Latest Expert Opinions

Signal
Opinion
Expert
Chart
BUY
BUY
June 10, 2021
Done exceptionally well. One of the best managed in the world. Critical infrastructure. Stock's recovered nicely. Not as cheap as before, but you can buy it here for the dividend. Owns some of the best assets. Yield is around 5.5%.
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Keyera Corp (KEY-T)
June 10, 2021
Done exceptionally well. One of the best managed in the world. Critical infrastructure. Stock's recovered nicely. Not as cheap as before, but you can buy it here for the dividend. Owns some of the best assets. Yield is around 5.5%.
DON'T BUY
DON'T BUY
June 10, 2021
Anybody's guess where it's going, including Cathie Wood. She plays fast, active management. High growth, highly speculative, they-don't-make-any-money-yet type of trade. Very, very volatile. Too volatile for him. Lots of people betting against her. Make sure it's not more than 5% of your portfolio.
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Anybody's guess where it's going, including Cathie Wood. She plays fast, active management. High growth, highly speculative, they-don't-make-any-money-yet type of trade. Very, very volatile. Too volatile for him. Lots of people betting against her. Make sure it's not more than 5% of your portfolio.
HOLD
HOLD
June 10, 2021
Continue to hold it. One of those long-term, secular success stories. Great business model. Revenue stream hinges on adding new stores in a controlled and disciplined manner, which brings in new memberships. Huge cashflow generator, exceptional management. Can continue to build out in NA and globally.
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Continue to hold it. One of those long-term, secular success stories. Great business model. Revenue stream hinges on adding new stores in a controlled and disciplined manner, which brings in new memberships. Huge cashflow generator, exceptional management. Can continue to build out in NA and globally.
TOP PICK
TOP PICK
June 10, 2021
Huge profits generated from Covid have been used to expand core business, which is scientific measurement equipment. Secret sauce is that you have to use their paper cups and vials, which are being disposed of all the time. Exceptionally well run, highly acquisitive. Trades at 20x, very attractive on the pullback. Great long-term secular grower. Grows earnings at 10-20% historically. Yield is 0.23%. (Analysts’ price target is $549.42)
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Huge profits generated from Covid have been used to expand core business, which is scientific measurement equipment. Secret sauce is that you have to use their paper cups and vials, which are being disposed of all the time. Exceptionally well run, highly acquisitive. Trades at 20x, very attractive on the pullback. Great long-term secular grower. Grows earnings at 10-20% historically. Yield is 0.23%. (Analysts’ price target is $549.42)
TOP PICK
TOP PICK
June 10, 2021
Design and consulting for the semiconductor industry. All the big tech firms use them. Consistent long-term grower. Fabulous future. Lots of room to grow. On sale here. No dividend. (Analysts’ price target is $304.46)
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Synopsys Inc (SNPS-N)
June 10, 2021
Design and consulting for the semiconductor industry. All the big tech firms use them. Consistent long-term grower. Fabulous future. Lots of room to grow. On sale here. No dividend. (Analysts’ price target is $304.46)
TOP PICK
TOP PICK
June 10, 2021
Moving into healthcare, just like others. Keeps adding more services to its Prime membership. Recurring revenues, huge free cashflows. Continues to innovate. Down around 16% from its highs, on sale for Canadian investors right now due to the strong CAD. No dividend. (Analysts’ price target is $4241.64)
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Amazon.com (AMZN-Q)
June 10, 2021
Moving into healthcare, just like others. Keeps adding more services to its Prime membership. Recurring revenues, huge free cashflows. Continues to innovate. Down around 16% from its highs, on sale for Canadian investors right now due to the strong CAD. No dividend. (Analysts’ price target is $4241.64)
John O'Connell, CFA
Price
$3336.830
Owned
Yes
TOP PICK
TOP PICK
June 10, 2021
Stockchase Research Editor: Michael O'Reilly Demand for RVs skyrocketed during the pandemic. Inventories continue to decline despite increased production to the point where order backlogs exceed $14 billion. It trades at 16x earnings, compared to peers at 23x. It pays a smallish dividend, but it is backed by a 35% payout ratio of cash flow. We would buy this with a stop loss at $90, looking to achieve $145 -- upside potential over 22%. Yield 1.42% (Analysts’ price target is $142.33)
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Stockchase Research Editor: Michael O'Reilly Demand for RVs skyrocketed during the pandemic. Inventories continue to decline despite increased production to the point where order backlogs exceed $14 billion. It trades at 16x earnings, compared to peers at 23x. It pays a smallish dividend, but it is backed by a 35% payout ratio of cash flow. We would buy this with a stop loss at $90, looking to achieve $145 -- upside potential over 22%. Yield 1.42% (Analysts’ price target is $142.33)