Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 4, 2017

We are in the early stages of this theme and CSCO-Q is very well positioned. Chinese preference for a North American vendor could be a real benefit to CSCO-Q.

Cisco (CSCO-Q)
May 4, 2017

We are in the early stages of this theme and CSCO-Q is very well positioned. Chinese preference for a North American vendor could be a real benefit to CSCO-Q.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$34.180
Owned
Unknown
COMMENT
COMMENT
May 4, 2017

The high dividend gives you a unique tax situation. He would rather hold it in a fund so that the fund takes care of it for you. He really likes the company. The yield is slightly over 11%.

The high dividend gives you a unique tax situation. He would rather hold it in a fund so that the fund takes care of it for you. He really likes the company. The yield is slightly over 11%.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$30.260
Owned
Unknown
COMMENT
COMMENT
May 4, 2017

An interesting play on Netflix. It is a defensive play. He wishes Rogers would put as much money into their infrastructure as VZ-N.

An interesting play on Netflix. It is a defensive play. He wishes Rogers would put as much money into their infrastructure as VZ-N.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$45.880
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 4, 2017

(Top Pick Feb 27/17, Down 9%) He sold at $13.50. He trimmed that back. He likes the area, but it got too much hype. He is looking to get back in.

(Top Pick Feb 27/17, Down 9%) He sold at $13.50. He trimmed that back. He likes the area, but it got too much hype. He is looking to get back in.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$8.110
Owned
No
PAST TOP PICK
PAST TOP PICK
May 4, 2017

(Top Pick Feb 27/17, Down 3%) He is adding to US financials on any pull back. They are in the value creation phase. The Fed will increase interest rates.

(Top Pick Feb 27/17, Down 3%) He is adding to US financials on any pull back. They are in the value creation phase. The Fed will increase interest rates.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$23.850
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 4, 2017

(Top Pick Feb 27/17, Up 27%) He still likes the company and is adding on every pullback. There is going to be a resolution on zero interest rates and austerity. He really likes European banks as well as US Banks. Canadian banks are way too expensive. You should stand back on UK banks because of BREXIT. Greece will be a big beneficiary of all of this.

(Top Pick Feb 27/17, Up 27%) He still likes the company and is adding on every pullback. There is going to be a resolution on zero interest rates and austerity. He really likes European banks as well as US Banks. Canadian banks are way too expensive. You should stand back on UK banks because of BREXIT. Greece will be a big beneficiary of all of this.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$6.750
Owned
Yes
DON'T BUY
DON'T BUY
May 4, 2017

People are thinking there is not another shoe to drop. Canadians are not heading this concern. They should be looking it as a risk. Canadian financials have a massive exposure to real estate and yet policy makers want to drive the prices down. This is a cycle and it WILL pop.

People are thinking there is not another shoe to drop. Canadians are not heading this concern. They should be looking it as a risk. Canadian financials have a massive exposure to real estate and yet policy makers want to drive the prices down. This is a cycle and it WILL pop.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$6.010
Owned
Unknown