Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
April 30, 2015

He generally plays it with more international stocks. There are improvements coming and this one will be a beneficiary of them. It should appreciate over time.

He generally plays it with more international stocks. There are improvements coming and this one will be a beneficiary of them. It should appreciate over time.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$11.930
Owned
No
HOLD
HOLD
April 30, 2015

Resource money moving into non-resource stocks is making them over inflated in value.

Resource money moving into non-resource stocks is making them over inflated in value.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$92.930
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
April 30, 2015

If you are making money on it, take a little bit of profit off it. Resource money flowing into non-resource is overinflating it. It’s a very competitive business.

If you are making money on it, take a little bit of profit off it. Resource money flowing into non-resource is overinflating it. It’s a very competitive business.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$61.330
Owned
Unknown
BUY
BUY
April 30, 2015

He likes the industry. They are in a great position to supply India now as a quarantine has been lifted. If the commodity repaired itself, then all of these stocks would come back. This stock will lift up if money flows back into it.

He likes the industry. They are in a great position to supply India now as a quarantine has been lifted. If the commodity repaired itself, then all of these stocks would come back. This stock will lift up if money flows back into it.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$21.220
Owned
Unknown
HOLD
HOLD
April 30, 2015

A "Steady Eddie". It is not really cheap. If you own it, look for an opportunity to take profits if you get nervous about the market cycle.

SAP AG ADR (SAP-N)
April 30, 2015

A "Steady Eddie". It is not really cheap. If you own it, look for an opportunity to take profits if you get nervous about the market cycle.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$75.690
Owned
Unknown
DON'T BUY
DON'T BUY
April 30, 2015

He has not bought it because he worries about the disrupters in the business. Cars will be Internet connected and it may not be this technology.

He has not bought it because he worries about the disrupters in the business. Cars will be Internet connected and it may not be this technology.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$5.900
Owned
Unknown
TOP PICK
TOP PICK
April 30, 2015

It is a new position. He is staying in the tech space because the money flows in (from the commodity sector) are good. They have a fabulous balance sheet. It has room to grow at 10%. The PE is very low so the stock is not expensive. They have so much cash on the balance sheet they could go out and buy someone in a heartbeat.

Cisco (CSCO-Q)
April 30, 2015

It is a new position. He is staying in the tech space because the money flows in (from the commodity sector) are good. They have a fabulous balance sheet. It has room to grow at 10%. The PE is very low so the stock is not expensive. They have so much cash on the balance sheet they could go out and buy someone in a heartbeat.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$28.830
Owned
Yes