Latest Expert Opinions

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COMMENT
COMMENT
November 28, 2017

An amazing, incredible success story. He doesn’t own this because the iPhone accounts for about 55% of revenues. Samsung (005930-KRX) is spending a ton of money to come up with competing products, as is Google (GOOGL-Q). When you have so much of your company based on a single product with the company priced to perfection, that implies risk so he looks elsewhere.

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Apple (AAPL-Q)
November 28, 2017

An amazing, incredible success story. He doesn’t own this because the iPhone accounts for about 55% of revenues. Samsung (005930-KRX) is spending a ton of money to come up with competing products, as is Google (GOOGL-Q). When you have so much of your company based on a single product with the company priced to perfection, that implies risk so he looks elsewhere.

COMMENT
COMMENT
November 28, 2017

In the past couple of years, they’ve been paying a chunk of their dividend in shares for those who wanted it. Just announced that starting in the 4th quarter, there won’t be a choice. You will have to take your dividend in cash, which tells you that many of these large oil companies have figured out a way to make money with $50 oil. Their large acquisition of BG looks like it is starting to pay off. Generating a huge amount of free cash flow at these oil prices. Expects to see significant share buyback in the future.

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In the past couple of years, they’ve been paying a chunk of their dividend in shares for those who wanted it. Just announced that starting in the 4th quarter, there won’t be a choice. You will have to take your dividend in cash, which tells you that many of these large oil companies have figured out a way to make money with $50 oil. Their large acquisition of BG looks like it is starting to pay off. Generating a huge amount of free cash flow at these oil prices. Expects to see significant share buyback in the future.

COMMENT
COMMENT
November 28, 2017

Most global telcos are faced with stagnating growth. They all have hefty dividend yields and are starting to get their costs down in the face of increasing competition. Not a huge fan of the sector. People are simply unplugging and streaming, which puts pressure on them. A solid dividend story, but not a growth situation.

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Vodafone Group PLC (VOD-Q)
November 28, 2017

Most global telcos are faced with stagnating growth. They all have hefty dividend yields and are starting to get their costs down in the face of increasing competition. Not a huge fan of the sector. People are simply unplugging and streaming, which puts pressure on them. A solid dividend story, but not a growth situation.

BUY WEAKNESS
BUY WEAKNESS
November 28, 2017

A very well-managed investment group, doing all kinds of different things. He’s a bit concerned about the impact of rising rates on them. Feels the dividend is secure. Higher prices were paid for a lot of their assets, and he wonders how that responds in a higher rising rate environment. Wouldn’t be a buyer here, but would wait for it to be 20% lower before considering it.

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Blackstone Group LP (BX-N)
November 28, 2017

A very well-managed investment group, doing all kinds of different things. He’s a bit concerned about the impact of rising rates on them. Feels the dividend is secure. Higher prices were paid for a lot of their assets, and he wonders how that responds in a higher rising rate environment. Wouldn’t be a buyer here, but would wait for it to be 20% lower before considering it.

COMMENT
COMMENT
November 28, 2017

It’s often dangerous to buy commodity stocks when they look cheap, because that often occurs when earnings have reached a peak. This competes with Potash (POT-T), a better managed company with a better group of assets and a stronger balance sheet. To buy any of these companies, you have to be a big believer that potash and fertilizer prices are going to rise.

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It’s often dangerous to buy commodity stocks when they look cheap, because that often occurs when earnings have reached a peak. This competes with Potash (POT-T), a better managed company with a better group of assets and a stronger balance sheet. To buy any of these companies, you have to be a big believer that potash and fertilizer prices are going to rise.

COMMENT
COMMENT
November 28, 2017

The largest generic drug manufacturer. The FDA and other global drug regulators and governments are so focused on driving down the costs of healthcare, including drugs, there is pressure on the entire generics sector. The company has had many other issues as well.

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The largest generic drug manufacturer. The FDA and other global drug regulators and governments are so focused on driving down the costs of healthcare, including drugs, there is pressure on the entire generics sector. The company has had many other issues as well.

PAST TOP PICK
PAST TOP PICK
November 28, 2017

(A Top Pick Aug 8/16. Up 196%.) A great Japanese electronics component manufacturer. They make specific types of electronic components in manufacturing. His target price for this is about 20% higher than where it is today. Still a Buy.

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KOA Corporation (6999-JP)
November 28, 2017

(A Top Pick Aug 8/16. Up 196%.) A great Japanese electronics component manufacturer. They make specific types of electronic components in manufacturing. His target price for this is about 20% higher than where it is today. Still a Buy.