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Compiling comments that experts make about stocks while on public TV.

Jardine Matheson Stock Symbol: JM-SP

Notes:Singapore Exchange

Last Price Recorded: $0.0100 on 0000-00-00

Date Signal Expert Opinion Price
2017-08-21 PARTIAL BUY David Driscoll

He is buying half positions for new clients right now.  He has done this because the US dollar has dropped.  This is the time of year when their stock price starts to move.  If you believe the US$ will continue to fall, then the price should continue to rise.  They don’t have a lot of leverage right now.  If anything bad occurs they will step into the market to take advantage of opportunities.  This is a way to be in Asia.


Price:
$0.010
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-07-27 TOP PICK David Driscoll

A big conglomerate that dates all the way back to the 1600s. They have the tentacles throughout China and other Asian countries, including Indonesia, Vietnam, etc. They have hotels, supermarkets, BMW and Mercedes dealerships, IKEA, 7-Eleven and even some Starbucks franchises. They have insurance. They’ve got Hong Kong land. If the Chinese market recovers, the US$ will start to fall and emerging market currencies will start to rise, and this company will start to make bigger profits. (Analysts’ price target is US$63.)


Price:
$0.010
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-05-31 COMMENT Christine Tan

A very unique company. It started as a trading company and now owns a number of businesses throughout the Asia Pacific. On a fundamental valuation perspective, the stock has rallied really hard and it is expensive. Dividend yield of 2.4% is safe and there is possibly room for it to be hiked in the next 12-18 months.


Price:
$0.010
Subject:
EMERGING MARKET
Bias:
BULLISH on EMERGING MARKETS
Owned:
Unknown
2017-04-20 DON'T BUY Mark Grammer

A Conglomerate based in Hong King.  He finds conglomerates too complicated. 


Price:
$0.010
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
No
2017-03-13 BUY David Driscoll

(Market Call Minute.) Has owned this for about 10 years and will continue to own it. They are throughout South East Asia, so it is his proxy.


Price:
$0.010
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2016-12-15 PAST TOP PICK David Driscoll

(A Top Pick Jan 15/16. Up 4.76%.) A big conglomerate that has been around since the 1600s. They are into everything in south east Asia and are really good allocators of capital. He is buying more at this price, because it is really cheap.


Price:
$0.010
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 BUY Paul Harris, CFA

A Hong Kong company, based in Singapore and listed on the Singapore exchange. They own 83% of a company called Jardine strategical. They also own a lot of brands. Trading at about 14X earnings with a 2% dividend yield. You have to look at this company on its NAV, not on its earnings, because it is a conglomerate. You can probably get to a $48-$50 price target on NAV. The stock is trading at about a 36% discount to that. There is upside from here.


Price:
$0.010
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-06-07 PAST TOP PICK David Driscoll

(A Top Pick April 4/16. (Actually Jan 15/16.) Up 0.95%.) They own a number of things including insurance, stores, hotel chain, supermarkets, car dealerships, etc. He likes that he has to only invest in one company to cover all of Southeast Asia, but their leverage is very thin.


Price:
$0.010
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-04-04 PAST TOP PICK David Driscoll

(Top Pick Jan 15/16, Up 7.60%) They are not heavily indebted.  If China suffers, they have a lot of cash on the books to make acquisitions.  They are a play on the Asian economy. 


Price:
$0.010
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2016-01-15 TOP PICK David Driscoll

(Singapore exchange.) A gargantuan conglomerate that goes back to the 1600s. They do everything in South East Asia including hotels, restaurants, groceries, car dealerships, etc. In 2008, Hong Kong prices fell almost in half, and the stock stepped up to the plate and doubled their development position by buying up land in Hong Kong and developing it. A very underleveraged company with lots of room to make acquisitions if the South East Asian countries continue to suffer. A good stock to own for complete coverage in Southeast Asia.


Price:
$0.010
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2013-11-08 PAST TOP PICK David Driscoll

(A Top Pick Sept 14/12. Down 1.67%.) This is a proxy on the Southeast Asian market. As China has slowed down, so has their profitability. Very good entry point.


Price:
$0.010
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2013-08-08 PAST TOP PICK David Driscoll

(A Top Pick September 14/12. Up 0.63%.) This is like a proxy for Southeast Asia investing because they have 15 different companies in their sphere, half of which are doing well, the other half are not. At this level, he is getting very interested in Buying more.


Price:
$0.010
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2012-09-14 TOP PICK David Driscoll

(Singapore exchange.) Into Southeast Asia in a huge way with about 10-12 different businesses including supermarkets, commercial real estate, auto dealerships, rubber plantations and life insurance/financing. Likes to go into an Asian country with one stock and get the emerging-market growth. Dividend has been growing at about a 10%-15% clip. Good management.


Price:
$0.010
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2012-04-11 PAST TOP PICK David Driscoll (A Top Pick March 31/11. Up 17.53%.) Singapore exchange. Big conglomerate including British life insurance, Hong Kong land, residential real estate, etc. Very smart team. Not a lot of debt. Dividend has been rising at a 15% clip for the last 20 years, but only 9% last year.
Price:
$0.010
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2011-09-29 BUY Gavin Graham (Singapore exchange) Effectively a conglomerate. Have stakes in things like Hong Kong Land Property, Dairy Farm. Good longer-term lay on growth rising Asian incomes. Reasonable dividend.
Price:
$0.010
Subject:
GLOBAL LARGE
Bias:
DEFENSIVE
Owned:
Unknown
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