Advertising

Rating Card

Unlock Expert's Rating and Top Picks Portfolio

Become a member Or, Sign In
Latest Top Picks

Stock Opinions by Kevin O'Leary

TOP PICK
Thinks the pharmaceutical sector will start to do quite well in the next 2 years. It is so negative now in terms of what the government wants to do but historically they have never been able to cut the price of drugs. You are getting 5% to wait.
biotechnology / pharmaceutical
TOP PICK
One of Brazil's largest sewage treatment and garbage collection. $1.5 billion market cap growing at 18% and trading at 7.5 PE. 4% dividend. Fantastic opportunity for a long-term hold.
0
TOP PICK
Redecard. Processes credit cards for Brazilians. $8 billion market cap. 5% dividend. Forward P/E of 13. Estimated growth of 14%.
Unknown
TOP PICK
Brazilian exchange. Builds and operates toll roads. 4.76% yield. EPS growth is 16%. Brazil missed the entire debt crisis. Give us a sustainable yield that is growing.
0
TOP PICK
Brazil exchange. Banking system in Brazil is probably one of the best in the world. As a result, their economy is rebounding very quickly. 10.1% yield. PE is 9.9. EBITDA is 5.7 multiple.
household goods
TOP PICK
Africa has been a very tough place to invest and his controversial but is one of the new emerging markets. This ETF is very small with fees generally higher than most had almost 1%. These are global mega-cap companies that are all doing at least 50% of their business on the African continent. He would not have more than 5% in a portfolio.
E.T.F.'s
TOP PICK
(Over-the-counter stock.) He looks for products that people like a lot in recession times. $10 billion market cap. 10 PE. Succulent dividend and a succulent beverage. What can go wrong with that?
breweries / beverages
TOP PICK
A $10 billion market cap with a 6% dividend. The kind of company he likes. P/E of 10.93. Debt/EBITDA is 0. (Amanda thinks it's a declining business.)
tobacco
BUY
8.7% April, 2017 Bonds are giving a 12.25% yield to maturity. Trading at $67 and you hold until it matures. Good name but doesn’t trust the stock to move up significantly.
property mngmnt / investment
TOP PICK
Nitrogen. Likes the fundamentals. Loves agriculture with yield. Yielding over 8% dividend. Possible takeover target.
chemicals
TOP PICK
Gives exposure to the hedge fund industry. Gives you the same multi-strategy hedge fund actively managed way to play commodities, real estate, long, short, etc. Sector has been crushed so it's a good time. Not buying yet but is watching.
E.T.F.'s
TOP PICK
Lafarge North America 10.93% Bond due July 15, 2016. Manufactures cement so a good play on infrastructure.
Unknown
TOP PICK
9.16% Bond due March 1, 2019. Secure play because it is in infrastructure. Senior debt on a company that has free cash flow.
oil / gas pipelines
TOP PICK
11.05% Bond due June 2013. Steel manufacturer, which will be a good play on infrastructure.
steel
PAST TOP PICK
(A Top Pick Aug 25/08. Down 41.6%.) (He hedged on the sterling, so only down 25%.) The key is to buy these names in their native exchange and to hedge out the rest. Will recover with the market.
food processing
Showing 1 to 15 of 173 entries