Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 1, 2014

Manufactures rail cars. That is a good business normally, but these days it is a fantastic business because of big demand for grain cars and a bigger demand for cars for oil. There is going to be even bigger demand because all the old single walled cars are going to be taken out of service, and have to be replaced by double walled cars. That is going to have to be a benefit to them.

Show full opinionHide full opinion

Manufactures rail cars. That is a good business normally, but these days it is a fantastic business because of big demand for grain cars and a bigger demand for cars for oil. There is going to be even bigger demand because all the old single walled cars are going to be taken out of service, and have to be replaced by double walled cars. That is going to have to be a benefit to them.

COMMENT
COMMENT
August 1, 2014

Not a fan of this company. The old Apple under Steve Jobs was a revolutionary company. Under current management, it is an evolutionary company. The hand set business is a lousy business and has been so from day one.

Show full opinionHide full opinion
Apple (AAPL-Q)
August 1, 2014

Not a fan of this company. The old Apple under Steve Jobs was a revolutionary company. Under current management, it is an evolutionary company. The hand set business is a lousy business and has been so from day one.

TOP PICK
TOP PICK
August 1, 2014

Danish brewing company, 5th largest globally. A little volatile for a beer company, but they are the biggest beer company in Russia with 40% market share. Russia is toxic right now for investors. When there is blood on the street, you buy. Their growth market is in Asia where they are gaining market share. They raise the dividend on a regular basis. Valuation is very reasonable.

Show full opinionHide full opinion

Danish brewing company, 5th largest globally. A little volatile for a beer company, but they are the biggest beer company in Russia with 40% market share. Russia is toxic right now for investors. When there is blood on the street, you buy. Their growth market is in Asia where they are gaining market share. They raise the dividend on a regular basis. Valuation is very reasonable.

TOP PICK
TOP PICK
August 1, 2014

Stock has been on fire until the last week or so, when they reported their earnings and sales were a bit disappointing. They are in a number of businesses, but all the market seems to care about is a product called Gorilla Glass. There are worries that when Apple (AAPL-Q) comes out with its new iPhone, it will switch from Gorilla Glass to Sapphire Glass. The market is fixated on Gorilla Glass and ignores its other businesses, such as LCD screens, etc.

Show full opinionHide full opinion
Corning Inc (GLW-N)
August 1, 2014

Stock has been on fire until the last week or so, when they reported their earnings and sales were a bit disappointing. They are in a number of businesses, but all the market seems to care about is a product called Gorilla Glass. There are worries that when Apple (AAPL-Q) comes out with its new iPhone, it will switch from Gorilla Glass to Sapphire Glass. The market is fixated on Gorilla Glass and ignores its other businesses, such as LCD screens, etc.

TOP PICK
TOP PICK
August 1, 2014

This is in 2 major businesses, both financial services. Great West Life (GWO-T) and IGM Group, so it is big in life insurance as well as fund management. Great West made an acquisition last year in Ireland giving it Irish and European exposure that will benefit from rising interest rates. A dividend raise is long overdue. Yield of 3.984%.

Show full opinionHide full opinion

This is in 2 major businesses, both financial services. Great West Life (GWO-T) and IGM Group, so it is big in life insurance as well as fund management. Great West made an acquisition last year in Ireland giving it Irish and European exposure that will benefit from rising interest rates. A dividend raise is long overdue. Yield of 3.984%.