Latest Expert Opinions

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PAST TOP PICK
PAST TOP PICK
July 10, 2014

(A Top Pick June 7/13. Up 17.54%.) The investment story here is their wealth management side. Tied for #1 spot with Merrill Lynch. Very strong franchise. ROE should go up, and he thinks they can get higher than 15%. Feels the stock is worth at least $35, if not even more.

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(A Top Pick June 7/13. Up 17.54%.) The investment story here is their wealth management side. Tied for #1 spot with Merrill Lynch. Very strong franchise. ROE should go up, and he thinks they can get higher than 15%. Feels the stock is worth at least $35, if not even more.

PAST TOP PICK
PAST TOP PICK
July 10, 2014

(A Top Pick June 7/13. Down 19.32%.) Since he selected this, he has switched into the parent Femsa. This company was facing some taxes because of the sugary drinks. Still likes the business and management. The parent company also has business in convenience stores, and now have expanded into pharmacies, as well as a stake in Heineken.

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(A Top Pick June 7/13. Down 19.32%.) Since he selected this, he has switched into the parent Femsa. This company was facing some taxes because of the sugary drinks. Still likes the business and management. The parent company also has business in convenience stores, and now have expanded into pharmacies, as well as a stake in Heineken.

COMMENT
COMMENT
July 10, 2014

Prefers Honeywell (HON-N), which has good exposure to the domestic market. We are seeing a pickup in manufacturing in the US where Honeywell has a much higher percentage of exposure. Also, excited about some of the divisions in Honeywell.

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Prefers Honeywell (HON-N), which has good exposure to the domestic market. We are seeing a pickup in manufacturing in the US where Honeywell has a much higher percentage of exposure. Also, excited about some of the divisions in Honeywell.

BUY
BUY
July 10, 2014

This is China’s Google. Have done a great job of catching up to Google (GOOG-Q). They’ve had their eye on the ball, and are focused on the transformation to mobile, and are making money from it. Growth rate in earnings this year is going to slow, but the growth rate in revenues is not slowing. They are reinvesting significantly in mobile, which he feels is the right strategy.

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Baidu.com (BIDU-Q)
July 10, 2014

This is China’s Google. Have done a great job of catching up to Google (GOOG-Q). They’ve had their eye on the ball, and are focused on the transformation to mobile, and are making money from it. Growth rate in earnings this year is going to slow, but the growth rate in revenues is not slowing. They are reinvesting significantly in mobile, which he feels is the right strategy.

COMMENT
COMMENT
July 10, 2014

World’s largest telecom. The trouble is, they are growing subscribers, but it has a lot of headwinds. Because of that, it is hard for them to grow revenue, and even harder for them to grow profits.

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World’s largest telecom. The trouble is, they are growing subscribers, but it has a lot of headwinds. Because of that, it is hard for them to grow revenue, and even harder for them to grow profits.

COMMENT
COMMENT
July 10, 2014

A really well-run bank. If you want a global bank that has good exposure to emerging markets, it is this one. One area where they don’t have good exposure is the US. This is a safe and stable investment. If you own this, you are only owning it for the 5% dividend yield.

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A really well-run bank. If you want a global bank that has good exposure to emerging markets, it is this one. One area where they don’t have good exposure is the US. This is a safe and stable investment. If you own this, you are only owning it for the 5% dividend yield.

COMMENT
COMMENT
July 10, 2014

8.2% dividend yield. He always gets nervous when a bank is paying a big dividend. It tells you that the market is concerned that they may have to cut the dividend.

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8.2% dividend yield. He always gets nervous when a bank is paying a big dividend. It tells you that the market is concerned that they may have to cut the dividend.