Latest Expert Opinions

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COMMENT
COMMENT
August 4, 2016

Not an expensive stock from a valuation perspective. It survived the 2008 downturn, and has done a better job than some other insurers. However, this is going to have a difficult time going much higher. 4.1% dividend yield.

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Not an expensive stock from a valuation perspective. It survived the 2008 downturn, and has done a better job than some other insurers. However, this is going to have a difficult time going much higher. 4.1% dividend yield.

COMMENT
COMMENT
August 4, 2016

Wait for a buyout or take profits? This makes money and has a following, although it hasn’t executed well in a lot of things. A lot of people felt that when Microsoft (MSFT-Q) acquired LinkedIn, this company would be bought by somebody, and it probably will be. New management is trying to make some changes, and if they execute, this can probably do a little bit better. It is a “trading” thing, not an “investing” thing for the long-term.

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Twitter, Inc (TWTR-N)
August 4, 2016

Wait for a buyout or take profits? This makes money and has a following, although it hasn’t executed well in a lot of things. A lot of people felt that when Microsoft (MSFT-Q) acquired LinkedIn, this company would be bought by somebody, and it probably will be. New management is trying to make some changes, and if they execute, this can probably do a little bit better. It is a “trading” thing, not an “investing” thing for the long-term.

COMMENT
COMMENT
August 4, 2016

Heavily investment banking related and mostly on the fixed income side, which is a tough environment for fixed income. If he were going to buy a bank in the UK, he would be looking to buy Lloyds (LYG-N), a much more retail oriented bank. Retail in the UK will do fine.

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Heavily investment banking related and mostly on the fixed income side, which is a tough environment for fixed income. If he were going to buy a bank in the UK, he would be looking to buy Lloyds (LYG-N), a much more retail oriented bank. Retail in the UK will do fine.

BUY
BUY
August 4, 2016

(Market Call Minute.) Class C shares?

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Facebook (FB-Q)
August 4, 2016

(Market Call Minute.) Class C shares?

BUY
BUY
August 4, 2016

(Market Call Minute.) He likes this.

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DH Corporation (DH-T)
August 4, 2016

(Market Call Minute.) He likes this.

BUY WEAKNESS
BUY WEAKNESS
August 4, 2016

(Market Call Minute.) This is going to own retail, and you have to own this on a pullback.

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Amazon.com (AMZN-Q)
August 4, 2016

(Market Call Minute.) This is going to own retail, and you have to own this on a pullback.

HOLD
HOLD
August 4, 2016

(Market Call Minute.) There are a lot of issues going on with this company, so this would be a Hold and you should look at other things.

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Starbucks (SBUX-Q)
August 4, 2016

(Market Call Minute.) There are a lot of issues going on with this company, so this would be a Hold and you should look at other things.