Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 31, 2018

(A Top Pick Jan 27/17. Up 61.37%.) Diabetes unfortunately is a structural growth story. The company has continued to work out well. They raised their dividend. Have about a $4 billion annual share buyback. It generally has more cash than debt. It may be a little ahead of itself, so perhaps wait to Buy in the summer.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
January 31, 2018

(A Top Pick Jan 27/17. Up 61.37%.) Diabetes unfortunately is a structural growth story. The company has continued to work out well. They raised their dividend. Have about a $4 billion annual share buyback. It generally has more cash than debt. It may be a little ahead of itself, so perhaps wait to Buy in the summer.

PAST TOP PICK
PAST TOP PICK
January 31, 2018

(A Top Pick Jan 27/17. Up 49.16%.) At that time, Trump has just gotten the keys and there was a lot of angst in the market, and the market sold off. This was a buying opportunity. The transition to cashless payments is a transition that is continuing to grow on a global scale.

Show full opinionHide full opinion
Visa Inc. (V-N)
January 31, 2018

(A Top Pick Jan 27/17. Up 49.16%.) At that time, Trump has just gotten the keys and there was a lot of angst in the market, and the market sold off. This was a buying opportunity. The transition to cashless payments is a transition that is continuing to grow on a global scale.

BUY WEAKNESS
BUY WEAKNESS
January 31, 2018

Doesn't feel this is a value stock, but one reason it has been so successful in China, really has to do with the population. He would like to see it a little lower. This is one you can buy on a correction and then hold it long-term.

Show full opinionHide full opinion

Doesn't feel this is a value stock, but one reason it has been so successful in China, really has to do with the population. He would like to see it a little lower. This is one you can buy on a correction and then hold it long-term.

HOLD
HOLD
January 31, 2018

One of the interesting things to think about is that you have a commodity producer (Potash) together with a retail business (Agrium), and the combined entities are around $50 billion, a sizable player from a commodity company point of view. We are in a relatively low pricing cycle for potash, but looking forward, global demands are going to push the stock higher further on. There is some merit in looking at the story.

Show full opinionHide full opinion
Nutrien Ltd. (NTR-T)
January 31, 2018

One of the interesting things to think about is that you have a commodity producer (Potash) together with a retail business (Agrium), and the combined entities are around $50 billion, a sizable player from a commodity company point of view. We are in a relatively low pricing cycle for potash, but looking forward, global demands are going to push the stock higher further on. There is some merit in looking at the story.

COMMENT
COMMENT
January 31, 2018

This would effectively be Canada, US, Asia and the Far East. In this you are probably going to have 300 shares in the underlying ownership, and you will have the top performing companies in those markets. He is concerned that it is very weighted towards technology and you are not getting any exposure to the parts of the market that have not performed. You are not going to have any exposure to commodities and very little exposure to energy, which are the segments that have done very poorly in the last couple of years.

Show full opinionHide full opinion

This would effectively be Canada, US, Asia and the Far East. In this you are probably going to have 300 shares in the underlying ownership, and you will have the top performing companies in those markets. He is concerned that it is very weighted towards technology and you are not getting any exposure to the parts of the market that have not performed. You are not going to have any exposure to commodities and very little exposure to energy, which are the segments that have done very poorly in the last couple of years.

COMMENT
COMMENT
January 31, 2018

He would stratify the semiconductor market into 2 categories, digital and analog. In many cases, this company is the old analog style company, and in many cases, have a lot of chips that are very, very primitive in the economy, using them in lighting, baseboard heating, radios, TV, etc. Digital chips are used to power the Internet, and are obviously much more expensive chips. There has been increased penetration of semiconductor content in emerging markets, and it is going to be a continuing play moving forward. Any exposure to that category is good. Unfortunately, all technology stocks have run very hard in the last few years. He would like to see a bit of a roll over in the semiconductor market, which is when he would be looking to adding more money.

Show full opinionHide full opinion
Texas Instruments (TXN-Q)
January 31, 2018

He would stratify the semiconductor market into 2 categories, digital and analog. In many cases, this company is the old analog style company, and in many cases, have a lot of chips that are very, very primitive in the economy, using them in lighting, baseboard heating, radios, TV, etc. Digital chips are used to power the Internet, and are obviously much more expensive chips. There has been increased penetration of semiconductor content in emerging markets, and it is going to be a continuing play moving forward. Any exposure to that category is good. Unfortunately, all technology stocks have run very hard in the last few years. He would like to see a bit of a roll over in the semiconductor market, which is when he would be looking to adding more money.

HOLD
HOLD
January 31, 2018

Up until about 2015, this was driven by acquisitions. Since that time, there are not many assets left to buy that would be large enough to move the needle. Because of that, this company has become a cost cutting story. At this point in the cycle, there are other places he would prefer.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
January 31, 2018

Up until about 2015, this was driven by acquisitions. Since that time, there are not many assets left to buy that would be large enough to move the needle. Because of that, this company has become a cost cutting story. At this point in the cycle, there are other places he would prefer.