Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 31, 2018

Has owned this over the last 3 years. He likes to invest in structural themes, and people are moving to digital transactions. It’s happening all over the world. This company continues to beat consensus. This is the absolute leader in digital payments.

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Visa Inc. (V-N)
January 31, 2018

Has owned this over the last 3 years. He likes to invest in structural themes, and people are moving to digital transactions. It’s happening all over the world. This company continues to beat consensus. This is the absolute leader in digital payments.

BUY
BUY
January 31, 2018

A great company, and is in industrial gases. They sell internationally, but a large portion of their sales is in the US. It's a beneficiary of a strengthening economy. There could be some bumps later in the year, but he thinks it could come from higher prices.

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Praxair Inc (PX-N)
January 31, 2018

A great company, and is in industrial gases. They sell internationally, but a large portion of their sales is in the US. It's a beneficiary of a strengthening economy. There could be some bumps later in the year, but he thinks it could come from higher prices.

SELL
SELL
January 31, 2018

Sell? The price has pulled back a lot, and he thinks it is going to underperform the market for some time. (See Top Picks.)

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TC Energy (TRP-T)
January 31, 2018

Sell? The price has pulled back a lot, and he thinks it is going to underperform the market for some time. (See Top Picks.)

COMMENT
COMMENT
January 31, 2018

The sector is under some pressure. This has had a short-term hit moving down from $14.40 to $13.30. This company does have a pretty good dividend growth, which makes it more attractive than many in the sector. However, it is not going to lead the market. If you are looking for total return, growth and capital plus some dividend growth, you might want to look elsewhere. (See Top Picks.)

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The sector is under some pressure. This has had a short-term hit moving down from $14.40 to $13.30. This company does have a pretty good dividend growth, which makes it more attractive than many in the sector. However, it is not going to lead the market. If you are looking for total return, growth and capital plus some dividend growth, you might want to look elsewhere. (See Top Picks.)

BUY
BUY
January 31, 2018

This is a global business. It has lots of business in Europe. It’s the largest, independent, complete vehicle assembler. They are putting whole cars together. They're going to grow the business 25% a year over the next 3 years. It is growing at a faster growth rate than the industry by about 25%, but trading at a discounted earnings multiple to the industry, so it's cheaper, but growing faster. He would be comfortable owning this.

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Magna Int'l. (A) (MG-T)
January 31, 2018

This is a global business. It has lots of business in Europe. It’s the largest, independent, complete vehicle assembler. They are putting whole cars together. They're going to grow the business 25% a year over the next 3 years. It is growing at a faster growth rate than the industry by about 25%, but trading at a discounted earnings multiple to the industry, so it's cheaper, but growing faster. He would be comfortable owning this.

BUY
BUY
January 31, 2018

This is China's largest global online market place and is growing very rapidly. It’s not inexpensive. Trading at something like 40X next year's earnings estimate. There are political risks, because it is in China. The structural theme of online retail and marketplace is not one that is going to go away anytime soon. This should grow 50% this year and maybe another 30%-40% next year. Estimates are being revised higher.

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This is China's largest global online market place and is growing very rapidly. It’s not inexpensive. Trading at something like 40X next year's earnings estimate. There are political risks, because it is in China. The structural theme of online retail and marketplace is not one that is going to go away anytime soon. This should grow 50% this year and maybe another 30%-40% next year. Estimates are being revised higher.

COMMENT
COMMENT
January 31, 2018

Thought the earnings today were good. One thing people are concerned about is that the number of users in the US was down quarter over quarter, so they're going through a change up in the news feed. Thinks they have a very large opportunity to monetize the space they have. The social media theme is one that has a long way to run.

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Facebook (FB-Q)
January 31, 2018

Thought the earnings today were good. One thing people are concerned about is that the number of users in the US was down quarter over quarter, so they're going through a change up in the news feed. Thinks they have a very large opportunity to monetize the space they have. The social media theme is one that has a long way to run.