(A Top Pick Dec 06/18, Up 41%) Continues to like it. Slightly more cyclical. 17% growth rate. A toll booth whether credit, debit, or mobile. Long runway. 16 consecutive quarters of positive earnings surprises. Long term shift from cash to digital.
(A Top Pick Dec 06/18, Down 13%) Under pressure due to patent loss and divesting off-patent division. Dividend is 3.9% and looks secure. Political noise has hurt healthcare. This is an opportunity. Starting to launch potential blockbuster drugs.
(A Top Pick Dec 06/18, Up 14%) Hit new all-time high this week. Protypically recession resilient. Boring, but should perform well in a maturing economy.
Develops and owns wireless communication and broadcast towers globally. Need for a lot of data is as unavoidable as death and taxes. Data consumption in US is doubling every two years. Good defensive name. Yield is 1.78%. (Analysts’ price target is $222.53)
One of largest healthcare companies in the US. Retail, pharma benefits, healthcare benefits. Defensive, attractive valuation. Yield is 2.67%. (Analysts’ price target is $79.28)
(A Top Pick Dec 06/18, Up 14%) Hit new all-time high this week. Protypically recession resilient. Boring, but should perform well in a maturing economy.
(A Top Pick Dec 06/18, Up 14%) Hit new all-time high this week. Protypically recession resilient. Boring, but should perform well in a maturing economy.
Impressive chart. Performing decently. Outperforming Amazon. Worries about valuation, and growth rate is still in single digits. Prefers something like Dollar General.
Impressive chart. Performing decently. Outperforming Amazon. Worries about valuation, and growth rate is still in single digits. Prefers something like Dollar General.
JNJ vs PG He'd choose PG. JNJ has lawsuits still hanging around. Since mid-summer of 2018, JNJ has underperformed PG. Watch out for valuations. PG is trading at 24x, with a 7% growth rate. PG is the largest consumer name out there and will continue to grow.
JNJ vs PG He'd choose PG. JNJ has lawsuits still hanging around. Since mid-summer of 2018, JNJ has underperformed PG. Watch out for valuations. PG is trading at 24x, with a 7% growth rate. PG is the largest consumer name out there and will continue to grow.
PG vs JNJ He'd choose PG. JNJ has lawsuits still hanging around. Since mid-summer of 2018, JNJ has underperformed PG. Watch out for valuations. PG is trading at 24x, with a 7% growth rate. PG is the largest consumer name out there and will continue to grow.
PG vs JNJ He'd choose PG. JNJ has lawsuits still hanging around. Since mid-summer of 2018, JNJ has underperformed PG. Watch out for valuations. PG is trading at 24x, with a 7% growth rate. PG is the largest consumer name out there and will continue to grow.
Has moved higher with value and cyclical stocks. Technically, he's neutral on it. Would err to not owning a cyclical bank at this point of the cycle. At some point, we're going to have a slowdown, and you want to be prepared.
Has moved higher with value and cyclical stocks. Technically, he's neutral on it. Would err to not owning a cyclical bank at this point of the cycle. At some point, we're going to have a slowdown, and you want to be prepared.
Tim's is slowing, Popeye's and Burger King have strong numbers. Likes this name. Good combination of income and middle-class global growth. Not cheap, but not expensive. Be patient with the Tim's turnaround. Lots of competition, but they can pull it off. Yield is 3.1%. (Analysts’ price target is $79.50)
Tim's is slowing, Popeye's and Burger King have strong numbers. Likes this name. Good combination of income and middle-class global growth. Not cheap, but not expensive. Be patient with the Tim's turnaround. Lots of competition, but they can pull it off. Yield is 3.1%. (Analysts’ price target is $79.50)
Growth-oriented. Trading at 16-17x earnings, with a 16% growth rate, so PEG is cheap. But can be affected by global macro picture, so be somewhat careful. Valuation is good for type of growth you're looking at right now.
Growth-oriented. Trading at 16-17x earnings, with a 16% growth rate, so PEG is cheap. But can be affected by global macro picture, so be somewhat careful. Valuation is good for type of growth you're looking at right now.
Yield is 6.25-6.5%, which is pretty good. If you believe the underlying securities will do well over the next few months, you're better off owning those securities as you'll get more in capital growth. But if you think they'll go sideways, you're better off with the ETF. Very defensive.
Yield is 6.25-6.5%, which is pretty good. If you believe the underlying securities will do well over the next few months, you're better off owning those securities as you'll get more in capital growth. But if you think they'll go sideways, you're better off with the ETF. Very defensive.
Has never held it. Valuation is high. Try entering at the 200-day moving average. They deal in the small to medium space, so will get hit harder in any slowdown. For tech, he usually looks to the US for Visa, Mastercard.
Has never held it. Valuation is high. Try entering at the 200-day moving average. They deal in the small to medium space, so will get hit harder in any slowdown. For tech, he usually looks to the US for Visa, Mastercard.
Develops and owns wireless communication and broadcast towers globally. Need for a lot of data is as unavoidable as death and taxes. Data consumption in US is doubling every two years. Good defensive name. Yield is 1.78%. (Analysts’ price target is $222.53)
Develops and owns wireless communication and broadcast towers globally. Need for a lot of data is as unavoidable as death and taxes. Data consumption in US is doubling every two years. Good defensive name. Yield is 1.78%. (Analysts’ price target is $222.53)
One of largest healthcare companies in the US. Retail, pharma benefits, healthcare benefits. Defensive, attractive valuation. Yield is 2.67%. (Analysts’ price target is $79.28)
One of largest healthcare companies in the US. Retail, pharma benefits, healthcare benefits. Defensive, attractive valuation. Yield is 2.67%. (Analysts’ price target is $79.28)
Secular growth story. Great long-term hold, despite current issues. Advertisers will continue to pay more. 20 consecutive quarters of positive earnings surprises. PEG ratio of only 1.1. Not expensive. Favourite FANG stock. No dividend. (Analysts’ price target is $235.00)
Secular growth story. Great long-term hold, despite current issues. Advertisers will continue to pay more. 20 consecutive quarters of positive earnings surprises. PEG ratio of only 1.1. Not expensive. Favourite FANG stock. No dividend. (Analysts’ price target is $235.00)