Latest Expert Opinions

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COMMENT
COMMENT
May 19, 2016

They are in the gastro anesthesiology business. They have found a couple of pretty good niches. They are market leaders in the markets they are operating in. They are now integrating the acquisitions. Impressive management team. It is a growth stock and not a value stock. He would like to meet them, however.

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They are in the gastro anesthesiology business. They have found a couple of pretty good niches. They are market leaders in the markets they are operating in. They are now integrating the acquisitions. Impressive management team. It is a growth stock and not a value stock. He would like to meet them, however.

DON'T BUY
DON'T BUY
May 19, 2016

They are sound financially and always have been. They are hurting from foreign competition. Same store sales are down and they are trying to manage the decline. He would not step in here. Even a good management team is struggling.

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They are sound financially and always have been. They are hurting from foreign competition. Same store sales are down and they are trying to manage the decline. He would not step in here. Even a good management team is struggling.

BUY
BUY
May 19, 2016

One of the few EU banks in good shape. There will be dividend increases over the next 12 months. This is about as clean as they come. A hefty yield. The just started paying it earlier this year.

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ING Groep NV (ING-N)
May 19, 2016

One of the few EU banks in good shape. There will be dividend increases over the next 12 months. This is about as clean as they come. A hefty yield. The just started paying it earlier this year.

BUY
BUY
May 19, 2016

He likes it here. He likes the really large globally integrated players. They have been covering dividend with their earnings. The whole sector is coming to rationalization and renewable energy is becoming part of the market. He likes this sector.

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Total SA (TOT-N)
May 19, 2016

He likes it here. He likes the really large globally integrated players. They have been covering dividend with their earnings. The whole sector is coming to rationalization and renewable energy is becoming part of the market. He likes this sector.

DON'T BUY
DON'T BUY
May 19, 2016

They just restructured and realized the value of Canada Bread. He is curious to see what the next steps are. It looks like a fully valued stock at this point.

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They just restructured and realized the value of Canada Bread. He is curious to see what the next steps are. It looks like a fully valued stock at this point.

WATCH
WATCH
May 19, 2016

US banks are under pressure from low oil prices and interest rates. These companies got rid of all their problems and are well positioned if oil and interest rates do well including the US economy.

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US banks are under pressure from low oil prices and interest rates. These companies got rid of all their problems and are well positioned if oil and interest rates do well including the US economy.

PAST TOP PICK
PAST TOP PICK
May 19, 2016

(Top Pick June 2/15, Down 29.16%) They are a low cost producer and can still generate cash flow at reduced commodity prices. You have to step in at low prices because if you wait for the commodity price to increase you will miss it.

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Alcoa (AA-N)
May 19, 2016

(Top Pick June 2/15, Down 29.16%) They are a low cost producer and can still generate cash flow at reduced commodity prices. You have to step in at low prices because if you wait for the commodity price to increase you will miss it.