Latest Expert Opinions

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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Cargojet Inc (CJT-T)
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.
James Telfser
Price
$179.000
Owned
Yes
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.
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Being acquired. No competing offer on the horizon. You're not risking much by buying, but doesn't see another deal coming along.
James Telfser
Price
$0.000
Owned
Yes
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.
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BRP INC. (DOO-T)
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.
James Telfser
Price
$90.100
Owned
No
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.
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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.
James Telfser
Price
$42.450
Owned
Yes
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.
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Akumin Inc. (AKU-T)
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.
James Telfser
Price
$0.000
Owned
Yes
DON'T BUY
DON'T BUY
June 9, 2021

Telehealth player, with more of an unfocused strategy. Whereas AKU is very focused.

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Telehealth player, with more of an unfocused strategy. Whereas AKU is very focused.

James Telfser
Price
$7.960
Owned
No
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.

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Nvidia Corp (NVDA-Q)
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.

James Telfser
Price
$694.810
Owned
No