Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
October 17, 2016

There is a difference between commercial and private homes. He does not think interest rates will go up in a big way for years. It will not pose a risk to REITs. There will be a slowdown in housing in Canada because of the new rules. $18 is resistance. If it fell another 5-7% to the bottom of the range of the last couple of years, then it would be a buy.

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There is a difference between commercial and private homes. He does not think interest rates will go up in a big way for years. It will not pose a risk to REITs. There will be a slowdown in housing in Canada because of the new rules. $18 is resistance. If it fell another 5-7% to the bottom of the range of the last couple of years, then it would be a buy.

BUY
BUY
October 17, 2016

It has very compelling valuation. Health care names have underperformed in fears of who will take over as president. GILD-Q is trading at 6.5-7 times earnings. Some are saying their HEP-C drugs are being pressured by competitors. He thinks there will be an accretive acquisition in the short term.

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It has very compelling valuation. Health care names have underperformed in fears of who will take over as president. GILD-Q is trading at 6.5-7 times earnings. Some are saying their HEP-C drugs are being pressured by competitors. He thinks there will be an accretive acquisition in the short term.

DON'T BUY
DON'T BUY
October 17, 2016

It is not a bad company, but he is not a fan of it. He prefers Amazon. Earnings should be flat in the next quarter as they reinvest earnings to compete with Amazon. They are playing catch up. There is risk and no growth.

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Walmart Inc (WMT-N)
October 17, 2016

It is not a bad company, but he is not a fan of it. He prefers Amazon. Earnings should be flat in the next quarter as they reinvest earnings to compete with Amazon. They are playing catch up. There is risk and no growth.

BUY
BUY
October 17, 2016

He endorses this name. It is attractive right now. He is surprised it has fallen as much as it has. They produce hit after hit. They have a lot of levers to move forward. People are watching ESPN online and these numbers are not included in subscriber numbers in their 10k. He thinks it is going higher from here.

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Walt Disney (DIS-N)
October 17, 2016

He endorses this name. It is attractive right now. He is surprised it has fallen as much as it has. They produce hit after hit. They have a lot of levers to move forward. People are watching ESPN online and these numbers are not included in subscriber numbers in their 10k. He thinks it is going higher from here.

BUY
BUY
October 17, 2016

It has had a host of problems in the past. This past quarter it seems like their earnings have leveled off and they are heading higher. They are in merger talks with a semiconductor company (NXPI). It will be an accretive deal.

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Qualcomm (QCOM-Q)
October 17, 2016

It has had a host of problems in the past. This past quarter it seems like their earnings have leveled off and they are heading higher. They are in merger talks with a semiconductor company (NXPI). It will be an accretive deal.

HOLD
HOLD
October 17, 2016

It is a chemical company that is involved in a merger with Dow Chemical. It is a merger of equals. It should get approval by end of year. EU approval will be early 2017. They will be splitting into three separate companies soon after the merger. He expects these companies to be attractive.

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DuPont (DD-N)
October 17, 2016

It is a chemical company that is involved in a merger with Dow Chemical. It is a merger of equals. It should get approval by end of year. EU approval will be early 2017. They will be splitting into three separate companies soon after the merger. He expects these companies to be attractive.

HOLD
HOLD
October 17, 2016

It is a leader. They are a dividend payer and they have been spinning off parts of their business that are non-core. They are reducing debt and focusing on what they do best. They are trading at a very inexpensive PE. They are growing through cost cutting and sales as well as doing what they do well.

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General Electric (GE-N)
October 17, 2016

It is a leader. They are a dividend payer and they have been spinning off parts of their business that are non-core. They are reducing debt and focusing on what they do best. They are trading at a very inexpensive PE. They are growing through cost cutting and sales as well as doing what they do well.