Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 11, 2018

(A Top Pick Jul 7/17, Up 10%) He likes it from a timing perspective but there are other opportunities out there. There is lots of tailwind, however.

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(A Top Pick Jul 7/17, Up 10%) He likes it from a timing perspective but there are other opportunities out there. There is lots of tailwind, however.

PAST TOP PICK
PAST TOP PICK
January 11, 2018

(A Top Pick Jul 7/17, Up 37%) He is going to roll this to Top Picks again. New management came in and they took a lot of mortgage risk. They wound that down so it is a non-issue now. That was the prohibitive factor for a take-out. They are now very cash generative and are buying back shares.

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(A Top Pick Jul 7/17, Up 37%) He is going to roll this to Top Picks again. New management came in and they took a lot of mortgage risk. They wound that down so it is a non-issue now. That was the prohibitive factor for a take-out. They are now very cash generative and are buying back shares.

PAST TOP PICK
PAST TOP PICK
January 11, 2018

(A Top Pick Jul 7/17, Up 24%) Consumer spending growth has been an absolute hero. The company is being operated well. Management is following through so you should stick with this. He likes logistics.

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FedEx (FDX-N)
January 11, 2018

(A Top Pick Jul 7/17, Up 24%) Consumer spending growth has been an absolute hero. The company is being operated well. Management is following through so you should stick with this. He likes logistics.

TOP PICK
TOP PICK
January 11, 2018

A 25 basis point hike raises revenue $60 Million for the year. Every little incremental hike makes a big difference. It is 10% accretive to earnings. (Analysts’ target: $58.00).

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A 25 basis point hike raises revenue $60 Million for the year. Every little incremental hike makes a big difference. It is 10% accretive to earnings. (Analysts’ target: $58.00).

TOP PICK
TOP PICK
January 11, 2018

He likes the transports a lot. There is strong economical growth and the secular global ecommerce trends are both helping it.

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He likes the transports a lot. There is strong economical growth and the secular global ecommerce trends are both helping it.

TOP PICK
TOP PICK
January 11, 2018

A big beneficiary of shale gas. They upscale into the markets and have higher margins. You have significant cost saves. They will eventually split them into two efficient companies about 2020. (Analysts’ target: $82.00).

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DowDuPont Inc. (DWDP-N)
January 11, 2018

A big beneficiary of shale gas. They upscale into the markets and have higher margins. You have significant cost saves. They will eventually split them into two efficient companies about 2020. (Analysts’ target: $82.00).

DON'T BUY
DON'T BUY
January 11, 2018

He is neutral to positive on the name. You could look at a V-N or MA-N, which are better valued. It has really appealing moats. Valuation takes his view lower. He is picky in this area. Tech as a sector is a neutral.

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He is neutral to positive on the name. You could look at a V-N or MA-N, which are better valued. It has really appealing moats. Valuation takes his view lower. He is picky in this area. Tech as a sector is a neutral.