Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 13, 2017

He is a little more cautious on healthcare names because of the new US governments stance. Prefers AbbVie (ABBV-N) which has a little better valuation and growth profile. Bristol-Myers has a cancer drug that has a lot of competition from a number of other companies. Technically, it is well below its 200-day moving average.

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He is a little more cautious on healthcare names because of the new US governments stance. Prefers AbbVie (ABBV-N) which has a little better valuation and growth profile. Bristol-Myers has a cancer drug that has a lot of competition from a number of other companies. Technically, it is well below its 200-day moving average.

COMMENT
COMMENT
January 13, 2017

Likes industrials in general. Given that it is in many higher technology areas, whether aircraft engines or longer-term infrastructure projects, he likes the name a lot. A little expensive at 21X earnings with a 10% growth rate, but the dividend is good. The stock is trading well above the 250 day moving averages. Nice dividend of 3.1%.

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General Electric (GE-N)
January 13, 2017

Likes industrials in general. Given that it is in many higher technology areas, whether aircraft engines or longer-term infrastructure projects, he likes the name a lot. A little expensive at 21X earnings with a 10% growth rate, but the dividend is good. The stock is trading well above the 250 day moving averages. Nice dividend of 3.1%.

COMMENT
COMMENT
January 13, 2017

Stock has moved a little sideways recently, but still trading above the 200 day and the 50 day moving averages. The acquisition of NXP was a good one and will be accretive to them. In smart phones, everything is going towards video, and that’s what this company is an expert in. Paying a pretty decent dividend of 3%. Not expensive. Trading at a forward PE of 14X, and probably growing at 9%-10%.

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Qualcomm (QCOM-Q)
January 13, 2017

Stock has moved a little sideways recently, but still trading above the 200 day and the 50 day moving averages. The acquisition of NXP was a good one and will be accretive to them. In smart phones, everything is going towards video, and that’s what this company is an expert in. Paying a pretty decent dividend of 3%. Not expensive. Trading at a forward PE of 14X, and probably growing at 9%-10%.

COMMENT
COMMENT
January 13, 2017

Trading at about 8.5X earnings, so it is still pretty cheap. We now have the wildcard, Trump, and how much protectionism will he want to implement against the auto industry. He is going to have to watch this space.

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Magna Int'l. (A) (MG-T)
January 13, 2017

Trading at about 8.5X earnings, so it is still pretty cheap. We now have the wildcard, Trump, and how much protectionism will he want to implement against the auto industry. He is going to have to watch this space.

COMMENT
COMMENT
January 13, 2017

A great brand. What might hold it back is valuation. Trading at about 27X forward earnings, which is a bit rich. EPS is growing at about 10%, which is pretty decent. Their renewal rate is phenomenal, and 90% clip in North America, and 88% outside of North America.

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Costco Wholesale (COST-Q)
January 13, 2017

A great brand. What might hold it back is valuation. Trading at about 27X forward earnings, which is a bit rich. EPS is growing at about 10%, which is pretty decent. Their renewal rate is phenomenal, and 90% clip in North America, and 88% outside of North America.

COMMENT
COMMENT
January 13, 2017

An equal weight of US banks and includes some regional banks along with some of the big banks. He would prefer to own the larger market cap weighted ETF’s, such as XLF-N.

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An equal weight of US banks and includes some regional banks along with some of the big banks. He would prefer to own the larger market cap weighted ETF’s, such as XLF-N.

COMMENT
COMMENT
January 13, 2017

He likes this bank. Has started to trim some of his Canadian bank holdings, and filtering the money into some of the insurers, some US banks and US insurers. This bank has been overbought at this time. Trading at $67 while the RSI is about $70. Trading at 13X forward earnings, a little bit above its historical norm. Not particularly cheap.

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Toronto Dominion (TD-T)
January 13, 2017

He likes this bank. Has started to trim some of his Canadian bank holdings, and filtering the money into some of the insurers, some US banks and US insurers. This bank has been overbought at this time. Trading at $67 while the RSI is about $70. Trading at 13X forward earnings, a little bit above its historical norm. Not particularly cheap.