Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
September 13, 2013

(Market Call Minute.) Reaction to the new phones is fairly disappointing. The difficulty is what to do when you are the biggest company globally. Difficult to see them coming up with any more than incremental changes. If you own, take advantage of the rebound.

Apple (AAPL-Q)
September 13, 2013

(Market Call Minute.) Reaction to the new phones is fairly disappointing. The difficulty is what to do when you are the biggest company globally. Difficult to see them coming up with any more than incremental changes. If you own, take advantage of the rebound.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$464.900
Owned
No
HOLD
HOLD
September 13, 2013

(Market Call Minute.) Have coal trains going down from West Virginia to the docks and empty trains going back up. Which is the ideal way to run a railway. This is a play on GDP growth because it has a lot of intermodal business on the eastern half of the US.

Norfolk Southern (NSC-N)
September 13, 2013

(Market Call Minute.) Have coal trains going down from West Virginia to the docks and empty trains going back up. Which is the ideal way to run a railway. This is a play on GDP growth because it has a lot of intermodal business on the eastern half of the US.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$75.640
Owned
Unknown
COMMENT
COMMENT
September 13, 2013

(Market Call Minute.) May be worth looking at because Verizon (VZ-N) is going to be fairly fully occupied absorbing the 45% of Verizon wireless.

A T & T US (T-N)
September 13, 2013

(Market Call Minute.) May be worth looking at because Verizon (VZ-N) is going to be fairly fully occupied absorbing the 45% of Verizon wireless.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$34.320
Owned
Unknown
TOP PICK
TOP PICK
September 13, 2013

The mini Berkshire Hathaway with a lot of the same things. But it also has offshore drilling, pipelines, oil/gas and hotels. Sells at a discount to the sum of the parts. Yield of 0.54%.

Loews Corp (L-N)
September 13, 2013

The mini Berkshire Hathaway with a lot of the same things. But it also has offshore drilling, pipelines, oil/gas and hotels. Sells at a discount to the sum of the parts. Yield of 0.54%.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$46.230
Owned
Yes
TOP PICK
TOP PICK
September 13, 2013

A play on raising income levels in emerging and frontier markets. 2nd largest airline in Colombia. One stop travel to anywhere in Latin America. Reasonable dividend.

Copa Holdings (CPA-N)
September 13, 2013

A play on raising income levels in emerging and frontier markets. 2nd largest airline in Colombia. One stop travel to anywhere in Latin America. Reasonable dividend.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$138.160
Owned
Yes
TOP PICK
TOP PICK
September 13, 2013

Water is a $500 billion business and growing 7% per year, double the rate of GDP growth. As emerging middle class come to the cities, they want fresh, clean water and our aging infrastructure needs to be repaired. Pays a 2.27% dividend yield and has raised this dividend by about 7% a year. Good play on the longer-term theme.

Water is a $500 billion business and growing 7% per year, double the rate of GDP growth. As emerging middle class come to the cities, they want fresh, clean water and our aging infrastructure needs to be repaired. Pays a 2.27% dividend yield and has raised this dividend by about 7% a year. Good play on the longer-term theme.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$19.720
Owned
Yes