Latest Expert Opinions

Signal
Opinion
Expert
Chart
BUY
BUY
June 3, 2021

Good time to own all the rails. Supply chain bottlenecks. Developed world is flush with cash, and they're buying stuff. Trades at 23x earnings, on par with peers. Consolation prize from the KSU failed deal, which could come back to shareholders. Good, steady double-digit or high single-digit growth.

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Good time to own all the rails. Supply chain bottlenecks. Developed world is flush with cash, and they're buying stuff. Trades at 23x earnings, on par with peers. Consolation prize from the KSU failed deal, which could come back to shareholders. Good, steady double-digit or high single-digit growth.

Brian Madden
Price
$98.560
Owned
No
COMMENT
COMMENT
June 3, 2021

Why is the lower offer being entertained? Good assets, cyclically depressed. He owns PPL and BIP.UN through BAM, the potential buyers. A merged company is good for PPL. The PPL offer is not superior to the hostile Brookfield offer, but it helps them keep their jobs. The tug-of-war is good financially for shareholders. IPL Board has a fiduciary duty to deliver the most value to shareholders, and this would be the Brookfield offer.

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Why is the lower offer being entertained? Good assets, cyclically depressed. He owns PPL and BIP.UN through BAM, the potential buyers. A merged company is good for PPL. The PPL offer is not superior to the hostile Brookfield offer, but it helps them keep their jobs. The tug-of-war is good financially for shareholders. IPL Board has a fiduciary duty to deliver the most value to shareholders, and this would be the Brookfield offer.

Brian Madden
Price
$20.200
Owned
No
BUY
BUY
June 3, 2021
A bifurcated industry, with those financially sound vs. the other ones. Pleased with how they're growing their business. Large addressable market in Europe. Not profitable, but revenue is growing quickly. Vertically integrated. 100+ dispensaries downstream. Likes geographic footprint. Going to be a long-term leader in what will be a huge industry.
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A bifurcated industry, with those financially sound vs. the other ones. Pleased with how they're growing their business. Large addressable market in Europe. Not profitable, but revenue is growing quickly. Vertically integrated. 100+ dispensaries downstream. Likes geographic footprint. Going to be a long-term leader in what will be a huge industry.
Brian Madden
Price
$0.000
Owned
Yes
BUY
BUY
June 3, 2021

21-22x earnings. Best rail network in NA, only to get better with KSU, especially tapping into auto plants. Well managed. Efficient, reliable. Cyclically advantaged, with a lot of freight moving. Strategically important asset and infrastructure.

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21-22x earnings. Best rail network in NA, only to get better with KSU, especially tapping into auto plants. Well managed. Efficient, reliable. Cyclically advantaged, with a lot of freight moving. Strategically important asset and infrastructure.

Brian Madden
Price
$135.480
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 3, 2021
(A Top Pick Jun 11/20, Up 13%) He sold. Still likes the company, but he had better ideas in the near-term. Windfall last year, as it was an essential retailer. This year, comparisons will lag and some aisles are off-limits as non-essential.
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(A Top Pick Jun 11/20, Up 13%) He sold. Still likes the company, but he had better ideas in the near-term. Windfall last year, as it was an essential retailer. This year, comparisons will lag and some aisles are off-limits as non-essential.
Brian Madden
Price
$54.020
Owned
No
PAST TOP PICK
PAST TOP PICK
June 3, 2021
(A Top Pick Jun 11/20, Up 65%) Came roaring back from the abyss. Making lots of money at current methanol prices. Robust industrial protection. Wind at their backs. He's still buying. Significant ongoing upside potential. Valuation still undemanding.
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Methanex Corp (MX-T)
June 3, 2021
(A Top Pick Jun 11/20, Up 65%) Came roaring back from the abyss. Making lots of money at current methanol prices. Robust industrial protection. Wind at their backs. He's still buying. Significant ongoing upside potential. Valuation still undemanding.
Brian Madden
Price
$44.470
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 3, 2021
(A Top Pick Jun 11/20, Up 29%) Capable acquirers. Recent acquisitions are expected to be accretive. Good environment for P&C insurers. By far, best in breed in Canada, maybe in NA.
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(A Top Pick Jun 11/20, Up 29%) Capable acquirers. Recent acquisitions are expected to be accretive. Good environment for P&C insurers. By far, best in breed in Canada, maybe in NA.
Brian Madden
Price
$168.990
Owned
Yes