Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 1, 2017

This is a stock that made investors a ton of money in the 90s, but hasn’t made any money since. The problem is that they had to keep cutting prices, and that doesn’t seem to be getting any better. It looks like their revenue line keeps getting smaller. Dividend yield of 4.6%.

This is a stock that made investors a ton of money in the 90s, but hasn’t made any money since. The problem is that they had to keep cutting prices, and that doesn’t seem to be getting any better. It looks like their revenue line keeps getting smaller. Dividend yield of 4.6%.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$49.810
Owned
No
COMMENT
COMMENT
March 1, 2017

A little too complicated a stock. It has a lot of moving parts. Also, any company that had to turn to the government for help in 2008, scares him. They let themselves get levered too high, so he doesn’t trust the risk controls. He would prefer something like Manulife (MFC-T) which has a better and steadier free cash flow yield and also pays a nice dividend.

Bank of America(BAC-N)
March 1, 2017

A little too complicated a stock. It has a lot of moving parts. Also, any company that had to turn to the government for help in 2008, scares him. They let themselves get levered too high, so he doesn’t trust the risk controls. He would prefer something like Manulife (MFC-T) which has a better and steadier free cash flow yield and also pays a nice dividend.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$25.500
Owned
Unknown
HOLD
HOLD
March 1, 2017

This is a stock he likes a lot because management is so good. Every time there is trouble, this company finds a way to take market share away from their competitors. Keep in mind that this is about 75% agricultural, so they are going to rise and fall with the farmers of the world. Feels agriculture is a good place to invest in, because people are always going to have to eat.

Deere & Co.(DE-N)
March 1, 2017

This is a stock he likes a lot because management is so good. Every time there is trouble, this company finds a way to take market share away from their competitors. Keep in mind that this is about 75% agricultural, so they are going to rise and fall with the farmers of the world. Feels agriculture is a good place to invest in, because people are always going to have to eat.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$111.220
Owned
Yes
BUY
BUY
March 1, 2017

A good defence stock? He would caution on rushing in to buy an industry just because a political party says they are going to increase defence spending. Generally speaking, it seems to be a disconnect between what they say and what they actually do. However, defence stocks are not terribly expensive if you look at the free cash flow yield. Lockheed Martin (LMT-N) is his favourite because it is the most profitable and diversified. He has looked at Boeing (BA-N) which is very profitable. Lockheed Martin would be his 1st choice, and Boeing would be 2nd.

Lockheed Martin(LMT-N)
March 1, 2017

A good defence stock? He would caution on rushing in to buy an industry just because a political party says they are going to increase defence spending. Generally speaking, it seems to be a disconnect between what they say and what they actually do. However, defence stocks are not terribly expensive if you look at the free cash flow yield. Lockheed Martin (LMT-N) is his favourite because it is the most profitable and diversified. He has looked at Boeing (BA-N) which is very profitable. Lockheed Martin would be his 1st choice, and Boeing would be 2nd.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$268.380
Owned
Yes
BUY
BUY
March 1, 2017

A good defence stock? He would caution on rushing in to buy an industry just because a political party says they are going to increase defence spending. Generally speaking, it seems to be a disconnect between what they say and what they actually do. However, defence stocks are not terribly expensive if you look at the free cash flow yield. Lockheed Martin (LMT-N) is his favourite because it is the most profitable and diversified. He has looked at Boeing (BA-N) which is very profitable. Lockheed Martin would be his 1st choice, and Boeing would be 2nd.

Boeing(BA-N)
March 1, 2017

A good defence stock? He would caution on rushing in to buy an industry just because a political party says they are going to increase defence spending. Generally speaking, it seems to be a disconnect between what they say and what they actually do. However, defence stocks are not terribly expensive if you look at the free cash flow yield. Lockheed Martin (LMT-N) is his favourite because it is the most profitable and diversified. He has looked at Boeing (BA-N) which is very profitable. Lockheed Martin would be his 1st choice, and Boeing would be 2nd.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$183.910
Owned
No
COMMENT
COMMENT
March 1, 2017

A big fan. The healthcare sector is cheap. This one has a tremendous free cash flow yield. They pretty much have the market all to themselves, and he likes markets where there aren’t very many competitors. (See Top Picks.)

CVS Health Corp(CVS-N)
March 1, 2017

A big fan. The healthcare sector is cheap. This one has a tremendous free cash flow yield. They pretty much have the market all to themselves, and he likes markets where there aren’t very many competitors. (See Top Picks.)

John Burke
CEO & CIO, Burke Financial Strategies
Price
$80.700
Owned
Yes
COMMENT
COMMENT
March 1, 2017

He likes free cash flow yields in his holdings. The market is about 4.5%, and if he can get 6%, he is not interested in the stock. This one doesn’t hit the bar for him, and thinks there are more profitable companies out there. Not a bad stock, but just not one for him.

Visa Inc.(V-N)
March 1, 2017

He likes free cash flow yields in his holdings. The market is about 4.5%, and if he can get 6%, he is not interested in the stock. This one doesn’t hit the bar for him, and thinks there are more profitable companies out there. Not a bad stock, but just not one for him.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$88.990
Owned
No