John Kim
Portfolio Manager at Aston Hill Financial
Member since: Mar '16 · 177 Opinions
Rating Card
Premium content| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 0 | 41 46.07% | 23 25.84% | 9 10.11% | 12 13.48% | 4 4.49% | ||
| 1 Month | 0 | 1 5.56% | 10 55.56% | 6 33.33% | 1 5.56% | 0 0.00% | |
| 6 Months | 0 | 9 50.00% | 4 22.22% | 1 5.56% | 4 22.22% | 0 0.00% | |
| 12 Months | 0 | 9 50.00% | 5 27.78% | 2 11.11% | 1 5.56% | 1 5.56% | |
| 2 Years | 0 | 13 72.22% | 2 11.11% | 0 0.00% | 2 11.11% | 1 5.56% | |
| 5 Years | 0 | 9 52.94% | 2 11.76% | 0 0.00% | 4 23.53% | 2 11.76% |
Stock Opinions by John Kim
COMMENT
Market Outlook He expects the global economies will begin to slow down. Europe posted the weakest PMI it has seen in almost a decade. With interest rates so low, equities have been the place where investors have taken their money. Trade tensions with China are being reflected with the Chinese economy slowing as well now. Both sides have backed themselves into a corner -- it is unlikely a solution will be created before 2020, he thinks. He gives credit to President Trump for stepping up against China taking intellectual theft. He thinks the US Fed did not actually need to cut rates as this takes away the ability to do so later. The stock market will come under pressure when the Fed sends signals it will no longer drop rates.
HOLD
He is actually looking closely at this as being comparable to Visa and Mastercard. He likes their XOOM money-transfer business that could compete against Western Union and the banks that charge much higher transaction rates.
0
HOLD
Cheaper than peers? It trades at a discount to its peers as there has been no new product development for them. This will change at year end into 2020. At some point it will catch up in value. There has been an overhang as to whether the largest shareholder would hold or sell their shares. That is done now. They have just bought into a regulated Colombian infrastructure play to get stability of revenues. Yield 4.7%
Utilities
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