Stock Opinions by Frank Holmes - Stockchase Experts
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Frank Holmes @

On Stockchase since : Nov 2016

CEO and Chief Investment Officer at U.S. Global Investors

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Stock Opinions by Frank Holmes - Stockchase Experts

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General Market Comment 

November 18, 2016

Markets.  You have to focus on growth.  One of the big industries is infrastructure.  Industrials also had a big surge.  A lot has to do with military and the build out of America.  The financial sector is pushing back on excessive regulation.  The 10 year government bond has increase dramatically in the last 10 days.  Trump will drop taxation and streamline regulations in so many industries.  Cash repatriated by companies can go into infrastructure. 

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Markets.  You have to focus on growth.  One of the big industries is infrastructure.  Industrials also had a big surge.  A lot has to do with military and the build out of America.  The financial sector is pushing back on excessive regulation.  The 10 year government bond has increase dramatically in the last 10 days.  Trump will drop taxation and streamline regulations in so many industries.  Cash repatriated by companies can go into infrastructure. 

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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
Royal Gold Inc.(RGLD-Q) 

November 18, 2016

It is a royalty company with very high revenue per person.  It is a way to play the resource sector with a lot more leverage to the upside.  They provide a very stable cash flow.

Golds
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It is a royalty company with very high revenue per person.  It is a way to play the resource sector with a lot more leverage to the upside.  They provide a very stable cash flow.

Golds
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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$68.110
Owned Owned
Yes

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BUY

It is a very well run company.  The better real estate play has been Canadian companies investing in US real estate.  It will benefit from the money Trump is throwing at the US economy.

REAL ESTATE
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It is a very well run company.  The better real estate play has been Canadian companies investing in US real estate.  It will benefit from the money Trump is throwing at the US economy.

REAL ESTATE
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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$28.550
Owned Owned
Unknown

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BUY
General Market Comment 

November 18, 2016

US Banks are enjoying a spread that is widening.  The banks are going to make more money.  Deregulation gives a fantastic stock market boom.

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US Banks are enjoying a spread that is widening.  The banks are going to make more money.  Deregulation gives a fantastic stock market boom.

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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$0.020
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Unknown

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General Market Comment 

November 18, 2016

Silver Long Term.  It correlates with the price of gold.  It goes up more and corrects more than gold.  What is attractive is how it is used in solar panels.  He thinks it will continue to be a unique class. 

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Silver Long Term.  It correlates with the price of gold.  It goes up more and corrects more than gold.  What is attractive is how it is used in solar panels.  He thinks it will continue to be a unique class. 

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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$0.020
Owned Owned
_N/A

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BUY
CVS Health Corp(CVS-N) 

November 18, 2016

They came out with some news that knocked it down.  It is an incredible company for health care reform.  Short term it is pain, but he thinks it will come back.

specialty stores
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They came out with some news that knocked it down.  It is an incredible company for health care reform.  Short term it is pain, but he thinks it will come back.

specialty stores
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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$74.040
Owned Owned
Yes

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BUY
Walgreen Boots Alliance(WBA-Q) 

November 18, 2016

Any change in healthcare will only benefit them.  This and CVS-N are two great companies.

specialty stores
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Any change in healthcare will only benefit them.  This and CVS-N are two great companies.

specialty stores
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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$83.270
Owned Owned
Unknown

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COMMENT
General Market Comment 

November 18, 2016

Copper.  It was taking it on the chin until recently.  This infrastructure build out will need copper for wire.  It is a key.  There is possibly a correction coming because it had such a surge.  There is a big headwind in terms of the supply of copper.  

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Copper.  It was taking it on the chin until recently.  This infrastructure build out will need copper for wire.  It is a key.  There is possibly a correction coming because it had such a surge.  There is a big headwind in terms of the supply of copper.  

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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$0.020
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Unknown

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BUY
Bank of America(BAC-N) 

November 18, 2016

BAC-N vs. WFC-N. There will be a bit of a push back on regulations by the industry.  The big banks will only benefit from all that.  Both banks will rebound.  Warren Buffet is not a seller of his WFC-N.  Short term BAC-N would be his favourite and WFC-N would be his favourite next year if there is no other negative news item.

banks
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BAC-N vs. WFC-N. There will be a bit of a push back on regulations by the industry.  The big banks will only benefit from all that.  Both banks will rebound.  Warren Buffet is not a seller of his WFC-N.  Short term BAC-N would be his favourite and WFC-N would be his favourite next year if there is no other negative news item.

banks
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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$20.000
Owned Owned
Unknown

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BUY
Wells Fargo(WFC-N) 

November 18, 2016

BAC-N vs. WFC-N. There will be a bit of a push back on regulations by the industry.  The big banks will only benefit from all that.  Both banks will rebound.  Warren Buffet is not a seller of his WFC-N.  Short term BAC-N would be his favourite and WFC-N would be his favourite next year if there is no other negative news item.

investment companies/funds
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BAC-N vs. WFC-N. There will be a bit of a push back on regulations by the industry.  The big banks will only benefit from all that.  Both banks will rebound.  Warren Buffet is not a seller of his WFC-N.  Short term BAC-N would be his favourite and WFC-N would be his favourite next year if there is no other negative news item.

investment companies/funds
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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$52.820
Owned Owned
Unknown

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BUY on WEAKNESS
Raytheon(RTN-N) 

November 18, 2016

It is part of the industrial sector that has had a good run and should do well under a Trump administration.  You should buy it on any modest correction.  He is very bullish on this industry.

electrical/electronic
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It is part of the industrial sector that has had a good run and should do well under a Trump administration.  You should buy it on any modest correction.  He is very bullish on this industry.

electrical/electronic
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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$146.040
Owned Owned
Yes

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BUY
Goldman Sachs(GS-N) 

November 18, 2016

One of those companies that will benefit from the financial sector’s push back on the regulatory pressure.  They have the highest revenue per employee of all the similar brokers.

investment companies/funds
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One of those companies that will benefit from the financial sector’s push back on the regulatory pressure.  They have the highest revenue per employee of all the similar brokers.

investment companies/funds
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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$210.350
Owned Owned
Unknown

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BUY
Home Depot(HD-N) 

November 18, 2016

He is very bullish on the reno cycle.  If tariffs get slapped on imports from China it will have a negative impact on this stock. 

specialty stores
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He is very bullish on the reno cycle.  If tariffs get slapped on imports from China it will have a negative impact on this stock. 

specialty stores
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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$128.330
Owned Owned
Unknown

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SPECULATIVE BUY
Balmoral Resources(BAR-T) 

November 18, 2016

Great speculative investment. 

Mining
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Great speculative investment. 

Mining
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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$0.840
Owned Owned
Yes

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BUY
Sprint Nextel(S-N) 

November 18, 2016

The whole telecom M&A trend under trump will accelerate.  The consolidation is very positive.  The telecom sector has been a great yield sector.  Now it is high yield, but there are opportunities to look for Growth.

Telecommunications
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The whole telecom M&A trend under trump will accelerate.  The consolidation is very positive.  The telecom sector has been a great yield sector.  Now it is high yield, but there are opportunities to look for Growth.

Telecommunications
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Frank Holmes

CEO and Ch, U.S. Global Investor...

Price Price
$7.350
Owned Owned
Unknown

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