Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 21, 2018

(A Top Pick July 14/17 Up 18%). This garbage collection company been growing successfully through acquisitions. They are benefitting from EPA regulations to collect methane at garbage dumps, collecting methane to fuel their fleet.

(A Top Pick July 14/17 Up 18%). This garbage collection company been growing successfully through acquisitions. They are benefitting from EPA regulations to collect methane at garbage dumps, collecting methane to fuel their fleet.

Robert McWhirter
President, Selective Asset Management
Price
$94.670
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 21, 2018

(A Top Pick July 14/17 Up 16%). He sees this company growing by acquisitions and sees more opportunities to come. They still own it.

WSP Global Inc. (WSP-T)
March 21, 2018

(A Top Pick July 14/17 Up 16%). He sees this company growing by acquisitions and sees more opportunities to come. They still own it.

Robert McWhirter
President, Selective Asset Management
Price
$60.020
Owned
Yes
TOP PICK
TOP PICK
March 21, 2018

Sticking with it. Valuations are too attractive to ignore. All they need are a few winning drugs and to offer proper guidance. Let's see some of their trials succeed--even good results will do. Their pipeline is too robust to stay at 8.5x forwarded earning. But management needs to regain credibility. (Analysts' target of $116.08)

Celgene Corp (CELG-Q)
March 21, 2018

Sticking with it. Valuations are too attractive to ignore. All they need are a few winning drugs and to offer proper guidance. Let's see some of their trials succeed--even good results will do. Their pipeline is too robust to stay at 8.5x forwarded earning. But management needs to regain credibility. (Analysts' target of $116.08)

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$88.310
Owned
Yes
TOP PICK
TOP PICK
March 21, 2018

A large, diversified pharma company with a hepatitis C franchise, but are really into immonotherapy and chemotherapy. They are getting positive results with their drugs, and will be the leader in this space. Own this with BMY-N and AZN-N preferrably (and not alone). A must-own stock in healthcare given their pipeline and leadership. Dividend yield of 3.5%. (Analysts' target of $67.25)

Merck & Company (MRK-N)
March 21, 2018

A large, diversified pharma company with a hepatitis C franchise, but are really into immonotherapy and chemotherapy. They are getting positive results with their drugs, and will be the leader in this space. Own this with BMY-N and AZN-N preferrably (and not alone). A must-own stock in healthcare given their pipeline and leadership. Dividend yield of 3.5%. (Analysts' target of $67.25)

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$54.690
Owned
Yes
TOP PICK
TOP PICK
March 21, 2018

Orthopedic equipment is a key part of their business. The frontrunner and pioneer of robotics in surgery, and gaining market share. For medtech, Stryker is where to be. (Analysts' target of $173.67)

Stryker Corp. (SYK-N)
March 21, 2018

Orthopedic equipment is a key part of their business. The frontrunner and pioneer of robotics in surgery, and gaining market share. For medtech, Stryker is where to be. (Analysts' target of $173.67)

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$164.730
Owned
Yes
DON'T BUY
DON'T BUY
March 21, 2018

Teva or Pfizer? He sold Teva 18 months ago. Generic drug prices are under pressure though have levelled off. Their migraine drug has struggled. Instead, he prefers Pfizer with 140 drugs generating $100 million in revenues. They make good acquisitions and are enjoying great progress in oncology. They're also repatriating $24.5 billion with $5 million going to buybacks. Just announced they want to sell their consumer products division, so the impact of this is unknown. 12x forward earnings. Fabulously run company. Talk of major acquisitions. Happy to hold this.

Teva or Pfizer? He sold Teva 18 months ago. Generic drug prices are under pressure though have levelled off. Their migraine drug has struggled. Instead, he prefers Pfizer with 140 drugs generating $100 million in revenues. They make good acquisitions and are enjoying great progress in oncology. They're also repatriating $24.5 billion with $5 million going to buybacks. Just announced they want to sell their consumer products division, so the impact of this is unknown. 12x forward earnings. Fabulously run company. Talk of major acquisitions. Happy to hold this.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$17.600
Owned
Unknown
BUY
BUY
March 21, 2018

Teva or Pfizer? He sold Teva 18 months ago. Generic drug prices are under pressure though have levelled off. Their migraine drug has struggled. Instead, he prefers Pfizer with 140 drugs generating $100 million in revenues. They make good acquisitions and are enjoying great progress in oncology. They're also repatriating $24.5 billion with $5 million going to buybacks. Just announced they want to sell their consumer products division, so the impact of this is unknown. 12x forward earnings. Fabulously run company. Talk of major acquisitions. Happy to hold this.

Pfizer Inc (PFE-N)
March 21, 2018

Teva or Pfizer? He sold Teva 18 months ago. Generic drug prices are under pressure though have levelled off. Their migraine drug has struggled. Instead, he prefers Pfizer with 140 drugs generating $100 million in revenues. They make good acquisitions and are enjoying great progress in oncology. They're also repatriating $24.5 billion with $5 million going to buybacks. Just announced they want to sell their consumer products division, so the impact of this is unknown. 12x forward earnings. Fabulously run company. Talk of major acquisitions. Happy to hold this.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$36.270
Owned
Unknown