Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 4, 2017

Look at them as flow through shares. It is like a Black Stone. You have to file special documentation with the IRS. He loves the area because if you want to get 3-4% growth in the US, you have to lend to small businesses. The number 3 guy in Trump’s cabinet introduced a law that would allow these companies to increase leverage from 1 times to 2 times. He really likes this space. There is upside to it. But these are special US stocks where you have to file papers with the IRS.

Look at them as flow through shares. It is like a Black Stone. You have to file special documentation with the IRS. He loves the area because if you want to get 3-4% growth in the US, you have to lend to small businesses. The number 3 guy in Trump’s cabinet introduced a law that would allow these companies to increase leverage from 1 times to 2 times. He really likes this space. There is upside to it. But these are special US stocks where you have to file papers with the IRS.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$39.350
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
May 4, 2017

He loves it, but it is too expensive for him. They took out the number 2 tower company in India. If we got a pullback it would be one of those companies at the top of his list to add to. When the street loves a stock you should sell it. Then we can get in.

He loves it, but it is too expensive for him. They took out the number 2 tower company in India. If we got a pullback it would be one of those companies at the top of his list to add to. When the street loves a stock you should sell it. Then we can get in.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$127.390
Owned
No
SELL
SELL
May 4, 2017

This is a company that has missed the boat. The street is questioning the capabilities of the management. Sell and look elsewhere. This company moves so slowly that they buy companies at the wrong time. There are better plays.

This is a company that has missed the boat. The street is questioning the capabilities of the management. Sell and look elsewhere. This company moves so slowly that they buy companies at the wrong time. There are better plays.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$29.200
Owned
Unknown
HOLD
HOLD
May 4, 2017

It would be okay as a dividend grower. But these stocks get to a point of saturation so he questions the growth rate. However, it is a safe stock. Do not expect it to appreciate much. The growth phase is over and it is dead money. It will be difficult for this company to grow. The coffee at Tim Horton’s is just as good.

Starbucks (SBUX-Q)
May 4, 2017

It would be okay as a dividend grower. But these stocks get to a point of saturation so he questions the growth rate. However, it is a safe stock. Do not expect it to appreciate much. The growth phase is over and it is dead money. It will be difficult for this company to grow. The coffee at Tim Horton’s is just as good.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$60.830
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
May 4, 2017

Trump is going to spend a lot on defensive. The guest has a company called Harris instead. But this space is a hold. Add on a pullback. It is a position you should have in your portfolio.

Trump is going to spend a lot on defensive. The guest has a company called Harris instead. But this space is a hold. Add on a pullback. It is a position you should have in your portfolio.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$270.510
Owned
No
DON'T BUY
DON'T BUY
May 4, 2017

The sports apparel business is saturated. These guys are having difficult times. There is over capacity and competition on pricing. It is dead money. They will fix it and it will come down.

Nike Inc (NKE-N)
May 4, 2017

The sports apparel business is saturated. These guys are having difficult times. There is over capacity and competition on pricing. It is dead money. They will fix it and it will come down.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$54.470
Owned
Unknown
SELL STRENGTH
SELL STRENGTH
May 4, 2017

They have a problem with ESPN. This is a Mecca in the US, a wonderful franchise. Wait for strength and then pull out. Wait for some fear and get back in.

They have a problem with ESPN. This is a Mecca in the US, a wonderful franchise. Wait for strength and then pull out. Wait for some fear and get back in.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$111.170
Owned
Unknown