Viewing Expert John O'Connell, CFA | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

John O'Connell, CFA , Chairman and CEO

Davis Rea


Date Signal Chart Symbol Company Opinion Price
2017-01-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. He tries to make investments in companies that will do well irrespective of political considerations. Feels people have been paying a lot more attention to news events, than they have been to fundamentals. There has been disparity since the election, where people have been taking Trump at face value that he can solve all the problems in the world, and they’ve jumped on the bandwagon of buying cyclicals, industrials and financials. This has left some pretty good companies behind. He focuses on long-term themes such as information, technology, education, healthcare, etc.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
_N/A
2017-01-19 PAST TOP PICK Must be logged in to use chart AAPL-Q Apple

(A Top Pick Feb 10/16. Up 29.19%.) Going into the watch release, he sold half his position. Has been reducing his position, as he feels they may be falling a little behind. Feels that the closed Eco system is potentially becoming a bit of a hindrance for future growth. They seem to be falling behind in artificial intelligence softwares. You don’t need to panic, but he wants to see them start executing on new innovations. The one missing link is their AI capability, where they are falling behind.


Price:
$119.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2017-01-19 TOP PICK Must be logged in to use chart AMZN-Q Amazon.com

The fact that it has made all these vast investments in infrastructure, they have very little debt. They continue to grow like mad. Moving into India and internationally. They may not be making any money because they are reinvesting the money in growth. It is hard to find good management that is fearless. In 2006, they were using an incredible amount of computer power. Decided to overinvest in computers, and rent out computer space, and are now the largest Cloud computer company globally. (Analysts’ price target is $945.03.)


Price:
$809.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2017-01-19 COMMENT Must be logged in to use chart BAC-N Bank of America

The investment community has gotten very, very positive on US banks, because of Donald Trump and deregulation. US banks are really complicated and there are so many different things going on inside these banks. They are probably going to ease some restrictions, which is a good thing. However, these restrictions were put on, because the banks did bad things. Rising interest rates will be positive for banks, because they will have higher earnings. Conversely, we already have US consumers struggling on subprime model loans. Mortgage finances are going to slow down. This is a tough call. Feels that a year from now they could be kind of flat from here.


Price:
$22.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2017-01-19 COMMENT Must be logged in to use chart BB-T BlackBerry

John Chen is doing a great job trying to transition from hardware/software to a strictly software and selling it. Integrating their security systems into the automotive business, it is almost a commodity software business these days. He tries to stick with the real leaders that have all the real cash flow and capital to be investing in artificial intelligence, machine learning, augmented reality and cloud computing.


Price:
$9.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2017-01-19 COMMENT Must be logged in to use chart BX-N Blackstone Group LP

There are arguments that this is trading at a significant discount to what its breakup value is. Very, very smart guys. He doesn’t like investing in private equity companies. The people that make all the money in private equity companies are the guys that work for the companies. A very tough way to make a living. Dividend yield of 5.6%.


Price:
$29.310
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2017-01-19 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

This has a couple of problems. There is a big tax liability outstanding, which is a substantial issue. The pricing of uranium is problematic. This is world-class in terms of its resource, but he just doesn’t think there is any pricing power. Thinks it is dead money.


Price:
$15.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2017-01-19 HOLD Must be logged in to use chart CERN-Q Cerner Corp.

About 18 months ago, they changed from an upfront sales model to more of a subscription model, much like Adobe did a number of years ago. That’s been causing major headaches for ANLESS (?) in trying to gauge how much their sales and backlog is actually growing. The contract can be somewhat lumpy. A situation where the company continues to work through a change in its billing management. Came very close to buying more at $48. Thinks ANLESS has been burnt and are very cautious about making investment decisions right now, because they can’t figure out how long this takes to roll over. The profitability is still there and this is as cheap as it has ever been. Trading at about 20X forward earnings.


Price:
$51.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2017-01-19 DON'T BUY Must be logged in to use chart CSCO-Q Cisco

They’ve done everything right. Continue to buy back their stock and manage their balance sheet effectively and efficiently. Net profit is 20%, EPS is 12%, income growth is 19%, total debt is only 35.4, Price to Book 2.4%, and ROE is close to 18%. However, you don’t need to be in the hardware manufacturing component. It just continues to be commoditized. You want to be more on the software side. He sold his holdings.


Price:
$29.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2017-01-19 PAST TOP PICK Must be logged in to use chart DIS-N Walt Disney

(A Top Pick Feb 10/16. Up 22.53%.) A really great, long term holding. The 2nd largest media company globally, after Google. People are worried about ESPN, but people will pay to see those sports. They are very innovative in terms of distribution.


Price:
$107.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2017-01-19 SELL Must be logged in to use chart ECN-T ECN Capital

Had owned this before the split and did okay on it. CEO couldn’t consolidate the fleet business more aggressively and there wasn’t a lot of growth, so he split the companies and then proposed the structure. Thinks it was completely full of conflicts of interest. The investment community is supporting this because the CEO is a wonderful guy in promoting things. Sold his holdings, because he won’t invest in companies where he doesn’t have confidence in the management team. This has been a massive destruction of shareholder value.


Price:
$3.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2017-01-19 SELL Must be logged in to use chart EFN-T Element Fleet Management

Had owned this before the split and did okay on it. CEO couldn’t consolidate the fleet business more aggressively and there wasn’t a lot of growth, so he split the companies and then proposed the structure. Thinks it was completely full of conflicts of interest. The investment community is supporting this because the CEO is a wonderful guy in promoting things. Sold his holdings, because he won’t invest in companies where he doesn’t have confidence in the management team. This has been a massive destruction of shareholder value.


Price:
$12.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2017-01-19 PAST TOP PICK Must be logged in to use chart FB-Q Facebook

(A Top Pick Feb 10/16. Up 26.28%.) Still loves this. Mobile engagement continues to grow. They are now getting into video which is going to have more video, which will have more value per click. This is a company that has a long, long way to run. Trading at a very reasonable valuation.


Price:
$127.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2017-01-19 COMMENT Must be logged in to use chart JNJ-N Johnson & Johnson

A very well-run company. It has a huge number of products. It has a decent dividend and a good quality balance sheet. It has really been a growth by acquisition. Regarding the consumer products part of it, as Amazon (AMZN-Q) increasingly attracts shoppers, does this company capture part of that margin that is being taken away from retail and grocery stores? Can they allocate their advertising budget more efficiently and effectively? If these companies do start capturing part of that margin, ensuring that part of their profit with Amazon, then he thinks they are interesting. In the interim, he doesn’t think these are all that interesting.


Price:
$114.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2017-01-19 TOP PICK Must be logged in to use chart KEL-T Kelt Exploration

This has done a fantastic job of growing production. They recently acquired about 700 sections of land in the Montney area. Fantastic management team. A super strong balance sheet. Growing well within its cash flow now. They have one of the largest land bases in Alberta and Northeast British Columbia. (Analysts’ price target is $8.72.)


Price:
$6.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
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