Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 7, 2017

Cisco Systems (CSCO-Q) or Intel (INTC-Q)? Both are old economy tech stocks, and both are excellent companies. If he had to choose, he would choose Intel, which has done more to turn the corner.

Cisco (CSCO-Q)
March 7, 2017

Cisco Systems (CSCO-Q) or Intel (INTC-Q)? Both are old economy tech stocks, and both are excellent companies. If he had to choose, he would choose Intel, which has done more to turn the corner.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$34.200
Owned
No
COMMENT
COMMENT
March 7, 2017

Cisco Systems (CSCO-Q) or Intel (INTC-Q)? Both are old economy tech stocks, and both are excellent companies. If he had to choose, he would choose this one, which has done more to turn the corner.

Intel (INTC-Q)
March 7, 2017

Cisco Systems (CSCO-Q) or Intel (INTC-Q)? Both are old economy tech stocks, and both are excellent companies. If he had to choose, he would choose this one, which has done more to turn the corner.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$35.800
Owned
No
BUY
BUY
March 7, 2017

He is very bullish on US and Canadian banks. It is his highest sector weighting in financials. A perfect opportunity for them with rising net interest margins, increasing earnings profiles. A great company with definitely more upside.

He is very bullish on US and Canadian banks. It is his highest sector weighting in financials. A perfect opportunity for them with rising net interest margins, increasing earnings profiles. A great company with definitely more upside.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$25.210
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 7, 2017

He really likes this. If you look at all the biotechs, this has got the best pipeline of any. This is one you pick up on weakness. Earnings growth is very strong. Valuation is reasonable. Healthcare is probably a sector that shines in the 2nd half when we get through the Trump agenda.

Celgene Corp (CELG-Q)
March 7, 2017

He really likes this. If you look at all the biotechs, this has got the best pipeline of any. This is one you pick up on weakness. Earnings growth is very strong. Valuation is reasonable. Healthcare is probably a sector that shines in the 2nd half when we get through the Trump agenda.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$122.080
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 7, 2017

(A Top Pick Feb 18/16.) He still has some cash balances, but they are very small, such as 2%-3%.

CASH (CASH)
March 7, 2017

(A Top Pick Feb 18/16.) He still has some cash balances, but they are very small, such as 2%-3%.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 7, 2017

(A Top Pick Feb 18/16. Up 9.56%.) A name he has really liked, and continues to like. He sold this because the market has moved into a phase where it is rewarding more cyclical names, rather than defensive names. This is primarily focused on grocery anchored US retail properties in secondary cities. Very strong growth.

(A Top Pick Feb 18/16. Up 9.56%.) A name he has really liked, and continues to like. He sold this because the market has moved into a phase where it is rewarding more cyclical names, rather than defensive names. This is primarily focused on grocery anchored US retail properties in secondary cities. Very strong growth.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$14.360
Owned
No
PAST TOP PICK
PAST TOP PICK
March 7, 2017

(A Top Pick Feb 18/16. Down 55.44%.) *Short*. He closed this Short. There is an offer to buy the company, which was his catalyst for getting out. This is a property that has really struggled for a long time.

Altaba Inc (AABA-Q)
March 7, 2017

(A Top Pick Feb 18/16. Down 55.44%.) *Short*. He closed this Short. There is an offer to buy the company, which was his catalyst for getting out. This is a property that has really struggled for a long time.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$45.730
Owned
No