Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 10, 2014

Diabetes is the primary driver of the story behind this company. Well-run company, and is dominant in the diabetes field. Diabetes is considered pandemic, so if you are a leader in the production of a product that caters to diabetes, then you should do very well. This is trading at about 25X forward earnings, and the growth rate is probably half that, so it has a PEG ratio of about 2. He typically tries to avoid companies trading at this high a growth rate.

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Novo-Nordisk (NVO-N)
July 10, 2014

Diabetes is the primary driver of the story behind this company. Well-run company, and is dominant in the diabetes field. Diabetes is considered pandemic, so if you are a leader in the production of a product that caters to diabetes, then you should do very well. This is trading at about 25X forward earnings, and the growth rate is probably half that, so it has a PEG ratio of about 2. He typically tries to avoid companies trading at this high a growth rate.

COMMENT
COMMENT
July 10, 2014

Owns more than 20% of Alibaba, and is the best way to get exposure to Alibaba before its IPO in the next 12 months or so. His fund owns this company primarily for that reason.

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Owns more than 20% of Alibaba, and is the best way to get exposure to Alibaba before its IPO in the next 12 months or so. His fund owns this company primarily for that reason.

COMMENT
COMMENT
July 10, 2014

Likes this. One of the best, if not the best, European integrated oil company. Very strong management. Fully integrated oil company, so you are getting exposure from upstream all the way to the downstream.

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Total SA (TOT-N)
July 10, 2014

Likes this. One of the best, if not the best, European integrated oil company. Very strong management. Fully integrated oil company, so you are getting exposure from upstream all the way to the downstream.

COMMENT
COMMENT
July 10, 2014

He doesn’t have anything right now in Indian banks, but that is not to say that he won’t. This wouldn’t be his first choice, but that is because he can buy locally, and doesn’t need to buy ADRs. If you could only buy an ADR, this would probably be the one.

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He doesn’t have anything right now in Indian banks, but that is not to say that he won’t. This wouldn’t be his first choice, but that is because he can buy locally, and doesn’t need to buy ADRs. If you could only buy an ADR, this would probably be the one.

COMMENT
COMMENT
July 10, 2014

Elevator company from Finland. A really good company, but he just doesn’t like the space right now. Demand for elevators is not going to grow as fast as it has in the past 10 years or so.

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Kone Oyj (KNEBV-OMX)
July 10, 2014

Elevator company from Finland. A really good company, but he just doesn’t like the space right now. Demand for elevators is not going to grow as fast as it has in the past 10 years or so.

DON'T BUY
DON'T BUY
July 10, 2014

Grocery business in England is similar to here in that it is highly competitive, and has slim margins. It is hard for him to see where you were going to get growth in earnings. Has avoided this whole sector for many years.

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Grocery business in England is similar to here in that it is highly competitive, and has slim margins. It is hard for him to see where you were going to get growth in earnings. Has avoided this whole sector for many years.

PAST TOP PICK
PAST TOP PICK
July 10, 2014

(A Top Pick June 7/13. Down 11.38%.) Still likes this a lot. Has suffered in the last 12 months because of 1) the very strong sterling, and 2) testing inspection for commodities has declined, as demand for commodities has declined. Opportunity for them is still there, because more and more companies are outsourcing their testing inspecting. The real kicker is China. Right now you can’t do inspection for China in China, but China is talking about opening it up to foreign competitors, and this is one of the big 3.

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(A Top Pick June 7/13. Down 11.38%.) Still likes this a lot. Has suffered in the last 12 months because of 1) the very strong sterling, and 2) testing inspection for commodities has declined, as demand for commodities has declined. Opportunity for them is still there, because more and more companies are outsourcing their testing inspecting. The real kicker is China. Right now you can’t do inspection for China in China, but China is talking about opening it up to foreign competitors, and this is one of the big 3.