Latest Expert Opinions

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PAST TOP PICK
PAST TOP PICK
July 10, 2014

(A Top Pick Aug 21/13. Up 8.99%.) Balance sheet is in fantastic shape. His view here is infrastructure. Whether you are on a PC on the Internet or mobile, the backend infrastructure of the Internet needs to be built out. This is a company that builds the switches and the routers.

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Cisco (CSCO-Q)
July 10, 2014

(A Top Pick Aug 21/13. Up 8.99%.) Balance sheet is in fantastic shape. His view here is infrastructure. Whether you are on a PC on the Internet or mobile, the backend infrastructure of the Internet needs to be built out. This is a company that builds the switches and the routers.

PAST TOP PICK
PAST TOP PICK
July 10, 2014

(A Top Pick Aug 21/13. Up 33.32%.) This is the concept of home automation on a bigger scale getting you into a Google product. They develop good products, and are going to be here for the long haul.

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(A Top Pick Aug 21/13. Up 33.32%.) This is the concept of home automation on a bigger scale getting you into a Google product. They develop good products, and are going to be here for the long haul.

PAST TOP PICK
PAST TOP PICK
July 10, 2014

(A Top Pick Aug 21/13. Up 34.51%.) Top-notch management team. Balance sheet is in great shape. Companies like this can weather the storm when oil prices come down. Very good in terms of being the low-cost provider.

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(A Top Pick Aug 21/13. Up 34.51%.) Top-notch management team. Balance sheet is in great shape. Companies like this can weather the storm when oil prices come down. Very good in terms of being the low-cost provider.

BUY
BUY
July 10, 2014

His view on this company is pretty constructive. With Internet shopping, these types of companies will grow and will continue to grow. This company is quite focused on share buybacks.

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FedEx (FDX-N)
July 10, 2014

His view on this company is pretty constructive. With Internet shopping, these types of companies will grow and will continue to grow. This company is quite focused on share buybacks.

COMMENT
COMMENT
July 10, 2014

He is pretty positive on this company. Made a big acquisition in Utah a few years ago, which he thinks is going to play out for them quite well. The biggest knock against this company is that they continued to issue stock frequently, but not so much lately. Pays a good yield. There are worse companies that you could own in the energy space.

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He is pretty positive on this company. Made a big acquisition in Utah a few years ago, which he thinks is going to play out for them quite well. The biggest knock against this company is that they continued to issue stock frequently, but not so much lately. Pays a good yield. There are worse companies that you could own in the energy space.

COMMENT
COMMENT
July 10, 2014

If you are going to be in this space, this would be the one you want to be in. These companies have such a big infrastructure that it is hard to find a fault. The biggest scare is for merchant fees to come down and/or alternative payment systems. Thinks this infrastructure will continue for a long time. Not cheap. Multiples are way above market multiples, and if they did stumble, this would have a material impact on the stock.

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Visa Inc. (V-N)
July 10, 2014

If you are going to be in this space, this would be the one you want to be in. These companies have such a big infrastructure that it is hard to find a fault. The biggest scare is for merchant fees to come down and/or alternative payment systems. Thinks this infrastructure will continue for a long time. Not cheap. Multiples are way above market multiples, and if they did stumble, this would have a material impact on the stock.

COMMENT
COMMENT
July 10, 2014

If rates go up, these are utility type companies, and would be interest-rate sensitive. Likes this one. Has better growth prospects than other pipeline companies. Have a huge amount of growth coming on between now and the end of 2015. Really focused on growing the oil sands side of the business. Positive on the name, but you want to be careful getting into it after the run it has had.

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If rates go up, these are utility type companies, and would be interest-rate sensitive. Likes this one. Has better growth prospects than other pipeline companies. Have a huge amount of growth coming on between now and the end of 2015. Really focused on growing the oil sands side of the business. Positive on the name, but you want to be careful getting into it after the run it has had.