Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 19, 2014

In diagnostic, monitoring testing for healthcare. About 75% of the business is aimed at the professional market and about 25% at the consumer market. Came out with a very, very interesting diagnostic tool for professionals just recently. Within 15 minutes it can diagnose the flu. Inexpensive at about 13X earnings. Growing at about 15% per year.

Alere Inc (ALR-N)
March 19, 2014

In diagnostic, monitoring testing for healthcare. About 75% of the business is aimed at the professional market and about 25% at the consumer market. Came out with a very, very interesting diagnostic tool for professionals just recently. Within 15 minutes it can diagnose the flu. Inexpensive at about 13X earnings. Growing at about 15% per year.

Gordon Reid
President, GoodReid Investment Counsel
Price
$36.590
Owned
Yes
TOP PICK
TOP PICK
March 19, 2014

Really loves the idea of the predictability for many years to come. Right through to the end of the decade, they have an order book of $374 billion, representing over 5000 airplanes. Airlines need the new airplanes because from an operations standpoint, they are anywhere from 10% to 15% more fuel-efficient than the older fleets. That really represents the bread-and-butter of the airlines. 787 is now in full production. Also, have the 737 Max in full production. They will be busy for the next 5-7 years. Not expensive.

Boeing (BA-N)
March 19, 2014

Really loves the idea of the predictability for many years to come. Right through to the end of the decade, they have an order book of $374 billion, representing over 5000 airplanes. Airlines need the new airplanes because from an operations standpoint, they are anywhere from 10% to 15% more fuel-efficient than the older fleets. That really represents the bread-and-butter of the airlines. 787 is now in full production. Also, have the 737 Max in full production. They will be busy for the next 5-7 years. Not expensive.

Gordon Reid
President, GoodReid Investment Counsel
Price
$122.240
Owned
Yes
TOP PICK
TOP PICK
March 19, 2014

Has done very well from a price standpoint. Has kept up in terms of fundamentals. Going to earn somewhere in the area of $50 a share this year. Not inexpensive, but growing very nicely at around 20% on both the revenue line and the earnings line. The story here is the mobility aspect.

Has done very well from a price standpoint. Has kept up in terms of fundamentals. Going to earn somewhere in the area of $50 a share this year. Not inexpensive, but growing very nicely at around 20% on both the revenue line and the earnings line. The story here is the mobility aspect.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1199.250
Owned
Yes