Latest Expert Opinions

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Opinion
Expert
PARTIAL BUY
PARTIAL BUY
October 6, 2016

The banks have been beaten up, and have now been cleaned. They’ve gone into every corner of their balance sheet to rectify the situation. They have capital return strategies. Technically speaking, the charts are looking interesting. A single Fed rate hike will not send this flying up into the air, but what will work is the steepening of the yield curve, which is what we are all waiting for. He would be interested in this name, and would suggest a 3rd now, another position after the election, followed by another 3rd after a Fed rate hike.

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The banks have been beaten up, and have now been cleaned. They’ve gone into every corner of their balance sheet to rectify the situation. They have capital return strategies. Technically speaking, the charts are looking interesting. A single Fed rate hike will not send this flying up into the air, but what will work is the steepening of the yield curve, which is what we are all waiting for. He would be interested in this name, and would suggest a 3rd now, another position after the election, followed by another 3rd after a Fed rate hike.

HOLD
HOLD
October 6, 2016

One of the best performers in the S&P 500 going back 20 years. Thinks it has never had less than a 22 PE multiple, but has typically been in the 26 to 30 range. The valuation has always been a reason for people to not own the name. The real big growth area for them is their acquisition of Teavana in China. The 2nd area, that nobody is giving credit to, is that they own about 15 or 16 standalone consumer goods. There are still good days ahead of them.

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Starbucks (SBUX-Q)
October 6, 2016

One of the best performers in the S&P 500 going back 20 years. Thinks it has never had less than a 22 PE multiple, but has typically been in the 26 to 30 range. The valuation has always been a reason for people to not own the name. The real big growth area for them is their acquisition of Teavana in China. The 2nd area, that nobody is giving credit to, is that they own about 15 or 16 standalone consumer goods. There are still good days ahead of them.

COMMENT
COMMENT
October 6, 2016

Got Stopped out last spring. He is finding their equipment is getting a bit confusing. They are just minor user things, but they will work it out. He likes their latest IOS update a little bit better than the old one.

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Apple (AAPL-Q)
October 6, 2016

Got Stopped out last spring. He is finding their equipment is getting a bit confusing. They are just minor user things, but they will work it out. He likes their latest IOS update a little bit better than the old one.

PAST TOP PICK
PAST TOP PICK
October 6, 2016

(A Top Pick Oct 28/15. Up 32.79%.) The big news is that they have done a $500 million raise and have done about $1 billion worth of acquisitions, so this is an M&A machine. A Canadian company in a niche area.

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(A Top Pick Oct 28/15. Up 32.79%.) The big news is that they have done a $500 million raise and have done about $1 billion worth of acquisitions, so this is an M&A machine. A Canadian company in a niche area.

PAST TOP PICK
PAST TOP PICK
October 6, 2016

(A Top Pick Oct 28/15. Down 5.16%.) Had expected a little more out of this because they had the Match.com IPO, a premier dating app. They still own 80%-85%. They also own Ticketmaster, Live Nation, Expedia, Home Shopping Network, etc. He got stopped out, but will get back in at some point.

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IAC/Interactive (IAC-Q)
October 6, 2016

(A Top Pick Oct 28/15. Down 5.16%.) Had expected a little more out of this because they had the Match.com IPO, a premier dating app. They still own 80%-85%. They also own Ticketmaster, Live Nation, Expedia, Home Shopping Network, etc. He got stopped out, but will get back in at some point.

PAST TOP PICK
PAST TOP PICK
October 6, 2016

(A Top Pick Oct 28/15. Down 0.95%.) A light asset, industrial company. It has about 43 different businesses in the Warren Buffett model. When they make an acquisition, they keep the president in and the management stays. It is being held down this year because it has quite a bit of exposure to the oil patch through medium technology names. A well regarded company.

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(A Top Pick Oct 28/15. Down 0.95%.) A light asset, industrial company. It has about 43 different businesses in the Warren Buffett model. When they make an acquisition, they keep the president in and the management stays. It is being held down this year because it has quite a bit of exposure to the oil patch through medium technology names. A well regarded company.

COMMENT
COMMENT
October 6, 2016

This does the whole pulse crops business. It corrected in the summer because they had some problems with crops. This is a pivotal Canadian company that he thinks will be making a bigger and bigger difference in portfolios as it grows and matures into more of a mainstream company. It’s on his radar.

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This does the whole pulse crops business. It corrected in the summer because they had some problems with crops. This is a pivotal Canadian company that he thinks will be making a bigger and bigger difference in portfolios as it grows and matures into more of a mainstream company. It’s on his radar.