Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
May 4, 2017

It has implemented the ‘Internet of Things’. You can order without people. They are getting great margins. He would be a buyer on a pullback. It is at a record high on a 20 year chart.

McDonalds (MCD-N)
May 4, 2017

It has implemented the ‘Internet of Things’. You can order without people. They are getting great margins. He would be a buyer on a pullback. It is at a record high on a 20 year chart.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$143.450
Owned
Unknown
TOP PICK
TOP PICK
May 4, 2017

With deregulation in the US he thinks this is a very interesting play. It has come back after Trump got in. Now is the time to get back in. He is continuing to buy on pullbacks. He thinks Trump is going to be able to deregulate the financial industry. (Analysts’ target: $244.04).

With deregulation in the US he thinks this is a very interesting play. It has come back after Trump got in. Now is the time to get back in. He is continuing to buy on pullbacks. He thinks Trump is going to be able to deregulate the financial industry. (Analysts’ target: $244.04).

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$226.590
Owned
Yes
TOP PICK
TOP PICK
May 4, 2017

Don’t buy Canadian real estate. Home ownership is at decade lows. The new Silicon Valley is San Antonio. With deregulation, home ownership should increase. (Analysts’ target: $18.77).

KB Home (KBH-N)
May 4, 2017

Don’t buy Canadian real estate. Home ownership is at decade lows. The new Silicon Valley is San Antonio. With deregulation, home ownership should increase. (Analysts’ target: $18.77).

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$20.210
Owned
Yes
TOP PICK
TOP PICK
May 4, 2017

For the Europeans to solve Europe they have to solve Greece. They are going to get a deal done. He likes Greek banks but this is a safe way to participate in the global economy. This could be THE trade in Europe as we go forward.

For the Europeans to solve Europe they have to solve Greece. They are going to get a deal done. He likes Greek banks but this is a safe way to participate in the global economy. This could be THE trade in Europe as we go forward.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$9.250
Owned
Yes
COMMENT
COMMENT
May 4, 2017

How will rising interest rates affect this, up or down? If you believe preferred shares are a little undervalued compared to bonds, higher interest rates are going to have a negative impact. Doesn’t think it will be as dramatic as the impact you would get if holding a bond portfolio. This is not a bad way to hedge your bets on a higher interest rate environment, because as rates go up, they will reset the preferreds at a higher rate to keep the price steady.

How will rising interest rates affect this, up or down? If you believe preferred shares are a little undervalued compared to bonds, higher interest rates are going to have a negative impact. Doesn’t think it will be as dramatic as the impact you would get if holding a bond portfolio. This is not a bad way to hedge your bets on a higher interest rate environment, because as rates go up, they will reset the preferreds at a higher rate to keep the price steady.

Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$11.265
Owned
Unknown
COMMENT
COMMENT
May 4, 2017

India is a growth market, so India and China fall into the same category. India has 300 million middle class people, which is a pretty staggering number. Longer-term, this is probably not a bad place to be.

India is a growth market, so India and China fall into the same category. India has 300 million middle class people, which is a pretty staggering number. Longer-term, this is probably not a bad place to be.

Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$0.000
Owned
Unknown
COMMENT
COMMENT
May 4, 2017

January 66 Call Option. The price of this is below where the stock is actually trading. You have until January, and he would not exercise an option early. If you exercised the option, you would be giving up the time value which is part of the option’s price.

January 66 Call Option. The price of this is below where the stock is actually trading. You have until January, and he would not exercise an option early. If you exercised the option, you would be giving up the time value which is part of the option’s price.

Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$63.290
Owned
Unknown