Gordon Reid
Member since: Oct '07
President at
GoodReid Investment Counsel

Latest Top Picks

(A Top Pick Aug 22/19, Up 5%) Has alliances with various companies and government. Successful. Commercial enrollments are down, as people are losing their jobs. However, medical loss ratios are positive because elective surgeries have been put off. Anticipates $26 EPS next year. Good cash flow.
(A Top Pick Aug 22/19, Down 3%) An online travel marketing machine without fixed costs. Adversely affected by the pandemic. He sold. Market is building up the price on hopes of a vaccine and a recovering economy. Likes the concept, but not the right time.
(A Top Pick Aug 22/19, Down 10%) Their product that competes with Zoom has done well. The rest of the business is shaky. It's a timing issue. Well positioned for the next 10 years. Not expensive. He'd be a buyer and a holder.
Insures over 40M Americans. Unlikely that Democrats would implement universal healthcare, and companies like Anthem will be part of the solution. Trading at just over 10x, very strong cash flow. Yield is 1.40%. (Analysts’ price target is $335.92)
Got hit on the advertising side. But they always have a card in their pocket, like YouTube. Huge R&D budget that will create revenue producers in the future. No dividend. (Analysts’ price target is $1730.48)