Latest Expert Opinions

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TOP PICK
TOP PICK
May 13, 2016

One of the few in the retail space that he feels has figured out how to combat some of the disruption that is taking place with technology. They have done that by participating in it. Just recently shipped out their catalogue, the 1st time in 9 years, to 12 million households. Although print structure is dead, they have sent out the catalogue but have integrated it to the app that you have to download to really get the full experience. With that, their e-commerce sales have moved considerably to the upside. Trading at about 16X and has a low payout ratio. Dividend yield of 1.63%.

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One of the few in the retail space that he feels has figured out how to combat some of the disruption that is taking place with technology. They have done that by participating in it. Just recently shipped out their catalogue, the 1st time in 9 years, to 12 million households. Although print structure is dead, they have sent out the catalogue but have integrated it to the app that you have to download to really get the full experience. With that, their e-commerce sales have moved considerably to the upside. Trading at about 16X and has a low payout ratio. Dividend yield of 1.63%.

TOP PICK
TOP PICK
May 13, 2016

With the Internet of things, demand for their products continues to be on an incline. We are doing more and more with our smart phones every day, and the networking tools that this company provides helps with that, especially the carriers to stay spectrum efficient. They have been growing through acquisitions. Valuation is reasonable and you are getting a 3.92% dividend while you wait.

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Cisco (CSCO-Q)
May 13, 2016

With the Internet of things, demand for their products continues to be on an incline. We are doing more and more with our smart phones every day, and the networking tools that this company provides helps with that, especially the carriers to stay spectrum efficient. They have been growing through acquisitions. Valuation is reasonable and you are getting a 3.92% dividend while you wait.

TOP PICK
TOP PICK
May 13, 2016

This deals with sleep apnea by producing the mask and the device that helps deliver the oxygen. 26% of adults suffer from sleep apnea. In developed markets it has only about 10%-15% penetration, and in emerging markets only 5%, so he likes the upside. Dividend yield of 2.09%.

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ResMed Inc. (RMD-N)
May 13, 2016

This deals with sleep apnea by producing the mask and the device that helps deliver the oxygen. 26% of adults suffer from sleep apnea. In developed markets it has only about 10%-15% penetration, and in emerging markets only 5%, so he likes the upside. Dividend yield of 2.09%.