Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
October 24, 2017

Financials are one of his favourite sectors. Feels the wind is at the back of the banks. They are showing the healthiest balance sheets in 60 years. Interest rates are creeping higher, and the whole economy is doing quite well. Although this is up a lot over the past 12 months, it is still trading at a discount to where tangible BV will be 3 or 4 years from now. Really good value here.

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Bank of America (BAC-N)
October 24, 2017

Financials are one of his favourite sectors. Feels the wind is at the back of the banks. They are showing the healthiest balance sheets in 60 years. Interest rates are creeping higher, and the whole economy is doing quite well. Although this is up a lot over the past 12 months, it is still trading at a discount to where tangible BV will be 3 or 4 years from now. Really good value here.

BUY WEAKNESS
BUY WEAKNESS
October 24, 2017

Has been wrong on this for about the last 10 years. As a value investor, it is hard for him to buy into a stock like this. He doesn’t chase growth. This stock barely makes any money, and yet it continues to go up from a valuation standpoint. He would rather wait for a better entry point.

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Amazon.com (AMZN-Q)
October 24, 2017

Has been wrong on this for about the last 10 years. As a value investor, it is hard for him to buy into a stock like this. He doesn’t chase growth. This stock barely makes any money, and yet it continues to go up from a valuation standpoint. He would rather wait for a better entry point.

BUY
BUY
October 24, 2017

Prudential Financial (PRU-N) or the banks? He would own both. You need to diversify within your financial sector. The banking sector grows differently than life insurance. Life insurance is a bit more dependent on where interest rates are heading, and he thinks they are going to continue to creep higher. This company has a very strong balance sheet and a tremendous amount of capital in their balance sheet.

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Prudential Financial (PRU-N) or the banks? He would own both. You need to diversify within your financial sector. The banking sector grows differently than life insurance. Life insurance is a bit more dependent on where interest rates are heading, and he thinks they are going to continue to creep higher. This company has a very strong balance sheet and a tremendous amount of capital in their balance sheet.

COMMENT
COMMENT
October 24, 2017

One of the largest mergers in the chemical industry, which can result in a large amount of cost cutting and synergies. They’ve outlined about $3 billion in synergies. In about 18 months they are going to break off into 3 different divisions, chemicals, agriculture as well as a 3rd component. There is potential here for a tremendous success.

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DowDuPont Inc. (DWDP-N)
October 24, 2017

One of the largest mergers in the chemical industry, which can result in a large amount of cost cutting and synergies. They’ve outlined about $3 billion in synergies. In about 18 months they are going to break off into 3 different divisions, chemicals, agriculture as well as a 3rd component. There is potential here for a tremendous success.

BUY WEAKNESS
BUY WEAKNESS
October 24, 2017

This has been a great performer over the past 2 years. Wait for a pull back, and let’s see what happens with holiday sales. A time to buy a name like this was 2 years ago when it was thought Amazon (AMZN-Q) was going to put them out of business. They do a great job of returning cash to shareholders. The acquisition of Jet.com made a lot of sense.

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Walmart Inc (WMT-N)
October 24, 2017

This has been a great performer over the past 2 years. Wait for a pull back, and let’s see what happens with holiday sales. A time to buy a name like this was 2 years ago when it was thought Amazon (AMZN-Q) was going to put them out of business. They do a great job of returning cash to shareholders. The acquisition of Jet.com made a lot of sense.

HOLD
HOLD
October 24, 2017

This really hit it out of the park with their earnings today. It’s up over 7%. A good, high quality company to have in a portfolio. Great balance sheet.

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3M Co. (MMM-N)
October 24, 2017

This really hit it out of the park with their earnings today. It’s up over 7%. A good, high quality company to have in a portfolio. Great balance sheet.

COMMENT
COMMENT
October 24, 2017

He would lump this in with Bank of America (BAC-N). The difference between the 2 is that this one has a more global presence. The balance sheet is really strong right now. They are returning cash to shareholders, and everything is moving in the right direction.

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Citigroup Inc. (C-N)
October 24, 2017

He would lump this in with Bank of America (BAC-N). The difference between the 2 is that this one has a more global presence. The balance sheet is really strong right now. They are returning cash to shareholders, and everything is moving in the right direction.