Stock Opinions by Gordon Reid - Stockchase Experts
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Gordon Reid @

On Stockchase since : Oct 2007

President at GoodReid Investment Counsel

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Stock Opinions by Gordon Reid - Stockchase Experts

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General Market Comment 

March 21, 2019

Market. The market is reactive and the FED has done a 180 from tightening to extremely dovish. Markets like that. Investors should be realistic about what the FED is signaling. Things are not as buoyant as they were in the US as previously perceived. Corporate results will be weaker this year. They were boosted last year from tax cuts. They will be up only mid-single digits this year. We should be looking for growthier stocks with higher predictability levels. 2019 could actually be better than some people think. It could be a decent year for the markets.
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Market. The market is reactive and the FED has done a 180 from tightening to extremely dovish. Markets like that. Investors should be realistic about what the FED is signaling. Things are not as buoyant as they were in the US as previously perceived. Corporate results will be weaker this year. They were boosted last year from tax cuts. They will be up only mid-single digits this year. We should be looking for growthier stocks with higher predictability levels. 2019 could actually be better than some people think. It could be a decent year for the markets.
Unknown
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Gordon Reid

President, GoodReid Investment ...

Price Price
$0.000
Owned Owned
_N/A

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DON'T BUY
Union Pacific Corp(UNP-N) 

March 21, 2019

It is a railway that is running more and more efficiently. This is very good. How the railway responds to the overall economy involves decent economic growth, a stronger dollar that is not as good, and trade wars as well. These are moving issues. Where they trade today is not exciting but not offensive. Not his first choice in an economically sensitive offering in the US market.
Transportation
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It is a railway that is running more and more efficiently. This is very good. How the railway responds to the overall economy involves decent economic growth, a stronger dollar that is not as good, and trade wars as well. These are moving issues. Where they trade today is not exciting but not offensive. Not his first choice in an economically sensitive offering in the US market.
Transportation
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Gordon Reid

President, GoodReid Investment ...

Price Price
$162.610
Owned Owned
Unknown

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BUY
Apple(AAPL-Q) 

March 21, 2019

It is getting a bit of a boost on the services side of the business. It is about $45 Billion in revenue. This equates to FB-Q's revenue in 2017. They are getting a bit of a bid here. They have more than 1 billion devices and a loyalty rating of 93%.
electrical/electronic
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It is getting a bit of a boost on the services side of the business. It is about $45 Billion in revenue. This equates to FB-Q's revenue in 2017. They are getting a bit of a bid here. They have more than 1 billion devices and a loyalty rating of 93%.
electrical/electronic
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Gordon Reid

President, GoodReid Investment ...

Price Price
$195.090
Owned Owned
Yes

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PARTIAL SELL
General Market Comment 

March 21, 2019

US Regional Banks. [Caller named a regional US bank but it was inaudible and no chart or ticker was displayed]. You have to be adaptive to the current changing situation. That includes banks. It was thought that interest rates would rise, but now it looks like not. It is not as constructive at it once was. You should think of paring it back.
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US Regional Banks. [Caller named a regional US bank but it was inaudible and no chart or ticker was displayed]. You have to be adaptive to the current changing situation. That includes banks. It was thought that interest rates would rise, but now it looks like not. It is not as constructive at it once was. You should think of paring it back.
Unknown
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Gordon Reid

President, GoodReid Investment ...

Price Price
$0.000
Owned Owned
Unknown

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HOLD
Some people don’t like the deal. CELG-Q and BMY-N like the deal. Stakeholders have come out against it. There is a lot of spread which represents the risk. Stay with it but understand the risks and don't have too big an exposure to it as there is deal risk.
biotechnology/pharmaceutical
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Some people don’t like the deal. CELG-Q and BMY-N like the deal. Stakeholders have come out against it. There is a lot of spread which represents the risk. Stay with it but understand the risks and don't have too big an exposure to it as there is deal risk.
biotechnology/pharmaceutical
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Gordon Reid

President, GoodReid Investment ...

Price Price
$48.920
Owned Owned
Unknown

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BUY
Walt Disney(DIS-N) 

March 21, 2019

He is quite excited by it. They just completed their acquisition of FOX. They will have a premium streaming service. You don’t know the profitability of this business but they do have a fabulous library to stream. We will get clarity within 9 months.
entertainment services
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He is quite excited by it. They just completed their acquisition of FOX. They will have a premium streaming service. You don’t know the profitability of this business but they do have a fabulous library to stream. We will get clarity within 9 months.
entertainment services
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Gordon Reid

President, GoodReid Investment ...

Price Price
$108.660
Owned Owned
Yes

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BUY on WEAKNESS
Stryker Corp.(SYK-N) 

March 21, 2019

The valuation is about a 10-15% premium to the market. It has predictable growth and has done quite well. They have distinguished themselves in the way they can execute. He prefers this one to others in the space. He would be interested at a lower price.
biotechnology/pharmaceutical
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The valuation is about a 10-15% premium to the market. It has predictable growth and has done quite well. They have distinguished themselves in the way they can execute. He prefers this one to others in the space. He would be interested at a lower price.
biotechnology/pharmaceutical
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Gordon Reid

President, GoodReid Investment ...

Price Price
$198.000
Owned Owned
No

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BUY
Goldman Sachs(GS-N) 

March 21, 2019

It has had trouble getting out of its own way in terms of where it has come from. The brand has been tarnished since 2008. It trades at about 90% of book value. It still represents a premier house in which to do M&A and he thinks 2019 will be a strong M&A environment. They have strengthened their abilities in the wealth management area.
investment companies/funds
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It has had trouble getting out of its own way in terms of where it has come from. The brand has been tarnished since 2008. It trades at about 90% of book value. It still represents a premier house in which to do M&A and he thinks 2019 will be a strong M&A environment. They have strengthened their abilities in the wealth management area.
investment companies/funds
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Gordon Reid

President, GoodReid Investment ...

Price Price
$194.580
Owned Owned
Unknown

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HOLD
Tenneco Inc.(TEN-N) 

March 21, 2019

It is in the second derivative auto parts business. They have been acquired and the buyer is setting up two separate businesses. The moving parts are confusing the markets. This industry is not getting a lot of love because people think we are at peak auto sales. He thinks it is cheap. Let the dust settle and get guidance out of the company and he thinks there will be opportunity here. Don't overly concentrate in this kind of speculative position.
Automotive
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It is in the second derivative auto parts business. They have been acquired and the buyer is setting up two separate businesses. The moving parts are confusing the markets. This industry is not getting a lot of love because people think we are at peak auto sales. He thinks it is cheap. Let the dust settle and get guidance out of the company and he thinks there will be opportunity here. Don't overly concentrate in this kind of speculative position.
Automotive
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Gordon Reid

President, GoodReid Investment ...

Price Price
$24.500
Owned Owned
Unknown

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HOLD
CitiGroup(C-N) 

March 21, 2019

He is not wild about banks because of the actions of the Fed. This would be his favourite of the banks, however. They have improved dramatically since '08 and they are still trading at only 75% of book. They can eek out 4-5% loan growth. He would stay with this one.
insurance
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He is not wild about banks because of the actions of the Fed. This would be his favourite of the banks, however. They have improved dramatically since '08 and they are still trading at only 75% of book. They can eek out 4-5% loan growth. He would stay with this one.
insurance
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Gordon Reid

President, GoodReid Investment ...

Price Price
$63.910
Owned Owned
No

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PAST TOP PICK
Bank of America(BAC-N) 

March 21, 2019

(A Top Pick Mar 14/18, Down 11%) The banks have not performed as well over the last year as he thought they would. Since the lows of Christmas eve, they are doing very well, but he is now cooler on the banks (see market comment at beginning of show). He is not as enthusiastic about banks as he was. He would prefer C-N if he was buying a bank.
banks
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(A Top Pick Mar 14/18, Down 11%) The banks have not performed as well over the last year as he thought they would. Since the lows of Christmas eve, they are doing very well, but he is now cooler on the banks (see market comment at beginning of show). He is not as enthusiastic about banks as he was. He would prefer C-N if he was buying a bank.
banks
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Gordon Reid

President, GoodReid Investment ...

Price Price
$28.180
Owned Owned
Yes

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PAST TOP PICK
Facebook(FB-Q) 

March 21, 2019

(A Top Pick Mar 14/18, Down 10%) They are not responsible for the content of video for a number of minutes. The technology is here to stay and it is how we as a society choose to govern it. It is a case of privacy vs. convenience. After bad news stories about it, subscriber numbers still go up. These are just teething problems.
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(A Top Pick Mar 14/18, Down 10%) They are not responsible for the content of video for a number of minutes. The technology is here to stay and it is how we as a society choose to govern it. It is a case of privacy vs. convenience. After bad news stories about it, subscriber numbers still go up. These are just teething problems.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$166.080
Owned Owned
Yes

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PAST TOP PICK
Home Depot(HD-N) 

March 21, 2019

(A Top Pick Mar 14/18, Up 8%) It is very, very well managed. He looks at 10 years ago when operating margins were 10% and they are now 16%. Housing formations are still below trend.
specialty stores
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(A Top Pick Mar 14/18, Up 8%) It is very, very well managed. He looks at 10 years ago when operating margins were 10% and they are now 16%. Housing formations are still below trend.
specialty stores
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Gordon Reid

President, GoodReid Investment ...

Price Price
$189.970
Owned Owned
Yes

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DON'T BUY
General Electric(GE-N) 

March 21, 2019

He sold it much higher than where it is. It has been perennially a miss-managed situation. It has gone from a non-core to a speculative opportunity. You can't get drawn in by what they have done in the past. They are trying to survive by spinning out some of their best properties. They are not cash flow positive. He would caution anyone to think twice about investing in this.
electrical/electronic
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He sold it much higher than where it is. It has been perennially a miss-managed situation. It has gone from a non-core to a speculative opportunity. You can't get drawn in by what they have done in the past. They are trying to survive by spinning out some of their best properties. They are not cash flow positive. He would caution anyone to think twice about investing in this.
electrical/electronic
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Gordon Reid

President, GoodReid Investment ...

Price Price
$10.270
Owned Owned
No

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HOLD
CVS Health Corp(CVS-N) 

March 21, 2019

It has been a tough situation. They have been in flux. They made a big acquisition in Aetna. It will give them the healthcare footprint. They have a store within 3 miles of 70% of the US population. They can solve chronic, non-emergency situations. They provide a low cost alternative to emergency rooms. He is being patient with it. He thinks it will be a winner in the future. They had an earnings issue with one of their divisions. He thinks they are very smart.
specialty stores
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It has been a tough situation. They have been in flux. They made a big acquisition in Aetna. It will give them the healthcare footprint. They have a store within 3 miles of 70% of the US population. They can solve chronic, non-emergency situations. They provide a low cost alternative to emergency rooms. He is being patient with it. He thinks it will be a winner in the future. They had an earnings issue with one of their divisions. He thinks they are very smart.
specialty stores
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Gordon Reid

President, GoodReid Investment ...

Price Price
$57.400
Owned Owned
Yes

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