Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 21, 2017

(Top Pick Oct 17/16, Up 20%) It is in the themes of cloud and search. You really want to own this one. He has a significant tech weight because there are so many secular themes here.

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(Top Pick Oct 17/16, Up 20%) It is in the themes of cloud and search. You really want to own this one. He has a significant tech weight because there are so many secular themes here.

PAST TOP PICK
PAST TOP PICK
September 21, 2017

(Top Pick Oct 17/16, Down 23%) He used a stop loss. The tidal theme went out and he exited. After a difficult year he got stopped out. He was X-energy until about a month ago.

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(Top Pick Oct 17/16, Down 23%) He used a stop loss. The tidal theme went out and he exited. After a difficult year he got stopped out. He was X-energy until about a month ago.

BUY WEAKNESS
BUY WEAKNESS
September 21, 2017

It rallied from $10 to $100. This is a great sector. It has gone through this transition over the last number of years. Now you buy extra weapons and tools on line with real money. He does not think it is over yet. He would average his way into something like this. He owns three of these in a basket. He would buy any of the three. It has a PE of 25 but is a highly predictable business model.

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It rallied from $10 to $100. This is a great sector. It has gone through this transition over the last number of years. Now you buy extra weapons and tools on line with real money. He does not think it is over yet. He would average his way into something like this. He owns three of these in a basket. He would buy any of the three. It has a PE of 25 but is a highly predictable business model.

BUY WEAKNESS
BUY WEAKNESS
September 21, 2017

[Is it too late to add?] Technology is a key driver of the market right now. You want positions there. Don’t focus only on one sector. He has recommended this a couple of times on this show. They only have a 5% market share at present. They are moving into credit and delivery. This is a company that can continue to grow. These are three and four percent positions in portfolios.

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Shopify Inc. (SHOP-T)
September 21, 2017

[Is it too late to add?] Technology is a key driver of the market right now. You want positions there. Don’t focus only on one sector. He has recommended this a couple of times on this show. They only have a 5% market share at present. They are moving into credit and delivery. This is a company that can continue to grow. These are three and four percent positions in portfolios.

WEAK BUY
WEAK BUY
September 21, 2017

We are in a process of reflating the system and materials are behaving quite well. Breadth is expanding and momentum is improving. He owns another. This one does look good and pricing is firm. They should continue to do well. He really likes the timber companies, though.

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International Paper Co (IP-N)
September 21, 2017

We are in a process of reflating the system and materials are behaving quite well. Breadth is expanding and momentum is improving. He owns another. This one does look good and pricing is firm. They should continue to do well. He really likes the timber companies, though.

DON'T BUY
DON'T BUY
September 21, 2017

They have legal problems and fights with the street. You need to move on. He would focus on others.

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Qualcomm (QCOM-Q)
September 21, 2017

They have legal problems and fights with the street. You need to move on. He would focus on others.

BUY
BUY
September 21, 2017

It is the one decision way to get exposure to the S&500. The recent weakness in the US dollar doesn’t hurt. You will do just fine with it. We are in a market that is benefiting some sectors more than others so he would like a more targeted exposure. Financials, industrials – a basket of 3 or 4 of them.

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SPDR S&P 500 ETF (SPY-N)
September 21, 2017

It is the one decision way to get exposure to the S&500. The recent weakness in the US dollar doesn’t hurt. You will do just fine with it. We are in a market that is benefiting some sectors more than others so he would like a more targeted exposure. Financials, industrials – a basket of 3 or 4 of them.