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Stock Opinions by David Driscoll

COMMENT
Believes downward pressure on markets will continue as interest rates continue to rise. Raising capital for small cap and technology companies will become more expensive. Opportunity in bonds as yields rise. More bullish on bonds than stocks.
Unknown
COMMENT
Believes further room for S&P 500 to drop as historical P/E average (16x) lower than today (20x). Not buying any stocks and is waiting for markets to fall further. Expecting further drops in the summer.
Unknown
BUY on WEAKNESS
Waiting to see which direction company takes with upcoming spinoff planned. Rising interest rates will present pressures on private equity (more expensive to raise capital). Buy a small amount of shares now, and wait until spinoff plans are announced in the fall.
management / diversified
BUY
Has owned company for 5 years. Is a good company to own within sector (way ahead of competition). Stock has fallen recently which is presenting good buying opportunity (25x P/E ratio). Dividend growing nicely with strong M&A activity. Buy shares now and if the price falls, buy more.
electrical / electronic
SELL
Company seeing diminished growth in business units (retail, AWS etc.) Law of diminishing returns is catching up with company (can't grow forever). 63x P/E ratio doesn't provide much room for healthy growth. Would sell shares and wait to buy when market reaches bottom.
specialty stores
BUY
Manufacturing sector not able to keep up with inflation which is causing problems for the company. Current share price presenting good opportunity to buy. Financial metrics are as good or better than competitors within the industry. Quality company that executes well with industry.
INDUSTRIAL PRODUCTS
COMMENT
Investors are in for large swings in the market as over-valued stocks are sold. Rising interest rates will negatively affect small cap + tech stocks. Companies that need to raise capital will suffer.
Unknown
COMMENT
Investors can protect themselves from rising interest rates by making a plan, diversifying globally and checking emotions at the door. Don't take large bets and avoid owning ETF's in tech sector. Good time to make a list of quality stocks to buy when March interest rate increase is announced.
Unknown
COMMENT
Believes supply shortage of oil will result in boom. If buying oil stocks, remember that for every oil boom, there will be a bust. Good to remember that oil stocks are very risky.
Unknown
TOP PICK
Believes company is very predictable which results in consistent earnings. Company is a good hedge against volatility in the market. Ability for company to raise dividend is a major strength.
food stores
TOP PICK
Believes company is good bet for investors looking for carbon removal technology. Drop in stock price has created a good opportunity to buy. Company generates a lot of free cash flow.
INDUSTRIAL PRODUCTS
TOP PICK
Believes it is a great time to be in the insurance industry. Every 1% rise in interest rates = additional $1.2 billion income for the company. Expectation is for price increases (10%) at all insurance companies. Very good credit rating.
insurance
PAST TOP PICK
(A Top Pick Feb 10/21, Up 34%) Thinks company has had a good return in an over-valued market. Rising commodity prices have helped company. Demands for seeds will only increase. Expectation is for another dividend increase. Two previous exiting CEO's is a negative aspect.
agriculture
PAST TOP PICK
(A Top Pick Feb 10/21, Up 23%) Believes company has unique value proposition of laboratory testing + product manufacturing. Company has been very active in making acquisitions. No material debt as a result of large free cash flow. Revenue growth will slow as Covid-19 reduces.
electrical / electronic
PAST TOP PICK
(A Top Pick Feb 10/21, Up 46%) Believes company is leading insulin producer for diabetics. Revenues outside USA are increasing. Above average financial results from previous quarter was rewarded by market. Rising diabetes levels in society will be good for company. Company has very little debt and is looking at other products.
biotechnology / pharmaceutical
Showing 1 to 15 of 2,368 entries