Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 13, 2017

Recognize this is not all technology. He doesn’t mind the NASDAQ index. It is hitting new highs and has names in the Tech space, but keep in mind that it does have names in the consumer discretionary space as well as the pharmaceutical biotech space. When you compare it against some of the other pure play technology ETF’s, it hasn’t done as well.

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Recognize this is not all technology. He doesn’t mind the NASDAQ index. It is hitting new highs and has names in the Tech space, but keep in mind that it does have names in the consumer discretionary space as well as the pharmaceutical biotech space. When you compare it against some of the other pure play technology ETF’s, it hasn’t done as well.

COMMENT
COMMENT
January 13, 2017

He really likes this. Growth is continuing to be very explosive. They have a very unique type of marketing and advertising, and continue to monetize the various types of things they have. Shares got a bit weak after the election and fell below the 200-day moving average, but not by much. Now it is back above it and the average is very, very positive. Trading at about 30X earnings and growing at a 30% clip.

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Facebook (FB-Q)
January 13, 2017

He really likes this. Growth is continuing to be very explosive. They have a very unique type of marketing and advertising, and continue to monetize the various types of things they have. Shares got a bit weak after the election and fell below the 200-day moving average, but not by much. Now it is back above it and the average is very, very positive. Trading at about 30X earnings and growing at a 30% clip.

COMMENT
COMMENT
January 13, 2017

A consumer staples name, and the stock has been a little bit weak in the last little while. Investors have been pulling money out of this space. However, it is one of the faster growing names in packaged food, growing at about a 20% clip in terms of EPS. Pays a decent yield of about 2.75%. Technically, it is probably one of the better consumer staple stocks and is still trading above its 200-day moving average. The only concern he has is that it probably generates quite a bit of its revenues from outside of the US, and will probably lose some money on the top line due to fighting foreign currencies coming in.

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A consumer staples name, and the stock has been a little bit weak in the last little while. Investors have been pulling money out of this space. However, it is one of the faster growing names in packaged food, growing at about a 20% clip in terms of EPS. Pays a decent yield of about 2.75%. Technically, it is probably one of the better consumer staple stocks and is still trading above its 200-day moving average. The only concern he has is that it probably generates quite a bit of its revenues from outside of the US, and will probably lose some money on the top line due to fighting foreign currencies coming in.

HOLD
HOLD
January 13, 2017

He likes the big banks in the US. This is probably one of the more interest rate sensitive banks in the US, so if interest rates move up, you’ll probably get a pretty good lift on the stock price. Wouldn’t be surprised if this gave back some of its recent gains, but is still a good Hold.

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Bank of America (BAC-N)
January 13, 2017

He likes the big banks in the US. This is probably one of the more interest rate sensitive banks in the US, so if interest rates move up, you’ll probably get a pretty good lift on the stock price. Wouldn’t be surprised if this gave back some of its recent gains, but is still a good Hold.

PAST TOP PICK
PAST TOP PICK
January 13, 2017

(A Top Pick Dec 3/15. Up 19.53%.) Sold his holdings. They have done a really good job in moving from the console games to the more digital games. They’ve partnered with Disney (DIS-N) to use Star Wars games. Not a bad name at 22X earnings.

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(A Top Pick Dec 3/15. Up 19.53%.) Sold his holdings. They have done a really good job in moving from the console games to the more digital games. They’ve partnered with Disney (DIS-N) to use Star Wars games. Not a bad name at 22X earnings.

PAST TOP PICK
PAST TOP PICK
January 13, 2017

(A Top Pick Dec 3/15. Up 28.04%.) Has done very, very well, especially given the fact that one of Trump’s stated priorities is to increase defence spending. He took his profits from this and switched to another industrial name.

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(A Top Pick Dec 3/15. Up 28.04%.) Has done very, very well, especially given the fact that one of Trump’s stated priorities is to increase defence spending. He took his profits from this and switched to another industrial name.

PAST TOP PICK
PAST TOP PICK
January 13, 2017

(A Top Pick Dec 3/15. Up 7.24%.) He took profits on this a while ago. Being in the consumer staples space, he doesn’t pay attention to this particular area. He does like this stock.

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Loblaw Companies Ltd (L-T)
January 13, 2017

(A Top Pick Dec 3/15. Up 7.24%.) He took profits on this a while ago. Being in the consumer staples space, he doesn’t pay attention to this particular area. He does like this stock.