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Signal
Opinion
Expert
Chart
BUY
BUY
June 9, 2021
A great business. Outperformed the last 5 years. Great balance sheet, so they can explore global growth opportunities. E-commerce is still just scratching the surface on the retail side. Dominant market share in Canada at 90%. Excellent time to buy.
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A great business. Outperformed the last 5 years. Great balance sheet, so they can explore global growth opportunities. E-commerce is still just scratching the surface on the retail side. Dominant market share in Canada at 90%. Excellent time to buy.
COMMENT
COMMENT
June 9, 2021
Being acquired. No competing offer on the horizon. You're not risking much by buying, but doesn't see another deal coming along.
Show full opinionHide full opinionBeing acquired. No competing offer on the horizon. You're not risking much by buying, but doesn't see another deal coming along.
HOLD
HOLD
June 9, 2021
Frustrating when you get things right on the demand side, but supply doesn't follow through. That's the risk going forward. The chip shortage is catching everyone. Hold on to it. The theme of outdoor recreation is here to stay, and demand will last for quite some time.
Show full opinionHide full opinionFrustrating when you get things right on the demand side, but supply doesn't follow through. That's the risk going forward. The chip shortage is catching everyone. Hold on to it. The theme of outdoor recreation is here to stay, and demand will last for quite some time.
BUY
BUY
June 9, 2021
US financials are in a great position. Benefit from interest rates going higher. Will do well in capital markets and banking. US 10-year is back below 1.5%, and US banks have barely budged, so this signals a good time to buy. Still reasonably priced. Go long.
Show full opinionHide full opinionUS financials are in a great position. Benefit from interest rates going higher. Will do well in capital markets and banking. US 10-year is back below 1.5%, and US banks have barely budged, so this signals a good time to buy. Still reasonably priced. Go long.
HOLD
HOLD
June 9, 2021
A frustrating position. Imaging clinics in the US. Performing well and acquiring clinics. Higher margins than peers. Positive news has come out, so the rest of the year should be better, closing the gap in the valuation. Generating free cashflow and paying down debt. Alzheimer's drug will push organic demand for scans.
Show full opinionHide full opinionA frustrating position. Imaging clinics in the US. Performing well and acquiring clinics. Higher margins than peers. Positive news has come out, so the rest of the year should be better, closing the gap in the valuation. Generating free cashflow and paying down debt. Alzheimer's drug will push organic demand for scans.
DON'T BUY
DON'T BUY
June 9, 2021
Telehealth player, with more of an unfocused strategy. Whereas AKU is very focused.
Telehealth player, with more of an unfocused strategy. Whereas AKU is very focused.
BUY
BUY
June 9, 2021
If you look to the future, NVDA will touch all those technologies. Astounding growth profile. Ahead of the competition. Long runway. Hard to get your head around the valuation, but if you buy, you'll probably be happy years down the road. A great company. He owns TSM instead, for the lower risk.
