNESS
April 28, 2021
Interesting, good company, profitable. A bit rich now. He was worried about private labels taking market share. Could buy it on the right dip. He's looking at it.
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Interesting, good company, profitable. A bit rich now. He was worried about private labels taking market share. Could buy it on the right dip. He's looking at it.
BUY WEAKNESS
BUY WEAKNESS
April 28, 2021
He's buying it under $4. Tremendous value. Underlying tech businesses are growing. Thinks they'll surprise the market with good organic growth. They'll have their day in the sun and capture the market's attention. Helps professionals become more efficient. Unique partnerships, especially one with LTC homes.
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He's buying it under $4. Tremendous value. Underlying tech businesses are growing. Thinks they'll surprise the market with good organic growth. They'll have their day in the sun and capture the market's attention. Helps professionals become more efficient. Unique partnerships, especially one with LTC homes.
HOLD
HOLD
April 28, 2021
Great assets, great business. Results have held steady through the pandemic. Afterwards, lots of high margin areas should start growing again. Reasonably priced. Hang on or buy more. If it's taken out by the major shareholder, it will be at a significantly higher price.
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Great assets, great business. Results have held steady through the pandemic. Afterwards, lots of high margin areas should start growing again. Reasonably priced. Hang on or buy more. If it's taken out by the major shareholder, it will be at a significantly higher price.
BUY
BUY
April 28, 2021
Great, stable, recession-proof business. Unique management team. Based in the US. Great consolidation opportunities. Nice safe holding, potential for long-term, steady growth. Great asset class.
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Great, stable, recession-proof business. Unique management team. Based in the US. Great consolidation opportunities. Nice safe holding, potential for long-term, steady growth. Great asset class.
HOLD
HOLD
April 28, 2021
Tremendously undervalued. Streamlining is coming along great. Improved corporate governance with non-family CEO. More selective about projects, with no more low margins. Share price moving up.
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Velan Inc (VLN-T)
April 28, 2021
Tremendously undervalued. Streamlining is coming along great. Improved corporate governance with non-family CEO. More selective about projects, with no more low margins. Share price moving up.
PAST TOP PICK
PAST TOP PICK
April 28, 2021
(A Top Pick Jun 16/20, Up 34%) One of his biggest positions. Rose during pandemic. Unaffected by lockdowns. Several large, accretive acquisitions, making them the largest player in Canada at 20% of the institutional pharmacy market. Huge tailwinds with the seniors demographic. Focused strategy, well managed, more consolidation to come, plus organic growth.
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(A Top Pick Jun 16/20, Up 34%) One of his biggest positions. Rose during pandemic. Unaffected by lockdowns. Several large, accretive acquisitions, making them the largest player in Canada at 20% of the institutional pharmacy market. Huge tailwinds with the seniors demographic. Focused strategy, well managed, more consolidation to come, plus organic growth.