Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 6, 2016

The company is up for sale, but it has been a long time coming in terms of getting any news. Meanwhile they continue to deliver the goods in terms of earnings. Very, very cheap. The valuation is attractive. The stock is worth more than what it is trading at now on a takeover.

Show full opinionHide full opinion

The company is up for sale, but it has been a long time coming in terms of getting any news. Meanwhile they continue to deliver the goods in terms of earnings. Very, very cheap. The valuation is attractive. The stock is worth more than what it is trading at now on a takeover.

COMMENT
COMMENT
May 6, 2016

Everybody is buying this because of its metal exposure, and the potential for a metals recovery. It has $9 billion in net debt. The last quarter was interesting, because they actually made a profit and their costs went down 10%-15%. They are doing the right things. If there is a recovery in metals, their margins are going to expand dramatically because of lower costs. He would use caution.

Show full opinionHide full opinion

Everybody is buying this because of its metal exposure, and the potential for a metals recovery. It has $9 billion in net debt. The last quarter was interesting, because they actually made a profit and their costs went down 10%-15%. They are doing the right things. If there is a recovery in metals, their margins are going to expand dramatically because of lower costs. He would use caution.

BUY
BUY
May 6, 2016

(Market Call Minute.) Made a big acquisition of OpenBet and financed it. It really has changed the company, but is going to take 9 months for that to be in the pudding. It looks pretty good.

Show full opinionHide full opinion

(Market Call Minute.) Made a big acquisition of OpenBet and financed it. It really has changed the company, but is going to take 9 months for that to be in the pudding. It looks pretty good.

COMMENT
COMMENT
May 6, 2016

(Market Call Minute.) A nice little niche company. It is quiet and sleepy, but it delivers the goods.

Show full opinionHide full opinion

(Market Call Minute.) A nice little niche company. It is quiet and sleepy, but it delivers the goods.

COMMENT
COMMENT
May 6, 2016

(Market Call Minute.) This has been pretty weak recently and they have US residential exposure, which you think would be good. Great company with good assets and trading very cheaply. It is just a matter of time before it does better.

Show full opinionHide full opinion

(Market Call Minute.) This has been pretty weak recently and they have US residential exposure, which you think would be good. Great company with good assets and trading very cheaply. It is just a matter of time before it does better.

BUY
BUY
May 6, 2016

(Market Call Minute.) This company has raised its dividend every year for 52 years. They made a great big acquisition in the US that looks good. You have to like this in the utility space.

Show full opinionHide full opinion

(Market Call Minute.) This company has raised its dividend every year for 52 years. They made a great big acquisition in the US that looks good. You have to like this in the utility space.

COMMENT
COMMENT
May 6, 2016

(Market Call Minute.) A refiner and a retailer of gasoline. They are driving costs down. Last quarter was good and they continue to grow. Nice, steady growth. Making good margins.

Show full opinionHide full opinion

(Market Call Minute.) A refiner and a retailer of gasoline. They are driving costs down. Last quarter was good and they continue to grow. Nice, steady growth. Making good margins.