Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 8, 2016

Too risky? Came out of the financial crisis and have restructured into far better shape. The trouble with cyclical companies is that they end up paying out too much in dividends, and then, if the cycle turns nasty, they have to cut them. He doesn’t see anything imminent in terms of dividend cuts. It is probably okay, but keep in mind this is a cyclical company.

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Too risky? Came out of the financial crisis and have restructured into far better shape. The trouble with cyclical companies is that they end up paying out too much in dividends, and then, if the cycle turns nasty, they have to cut them. He doesn’t see anything imminent in terms of dividend cuts. It is probably okay, but keep in mind this is a cyclical company.

COMMENT
COMMENT
August 8, 2016

Too risky? Came out of the financial crisis and have restructured into far better shape. The trouble with cyclical companies is that they end up paying out too much in dividends, and then, if the cycle turns nasty, they have to cut them. He doesn’t see anything imminent in terms of dividend cuts. It is probably okay, but keep in mind this is a cyclical company.

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Ford Motor (F-N)
August 8, 2016

Too risky? Came out of the financial crisis and have restructured into far better shape. The trouble with cyclical companies is that they end up paying out too much in dividends, and then, if the cycle turns nasty, they have to cut them. He doesn’t see anything imminent in terms of dividend cuts. It is probably okay, but keep in mind this is a cyclical company.

COMMENT
COMMENT
August 8, 2016

Had a huge disappointment on one of their drug trials. The business is all about the pipeline. Every major drug company is having trouble coming up with great new drug ideas. What they are doing is cutting back on R&D spending. Thinks this still has some downside. Would be looking at this after another 15% drop in the share price. The dividend is secure.

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Had a huge disappointment on one of their drug trials. The business is all about the pipeline. Every major drug company is having trouble coming up with great new drug ideas. What they are doing is cutting back on R&D spending. Thinks this still has some downside. Would be looking at this after another 15% drop in the share price. The dividend is secure.

COMMENT
COMMENT
August 8, 2016

One of the largest South Korean banks, and is tied to the South Korean economy, which was suffering from the financial crisis, but has really recovered. It is driven by massive companies like Samsung, LG, Hyundai, Kia, etc. This stock is incredibly well entrenched, trading at a more than reasonable multiple. He is looking for significant earnings growth for the next few years. Offers significant growth at a more than reasonable price. Dividend yield of 2.55%.

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One of the largest South Korean banks, and is tied to the South Korean economy, which was suffering from the financial crisis, but has really recovered. It is driven by massive companies like Samsung, LG, Hyundai, Kia, etc. This stock is incredibly well entrenched, trading at a more than reasonable multiple. He is looking for significant earnings growth for the next few years. Offers significant growth at a more than reasonable price. Dividend yield of 2.55%.

COMMENT
COMMENT
August 8, 2016

The whole insurance/financial sector is suffering from near zero interest rates. This is incredibly well positioned in Asia and the US. Feels the shares truly have a 50% appreciation over the next 3 years or so. Expects to see dividend increases next year. All the policies written today, are based on very low interest rates. They have cleaned themselves up after the financial crisis, and it is a cheap stock.

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The whole insurance/financial sector is suffering from near zero interest rates. This is incredibly well positioned in Asia and the US. Feels the shares truly have a 50% appreciation over the next 3 years or so. Expects to see dividend increases next year. All the policies written today, are based on very low interest rates. They have cleaned themselves up after the financial crisis, and it is a cheap stock.

PAST TOP PICK
PAST TOP PICK
August 8, 2016

(A Top Pick Oct 5/15. Up 18.57%.) He still loves this. Has $40 billion of net cash, and is throwing off $10 billion a year of free cash flow. They are buying back shares all the time and will probably be raising dividend by 10% a year for years to come. They are #1 in the world in their 4 major businesses, all of which are growth businesses. Still generating revenue growth, even with a strong US$, which is not an easy thing to do. Revenues per share is still rising. EPS is in the 7%-10% range for the next several years out. Have phenomenal franchises and are a free cash flow generator. Selling at a pretty cheap multiple, especially after Xing out the cash.

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Cisco (CSCO-Q)
August 8, 2016

(A Top Pick Oct 5/15. Up 18.57%.) He still loves this. Has $40 billion of net cash, and is throwing off $10 billion a year of free cash flow. They are buying back shares all the time and will probably be raising dividend by 10% a year for years to come. They are #1 in the world in their 4 major businesses, all of which are growth businesses. Still generating revenue growth, even with a strong US$, which is not an easy thing to do. Revenues per share is still rising. EPS is in the 7%-10% range for the next several years out. Have phenomenal franchises and are a free cash flow generator. Selling at a pretty cheap multiple, especially after Xing out the cash.

PAST TOP PICK
PAST TOP PICK
August 8, 2016

(A Top Pick Oct 5/15. Up 31.92%.) This was famous for fibre optics, and now they are famous for making Gorilla Glass for the iPhone, TVs, etc. This came back after the whole .com thing. They always stuck with their businesses. Just sold their holding in Dow Corning for almost $5 billion, and are sitting with a ton of cash. Buying back massive amounts of stock. Earnings are growing at double digits. Huge free cash flow and is extremely cheap. Thinks the stock is worth about $30 a share.

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Corning Inc (GLW-N)
August 8, 2016

(A Top Pick Oct 5/15. Up 31.92%.) This was famous for fibre optics, and now they are famous for making Gorilla Glass for the iPhone, TVs, etc. This came back after the whole .com thing. They always stuck with their businesses. Just sold their holding in Dow Corning for almost $5 billion, and are sitting with a ton of cash. Buying back massive amounts of stock. Earnings are growing at double digits. Huge free cash flow and is extremely cheap. Thinks the stock is worth about $30 a share.