Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
March 2, 2018

This company is well run – building flow valve actuators. He would only hold it here, due to its exposure to oil and gas and its exposure to commodity market cyclicality.

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Rotork PLC (ROR-LSE)
March 2, 2018

This company is well run – building flow valve actuators. He would only hold it here, due to its exposure to oil and gas and its exposure to commodity market cyclicality.

HOLD
HOLD
March 2, 2018

He thinks the reward system update has not gone well and can cause fissures in customer loyalty. Presuming they can recover there is not much competition and things should go back to normal. It is a well-run company, hey says, and they would be a company to keep as an anchor.

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He thinks the reward system update has not gone well and can cause fissures in customer loyalty. Presuming they can recover there is not much competition and things should go back to normal. It is a well-run company, hey says, and they would be a company to keep as an anchor.

DON'T BUY
DON'T BUY
March 2, 2018

He thinks this could be a yield trap. The problem is there is there is no structural growth opportunity. The challenge in a rising yield environment is its share price may not keep up with others. The underlying business is vulnerable to a recession. Yield 6.5%.

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He thinks this could be a yield trap. The problem is there is there is no structural growth opportunity. The challenge in a rising yield environment is its share price may not keep up with others. The underlying business is vulnerable to a recession. Yield 6.5%.

SELL
SELL
March 2, 2018

This company is a sell he says. Longer term, the company is state-owned (and run poorly) and he thinks the geology does not compete with the US prospects.

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This company is a sell he says. Longer term, the company is state-owned (and run poorly) and he thinks the geology does not compete with the US prospects.

DON'T BUY
DON'T BUY
March 2, 2018

This company is facing challenges, especially in the industrial space – like GE-N. He would not touch any industrial company, due to interest rate trend increases.

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ABB Ltd. (ABB-N)
March 2, 2018

This company is facing challenges, especially in the industrial space – like GE-N. He would not touch any industrial company, due to interest rate trend increases.

DON'T BUY
DON'T BUY
March 2, 2018

He does not like this company. Lithium is a good play, but does not see where it will be short supply. Copper is a better play longer term.

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He does not like this company. Lithium is a good play, but does not see where it will be short supply. Copper is a better play longer term.

COMMENT
COMMENT
March 2, 2018

Is the dividend safe? He thinks the dividend is at risk. This is a challenged space, but longer term supply is growing in US markets making a tolling business difficult. For the past 30 years it made sense to play pipelines instead of producers, but now it is different. Yield 6.6%.

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Enbridge (ENB-T)
March 2, 2018

Is the dividend safe? He thinks the dividend is at risk. This is a challenged space, but longer term supply is growing in US markets making a tolling business difficult. For the past 30 years it made sense to play pipelines instead of producers, but now it is different. Yield 6.6%.