Latest Expert Opinions

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TOP PICK
TOP PICK
February 17, 2017

They have done well in the pharma side. They just announced the acquisition of a Swiss based pharma company. They grow organically also. They have identified about 10 products they are going to launch in the next three years that have about $1 Billion each. They trade at 16 times earnings and have increased their dividend for 54 consecutive years. (Analysts’ target: $126.32).

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Johnson & Johnson (JNJ-N)
February 17, 2017

They have done well in the pharma side. They just announced the acquisition of a Swiss based pharma company. They grow organically also. They have identified about 10 products they are going to launch in the next three years that have about $1 Billion each. They trade at 16 times earnings and have increased their dividend for 54 consecutive years. (Analysts’ target: $126.32).

TOP PICK
TOP PICK
February 17, 2017

They are in the business of transportation, testing and treatment of water. Drinkable water is a very scarce commodity. 21% of revenues are from emerging markets. They are trying to give people access to sanitation. In the US there is a lot of overhaul required on the existing systems. In 2012 state governments cut back because there was no funding. XYL-N also have exposure in the UK. They just acquired a smart metering company and will do some cross selling. (Analysts’ target: $54.00).

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Xylem Inc. (XYL-N)
February 17, 2017

They are in the business of transportation, testing and treatment of water. Drinkable water is a very scarce commodity. 21% of revenues are from emerging markets. They are trying to give people access to sanitation. In the US there is a lot of overhaul required on the existing systems. In 2012 state governments cut back because there was no funding. XYL-N also have exposure in the UK. They just acquired a smart metering company and will do some cross selling. (Analysts’ target: $54.00).

DON'T BUY
DON'T BUY
February 17, 2017

MSFT-Q vs. IBM-N. If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow. IBM has not been able to figure out how to grow their top line. Both have cash overseas and will benefit if there is repatriation of cash policy changes.

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IBM (IBM-N)
February 17, 2017

MSFT-Q vs. IBM-N. If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow. IBM has not been able to figure out how to grow their top line. Both have cash overseas and will benefit if there is repatriation of cash policy changes.