Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 16, 2017

(Top Pick Feb12/16, Up 24.02%) He still holds it and has so for years. It is reasonable cheap, rising and stable. About 25% ROE. PE is about 20 times. They have a group of asset you can’t replicate anywhere else. Buy more on weakness.

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(Top Pick Feb12/16, Up 24.02%) He still holds it and has so for years. It is reasonable cheap, rising and stable. About 25% ROE. PE is about 20 times. They have a group of asset you can’t replicate anywhere else. Buy more on weakness.

HOLD
HOLD
January 16, 2017

It is known as a defensive holding. It has a long track record of being successful. There are other firms he would prefer and has a small short on this one. It has a place in a portfolio because it tends not to fall when the market does.

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Fairfax Financial (FFH-T)
January 16, 2017

It is known as a defensive holding. It has a long track record of being successful. There are other firms he would prefer and has a small short on this one. It has a place in a portfolio because it tends not to fall when the market does.

DON'T BUY
DON'T BUY
January 16, 2017

Trump announced a security strategy that included a BB-T partner. But BB-T has been a short for him for a while and they don’t have positive cash flow. They are still in the process of right sizing. He wants to see earnings.

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BlackBerry (BB-T)
January 16, 2017

Trump announced a security strategy that included a BB-T partner. But BB-T has been a short for him for a while and they don’t have positive cash flow. They are still in the process of right sizing. He wants to see earnings.

SELL
SELL
January 16, 2017

A small short for him. It carries a lot of debt by its nature. On an REO and cash flow basis, it is not one he wants to hold.

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A small short for him. It carries a lot of debt by its nature. On an REO and cash flow basis, it is not one he wants to hold.

DON'T BUY
DON'T BUY
January 16, 2017

They have some catch-up to do on their on-line business. 70% of products are from China and that could be a major headwind for them as well as every other retailer.

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Walmart Inc (WMT-N)
January 16, 2017

They have some catch-up to do on their on-line business. 70% of products are from China and that could be a major headwind for them as well as every other retailer.

DON'T BUY
DON'T BUY
January 16, 2017

It did not do well when it first came out because it was in a bear market. Now it is now up 3-4 fold. It has fantastic momentum, but not valuation and stability going for it, however.

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Ivanhoe Mines (IVN-T)
January 16, 2017

It did not do well when it first came out because it was in a bear market. Now it is now up 3-4 fold. It has fantastic momentum, but not valuation and stability going for it, however.

HOLD
HOLD
January 16, 2017

He would not sell winners. Let them run and sell losing positions. It is reasonable and they hit all metrics. 8 times earrings so valuation is pretty good. It also has good price momentum.

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He would not sell winners. Let them run and sell losing positions. It is reasonable and they hit all metrics. 8 times earrings so valuation is pretty good. It also has good price momentum.