Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 30, 2016

(A Top Pick Nov 27/15. Up 20.77%.) An online travel company. Their biggest property is Booking.com. They have thousands of properties, many of them in Europe which, isn’t as populated by hotel chains as North America is. They are going to earn high $60 EPS this year, and are going to skip the $70 next year, as the consensus is $80 EPS for 2017.

(A Top Pick Nov 27/15. Up 20.77%.) An online travel company. Their biggest property is Booking.com. They have thousands of properties, many of them in Europe which, isn’t as populated by hotel chains as North America is. They are going to earn high $60 EPS this year, and are going to skip the $70 next year, as the consensus is $80 EPS for 2017.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1503.680
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 30, 2016

(A Top Pick Nov 27/15. Up 41.23%.) A good infrastructure play. This is a commercial and civil builder. They do bridges, roads, airports.

Tutor Perini (TPC-N)
November 30, 2016

(A Top Pick Nov 27/15. Up 41.23%.) A good infrastructure play. This is a commercial and civil builder. They do bridges, roads, airports.

Gordon Reid
President, GoodReid Investment Counsel
Price
$26.100
Owned
Yes
COMMENT
COMMENT
November 30, 2016

United Therapeutic (UTHR-Q) or Allergan (AGN-N)? This is a tough one because they are 2 very different companies. Allergan is a much larger company and more broadly-based, however, this one is a very fine company. Its primary drug therapy is dealing with pulmonary disease. The risk of owning this is that one drug represents a high percentage of their total revenue.

United Therapeutic (UTHR-Q) or Allergan (AGN-N)? This is a tough one because they are 2 very different companies. Allergan is a much larger company and more broadly-based, however, this one is a very fine company. Its primary drug therapy is dealing with pulmonary disease. The risk of owning this is that one drug represents a high percentage of their total revenue.

Gordon Reid
President, GoodReid Investment Counsel
Price
$125.610
Owned
Yes
COMMENT
COMMENT
November 30, 2016

United Therapeutic (UTHR-Q) or Allergan (AGN-N)? This is a tough one because they are 2 very different companies. Of the 2, this is a much larger company and more broadly-based.

Allergan PLC. (AGN-N)
November 30, 2016

United Therapeutic (UTHR-Q) or Allergan (AGN-N)? This is a tough one because they are 2 very different companies. Of the 2, this is a much larger company and more broadly-based.

Gordon Reid
President, GoodReid Investment Counsel
Price
$194.300
Owned
Unknown
COMMENT
COMMENT
November 30, 2016

A wonderful franchise and wonderfully managed. It is made up of 3 basic parts. 1) Media, which is ESPN and ABC. 2) Theme parks which have been run seamlessly and have expanded globally and are very profitable. 3) Film production and the related businesses, which has done very well. The one area of concern he has is their ESPN and ABC franchises, which represents about 45% of their total revenue. It still trades at a reasonably good multiple.

Walt Disney (DIS-N)
November 30, 2016

A wonderful franchise and wonderfully managed. It is made up of 3 basic parts. 1) Media, which is ESPN and ABC. 2) Theme parks which have been run seamlessly and have expanded globally and are very profitable. 3) Film production and the related businesses, which has done very well. The one area of concern he has is their ESPN and ABC franchises, which represents about 45% of their total revenue. It still trades at a reasonably good multiple.

Gordon Reid
President, GoodReid Investment Counsel
Price
$99.120
Owned
Unknown
COMMENT
COMMENT
November 30, 2016

Holding 10% in a portfolio. Cash out? 10% is pushing it in terms of concentration. He would prefer about half of that in a 20-stock portfolio, and would recommend taking a little off the table.

Apple (AAPL-Q)
November 30, 2016

Holding 10% in a portfolio. Cash out? 10% is pushing it in terms of concentration. He would prefer about half of that in a 20-stock portfolio, and would recommend taking a little off the table.

Gordon Reid
President, GoodReid Investment Counsel
Price
$110.520
Owned
Unknown
HOLD
HOLD
November 30, 2016

They are in the midst of a proposed purchase of Rite Aid, which will give them a lot of benefits, both from a cost standpoint but also from a geographic standpoint. Rite Aid is quite strong in the Northeast and Midwest, and that scenario that could use some bolstering in their portfolio. If they take it on, and move some of the stores up to the quality of Walgreen, their revenue per square foot will improve and give a boost to the opportunities.

They are in the midst of a proposed purchase of Rite Aid, which will give them a lot of benefits, both from a cost standpoint but also from a geographic standpoint. Rite Aid is quite strong in the Northeast and Midwest, and that scenario that could use some bolstering in their portfolio. If they take it on, and move some of the stores up to the quality of Walgreen, their revenue per square foot will improve and give a boost to the opportunities.

Gordon Reid
President, GoodReid Investment Counsel
Price
$84.730
Owned
Yes