Latest Expert Opinions

Signal
Opinion
Expert
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.

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.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$31.770
Owned
Unknown
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.

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.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$18.130
Owned
Unknown
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.

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.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$7.960
Owned
Unknown
BUY
BUY
August 4, 2016

(Market Call Minute.) Class C shares?

Facebook (FB-Q)
August 4, 2016

(Market Call Minute.) Class C shares?

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$124.360
Owned
Unknown
BUY
BUY
August 4, 2016

(Market Call Minute.) He likes this.

DH Corporation (DH-T)
August 4, 2016

(Market Call Minute.) He likes this.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$30.250
Owned
Yes
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.

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.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$760.770
Owned
Unknown
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.

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.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$55.420
Owned
Unknown