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Stock Opinions by John O'Connell, CFA

COMMENT
Believes investors should not be concerned about small interest rate increases. Marginal increases in interest rates won't affect business decisions. Rising interest rates is a good thing, as it signifies a recovering economy.
Unknown
COMMENT
Investors should continue to focus on good companies with quality products & services to prepare for rising interest rates. Semantics about "growth/no growth" stocks won't affect quality companies over the long term.
Unknown
TOP PICK
Amazon down 15% from all time highs. Advertising, fulfillment, delivery & networking business units continue to grow. Ability to service customers getting better. Amazon is now the highest employee payer in the logistics business, which makes it very difficult to compete with. Huge growth opportunities in retail, advertising, cloud and AI business units.
specialty stores
TOP PICK

Stock current yields over 3%. Trading at 6x earnings. Stock has under preformed in relation to competitors, however, new CEO making positive changes. Believes that company is valued at 75% of tangible assets. No reason to believe company is only worth 75% of tangible assets. Investors can collect 3% dividend yield, while company improves valuation.

banks
TOP PICK
Believes Disney is strong because of the number of outstanding subscriptions. Disney is by far the best media and entertainment company in the world. Augmented and virtual reality will only add to the amazing content that Disney already owns. Early adoption of technology will allow to company to further grow business. Can buy company at 14x 2024 projected earnings which is incredibly cheap.
entertainment services
PAST TOP PICK
(A Top Pick Sep 23/20, Up 84%) Believes one of the best run banks in the world with many opportunities ahead. Might see a pullback in bank stocks ahead, but still a great company. Rising interest rates and attractive dividend yield make for a favorable environment. Will continue to own.
Financial Services
PAST TOP PICK
(A Top Pick Sep 23/20, Up 33%) Believes a great company even amongst controversy. Great at taking advertising expenditures away from legacy media. Small and medium sized business' who can't afford to advertise on legacy media, switching to Facebook. Will see increasing eCommerce opportunities. Increasingly complex online payment systems will add value. Metaverse will present opportunities as well.
0
BUY on WEAKNESS
Believes PayPal approaching a good valuation to buy (currently too high). Company continues to grow at incredible rate. Payment system the company owns is very valuable. Market pullback would present buying opportunity at ~130 price range.
0
COMMENT
Believes company and energy sector getting a nice lift with energy prices rising. Good assets with attractive valuation, if energy prices stay at current level, or go lower. However, does not own stock. Better opportunities in Kelt Exploration, Nuvista Energy and Headwater Exploration.
oil / gas
BUY
Owns company and has held for a long time. Believes excellent management, key infrastructure, strong balance sheet and disciplined capital spending. Dividend yield is very compelling (6.5%). Operating in key areas. Will continue to hold.
oil / gas
PAST TOP PICK
(A Top Pick Sep 23/20, Up 111%) Will continue to own and buy stock. Beneficiary of rising interest rate environment. Technology will continues to drive cost downs. Believes long road to grow. US consumers in good shape, which will aid company with increased loan growth.
banks
VAGUE
Believes is a good company with a great story. Likes growth profile of eCommerce sector. Insider trading/selling at company is a concern. Large management turnover is not unusual, however, is a concern. Prefers Amazon over Shopify. Nothing stopping Amazon from moving into Shopify's space.
0
COMMENT
Believes is very innovative company, and Jack Dorsey is very competent. Hard to know future of the company. In the right space, yet highly valued. Higher valuations and competitive marketplaces not congruent for very long. If there is a market pullback, could be hard on the companies stock.
0
HOLD
Real estate bubble in Canada could spell trouble for major banks. TD bank has done good job with exposure to US customers. Canadian consumers are highly indebted, perhaps one of the highest in the world. Not sure how much room left for lending to Canadians. Collapse of company not a concern, however sees more growth in US market.
Financial Services
DON'T BUY
Believes Costco better buy than Walmart. Company focusing too much on what Amazon is doing. Slow to innovate and has given ground to Amazon as a result. Lots of attractive attributes, however seem unable to use cash effectively. Not a well run company.
department stores
Showing 1 to 15 of 1,654 entries