Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 8, 2018

Very well managed company. Private equity company. She prefers Brookfield Asset Management Inc (BAM.A-T) in the same space. Larger and in more different areas.

Show full opinionHide full opinion
Onex Corp (ONEX-T)
March 8, 2018

Very well managed company. Private equity company. She prefers Brookfield Asset Management Inc (BAM.A-T) in the same space. Larger and in more different areas.

COMMENT
COMMENT
March 8, 2018

Online advertising and social media. She prefers Alphabet (GOOGL-N). Faces regulatory risks.

In the end they are business and social media is not going away.

Show full opinionHide full opinion
Facebook (FB-Q)
March 8, 2018

Online advertising and social media. She prefers Alphabet (GOOGL-N). Faces regulatory risks.

In the end they are business and social media is not going away.

TOP PICK
TOP PICK
March 8, 2018

Utility company. 75% of their profits come through regulated operations primarily in the US. Very stable cash flows. Yield is 4.6%. Regulated utilities have rate cases every so many years, so over time they are allowed to adjust rates if interest rates go up. They are expanding internationally as well. (Analysts’ price target is $15.50)

Show full opinionHide full opinion

Utility company. 75% of their profits come through regulated operations primarily in the US. Very stable cash flows. Yield is 4.6%. Regulated utilities have rate cases every so many years, so over time they are allowed to adjust rates if interest rates go up. They are expanding internationally as well. (Analysts’ price target is $15.50)

TOP PICK
TOP PICK
March 8, 2018

Defense name. They also manufacture the Gulf Stream which is the gold standard in business jets. Defense spending is going up in the next couple of years. The business jet side is also improving. Yield of 1.6%. (Analysts’ price target is $246.68)

Show full opinionHide full opinion

Defense name. They also manufacture the Gulf Stream which is the gold standard in business jets. Defense spending is going up in the next couple of years. The business jet side is also improving. Yield of 1.6%. (Analysts’ price target is $246.68)

TOP PICK
TOP PICK
March 8, 2018

They owned the stock for a number of years. It is a play on the consumer in the emerging markets. There is strong secular growth there. Per capita income growth is increasing. Global brands like Dove, etc. Yield of 3.3% (Analysts’ price target is $60.50)

Show full opinionHide full opinion
Unilever PLC (UL-N)
March 8, 2018

They owned the stock for a number of years. It is a play on the consumer in the emerging markets. There is strong secular growth there. Per capita income growth is increasing. Global brands like Dove, etc. Yield of 3.3% (Analysts’ price target is $60.50)