Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 29, 2015

(A Top Pick Oct 14/14. Down 17.39%.) Had expected energy prices would be in the high $70 and low $80 range. Reduced his holdings, but at current levels it is trading near its bottom.

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(A Top Pick Oct 14/14. Down 17.39%.) Had expected energy prices would be in the high $70 and low $80 range. Reduced his holdings, but at current levels it is trading near its bottom.

PAST TOP PICK
PAST TOP PICK
April 29, 2015

(A Top Pick Oct 14/14. Down 22.35%.) This makes a motion sensor access chip, cutting-edge technology, for all smart phone devices and those that are going to be in most of the wearable devices. A small market right now and is in its infancy. Had some problems in the fall because some of their very big vendors compressed their margins. He still likes this a lot.

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(A Top Pick Oct 14/14. Down 22.35%.) This makes a motion sensor access chip, cutting-edge technology, for all smart phone devices and those that are going to be in most of the wearable devices. A small market right now and is in its infancy. Had some problems in the fall because some of their very big vendors compressed their margins. He still likes this a lot.

HOLD
HOLD
April 29, 2015

One of the best retailing franchises globally. The only problem with the story is on a valuation basis. It always trades at a premium multiple. Trading at about 28X this year’s earnings.

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One of the best retailing franchises globally. The only problem with the story is on a valuation basis. It always trades at a premium multiple. Trading at about 28X this year’s earnings.

COMMENT
COMMENT
April 29, 2015

Has been a great story. Their story is to do acquisitions to find drugs and products that mesh with what they already have. Valuation has crept up and is almost 20X earnings now. He has reduced his position, and one of his bigger names now is Actavis (ACT-N) which is trading at only 16X earnings, and is growing faster.

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Has been a great story. Their story is to do acquisitions to find drugs and products that mesh with what they already have. Valuation has crept up and is almost 20X earnings now. He has reduced his position, and one of his bigger names now is Actavis (ACT-N) which is trading at only 16X earnings, and is growing faster.

BUY WEAKNESS
BUY WEAKNESS
April 29, 2015

All the North American rail companies have struggled in the last 3-4 months. They all have different levels of intermodal and commodity businesses, but by and large it has been a weakening economic activity in the US. Thinks GDP growth is going to come back later in the year for both the US and Canada. Look for a really good entry point later this year on all of the rails.

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All the North American rail companies have struggled in the last 3-4 months. They all have different levels of intermodal and commodity businesses, but by and large it has been a weakening economic activity in the US. Thinks GDP growth is going to come back later in the year for both the US and Canada. Look for a really good entry point later this year on all of the rails.

DON'T BUY
DON'T BUY
April 29, 2015

This is a business that could be disrupted going forward. It is predicated on content that they purchase and repackage in the Canadian market. A lot of over-the-top players are making content deals. Feels this is a much challenged, long-term story.

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This is a business that could be disrupted going forward. It is predicated on content that they purchase and repackage in the Canadian market. A lot of over-the-top players are making content deals. Feels this is a much challenged, long-term story.

COMMENT
COMMENT
April 29, 2015

One of the most sensitive to a steepening in the US rate curve. On top of that it has a large capital markets business. He wouldn’t be surprised to see $18-$24 in 12 months.

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Bank of America (BAC-N)
April 29, 2015

One of the most sensitive to a steepening in the US rate curve. On top of that it has a large capital markets business. He wouldn’t be surprised to see $18-$24 in 12 months.