Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 28, 2017

(A Top Pick Dec 15/16. Up 28%.) This is water heaters and water purification systems in the US, Canada, India and China. Their big growth has come from China where they were one of the 1st distributors. They are just starting with their water purification in India. There are opportunities to grow. In the US, they have water purification. He is continuing to buy this.

A.O. Smith (AOS-N)
December 28, 2017

(A Top Pick Dec 15/16. Up 28%.) This is water heaters and water purification systems in the US, Canada, India and China. Their big growth has come from China where they were one of the 1st distributors. They are just starting with their water purification in India. There are opportunities to grow. In the US, they have water purification. He is continuing to buy this.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$61.610
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 28, 2017

(A Top Pick Dec 15/16. Up 13%.) One of the best underwriting firms out there. $4.8 billion of catastrophe losses, but only about 10% will hit their bottom line, because they bought insurance from the reinsurers to offset it. They might get a $400 million hit, but in the insurance business, they like catastrophes, because it gives them the opportunity to raise prices. For every $1 of policy they are writing, they get to keep $0.12.

Chubb Limited (CB-N)
December 28, 2017

(A Top Pick Dec 15/16. Up 13%.) One of the best underwriting firms out there. $4.8 billion of catastrophe losses, but only about 10% will hit their bottom line, because they bought insurance from the reinsurers to offset it. They might get a $400 million hit, but in the insurance business, they like catastrophes, because it gives them the opportunity to raise prices. For every $1 of policy they are writing, they get to keep $0.12.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$146.160
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 28, 2017

(A Top Pick Dec 15/16. Down 9%.) The problem with owning rising free cash flow companies, is that usually once a year one of them disappears. On December 17, this company got bought out by a French firm.

Gemalto (GTO-NV)
December 28, 2017

(A Top Pick Dec 15/16. Down 9%.) The problem with owning rising free cash flow companies, is that usually once a year one of them disappears. On December 17, this company got bought out by a French firm.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
No
COMMENT
COMMENT
December 28, 2017

The difficulty with all European telecoms is competition. Costs are high and profits are low. This one is down about 9% this year. It has a yield of about 4%, but revenue growth has only been 1%-1.5%.

Deutsche Telekom (DTE-FSE)
December 28, 2017

The difficulty with all European telecoms is competition. Costs are high and profits are low. This one is down about 9% this year. It has a yield of about 4%, but revenue growth has only been 1%-1.5%.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Unknown
SELL
SELL
December 28, 2017

The problem with this company is all in their past because of the old CEOs attempts to turn the company around. There is a new CEO, and things are unknown as to what comes next. There are better companies out there he would rather invest in, where he is getting free cash flow growth on a constant basis. The dividend was cut, which is not a good sign of good cash flow management. If he owned this, he wouldn't Hold it.

General Electric (GE-N)
December 28, 2017

The problem with this company is all in their past because of the old CEOs attempts to turn the company around. There is a new CEO, and things are unknown as to what comes next. There are better companies out there he would rather invest in, where he is getting free cash flow growth on a constant basis. The dividend was cut, which is not a good sign of good cash flow management. If he owned this, he wouldn't Hold it.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$17.360
Owned
No
COMMENT
COMMENT
December 28, 2017

Has had a great growth run. Revenues in the last quarter were up 61%. They dominate the Chinese market, which Amazon (AMZN-Q) is not able to get into. There are concentration risks, because it has been such a wonderful performer over the last 2 years. Because it doesn't pay a dividend and because it is part of the momentum stocks, if you doubled your money he would have no problem taking half off the table and letting the rest run.

Has had a great growth run. Revenues in the last quarter were up 61%. They dominate the Chinese market, which Amazon (AMZN-Q) is not able to get into. There are concentration risks, because it has been such a wonderful performer over the last 2 years. Because it doesn't pay a dividend and because it is part of the momentum stocks, if you doubled your money he would have no problem taking half off the table and letting the rest run.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$172.300
Owned
Unknown
COMMENT
COMMENT
December 28, 2017

A direct competitor of Novo-Nordisk (NVO-N) in one part of their business. Their franchise in multiple sclerosis and vaccine business is their big powerhouse, but overall, revenues only grew by 2% in the quarter, and they've seen a drop off in their diabetes cardiovascular unit, which is where the growth is. He prefers Novo-Nordisk.

Sanofi-Aventis (SNY-N)
December 28, 2017

A direct competitor of Novo-Nordisk (NVO-N) in one part of their business. Their franchise in multiple sclerosis and vaccine business is their big powerhouse, but overall, revenues only grew by 2% in the quarter, and they've seen a drop off in their diabetes cardiovascular unit, which is where the growth is. He prefers Novo-Nordisk.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$43.060
Owned
Unknown