Stock Opinions by Ian Shaffer - Stockchase Experts
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Ian Shaffer

On Stockchase since : Oct 2016

President at Galliant Advisors

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Stock Opinions by Ian Shaffer - Stockchase Experts

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General Market Comment 

October 17, 2016

Markets.  Buy and hold investing is no longer available.  He is focused on financial analysis.  He likes good fundamentals combined with a catalyst or event.  This year has been a strange year so far.  It is important sometimes to do nothing, but continue to validate the thesis on your stories.  There are a host of Chinese online companies where their moves are not justified.

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Markets.  Buy and hold investing is no longer available.  He is focused on financial analysis.  He likes good fundamentals combined with a catalyst or event.  This year has been a strange year so far.  It is important sometimes to do nothing, but continue to validate the thesis on your stories.  There are a host of Chinese online companies where their moves are not justified.

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Ian Shaffer

President, Galliant Advisors...

Price Price
$0.020
Owned Owned
_N/A

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BUY
Gilead Sciences Inc.(GILD-Q) 

October 17, 2016

It has very compelling valuation.  Health care names have underperformed in fears of who will take over as president.  GILD-Q is trading at 6.5-7 times earnings.  Some are saying their HEP-C drugs are being pressured by competitors.  He thinks there will be an accretive acquisition in the short term. 

biotechnology/pharmaceutical
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It has very compelling valuation.  Health care names have underperformed in fears of who will take over as president.  GILD-Q is trading at 6.5-7 times earnings.  Some are saying their HEP-C drugs are being pressured by competitors.  He thinks there will be an accretive acquisition in the short term. 

biotechnology/pharmaceutical
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Ian Shaffer

President, Galliant Advisors...

Price Price
$72.640
Owned Owned
Unknown

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DON'T BUY
Walmart Inc(WMT-N) 

October 17, 2016

It is not a bad company, but he is not a fan of it.  He prefers Amazon.  Earnings should be flat in the next quarter as they reinvest earnings to compete with Amazon.  They are playing catch up.  There is risk and no growth.

department stores
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It is not a bad company, but he is not a fan of it.  He prefers Amazon.  Earnings should be flat in the next quarter as they reinvest earnings to compete with Amazon.  They are playing catch up.  There is risk and no growth.

department stores
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Ian Shaffer

President, Galliant Advisors...

Price Price
$68.220
Owned Owned
No

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BUY
Walt Disney(DIS-N) 

October 17, 2016

He endorses this name.  It is attractive right now.  He is surprised it has fallen as much as it has.  They produce hit after hit.  They have a lot of levers to move forward.  People are watching ESPN online and these numbers are not included in subscriber numbers in their 10k.  He thinks it is going higher from here.

entertainment services
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He endorses this name.  It is attractive right now.  He is surprised it has fallen as much as it has.  They produce hit after hit.  They have a lot of levers to move forward.  People are watching ESPN online and these numbers are not included in subscriber numbers in their 10k.  He thinks it is going higher from here.

entertainment services
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Ian Shaffer

President, Galliant Advisors...

Price Price
$90.830
Owned Owned
Yes

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BUY
Qualcomm(QCOM-Q) 

October 17, 2016

It has had a host of problems in the past.  This past quarter it seems like their earnings have leveled off and they are heading higher.  They are in merger talks with a semiconductor company (NXPI).  It will be an accretive deal.

Telecommunications
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It has had a host of problems in the past.  This past quarter it seems like their earnings have leveled off and they are heading higher.  They are in merger talks with a semiconductor company (NXPI).  It will be an accretive deal.

Telecommunications
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Ian Shaffer

President, Galliant Advisors...

Price Price
$65.190
Owned Owned
Unknown

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HOLD
DuPont(DD-N) 

October 17, 2016

It is a chemical company that is involved in a merger with Dow Chemical.  It is a merger of equals.  It should get approval by end of year.  EU approval will be early 2017.  They will be splitting into three separate companies soon after the merger.  He expects these companies to be attractive.

chemicals
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It is a chemical company that is involved in a merger with Dow Chemical.  It is a merger of equals.  It should get approval by end of year.  EU approval will be early 2017.  They will be splitting into three separate companies soon after the merger.  He expects these companies to be attractive.

chemicals
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Ian Shaffer

President, Galliant Advisors...

Price Price
$68.660
Owned Owned
No

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HOLD
General Electric(GE-N) 

October 17, 2016

It is a leader.  They are a dividend payer and they have been spinning off parts of their business that are non-core.  They are reducing debt and focusing on what they do best.  They are trading at a very inexpensive PE.  They are growing through cost cutting and sales as well as doing what they do well.

electrical/electronic
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It is a leader.  They are a dividend payer and they have been spinning off parts of their business that are non-core.  They are reducing debt and focusing on what they do best.  They are trading at a very inexpensive PE.  They are growing through cost cutting and sales as well as doing what they do well.

electrical/electronic
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Ian Shaffer

President, Galliant Advisors...

Price Price
$28.850
Owned Owned
Unknown

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SPECULATIVE BUY
Twitter, Inc(TWTR-N) 

October 17, 2016

At these prices it is a gamble.  They have not done a good job of monetizing this company.  There is going to be someone who wants this platform and can monetize it.  You could own it for the next 10-12 days then be ready to hold it for the fundamental story if no acquisition takes place.

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At these prices it is a gamble.  They have not done a good job of monetizing this company.  There is going to be someone who wants this platform and can monetize it.  You could own it for the next 10-12 days then be ready to hold it for the fundamental story if no acquisition takes place.

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Ian Shaffer

President, Galliant Advisors...

Price Price
$16.730
Owned Owned
Unknown

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DON'T BUY
Cisco(CSCO-Q) 

October 17, 2016

It is a big cap name.  It is in favour this year, but he does not see the growth drivers so far.  They are similar to IBM.  There is no lever to move higher.  If you hold it, then hold it for now.

electrical/electronic
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It is a big cap name.  It is in favour this year, but he does not see the growth drivers so far.  They are similar to IBM.  There is no lever to move higher.  If you hold it, then hold it for now.

electrical/electronic
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Ian Shaffer

President, Galliant Advisors...

Price Price
$30.220
Owned Owned
Unknown

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HOLD
CVS Health Corp(CVS-N) 

October 17, 2016

He has owned it in the past.  There is pressure on their operating margins.  This year you could not fault any health care name for going down.  Wait for November 8th.  It doesn’t matter who gets in.  He thinks they will be a strong performer in the fourth quarter of this year.

specialty stores
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He has owned it in the past.  There is pressure on their operating margins.  This year you could not fault any health care name for going down.  Wait for November 8th.  It doesn’t matter who gets in.  He thinks they will be a strong performer in the fourth quarter of this year.

specialty stores
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Ian Shaffer

President, Galliant Advisors...

Price Price
$86.660
Owned Owned
Unknown

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WAIT

He is impressed with year over year revenue growth.  He would not purchase it right now.  There is typical seasonality.  Buy it on a pull back.

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He is impressed with year over year revenue growth.  He would not purchase it right now.  There is typical seasonality.  Buy it on a pull back.

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Ian Shaffer

President, Galliant Advisors...

Price Price
$102.840
Owned Owned
Unknown

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BUY
Starbucks(SBUX-Q) 

October 17, 2016

Same store sales have been in the same range for some time and then they had a hiccup and that gave investors a scare.  Their revenue and earnings stayed intact, however.  Same store sales figures suffered from a change in their loyalty program.

food services
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Same store sales have been in the same range for some time and then they had a hiccup and that gave investors a scare.  Their revenue and earnings stayed intact, however.  Same store sales figures suffered from a change in their loyalty program.

food services
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Ian Shaffer

President, Galliant Advisors...

Price Price
$52.760
Owned Owned
Yes

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COMMENT

It is a name that is in the news.  There is a lot of consolidation going on in the industry.  He missed this one.  It has done phenomenally.  Now it is a question of price.  It went up too far too fast.

breweries/beverages
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It is a name that is in the news.  There is a lot of consolidation going on in the industry.  He missed this one.  It has done phenomenally.  Now it is a question of price.  It went up too far too fast.

breweries/beverages
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Ian Shaffer

President, Galliant Advisors...

Price Price
$167.130
Owned Owned
No

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HOLD
Johnson & Johnson(JNJ-N) 

October 17, 2016

One of the few healthcare companies that has held up. There are no catalysts, however.  It is a very solid company that pays a good dividend and has growing earnings. Stick with a winner.

biotechnology/pharmaceutical
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One of the few healthcare companies that has held up. There are no catalysts, however.  It is a very solid company that pays a good dividend and has growing earnings. Stick with a winner.

biotechnology/pharmaceutical
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Ian Shaffer

President, Galliant Advisors...

Price Price
$118.490
Owned Owned
Unknown

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HOLD
Whirlpool Corp(WHR-N) 

October 17, 2016

They had a slip up in the last quarter.  It is a name that is solid.  It will always come back.  Don’t buy it here because there is no catalyst. 

household goods
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They had a slip up in the last quarter.  It is a name that is solid.  It will always come back.  Don’t buy it here because there is no catalyst. 

household goods
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Ian Shaffer

President, Galliant Advisors...

Price Price
$163.010
Owned Owned
Unknown

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