Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 14, 2016

He likes to own things that has a secular, long-term tailwind. This company is dominant in advertising, search and in the cloud. These are all high growth areas and will continue to grow. Stock is hanging in particularly well relative to the market.

He likes to own things that has a secular, long-term tailwind. This company is dominant in advertising, search and in the cloud. These are all high growth areas and will continue to grow. Stock is hanging in particularly well relative to the market.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$733.250
Owned
Yes
DON'T BUY
DON'T BUY
June 14, 2016

Uranium has been a very tough place to be, and this has been a chronically underperformer, going back to 2007 when it peaked out. When there are lots of companies doing well, and lots of sectors that people care about, trying to pick a bottom in something that has been falling for 10 years is a tough thing to do.

Uranium has been a very tough place to be, and this has been a chronically underperformer, going back to 2007 when it peaked out. When there are lots of companies doing well, and lots of sectors that people care about, trying to pick a bottom in something that has been falling for 10 years is a tough thing to do.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$14.510
Owned
No
DON'T BUY
DON'T BUY
June 14, 2016

There are all kinds of concerns around lenders and their ability to make money. This company has done a very good job of managing losses on mortgages, but there are some real concerns about the Canadian housing market, and there are some concerns around the risks of Western Canada. He would prefer not to focus in this area until things started to improve.

There are all kinds of concerns around lenders and their ability to make money. This company has done a very good job of managing losses on mortgages, but there are some real concerns about the Canadian housing market, and there are some concerns around the risks of Western Canada. He would prefer not to focus in this area until things started to improve.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$31.000
Owned
No
SELL
SELL
June 14, 2016

Semiconductors is a very clear leader in this market, but we are in the kind of market where there are a lot of stocks that are doing well and a lot of stocks that are doing poorly. He likes that this company is selling into hand works and automotive, because both are growing. As a replacement, he would use Broadcom (AVGO-Q). (See Top Picks.)

Semiconductors is a very clear leader in this market, but we are in the kind of market where there are a lot of stocks that are doing well and a lot of stocks that are doing poorly. He likes that this company is selling into hand works and automotive, because both are growing. As a replacement, he would use Broadcom (AVGO-Q). (See Top Picks.)

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$65.010
Owned
No
COMMENT
COMMENT
June 14, 2016

Continues to have opportunity to rationalize costs through their original merger, and has room to continue to do that. Going to grow their earnings 12%-13% next year, and probably 12%-15% the following year. On a relative basis, it has been picking up versus the group recently. This is going to be a steady performer. In the market we are in currently, medical devices are very attractive and he likes them for capital appreciation. You might make a little more money in Medtronic (MDT-N). Dividend yield of 1.7%.

Continues to have opportunity to rationalize costs through their original merger, and has room to continue to do that. Going to grow their earnings 12%-13% next year, and probably 12%-15% the following year. On a relative basis, it has been picking up versus the group recently. This is going to be a steady performer. In the market we are in currently, medical devices are very attractive and he likes them for capital appreciation. You might make a little more money in Medtronic (MDT-N). Dividend yield of 1.7%.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$84.340
Owned
Unknown
COMMENT
COMMENT
June 14, 2016

When you look at a collapse in an asset class, such as energy in the last 18 months, he has never seen where it bottoms and turns around, and becomes a new leader right away. We have had a great rally in energy and there is some risk that as we get back the cost of production, new production will come on. This company had a tremendous rally since February, but is looking a lot like the energy and metals sectors, and there is some risk that it runs into resistance here and could roll over.

Caterpillar (CAT-N)
June 14, 2016

When you look at a collapse in an asset class, such as energy in the last 18 months, he has never seen where it bottoms and turns around, and becomes a new leader right away. We have had a great rally in energy and there is some risk that as we get back the cost of production, new production will come on. This company had a tremendous rally since February, but is looking a lot like the energy and metals sectors, and there is some risk that it runs into resistance here and could roll over.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$74.860
Owned
Unknown
BUY
BUY
June 14, 2016

(Market Call Minute.) He really likes the storage and software space. This has been performing well, and should grow over the next 2 years.

EMC Corp (EMC-N)
June 14, 2016

(Market Call Minute.) He really likes the storage and software space. This has been performing well, and should grow over the next 2 years.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$27.610
Owned
Unknown