Viewing Expert David Driscoll | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

David Driscoll , President & CEO

Liberty International Investment Management Inc


Date Signal Chart Symbol Company Opinion Price
2017-05-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. This had a bit of a comeback today. He guesses that people are just stepping back feeling that earnings season had been pretty good for the corporations, and if the US does ever get any their fiscal policies enacted, then they are going to be flush with cash to take advantage of M&A or to continue on with the stream they are doing in innovation. There are a lot of expectations built in going forward for 5-10 years. It is always nice to have some cash, because if you are fully invested, you get hit with the market. The growth in ETF’s, is not an issue now, but if it gets to 50% of the market, then we are going to have extreme volatility. There could be a 20% decline in any one day. Probably not now, but you just never know.


Price:
$0.020
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2017-05-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Percentage of cash in a portfolio? In the worst markets such as 2008, the prudent amount to hold was 20%. In these markets, if they continue to rise further, you don’t want to have too much cash, because you can’t keep up with the markets. Having about 20% cash, if you are all equity, is probably the most appropriate. That way, you will have 80% invested in the market, and if the market falls off, you have cash to allocate at a better entry price.


Price:
$0.020
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2017-05-19 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Fang stocks? Any stock that is trading greater than 30X earnings, and in some cases upwards of 75X, you have to be disciplined with your investing. Instead of throwing all your money into it, just put half of it in. If it doubles in price, you can sell half and then the rest is free. They’ve outperformed the S&P by a wide margin so far this year.


Price:
$0.020
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-05-19 COMMENT Must be logged in to use chart AMD-Q Advanced Micro Devices

Probably the poor cousin of Nvidia (NVDA-Q) right now. While they have a chip coming that is comparable, there is a difference between having great ideas and running the business, whereas Nvidia has been able to do both. This company has had difficulty in running their business. They haven’t been growing their cash flow and it hasn’t been generating positive cash flows, so they have been sinking a lot of money into CapX and R&D. Looking at their past, they still haven’t proven that they are able to get all their ducks in a row, so they can keep moving forward.


Price:
$11.410
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-05-19 COMMENT Must be logged in to use chart BABA-N Alibaba Group Holding

The opportunity to be the Amazon of China is definitely there. They’ve got 500 million users now. They are kind of a quasi-Amazon eBay. The way you have to play this is, these are trading stocks, they don’t pay dividends, you don’t get voting control. Therefore, if you are going to trade them, do a half a position. If it doubles in price, then you take half off the table and then the rest is free. It’s a good company and they are in a good space, but he would still be cautious in investing in companies like this.


Price:
$123.220
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-05-19 COMMENT Must be logged in to use chart BAC-N Bank of America

Bank of America (BAC-N) or Citigroup (C-N)? This one will give you more of the mortgage business. If your a believer that the economy is going to continue to grow, housing is going to expand, then this is for you. It comes down to where your comfort level is going to be. He would personally prefer J.P. Morgan (JPM-N), given that their investment banking arm is probably doing better than Goldman Sachs (GS-N) right now. This is fairly cheap on a relative basis.


Price:
$23.050
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-05-19 TOP PICK Must be logged in to use chart BDX-N Becton Dickinson

This started a long time ago making syringes and needles, and that’s pretty much been their core. It’s all consumables in the hospitals, etc. Just made a recent acquisition of CR Bard (BCR-N) in the urology business. Both companies generate consistently growing free cash flows. There’s a 10% bump to the dividend every year. This merger is going to give them some debt that should be paid off within the next 2 years. He likes the company at this price.


Price:
$184.130
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 BUY Must be logged in to use chart BX-N Blackstone Group LP

He is looking at this. People are looking for some kind of alternative investments, and this is the biggest private equity firm out there. The dividend yield is upwards of 8% right now, and that is just because you get that lumpiness of deals being bought and sold. If you look at their stock price long-term growth, it has risen about 30% a year on average for about the last 10-20 years. He is quite interested in this.


Price:
$29.870
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-05-19 COMMENT Must be logged in to use chart C-N CitiGroup

Bank of America (BAC-N) or Citigroup (C-N)? This gives you a little more international exposure and more investment banking. It comes down to where your comfort level is going to be. He would personally prefer J.P. Morgan (JPM-N), given that their investment banking arm is probably doing better than Goldman Sachs (GS-N) right now. The stock is fairly cheap on a relative basis.


Price:
$61.100
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-05-19 DON'T BUY Must be logged in to use chart CSCO-Q Cisco

There is a split right now in the technology space. If you think of Cisco, Intel, and even IBM, they are old legacy businesses and are starting to drop off the vine. It is commoditized and they are not making much money off of it. They are desperately hurrying into the tech side of the business. With this one, you are getting away from the set-top boxes, and getting into Cloud and other services. Everybody is up in the Cloud right now and you are starting to get commoditization on prices, which is not going to help this company over time. If they start to see a slowdown on their upscale business, then of course, with a slowdown in the hardware side, it is going to hurt. People are investing for the yield, and he thinks there are better tech stocks out there. 3.7% dividend yield.


Price:
$31.210
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-05-19 TOP PICK Must be logged in to use chart DSY-FP Dassault Systemes

This is artificial intelligence. It is 3-D CAMCAD technology for both the Procter & Gambles as well as carmakers. It’s all designs. So if you have an idea, you run the design simulation 3000-4000 times, and it will spit out the right way to do it, create the supply chain, make any changes, and then off they go. The company has been growing at 15%-20% profitability. They are #1 in their segment and are growing nicely quickly. The dividend increased 14%, which is double the historic average for the global market.


Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 BUY Must be logged in to use chart FL-N Foot Locker

This has free cash flow growth. Against their competition, they have actually been doing quite well. You’re getting a 10-year growth rate and CapX at 50%, cash from operations of 110%, and dividend growth of 184% over the last 10 years. The free cash flow has grown at about a 3rd over that time frame. A brick-and-mortar company that knows what they are doing.


Price:
$58.720
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-05-19 PAST TOP PICK Must be logged in to use chart FMX-N Fomento Economico Mexican

(A Top Pick June 7/16. Down 2.69%.) A perfect example for these 3 past Top Picks to be able to take advantage in the fall, for buying more of them to dollar cost average. With the Trump victory, the peso was getting crushed. Unfortunately, this company went down with it, simply because it was Mexican, even though they don’t do any business in the US. They are the Coca-Cola bottler outside of the US. They have OXO convenience stores and gas stations, and have gone into pharmacies all through Mexico, Latin America and south America. Their earnings are good, they are still opening gas stations, and have about 20,000 OXO stores, and now are adding gas pumps with them. Earnings are growing at a fairly decent clip.


Price:
$91.440
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 PAST TOP PICK Must be logged in to use chart GTO-NV Gemalto

(A Top Pick June 7/16. Down 1.21%.)  A perfect example for these 3 past Top Picks to be able to take advantage in the fall, for buying more of them to dollar cost average. He was buying more when it collapsed from $60 down to $40. This is cyber security. They do chip technology for credit cards and holograms for passports. This is Amazon’s biggest cryptologists encryption. They just bought a subsidiary of 3M that does iris and fingerprint scanning. Their big problem right now is with Sim cards. Everybody owns a smart phone, so they are not getting new phones replaced as quickly as possible, so the Sim card business is weakening. And with the E-Sim, they are involved, but there isn’t that kind of market mass for demand to start pushing revenues higher. Still trading on 2019 earnings at about 14X earnings, so it’s still cheap.


Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 COMMENT Must be logged in to use chart HD-N Home Depot

The crème de la crème in the retail space, something Amazon can’t fight. There are a lot of renovations. In housing, people are pretty much buying whatever they can because supply is not available, especially in the Midwest and California, so you get a teardown and start to renovate.


Price:
$156.300
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
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