Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 11, 2016

Skin care. They are in the fragrance space through licensing, such as to Michael Kors. They have had success in the Asian markets (over 20% of revenues). He likes this name. Only 8% of revenue is from E-commerce and it moved more toward this space. Buy it in several buys over time.

Estee Lauder (EL-N)
February 11, 2016

Skin care. They are in the fragrance space through licensing, such as to Michael Kors. They have had success in the Asian markets (over 20% of revenues). He likes this name. Only 8% of revenue is from E-commerce and it moved more toward this space. Buy it in several buys over time.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$88.470
Owned
No
BUY
BUY
February 11, 2016

The smaller players can’t survive. They can acquire assets at cheap prices. They are one of the highest quality names in the space. This is one of the more conservative ways to buy the space.

Exxon Mobil (XOM-N)
February 11, 2016

The smaller players can’t survive. They can acquire assets at cheap prices. They are one of the highest quality names in the space. This is one of the more conservative ways to buy the space.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$79.350
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 11, 2016

(Top Pick Feb 27/15, Down 14.65%) You’ve seen a broad sell off in general in the tech sector. It’s up 10% today after reporting earnings. That is in line with why they bought it. Mobile providers are in need of bandwidth. Cyber security is where money is being spent and they have done key acquisitions there. 11 times earrings and they raised their dividend.

Cisco (CSCO-Q)
February 11, 2016

(Top Pick Feb 27/15, Down 14.65%) You’ve seen a broad sell off in general in the tech sector. It’s up 10% today after reporting earnings. That is in line with why they bought it. Mobile providers are in need of bandwidth. Cyber security is where money is being spent and they have done key acquisitions there. 11 times earrings and they raised their dividend.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$22.510
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 11, 2016

(Top Pick Feb 27/15, Down 11.32%) He sold in the summer. He is not overly bearish, but he found better places for his money.

CAE Inc (CAE-T)
February 11, 2016

(Top Pick Feb 27/15, Down 11.32%) He sold in the summer. He is not overly bearish, but he found better places for his money.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$13.600
Owned
No
PAST TOP PICK
PAST TOP PICK
February 11, 2016

(Top Pick Feb 27/15, Up 10.68%) They have been busy doing acquisitions over the last few years. They are now done in their spending phase and now those are giving them new clients to cross sell products to. 2.6% dividend.

ProAssurance Corp (PRA-N)
February 11, 2016

(Top Pick Feb 27/15, Up 10.68%) They have been busy doing acquisitions over the last few years. They are now done in their spending phase and now those are giving them new clients to cross sell products to. 2.6% dividend.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$48.520
Owned
Yes
COMMENT
COMMENT
February 11, 2016

He has constantly wrestled with it. He has looked at it a half a dozen times. Over the last two years it has done nothing. This is an entry point because we have had false starts. He would aim toward Canadian banks. He prefers SLF-T. The presence of MFC-T in Asia has not monetized itself.

Manulife Financial (MFC-T)
February 11, 2016

He has constantly wrestled with it. He has looked at it a half a dozen times. Over the last two years it has done nothing. This is an entry point because we have had false starts. He would aim toward Canadian banks. He prefers SLF-T. The presence of MFC-T in Asia has not monetized itself.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$17.310
Owned
No
BUY
BUY
February 11, 2016

He likes the name. All the Telcos in Canada are a buy. Foreigners are not going to come into the space. It sold off because of what happened in Alberta. Smart phone adoption in Canada is a lot less than in the US. Great dividend.

Telus Corp (T-T)
February 11, 2016

He likes the name. All the Telcos in Canada are a buy. Foreigners are not going to come into the space. It sold off because of what happened in Alberta. Smart phone adoption in Canada is a lot less than in the US. Great dividend.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$39.840
Owned
Yes