Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
March 21, 2018

No dividend, focussed on cardiac equipment like pacemakers. Have made many acqusitions in past years. Fabulous management. Have driven cost synergies consistently. Beat estimates recently. Forward earnings are 20x. A solid hold.

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No dividend, focussed on cardiac equipment like pacemakers. Have made many acqusitions in past years. Fabulous management. Have driven cost synergies consistently. Beat estimates recently. Forward earnings are 20x. A solid hold.

COMMENT
COMMENT
March 21, 2018

Fabulous stock. He took profits, but still likes this. Valuation has risen, currently at 27x earnings, which is why he exited.

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Zoetis Inc (ZTS-N)
March 21, 2018

Fabulous stock. He took profits, but still likes this. Valuation has risen, currently at 27x earnings, which is why he exited.

COMMENT
COMMENT
March 21, 2018

Dialysis equipment amounts to 40% of their business. Sold his shares too early. They've had a great run. High 24x forward earnings. But the stock warrants a second look. Dividend just under 1% with negative growth and could
continue downward. Nine consecutive quarterly beats.

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Dialysis equipment amounts to 40% of their business. Sold his shares too early. They've had a great run. High 24x forward earnings. But the stock warrants a second look. Dividend just under 1% with negative growth and could
continue downward. Nine consecutive quarterly beats.

BUY
BUY
March 21, 2018

Long-term, this is the one to own. A dominant player in medtech and pharma. 10% of their revenue has been from one drug. Competition is weak. A well-run, large company. Valuations are okay. An anchor in his portfolio. Their diversified
portolio of drugs can withstand the failure of one.

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Long-term, this is the one to own. A dominant player in medtech and pharma. 10% of their revenue has been from one drug. Competition is weak. A well-run, large company. Valuations are okay. An anchor in his portfolio. Their diversified
portolio of drugs can withstand the failure of one.

COMMENT
COMMENT
March 21, 2018

CNQ-T versus SU-T. They both rank well in his model. In a rising interest rate world, energy stocks do well. CNQ ranks slightly higher as share earnings will grow 100% in 2018 with a 16 times P/E. He does not own either stock.

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CNQ-T versus SU-T. They both rank well in his model. In a rising interest rate world, energy stocks do well. CNQ ranks slightly higher as share earnings will grow 100% in 2018 with a 16 times P/E. He does not own either stock.

COMMENT
COMMENT
March 21, 2018

CNQ-T versus SU-T – They both rank well in his model. In a rising interest rate world, energy stocks do well. CNQ ranks slightly higher as share earnings will grow 100% in 2018 with a 16 times P/E. He does not own either stock.

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CNQ-T versus SU-T – They both rank well in his model. In a rising interest rate world, energy stocks do well. CNQ ranks slightly higher as share earnings will grow 100% in 2018 with a 16 times P/E. He does not own either stock.

WATCH
WATCH
March 21, 2018

He says the market was disappointed with recent earnings. This came from weaker gasoline margins in Europe and Arizona. It could be a sale for them at the end of the month, because of the 25% negative surprise on the earnings. Yield %.

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He says the market was disappointed with recent earnings. This came from weaker gasoline margins in Europe and Arizona. It could be a sale for them at the end of the month, because of the 25% negative surprise on the earnings. Yield %.