Top Smart-Home Stocks to Buy in 2019

He expects them to report excellent numbers on Tuesday. The CEO is excellent. Their problem is that they have business than they can handle.

This is not only a technology company. Much of its earnings are coming from games and movies. Both those areas are very difficult to predict. He sees better value elsewhere.

He has owned this for his clients for 15 years. It has done extremely well. They have trimmed it a number of times. You do not want one company to dominate a portfolio. A few weeks ago, it popped higher than their limitation band so he trimmed it. However, he still very much likes it.…

Looking at technicals right now, the market has tried to break through and has failed a couple of times. It could be choppy through the election. We could be ready for a 5-7% pull-back over the next couple of weeks. Your entry point will be late October or early November. He would slightly prefer GOOG-Q.

(A Top Pick Nov 13/19, Up 23%) One of the top beneficiaries of digital advertising. Also has so many revenue streams not linked to advertising. Doesn't seem to be impacted by the DoJ anti-trust announcement. Very decent margins. Price target of $1,760.

Unfortunately they have had a tough time. Camera division is doing extremely well. Coming out with new cameras. He is scrutinizing it hard. 4.2% dividend is safe. Strong balance sheet. If camera division takes a turn to the worse he would sell.

One theme she really likes is a company that provides products and services that other companies simply can't live without. This company is so ingrained with other businesses processes. They work with AT&T, BCE, Telus, Rogers and Vodafone. Do back-end billing, making sure you are getting charged what you are supposed to be charged for…

Long liked this, but their latest earnings beat today surpassed even his expectations. It's on fire. Gross margins and cash flows surpassed expectations last quarter.

A fabulous 5G play, but they lost a lot of business when Trump banned Huawei from buying American-made compenents. Maybe Marvell will get back that business under Biden who likely won't antagonize China like Trump.

(A Top Pick Jan 26/05. Down 36%.) Face the opportunity for single chip cell phone technology to penetrate the low end of the market. Went up 30% and he sold. Looking at it again.

It is a value trap and Intel has been a serial disappointer. The report from last night stated their data centre business continues to deteriorate. They are getting beaten by their competitor, notably AMD. Stay clear of Intel.

Qualcomm vs. Intel They hold the patent on the entire cell phone system. They have settled suits with China and Apple and are getting big payments. The stock has moved up nicely. 5G will be a boon for them globally. QCOM will continue to rise. Intel used to be the big leader in microchips until…

The layoffs they announced make him nervous, a bad sign. He wishes they would appear on his show to discuss what is really happening. He prefers Verizon.

(A Top Pick June 5/07. Down 8%.) Largest cellular company in Mexico. Their capacity utilization of the network is superior to many other global ones. Very Bullish on this stock.

HD vs. Lowes He's come close to buying HD in the past. It pays a 2.1% yield vs. Lowes' 1.3%, and HD boasts better metrics elsewhere. Key point it that scale matters in this business, and the 3x bigger HD enjoys a size advantage and has a wider moat (can get better pricing and service…

Allan Tong’s Discover Picks Best Buy is trading only $6 lower than its average price target of $116. Even though the wind is at its back, it’s likely wise to wait for a pullback before entering or adding more. Existing shareholders have been rewarded with a 74.56% total one-year return at a 3.53% profit margin…

Has been outperformed by Staples. Global. Good balance sheet. Good cash flow. New management coming in.

No debt and $160 million in cash, a little over $7 per share. Chairman owns 20%. Not widely followed.

(A Top Pick Jul 08/19, Down 6%) The broadband business was seen as an infrastructure play. There were a string of broadband revenue growth cycles, but then COVID-19 hit and the theme park part of the business saw revenues fall to zero. There was a recent report suggesting splitting the business into two, and he…

Are they connected enough to green? They focus on smart grids, building grids that connect renewable projects. Now is an interesting time for grid development. Many, like Ontario's, are ancient and need updating. ABB is a play on smart (adaptive, responsive) grids, which are really expensive. If there's more infrastructure spending to update the grid…

As an industrial, it has aerospace exposure. They just beat earnings, but suspended their full year guidance. They are not cheap -- trading at 22 times earnings and growth of 10% for earnings. He would wait for lower prices to buy. A fine company in the long term.

GE has solid wind and healthcare businesses, but these alone are not enough to buy this yet. Give it another another quarter before looking at this. GE reports next week.

(Top Pick Feb 6/17, Down 2%) He expects that it will probably get back to $42-$45. Typically auto does well until the end of May.

(Market Call Minute.) He likes the industrials and this looks very interesting. They provide engineered equipment to different companies.

Electronic equipment that makes monitors for many industries from pharma to oil. Established international company. ROIC rose from 14% in 2009 to 26% now. Stock is still cheap. $17B market cap. $3.8B in revenue. Consistent, well-diversified company.

(Top Pick Oct 4/13, Up 2.40%) It is core industrial America. Just made an acquisition that will be accretive right off the bat.