Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 25, 2018

They spent a lot of time in the penalty box last year. The several hundred stores in a recent acquisition will be accretive. It is felt that Amazon will get into the pharmacy business. You will like to get advice on your prescriptions when you refill them. It is only 14 times earnings and increased the dividend 42 years in a row. Expectations are for a raise again this year.

They spent a lot of time in the penalty box last year. The several hundred stores in a recent acquisition will be accretive. It is felt that Amazon will get into the pharmacy business. You will like to get advice on your prescriptions when you refill them. It is only 14 times earnings and increased the dividend 42 years in a row. Expectations are for a raise again this year.

Don Lato
President, Padlock Investment Management
Price
$78.270
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 25, 2018

(A Top Pick Jan 24’16, Up 25%) They had the luxury of pricing their product in Brent. It has a big plus for them. They set a new all time high this morning. This is probably the only one in the last many, many months. He still likes it. It is his second biggest holding. A new announcement on Feb 6th. It is matter of how big is the bump going to be.

(A Top Pick Jan 24’16, Up 25%) They had the luxury of pricing their product in Brent. It has a big plus for them. They set a new all time high this morning. This is probably the only one in the last many, many months. He still likes it. It is his second biggest holding. A new announcement on Feb 6th. It is matter of how big is the bump going to be.

Don Lato
President, Padlock Investment Management
Price
$19.160
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 25, 2018

(A Top Pick Jan 24’16, Up 41%) They hit on all cylinders. A third of their business comes from non-combustible engines. An investor day in November announced 7% growth in revenues for years to come. There is potentially a strong probability of a bump in the multiple.

Borg Warner (BWA-N)
January 25, 2018

(A Top Pick Jan 24’16, Up 41%) They hit on all cylinders. A third of their business comes from non-combustible engines. An investor day in November announced 7% growth in revenues for years to come. There is potentially a strong probability of a bump in the multiple.

Don Lato
President, Padlock Investment Management
Price
$56.260
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 25, 2018

(A Top Pick Jan 24’16, Up 67%) He trimmed a little because it was getting too big in his portfolio. They are now getting into non-motorized vehicles. There is still some growth ahead.

(A Top Pick Jan 24’16, Up 67%) He trimmed a little because it was getting too big in his portfolio. They are now getting into non-motorized vehicles. There is still some growth ahead.

Don Lato
President, Padlock Investment Management
Price
$49.000
Owned
Yes
HOLD
HOLD
January 25, 2018

They have lagged a lot of the other banks in the last couple of years but management has done wise things. They pushed into the US with wealth business. The more exposure to the US economy the better. It has always had the lowest multiple and the highest yield, so there is no reason to jump ship right now.

They have lagged a lot of the other banks in the last couple of years but management has done wise things. They pushed into the US with wealth business. The more exposure to the US economy the better. It has always had the lowest multiple and the highest yield, so there is no reason to jump ship right now.

Don Lato
President, Padlock Investment Management
Price
$121.930
Owned
Unknown
HOLD
HOLD
January 25, 2018

They have lagged a lot of the other banks in the last couple of years but management has done wise things. They pushed into the US with wealth business. The more exposure to the US economy the better. It has always had the lowest multiple and the highest yield, so there is no reason to jump ship right now.

They have lagged a lot of the other banks in the last couple of years but management has done wise things. They pushed into the US with wealth business. The more exposure to the US economy the better. It has always had the lowest multiple and the highest yield, so there is no reason to jump ship right now.

Don Lato
President, Padlock Investment Management
Price
$121.930
Owned
Unknown
HOLD
HOLD
January 25, 2018

You would think with a global expansion for a year or so that commodity stocks would be doing better. They are not just yet. The focus is industrials and technology. If the expansion continues you should see scarcity in resources and pries should improve.

You would think with a global expansion for a year or so that commodity stocks would be doing better. They are not just yet. The focus is industrials and technology. If the expansion continues you should see scarcity in resources and pries should improve.

Don Lato
President, Padlock Investment Management
Price
$36.040
Owned
Unknown