Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
March 7, 2017

This is a good company. There is nothing wrong from a fundamental perspective. Good management and good assets. We are in a range bound market, and this is going to be a company that is stuck. It doesn’t have any identifiable catalyst for the upside, but it isn’t a bad company.

This is a good company. There is nothing wrong from a fundamental perspective. Good management and good assets. We are in a range bound market, and this is going to be a company that is stuck. It doesn’t have any identifiable catalyst for the upside, but it isn’t a bad company.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$17.060
Owned
Unknown
COMMENT
COMMENT
March 7, 2017

An excellent company and the street thinks so as well. The Bear case on this is that 60% of its earnings is the iPhone, and what are they going to do next that is a real mover. The whole ecosystem is so powerful that if you own one Apple product, you own a bunch of them.

Apple (AAPL-Q)
March 7, 2017

An excellent company and the street thinks so as well. The Bear case on this is that 60% of its earnings is the iPhone, and what are they going to do next that is a real mover. The whole ecosystem is so powerful that if you own one Apple product, you own a bunch of them.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$139.520
Owned
Unknown
COMMENT
COMMENT
March 7, 2017

Financials in general look very attractive. He really likes the payment processors. This company has a very strong growth, and is one of the best brands. It has had a few headwinds of late, but you are going to start to see some contributions from the integration of Visa Europe shortly. This is a dominant franchise.

Visa Inc. (V-N)
March 7, 2017

Financials in general look very attractive. He really likes the payment processors. This company has a very strong growth, and is one of the best brands. It has had a few headwinds of late, but you are going to start to see some contributions from the integration of Visa Europe shortly. This is a dominant franchise.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$89.060
Owned
Yes
DON'T BUY
DON'T BUY
March 7, 2017

Any silver producing asset is going to have a higher beta, which means it moves more dramatically up and down than gold. Given that we have had a very good run in gold, he would be a little cautious.

SSR Mining (SSRM-T)
March 7, 2017

Any silver producing asset is going to have a higher beta, which means it moves more dramatically up and down than gold. Given that we have had a very good run in gold, he would be a little cautious.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$13.420
Owned
Unknown
SELL
SELL
March 7, 2017

A great company, but has made its name through big database centric applications, but other companies, such as Salesforce, have just been really beating this company to the punch, which is the Cloud, cloud-based solutions, software as a service, which is where the world is going.

Oracle (ORCL-N)
March 7, 2017

A great company, but has made its name through big database centric applications, but other companies, such as Salesforce, have just been really beating this company to the punch, which is the Cloud, cloud-based solutions, software as a service, which is where the world is going.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$42.600
Owned
Unknown
COMMENT
COMMENT
March 7, 2017

He likes this. It has a great pipeline of development, as well as being well-placed in terms of its current assets in the ground. Good management team. The commodity is likely to be range bound in $50-$55 for the foreseeable future, but he does think the transporters of the energy infrastructure are a pretty darn good way to play it.

He likes this. It has a great pipeline of development, as well as being well-placed in terms of its current assets in the ground. Good management team. The commodity is likely to be range bound in $50-$55 for the foreseeable future, but he does think the transporters of the energy infrastructure are a pretty darn good way to play it.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$43.440
Owned
Yes
HOLD
HOLD
March 7, 2017

He likes this. If you look at the Canadian large cap space, this is a super E&P company, but a very strong name. The biggest catalyst for oil/gas investors is the commodity itself, but he doesn’t see a tremendous upside in the commodity.

He likes this. If you look at the Canadian large cap space, this is a super E&P company, but a very strong name. The biggest catalyst for oil/gas investors is the commodity itself, but he doesn’t see a tremendous upside in the commodity.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$41.330
Owned
Unknown