Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 29, 2015

People have put off home renovations for many, many years. Now that their houses are back in the black and they are starting to feel better about the stock they have in their home, they are now starting to spend money on renovations.

Show full opinionHide full opinion
Home Depot (HD-N)
April 29, 2015

People have put off home renovations for many, many years. Now that their houses are back in the black and they are starting to feel better about the stock they have in their home, they are now starting to spend money on renovations.

BUY
BUY
April 29, 2015

She likes the private equity space. It has been a great environment. She prefers KKR right now because it has lagged performance. 8.5% yield. They are selling some assets into the strength of the market at present.

Show full opinionHide full opinion

She likes the private equity space. It has been a great environment. She prefers KKR right now because it has lagged performance. 8.5% yield. They are selling some assets into the strength of the market at present.

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

It has been a pretty tough retail environment for them. The focus is on costs and running pretty lean.

Show full opinionHide full opinion
Walmart Inc (WMT-N)
April 29, 2015

It has been a pretty tough retail environment for them. The focus is on costs and running pretty lean.

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

The healthcare space has been on a tear. JNJ-N has not participated and was one of the weaker stocks. The organic growth was pretty good, but the FX headwinds impacted them.

Show full opinionHide full opinion

The healthcare space has been on a tear. JNJ-N has not participated and was one of the weaker stocks. The organic growth was pretty good, but the FX headwinds impacted them.

BUY
BUY
April 29, 2015

Has been a great stock. A very well run company. They have benefited from a pickup in home renovation. You always have to pay a good multiple.

Show full opinionHide full opinion
Home Depot (HD-N)
April 29, 2015

Has been a great stock. A very well run company. They have benefited from a pickup in home renovation. You always have to pay a good multiple.

BUY
BUY
April 29, 2015

They go out and buy software companies and let them do their thing. It is like a private equity company. It is an acquisition story.

Show full opinionHide full opinion

They go out and buy software companies and let them do their thing. It is like a private equity company. It is an acquisition story.

PAST TOP PICK
PAST TOP PICK
April 29, 2015

(Top Pick Apr 14/14, Up 16.09%) It is her preferred private equity group. They have a large balance sheet of their own capital that they are investing along with that of clients. They have some proven performance with a fund they have created and are about to launch a second one. It is a strategic way of funding new products. Management’s own capital is put into investments. She thinks there is some catching up to do right now.

Show full opinionHide full opinion
KKR & Co. LP (KKR-N)
April 29, 2015

(Top Pick Apr 14/14, Up 16.09%) It is her preferred private equity group. They have a large balance sheet of their own capital that they are investing along with that of clients. They have some proven performance with a fund they have created and are about to launch a second one. It is a strategic way of funding new products. Management’s own capital is put into investments. She thinks there is some catching up to do right now.