Latest Expert Opinions

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TOP PICK
TOP PICK
February 18, 2016

Google is responsible for 64% of all searches done on the Internet. As traffic grows on the Internet they continue to benefit. They are in the middle of the shift in the spending in media and are getting the lion’s share of the revenue for advertizing. Its revenue is accelerating and their margins are improving. They own YouTube. He likes defense companies because you never really know what ELSE is in there that can come out and generate revenue later. Google is the greatest brain child. It has pulled back 10% but is firmly in an uptrend.

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Google is responsible for 64% of all searches done on the Internet. As traffic grows on the Internet they continue to benefit. They are in the middle of the shift in the spending in media and are getting the lion’s share of the revenue for advertizing. Its revenue is accelerating and their margins are improving. They own YouTube. He likes defense companies because you never really know what ELSE is in there that can come out and generate revenue later. Google is the greatest brain child. It has pulled back 10% but is firmly in an uptrend.

TOP PICK
TOP PICK
February 18, 2016

It behaved differently than the other industrials during the last year’s correction in the sector. They are going to wind up with additional free capitals to buy back shares and increase dividends with. The sector is now recovering. 7-8% of revenues are from the energy space.

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General Electric (GE-N)
February 18, 2016

It behaved differently than the other industrials during the last year’s correction in the sector. They are going to wind up with additional free capitals to buy back shares and increase dividends with. The sector is now recovering. 7-8% of revenues are from the energy space.

TOP PICK
TOP PICK
February 18, 2016

The US consumer is slowly improving and low energy prices are great for the consumer. This is the best brand in the paint industry. As the economy improves they will benefit. Their biggest input is petroleum products. 80% of the revenue comes from the US.

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The US consumer is slowly improving and low energy prices are great for the consumer. This is the best brand in the paint industry. As the economy improves they will benefit. Their biggest input is petroleum products. 80% of the revenue comes from the US.

DON'T BUY
DON'T BUY
February 18, 2016

It has been underperforming for several months. It is unclear if these things will lead coming out of this correction. He would prefer a company that would benefit more from a strong US economy.

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Power Corp (POW-T)
February 18, 2016

It has been underperforming for several months. It is unclear if these things will lead coming out of this correction. He would prefer a company that would benefit more from a strong US economy.

DON'T BUY
DON'T BUY
February 18, 2016

During a correction the market stress tests all the securities. When the tide goes out you can see where the strength is and where the weakness is. One of the strong sectors is semiconductor. QCOM-O has been declining for well over a year, underperforming the market. He prefers the ones that hold up better than the sector during a correction.

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Qualcomm (QCOM-Q)
February 18, 2016

During a correction the market stress tests all the securities. When the tide goes out you can see where the strength is and where the weakness is. One of the strong sectors is semiconductor. QCOM-O has been declining for well over a year, underperforming the market. He prefers the ones that hold up better than the sector during a correction.

BUY
BUY
February 18, 2016

This is a company that is guilty by association. It has a tremendous balance sheet, is well managed and the assets are excellent. With any kind of rally in energy this company will do very well. You will do fine in this market right now.

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Enbridge (ENB-T)
February 18, 2016

This is a company that is guilty by association. It has a tremendous balance sheet, is well managed and the assets are excellent. With any kind of rally in energy this company will do very well. You will do fine in this market right now.

DON'T BUY
DON'T BUY
February 18, 2016

He does not buy companies that are dependent on something good happening in the future. He thinks this is a lottery ticket. They are capital constrained in the ability to go on with their jet program.

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He does not buy companies that are dependent on something good happening in the future. He thinks this is a lottery ticket. They are capital constrained in the ability to go on with their jet program.