Latest Expert Opinions

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Opinion
Expert
TOP PICK
TOP PICK
December 20, 2017

Manufactures actuators. An actuator is a sophisticated way of saying an on/off switch for industrial applications, such as nuclear, water, energy, etc. Has a very strong balance sheet. Historically this has been one of the fastest-growing companies in the UK. Dividend yield of 2%. (Analysts' price target is $255.)

Rotork PLC (ROR-LSE)
December 20, 2017

Manufactures actuators. An actuator is a sophisticated way of saying an on/off switch for industrial applications, such as nuclear, water, energy, etc. Has a very strong balance sheet. Historically this has been one of the fastest-growing companies in the UK. Dividend yield of 2%. (Analysts' price target is $255.)

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
December 20, 2017

Looking at a multiyear cycle, this has had a very good total return with dividend increases, etc. It struggled in the last couple of years because of issues around ESPN and people streaming content in different ways. They’ve started a Netflix type offering, looking to buy 20th Century Fox assets, and have a whole bunch of movies set to come on. They have a library which they can monetize and it is going to get larger. Dividend yield of 1.5%. (Analysts' price target is $112.)

Walt Disney (DIS-N)
December 20, 2017

Looking at a multiyear cycle, this has had a very good total return with dividend increases, etc. It struggled in the last couple of years because of issues around ESPN and people streaming content in different ways. They’ve started a Netflix type offering, looking to buy 20th Century Fox assets, and have a whole bunch of movies set to come on. They have a library which they can monetize and it is going to get larger. Dividend yield of 1.5%. (Analysts' price target is $112.)

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$109.690
Owned
Yes