Latest Expert Opinions

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Opinion
Expert
COMMENT
COMMENT
June 16, 2016

HSBC Holdings (HSBC-N) or ING Groep (ING-N)? Two very different companies. This one is much more of a retail bank. They are both cheap, but the issue becomes if we get out of this global slump, is where does the growth come from. If he had to pick one, he would choose this one, because being a good, strong retail bank is a very good business if it is done well.

ING Groep NV (ING-N)
June 16, 2016

HSBC Holdings (HSBC-N) or ING Groep (ING-N)? Two very different companies. This one is much more of a retail bank. They are both cheap, but the issue becomes if we get out of this global slump, is where does the growth come from. If he had to pick one, he would choose this one, because being a good, strong retail bank is a very good business if it is done well.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$11.010
Owned
No
COMMENT
COMMENT
June 16, 2016

This is interesting, given that Microsoft (MSFT-Q) bought LinkedIn. This company does make money. It has gone through some difficult times since its IPO, but it does have a lot of users. It’s a valuable asset, but how they monetize that asset is very difficult for management to think about. He thinks someone will want to own this and it will be more valuable.

Twitter, Inc (TWTR-N)
June 16, 2016

This is interesting, given that Microsoft (MSFT-Q) bought LinkedIn. This company does make money. It has gone through some difficult times since its IPO, but it does have a lot of users. It’s a valuable asset, but how they monetize that asset is very difficult for management to think about. He thinks someone will want to own this and it will be more valuable.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$15.870
Owned
Unknown
TOP PICK
TOP PICK
June 16, 2016

What is very unique about is that it is a great cost cutting story, but there is also some good revenue growth coming through on it. Heinz was a much more international company, and Kraft was much more of a US branded company. Kraft has some great products and will be able to sell off some of them, but also they will be able to use Heinz distribution network and push those products through the rest of the world. Dividend yield of 2.7%.

What is very unique about is that it is a great cost cutting story, but there is also some good revenue growth coming through on it. Heinz was a much more international company, and Kraft was much more of a US branded company. Kraft has some great products and will be able to sell off some of them, but also they will be able to use Heinz distribution network and push those products through the rest of the world. Dividend yield of 2.7%.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$85.280
Owned
Yes
TOP PICK
TOP PICK
June 16, 2016

In the agricultural business, you really need potash as you need higher and higher yields. This is a great asset that no one can duplicate globally. Cut their dividend, and may have to cut it again. If they did, he would be a buyer again. Dividend yield of 6.03%.

In the agricultural business, you really need potash as you need higher and higher yields. This is a great asset that no one can duplicate globally. Cut their dividend, and may have to cut it again. If they did, he would be a buyer again. Dividend yield of 6.03%.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$21.450
Owned
Yes
TOP PICK
TOP PICK
June 16, 2016

You can’t buy this in New York, you have to buy it in Germany. With quantitative easing in Europe, and what happened with quantitative easing in the US is that people frontloaded a lot of purchases. Autos rose up to almost 18 million in North America. Auto purchases are well below 2007 in Europe, so he thinks there is a backlog that will catch up. The stock is not expensive, trading at about 8X earnings. The company has 2 great hybrid electric cars, i3 and i8, but they don’t get the benefit of those. This company will give up margin for long-term growth, which he feels is very important. Dividend yield of 4.68%.

You can’t buy this in New York, you have to buy it in Germany. With quantitative easing in Europe, and what happened with quantitative easing in the US is that people frontloaded a lot of purchases. Autos rose up to almost 18 million in North America. Auto purchases are well below 2007 in Europe, so he thinks there is a backlog that will catch up. The stock is not expensive, trading at about 8X earnings. The company has 2 great hybrid electric cars, i3 and i8, but they don’t get the benefit of those. This company will give up margin for long-term growth, which he feels is very important. Dividend yield of 4.68%.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.000
Owned
Yes