Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 2, 2014

This is a leader in technology and oilfield services. He gives them a target price of roughly $140. Sees significant upside performance. Over the next 3-4 years, you are going to see oil and oil field services companies producing 20%-30% returns. 1.3% dividend yield.

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This is a leader in technology and oilfield services. He gives them a target price of roughly $140. Sees significant upside performance. Over the next 3-4 years, you are going to see oil and oil field services companies producing 20%-30% returns. 1.3% dividend yield.

WATCH
WATCH
July 2, 2014

He thinks they have a broader acquisition strategy. Right now it is going to languish for a while, and will be challenged for the next 3-6 months. PE of about 16.85, and dividend yield of about 6.2%. Has a target price of around $14.50. Put this on your radar screen for 4th quarter 2014.

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He thinks they have a broader acquisition strategy. Right now it is going to languish for a while, and will be challenged for the next 3-6 months. PE of about 16.85, and dividend yield of about 6.2%. Has a target price of around $14.50. Put this on your radar screen for 4th quarter 2014.

COMMENT
COMMENT
July 2, 2014

Roughly 21% of its EBITDA is going to be generated by solar power. Currently trading at 18X earnings. His target price is roughly $21. Solar power makes more sense as you see oil prices going up. 5.8% dividend yield is a little bit rich.

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Roughly 21% of its EBITDA is going to be generated by solar power. Currently trading at 18X earnings. His target price is roughly $21. Solar power makes more sense as you see oil prices going up. 5.8% dividend yield is a little bit rich.

BUY WEAKNESS
BUY WEAKNESS
July 2, 2014

Has a calculated NAV of roughly $36, and would look to buy at $29. Looking at forward earnings, free cash flow and some of the things they have done structurally, they are focused on one thing, being the largest owner of timber and forest land in North America. 2.7% dividend yield.

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Has a calculated NAV of roughly $36, and would look to buy at $29. Looking at forward earnings, free cash flow and some of the things they have done structurally, they are focused on one thing, being the largest owner of timber and forest land in North America. 2.7% dividend yield.

HOLD
HOLD
July 2, 2014

One of the more defensive names. Cash lumber prices have bottomed out after a downward slide, and then just in the last week there has been a reversal. Well-positioned, and has great defensible market share. His target price is $3 a share. Generating over 50% of its EBITDA for logs and its lumber mix is 73% weighted towards specialty grades. 3.5% dividend yield.

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One of the more defensive names. Cash lumber prices have bottomed out after a downward slide, and then just in the last week there has been a reversal. Well-positioned, and has great defensible market share. His target price is $3 a share. Generating over 50% of its EBITDA for logs and its lumber mix is 73% weighted towards specialty grades. 3.5% dividend yield.

PAST TOP PICK
PAST TOP PICK
July 2, 2014

(A Top Pick Sept 17/13. Up 17.54%.) There is a dietary change in North America, and people are starting to use guacamole on sandwiches, instead of mayonnaise. Sourcing roughly 50% of their avocados from California, but have now shifted to Mexico, which is cheaper and which has generated free cash flow. 2% dividend yield.

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(A Top Pick Sept 17/13. Up 17.54%.) There is a dietary change in North America, and people are starting to use guacamole on sandwiches, instead of mayonnaise. Sourcing roughly 50% of their avocados from California, but have now shifted to Mexico, which is cheaper and which has generated free cash flow. 2% dividend yield.

PAST TOP PICK
PAST TOP PICK
July 2, 2014

(A Top Pick Sept 17/13. Up 42.01%.) These are the type of stocks that will continue to ride for the 2nd half of the year. Has free cash flow generation. Focused on acquisitions. Has at least another 25%-30% upside.

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(A Top Pick Sept 17/13. Up 42.01%.) These are the type of stocks that will continue to ride for the 2nd half of the year. Has free cash flow generation. Focused on acquisitions. Has at least another 25%-30% upside.