Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
August 21, 2017

A utility that does drinking water, waste management services, heating & A/C systems and operates rail. It is a big conglomerate. The investor is getting nothing more than the 4% dividend and no more, and no growth in the dividend. Nothing will offset inflation. He owns a 7% bond of theirs. He prefers STN-T and others globally.

A utility that does drinking water, waste management services, heating & A/C systems and operates rail. It is a big conglomerate. The investor is getting nothing more than the 4% dividend and no more, and no growth in the dividend. Nothing will offset inflation. He owns a 7% bond of theirs. He prefers STN-T and others globally.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Yes
HOLD
HOLD
August 21, 2017

They have a large proportion of their business is coffee. They just made a big pet food acquisition. Debt to equity ratios for these kinds of companies tend to be high because they have a high credit rating due to the fact that they are inelastic – people have to buy the products regardless. Their problem is that their revenues are starting to slide. Little eCommerce startups have eroded 3% of all the revenues of all the big guys. There is nothing wrong with the company and it is a matter of how quickly they can get the revenues back up.

They have a large proportion of their business is coffee. They just made a big pet food acquisition. Debt to equity ratios for these kinds of companies tend to be high because they have a high credit rating due to the fact that they are inelastic – people have to buy the products regardless. Their problem is that their revenues are starting to slide. Little eCommerce startups have eroded 3% of all the revenues of all the big guys. There is nothing wrong with the company and it is a matter of how quickly they can get the revenues back up.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$121.850
Owned
Yes
COMMENT
COMMENT
August 21, 2017

It is a large portion of the index so there is a lot of ETF trading. The price is hard to value. Sometimes they have earnings and sometimes they don’t. Alibaba has the backing of the government of China and so he prefers this. It has a much better chance than AMZN-Q in expanding into India. If you want AMZN-Q then buy it in portions and watch Alibaba.

Amazon.com (AMZN-Q)
August 21, 2017

It is a large portion of the index so there is a lot of ETF trading. The price is hard to value. Sometimes they have earnings and sometimes they don’t. Alibaba has the backing of the government of China and so he prefers this. It has a much better chance than AMZN-Q in expanding into India. If you want AMZN-Q then buy it in portions and watch Alibaba.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$953.290
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 21, 2017

(Top Pick Nov 14/16, Down 1.75%) It offers value at this level. A lot of the problems with the acquisition of MWH appear to be behind them. Last quarter they came out with turnaround numbers that show them starting to improve. They are now into more water and environmental technology. They are starting to get more US exposure.

Stantec Inc (STN-T)
August 21, 2017

(Top Pick Nov 14/16, Down 1.75%) It offers value at this level. A lot of the problems with the acquisition of MWH appear to be behind them. Last quarter they came out with turnaround numbers that show them starting to improve. They are now into more water and environmental technology. They are starting to get more US exposure.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$33.380
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 21, 2017

(Top Pick Nov 14/16, Up 17.89%) They just bought Patheon. There is no end in sight as to the kind of acquisitions they can do.

(Top Pick Nov 14/16, Up 17.89%) They just bought Patheon. There is no end in sight as to the kind of acquisitions they can do.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$174.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 21, 2017

(Top Pick Nov 14/16, Up 12.07%) Revenues, dividends and profits are growing at about 10%. He has owned it for 5 or 6 years. They are number one or two in 6 of their 10 areas and that is improving.

Halma plc (HLMA-LN)
August 21, 2017

(Top Pick Nov 14/16, Up 12.07%) Revenues, dividends and profits are growing at about 10%. He has owned it for 5 or 6 years. They are number one or two in 6 of their 10 areas and that is improving.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Yes
DON'T BUY
DON'T BUY
August 21, 2017

It is a proxy for the US stock market. He has no problem owning it. He is concerned about succession planning amongst the management. Also, it is so large that there is so many billion in cash that he can’t put to work. Each acquisition has to be large enough to get the earnings growing over time.

It is a proxy for the US stock market. He has no problem owning it. He is concerned about succession planning amongst the management. Also, it is so large that there is so many billion in cash that he can’t put to work. Each acquisition has to be large enough to get the earnings growing over time.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$178.340
Owned
Unknown