Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 6, 2016

(A Top Pick April 15/15. Up 22.27%.) This was acquired by Honeywell (HON-N).

Show full opinionHide full opinion

(A Top Pick April 15/15. Up 22.27%.) This was acquired by Honeywell (HON-N).

PAST TOP PICK
PAST TOP PICK
May 6, 2016

(A Top Pick April 15/15. Down 16%.) Last year, when investors were worried about higher interest rates in the US, the stock took a hit. Earlier this year they decided they were going to split in 2 to bring out value. That will probably take all year to complete, but the stock is worth holding onto.

Show full opinionHide full opinion

(A Top Pick April 15/15. Down 16%.) Last year, when investors were worried about higher interest rates in the US, the stock took a hit. Earlier this year they decided they were going to split in 2 to bring out value. That will probably take all year to complete, but the stock is worth holding onto.

PAST TOP PICK
PAST TOP PICK
May 6, 2016

(A Top Pick April 15/15. Down 84.48%.) This was a mistake. It was on an acquisition spree. Their stock went down which changed their strategy. The management team left and there was insider selling. New management is cutting costs and resetting expectations. Thinks they are doing the right thing. They have some cash on hand and just did another acquisition recently. It might take 2 years to start to react.

Show full opinionHide full opinion

(A Top Pick April 15/15. Down 84.48%.) This was a mistake. It was on an acquisition spree. Their stock went down which changed their strategy. The management team left and there was insider selling. New management is cutting costs and resetting expectations. Thinks they are doing the right thing. They have some cash on hand and just did another acquisition recently. It might take 2 years to start to react.

WAIT
WAIT
May 6, 2016

Came out with forecasts and earnings about a week ago, and it was pretty bad. The stock took a 30% hit. They have 31 investments and some of them are not performing well. Dividend yield of over 14%, so there is the risk of a dividend cut. Not a bad company, certainly after the price adjustment, but he would be a little cautious. Has a new CEO, so he would give it a couple of quarters and let it stabilize.

Show full opinionHide full opinion

Came out with forecasts and earnings about a week ago, and it was pretty bad. The stock took a 30% hit. They have 31 investments and some of them are not performing well. Dividend yield of over 14%, so there is the risk of a dividend cut. Not a bad company, certainly after the price adjustment, but he would be a little cautious. Has a new CEO, so he would give it a couple of quarters and let it stabilize.

HOLD
HOLD
May 6, 2016

The earnings and forecast were certainly not spectacular, and the company took a big hit. It is now trading at about 7.5X earnings and has a net cash position. They also raised their dividend in the quarter. There is lots of talk about declining sales in their hepatitis C products, but this is not the only product. Thinks it will be okay in the long-term. Wouldn’t expect much in the next couple of quarters.

Show full opinionHide full opinion

The earnings and forecast were certainly not spectacular, and the company took a big hit. It is now trading at about 7.5X earnings and has a net cash position. They also raised their dividend in the quarter. There is lots of talk about declining sales in their hepatitis C products, but this is not the only product. Thinks it will be okay in the long-term. Wouldn’t expect much in the next couple of quarters.

COMMENT
COMMENT
May 6, 2016

Has been kind of quiet in the past year or so, but have been making some acquisitions. They are building their children’s library. Made some great deals with partners. Things are looking okay, but the stock is really not acting well. Thinks this is a 10-year story. Just park it and put it away for a few years, and you’ll be okay.

Show full opinionHide full opinion

Has been kind of quiet in the past year or so, but have been making some acquisitions. They are building their children’s library. Made some great deals with partners. Things are looking okay, but the stock is really not acting well. Thinks this is a 10-year story. Just park it and put it away for a few years, and you’ll be okay.

COMMENT
COMMENT
May 6, 2016

They continue to put up the goods. A very, very well diversified property. Likes management and the distribution. The only offset is that it is one of the more expensive REITs, but he thinks it is justified. He would prefer to pay more for a good company than less for a bad company.

Show full opinionHide full opinion

They continue to put up the goods. A very, very well diversified property. Likes management and the distribution. The only offset is that it is one of the more expensive REITs, but he thinks it is justified. He would prefer to pay more for a good company than less for a bad company.