Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 23, 2015

This is one of the few commodities that he is positive on because of the restriction in supply and all the reactors coming on line over the next couple of years. He has a decent position. He has CCO-T also.

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This is one of the few commodities that he is positive on because of the restriction in supply and all the reactors coming on line over the next couple of years. He has a decent position. He has CCO-T also.

COMMENT
COMMENT
April 23, 2015

He feels the passing of Warren Buffet would not affect the stock fundamentals, nor the market in general. BRK.B-T has a succession plan.

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He feels the passing of Warren Buffet would not affect the stock fundamentals, nor the market in general. BRK.B-T has a succession plan.

BUY
BUY
April 23, 2015

Big US banks would be one of the safer places to be in the US. You will probably start to see dividends start or increase with the US banks. Investment banks have done better than banking banks. He thinks this one could do fairly well.

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Citigroup Inc. (C-N)
April 23, 2015

Big US banks would be one of the safer places to be in the US. You will probably start to see dividends start or increase with the US banks. Investment banks have done better than banking banks. He thinks this one could do fairly well.

DON'T BUY
DON'T BUY
April 23, 2015

Non-food retailers have done better than food retailers, but he would rather own L-T than MRU-T because it has lagged and the Shopper’s acquisition will prove quite profitable for them.

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Metro Inc (A) (MRU-T)
April 23, 2015

Non-food retailers have done better than food retailers, but he would rather own L-T than MRU-T because it has lagged and the Shopper’s acquisition will prove quite profitable for them.

BUY WEAKNESS
BUY WEAKNESS
April 23, 2015

This is the best growth stock over the last 50 years. They continue to reinvent and reposition themselves. Only trades at 20 times. A classic great growth story. The valuation is at the high end, but long term you should own it.

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Walt Disney (DIS-N)
April 23, 2015

This is the best growth stock over the last 50 years. They continue to reinvent and reposition themselves. Only trades at 20 times. A classic great growth story. The valuation is at the high end, but long term you should own it.

HOLD
HOLD
April 23, 2015

Energy stocks had a decent move recently. He likes the assets of this one. The growth profile is still there. He is not a real bull on energy stocks. He would not add to it right now, but it should be a core holding.

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Energy stocks had a decent move recently. He likes the assets of this one. The growth profile is still there. He is not a real bull on energy stocks. He would not add to it right now, but it should be a core holding.

HOLD
HOLD
April 23, 2015

The problem is that the valuation is the highest in the group. They had some problems in Mexico with missing production estimates. Gold prices checked back and so you saw a pullback in G-T. Hold it, but don’t add to it. He prefers mid-sized companies that might get taken out.

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Goldcorp Inc (G-T)
April 23, 2015

The problem is that the valuation is the highest in the group. They had some problems in Mexico with missing production estimates. Gold prices checked back and so you saw a pullback in G-T. Hold it, but don’t add to it. He prefers mid-sized companies that might get taken out.