Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 17, 2016

Had owned this many years ago, but it got overrun in terms of a commoditization play. Obviously routers and switches got a little old. Newer technology took over, so the company has become a very, very slow grower, and hard to get out of its own way.

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Cisco (CSCO-Q)
February 17, 2016

Had owned this many years ago, but it got overrun in terms of a commoditization play. Obviously routers and switches got a little old. Newer technology took over, so the company has become a very, very slow grower, and hard to get out of its own way.

COMMENT
COMMENT
February 17, 2016

Not very comfortable with this stock. Trading at a low multiple, and for a reason. 63% of their business is hep C drug therapy. It is a cure, which is great from a societal standpoint, but not so good when you are treating somebody as they are not a customer anymore. The hep C incidence is falling, and there are competitors on the horizon. An extremely expensive drug that is in the crosshairs of the US Congress.

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Not very comfortable with this stock. Trading at a low multiple, and for a reason. 63% of their business is hep C drug therapy. It is a cure, which is great from a societal standpoint, but not so good when you are treating somebody as they are not a customer anymore. The hep C incidence is falling, and there are competitors on the horizon. An extremely expensive drug that is in the crosshairs of the US Congress.

DON'T BUY
DON'T BUY
February 17, 2016

Sold his holdings about a year ago when they were having issues with the Chinese government. Their major product was the LTE chip where they had 97% market share, so where do you go from there. There are better opportunities in the Tech space.

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Qualcomm (QCOM-Q)
February 17, 2016

Sold his holdings about a year ago when they were having issues with the Chinese government. Their major product was the LTE chip where they had 97% market share, so where do you go from there. There are better opportunities in the Tech space.

SELL
SELL
February 17, 2016

Very little movement in terms of revenue growth or earnings growth. Has been up and down for a variety of reasons. The company has not been well-managed over the last 15 years.

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General Electric (GE-N)
February 17, 2016

Very little movement in terms of revenue growth or earnings growth. Has been up and down for a variety of reasons. The company has not been well-managed over the last 15 years.

TOP PICK
TOP PICK
February 17, 2016

This is at a sweet spot. Well managed. Household formations are not keeping up with population growth, so there is a lot of runway in front of them. Unemployment is coming down. Interest rates are low. They are moving very effectively into the professional market. Return on Capital is up 32%, a tremendous financial performance. Dividend yield of 1.95%.

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Home Depot (HD-N)
February 17, 2016

This is at a sweet spot. Well managed. Household formations are not keeping up with population growth, so there is a lot of runway in front of them. Unemployment is coming down. Interest rates are low. They are moving very effectively into the professional market. Return on Capital is up 32%, a tremendous financial performance. Dividend yield of 1.95%.

TOP PICK
TOP PICK
February 17, 2016

A secondary automotive play in 35 countries. They manufacture automotive seat fixtures. Very effectively managed. Trading at a very nice multiple of about 10X earnings, yet there growth is in the mid-teens. Dividend yield of 1.13%. The entire auto industry is about 55 million units, with about a 3rd of that being in North America. The European market is just getting off its back in terms of automotive recovery. Also, the opportunity in the emerging markets is great with the move towards the middle class.

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Lear Corp. (LEA-N)
February 17, 2016

A secondary automotive play in 35 countries. They manufacture automotive seat fixtures. Very effectively managed. Trading at a very nice multiple of about 10X earnings, yet there growth is in the mid-teens. Dividend yield of 1.13%. The entire auto industry is about 55 million units, with about a 3rd of that being in North America. The European market is just getting off its back in terms of automotive recovery. Also, the opportunity in the emerging markets is great with the move towards the middle class.