Latest Expert Opinions

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Opinion
Expert
TOP PICK
TOP PICK
May 9, 2016

Very high end frozen seafood. The trend is trying to eat healthy - wild, caught seafood. Fast freezing technology has been fantastic. They just made a European acquisition.

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Very high end frozen seafood. The trend is trying to eat healthy - wild, caught seafood. Fast freezing technology has been fantastic. They just made a European acquisition.

TOP PICK
TOP PICK
May 9, 2016

They have 23% market share in the US and continue to execute very well. He expects them to consolidate a fragmented market as they acquire smaller players. They are increasing shareholder value because of that.

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They have 23% market share in the US and continue to execute very well. He expects them to consolidate a fragmented market as they acquire smaller players. They are increasing shareholder value because of that.

BUY
BUY
May 9, 2016

We have a fairly gentle uptrend with an attempt to re-test the highs. It is holding. As long as we stay above $45 it looks bullish.

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Microsoft (MSFT-Q)
May 9, 2016

We have a fairly gentle uptrend with an attempt to re-test the highs. It is holding. As long as we stay above $45 it looks bullish.

DON'T BUY
DON'T BUY
May 9, 2016

It has moved too far and too fast. There are still lots of questions, particularly on the transportation side, where they are trying to put together a cohesive transportation/production platform. The Delta orders were a great plus and can be used as positive leverage. 3 questions. What price are planes going to be sold at, when will the cash flow come through, and who is going to finance the working capital until the planes are finally sold and cash starts coming in?

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It has moved too far and too fast. There are still lots of questions, particularly on the transportation side, where they are trying to put together a cohesive transportation/production platform. The Delta orders were a great plus and can be used as positive leverage. 3 questions. What price are planes going to be sold at, when will the cash flow come through, and who is going to finance the working capital until the planes are finally sold and cash starts coming in?

BUY
BUY
May 9, 2016

Banks will be higher by year end. The one looming thing is the impact over the years of FinTech. The banks are spending a lot of money trying to match what is coming down the pike in terms of high-tech, and he thinks they’ll succeed. Expects they will go 5% higher, including dividends, by the end of the year.

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Banks will be higher by year end. The one looming thing is the impact over the years of FinTech. The banks are spending a lot of money trying to match what is coming down the pike in terms of high-tech, and he thinks they’ll succeed. Expects they will go 5% higher, including dividends, by the end of the year.

TOP PICK
TOP PICK
May 9, 2016

If you believe in the North American economy, which he does, rails are a great way to play it. Prefers this over Canadian Pacific (CP-T) although there is nothing wrong with CP. This has been the cream of the crop in terms of performance, which will continue going forward.

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If you believe in the North American economy, which he does, rails are a great way to play it. Prefers this over Canadian Pacific (CP-T) although there is nothing wrong with CP. This has been the cream of the crop in terms of performance, which will continue going forward.

COMMENT
COMMENT
May 9, 2016

Canadian National (CNR-T) or Canadian Pacific (CP-T)? Looking at the consensus projections, this is probably more attractive, but thinks they have more work to do in getting their house in order. (See Top Picks.)

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Canadian National (CNR-T) or Canadian Pacific (CP-T)? Looking at the consensus projections, this is probably more attractive, but thinks they have more work to do in getting their house in order. (See Top Picks.)