Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 30, 2017

(A Top Pick Jan 24/17, Up 10%) He bought it because it has a great record of expanding reserves. It was trading at a very cheap multiple. It prices oil in Brent because it is in Columbia.

(A Top Pick Jan 24/17, Up 10%) He bought it because it has a great record of expanding reserves. It was trading at a very cheap multiple. It prices oil in Brent because it is in Columbia.

Don Lato
President, Padlock Investment Management
Price
$17.240
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 30, 2017

(A Top Pick Jan 24/17, Up 29%) It had come out of a disappointing quarter so the stock had sold off a bit. They are in the Auto business in Propulsion. There were concerns about being left behind as combustion engines were phased out. But hybrids are the fastest growing sector of this company. He thinks it is still quite cheap here. 12 times earnings.

Borg Warner (BWA-N)
November 30, 2017

(A Top Pick Jan 24/17, Up 29%) It had come out of a disappointing quarter so the stock had sold off a bit. They are in the Auto business in Propulsion. There were concerns about being left behind as combustion engines were phased out. But hybrids are the fastest growing sector of this company. He thinks it is still quite cheap here. 12 times earnings.

Don Lato
President, Padlock Investment Management
Price
$55.680
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 30, 2017

(A Top Pick Jan 24/17, Up 75%) It came off a bad report and he trimmed a bit a couple of days ago. It reached his maximum holding for one position. There is a lot of Mom and Pops that are buying these things [RVs].

(A Top Pick Jan 24/17, Up 75%) It came off a bad report and he trimmed a bit a couple of days ago. It reached his maximum holding for one position. There is a lot of Mom and Pops that are buying these things [RVs].

Don Lato
President, Padlock Investment Management
Price
$54.750
Owned
Yes
TOP PICK
TOP PICK
November 30, 2017

Since he last recommended it, Brent which is what they price their oil in has gone up. They have yet to come up against where the end of their fields is. This company could easily be at 50 or 60k barrels in a year or two. They have a tremendous net backs on their pricing. If they get the production out that they say they will then it is a steal. (Analysts’ target: $23.00).

Since he last recommended it, Brent which is what they price their oil in has gone up. They have yet to come up against where the end of their fields is. This company could easily be at 50 or 60k barrels in a year or two. They have a tremendous net backs on their pricing. If they get the production out that they say they will then it is a steal. (Analysts’ target: $23.00).

Don Lato
President, Padlock Investment Management
Price
$17.240
Owned
Yes
TOP PICK
TOP PICK
November 30, 2017

It is a good entry point at these levels with the demise of Sears, who were liquidating everything they could. It hurt ZZZ-T temporarily. They have a great runway to open 12 or more stores for the next two years. They are back down to 18 times earnings. It is a great entry point. (Analysts’ target: $41.00).

It is a good entry point at these levels with the demise of Sears, who were liquidating everything they could. It hurt ZZZ-T temporarily. They have a great runway to open 12 or more stores for the next two years. They are back down to 18 times earnings. It is a great entry point. (Analysts’ target: $41.00).

Don Lato
President, Padlock Investment Management
Price
$32.630
Owned
Yes
TOP PICK
TOP PICK
November 30, 2017

It came up off the bottom after going sideways for a year or two. They finally got approval from regulators on their acquisition of Boots. 13 times earnings. 42 years in a row of dividend increases. AMZN-Q is not getting into the pharmacy business tomorrow. (Analysts’ target: $87.00).

It came up off the bottom after going sideways for a year or two. They finally got approval from regulators on their acquisition of Boots. 13 times earnings. 42 years in a row of dividend increases. AMZN-Q is not getting into the pharmacy business tomorrow. (Analysts’ target: $87.00).

Don Lato
President, Padlock Investment Management
Price
$72.760
Owned
No
DON'T BUY
DON'T BUY
November 30, 2017

It has been better than over the last couple of years. The valuation is cheap but there are a lot of headwinds with this company. There is a heavy debt load. Despite the long base it is building he is still staying on the sidelines. You want to stay with the better quality names. You want to stay away from most of that group.

It has been better than over the last couple of years. The valuation is cheap but there are a lot of headwinds with this company. There is a heavy debt load. Despite the long base it is building he is still staying on the sidelines. You want to stay with the better quality names. You want to stay away from most of that group.

Don Lato
President, Padlock Investment Management
Price
$21.730
Owned
No