Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
August 4, 2016

(Market Call Minute.) They have a much more difficult issue they are facing.

Walt Disney (DIS-N)
August 4, 2016

(Market Call Minute.) They have a much more difficult issue they are facing.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$95.160
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
August 4, 2016

(Market Call Minute.) This is one that he would buy below $10.

(Market Call Minute.) This is one that he would buy below $10.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$12.280
Owned
Unknown
BUY
BUY
August 4, 2016

(Market Call Minute.) Banks are cheap here, and this one is building a nice franchise. It is not going to hurt to own this.

(Market Call Minute.) Banks are cheap here, and this one is building a nice franchise. It is not going to hurt to own this.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$44.140
Owned
Unknown
TOP PICK
TOP PICK
August 4, 2016

A great story. He thinks there is going to be an increase in car sales in Europe like there was in the US. This company has sold the most number of cars, although the US was down a little, but in China and Europe they are throwing up tons of free cash. A great global brand. Trading at 7X earnings. 4.22% dividend yield.

A great story. He thinks there is going to be an increase in car sales in Europe like there was in the US. This company has sold the most number of cars, although the US was down a little, but in China and Europe they are throwing up tons of free cash. A great global brand. Trading at 7X earnings. 4.22% dividend yield.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
August 4, 2016

This was a merger of Kraft and Heinz. Earnings just came out and they quadrupled their bottom line because of cost cuts and lower commodity costs. Kraft was a much more US domestic business and Heinz was a much more international business, so cross-selling will be really important. Trading at around 20X earnings. This will do another acquisition, much bigger, down the road. Dividend yield of 2.8%.

This was a merger of Kraft and Heinz. Earnings just came out and they quadrupled their bottom line because of cost cuts and lower commodity costs. Kraft was a much more US domestic business and Heinz was a much more international business, so cross-selling will be really important. Trading at around 20X earnings. This will do another acquisition, much bigger, down the road. Dividend yield of 2.8%.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$85.540
Owned
Yes
TOP PICK
TOP PICK
August 4, 2016

Great company. 3 different divisions. Pharmaceutical is 45% of revenue, medical devices about 25%, and consumer products of about 19%. This is the 54th year that they have increased their dividend. Dividend yield of 2.58%.

Great company. 3 different divisions. Pharmaceutical is 45% of revenue, medical devices about 25%, and consumer products of about 19%. This is the 54th year that they have increased their dividend. Dividend yield of 2.58%.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$123.860
Owned
Yes