Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 25, 2017

An amazing company, and have accomplished so much, and have sold so little. Has a huge market cap of $55 billion and about $5 billion in debt. The issue for him is that Tesla does not have a monopoly on batteries, battery power or electric engines. All they do is design 3 cars that look cool.

An amazing company, and have accomplished so much, and have sold so little. Has a huge market cap of $55 billion and about $5 billion in debt. The issue for him is that Tesla does not have a monopoly on batteries, battery power or electric engines. All they do is design 3 cars that look cool.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$339.600
Owned
No
TOP PICK
TOP PICK
July 25, 2017

The largest consulting company globally. It has morphed very nicely over the last 5 years, and has become the leading consultant towards the Internet and Cloud computing. Cloud computing is really just getting going. Companies need a lot of help in terms of analysis, and how to go about doing it and how to implement it. This is a huge free cash flow generating machine. Dividend yield of 1.9%. (Analysts price target is $133.50.)

The largest consulting company globally. It has morphed very nicely over the last 5 years, and has become the leading consultant towards the Internet and Cloud computing. Cloud computing is really just getting going. Companies need a lot of help in terms of analysis, and how to go about doing it and how to implement it. This is a huge free cash flow generating machine. Dividend yield of 1.9%. (Analysts price target is $133.50.)

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$128.950
Owned
Yes
TOP PICK
TOP PICK
July 25, 2017

Just reported record earnings and profits. They have a strong capital management team. We have gone through 8 years of a financial mania, conglomeration and low interest rates. At some point that is going to reverse itself and this leading investment bank is going to help the companies get themselves out of trouble that they have put themselves in. Dividend yield of 1.4%. (Analysts price target is $241.50.)

Goldman Sachs (GS-N)
July 25, 2017

Just reported record earnings and profits. They have a strong capital management team. We have gone through 8 years of a financial mania, conglomeration and low interest rates. At some point that is going to reverse itself and this leading investment bank is going to help the companies get themselves out of trouble that they have put themselves in. Dividend yield of 1.4%. (Analysts price target is $241.50.)

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$221.580
Owned
Yes
TOP PICK
TOP PICK
July 25, 2017

This company is doing all the right things of cutting back on areas that look like potential problems, such as auto loans and student loans. Thinks you will make a 10%-12% return over a 5-year time frame. Dividend yield of 2.8%. (Analysts price target is $60.)

Wells Fargo (WFC-N)
July 25, 2017

This company is doing all the right things of cutting back on areas that look like potential problems, such as auto loans and student loans. Thinks you will make a 10%-12% return over a 5-year time frame. Dividend yield of 2.8%. (Analysts price target is $60.)

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$55.060
Owned
Yes