Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 5, 2016

(Market Call Minute.) People concentrate way too much on ESPN. The other businesses are actually growing incredibly well. At these levels, this is a great story.

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(Market Call Minute.) People concentrate way too much on ESPN. The other businesses are actually growing incredibly well. At these levels, this is a great story.

DON'T BUY
DON'T BUY
May 5, 2016

(Market Call Minute.) One of the largest steel companies globally. The steel business has had a very tough time and will continue to have that. There is massive overcapacity in China.

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(Market Call Minute.) One of the largest steel companies globally. The steel business has had a very tough time and will continue to have that. There is massive overcapacity in China.

BUY
BUY
May 5, 2016

(Market Call Minute.) An interesting story. Not cheap, trading at 24X earnings. They have done a very good job of trying to understand how people use their products and marketing and sales.

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(Market Call Minute.) An interesting story. Not cheap, trading at 24X earnings. They have done a very good job of trying to understand how people use their products and marketing and sales.

TOP PICK
TOP PICK
May 5, 2016

It is a difficult environment for the pricing in potash as there is oversupply in India and China. They’ve cut the dividend and it is now down to 6.25%. Potash prices may be volatile here and they may have to cut their dividend again. If so, then he would buy more. At these levels, you are not paying a lot for it. Global economy will continue to grow. A great way of increasing agriculture globally.

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It is a difficult environment for the pricing in potash as there is oversupply in India and China. They’ve cut the dividend and it is now down to 6.25%. Potash prices may be volatile here and they may have to cut their dividend again. If so, then he would buy more. At these levels, you are not paying a lot for it. Global economy will continue to grow. A great way of increasing agriculture globally.

TOP PICK
TOP PICK
May 5, 2016

A real estate management company. They manage condos in Toronto, but their big business is in the US with a lot of gated communities. Expects a lot of growth of 15%-20% per year, because they can grow by good organic growth and acquisition growth. They also own things like College Pro Painters and California Closets which fits into their gated community holdings. Not cheap, trading at around 24X earnings, but there is good growth in it. Dividend yield of 1%.

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A real estate management company. They manage condos in Toronto, but their big business is in the US with a lot of gated communities. Expects a lot of growth of 15%-20% per year, because they can grow by good organic growth and acquisition growth. They also own things like College Pro Painters and California Closets which fits into their gated community holdings. Not cheap, trading at around 24X earnings, but there is good growth in it. Dividend yield of 1%.

TOP PICK
TOP PICK
May 5, 2016

Trading at only 10X earnings, but if you take out the cash, it is probably only 8X earnings. They are increasing their dividends. 63% of their revenue comes from the iPhone. In the last quarter everything fell. IPhone7 is coming out which he thinks will offer added products. Dividend yield of 2.45%.

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Apple (AAPL-Q)
May 5, 2016

Trading at only 10X earnings, but if you take out the cash, it is probably only 8X earnings. They are increasing their dividends. 63% of their revenue comes from the iPhone. In the last quarter everything fell. IPhone7 is coming out which he thinks will offer added products. Dividend yield of 2.45%.