Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 28, 2018

(A Top Pick May 19/17, Up 17%) They merged with C.R. Bard, another medical device company, so this has opened doors for them internationally. Dividend growing 10% a year. They continue to acquire and grow. He has owned it for 10 years.

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(A Top Pick May 19/17, Up 17%) They merged with C.R. Bard, another medical device company, so this has opened doors for them internationally. Dividend growing 10% a year. They continue to acquire and grow. He has owned it for 10 years.

PAST TOP PICK
PAST TOP PICK
March 28, 2018

(A Top Pick May 19/17, Up 28%) The benefit from the electrofication of so many things now, like cars. Wisely, they listen to their customers and build what they want. More computerization in cars requires more fuses. They also make LEDs and sensors. These three are active areas for growth. He's owned it since 2010. Dividend growth continues to be 12-14%. He'd buy half-positions at this point.

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(A Top Pick May 19/17, Up 28%) The benefit from the electrofication of so many things now, like cars. Wisely, they listen to their customers and build what they want. More computerization in cars requires more fuses. They also make LEDs and sensors. These three are active areas for growth. He's owned it since 2010. Dividend growth continues to be 12-14%. He'd buy half-positions at this point.

PAST TOP PICK
PAST TOP PICK
March 28, 2018

(A Top Pick May 19/17, Up 25%) They make softwware technology found in a wide range of industries from autos to new buildings. They're building revenues on new customers and selling subscriptions of new technology to existing clients. They're getting into A.I. which has great potential.

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(A Top Pick May 19/17, Up 25%) They make softwware technology found in a wide range of industries from autos to new buildings. They're building revenues on new customers and selling subscriptions of new technology to existing clients. They're getting into A.I. which has great potential.

DON'T BUY
DON'T BUY
March 28, 2018

Starting to see a slowdown in car sales, so he wouldn't buy any autos. Instead, own a company growing its free cash flows and has little debt. Carmakers' (and airlines') capex is through the roof and they generate little cash flow. A cyclical industry.

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Toyota (TM-N)
March 28, 2018

Starting to see a slowdown in car sales, so he wouldn't buy any autos. Instead, own a company growing its free cash flows and has little debt. Carmakers' (and airlines') capex is through the roof and they generate little cash flow. A cyclical industry.

BUY
BUY
March 28, 2018

Don't expect huge returns. Their goal is investing in ports, airport, roads and tolls with a 6-7% return. Dividend growing at 7% annually and should continue.

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Don't expect huge returns. Their goal is investing in ports, airport, roads and tolls with a 6-7% return. Dividend growing at 7% annually and should continue.

DON'T BUY
DON'T BUY
March 28, 2018

His own research indicates they're playing accounting games with discount rates for their pensions as well as share buybacks. So, he won't touch it. Offers a little growth, but not price appreciation unlike with software companies.

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IBM (IBM-N)
March 28, 2018

His own research indicates they're playing accounting games with discount rates for their pensions as well as share buybacks. So, he won't touch it. Offers a little growth, but not price appreciation unlike with software companies.

BUY
BUY
March 28, 2018

It got an upgrade today from UBS, and rose 3.7%. The consumer space is getting killed by e-commerce, but Unilever has countered this trend by making strategic acquisitions. Last 5 years, total returns have been 15% vs. P&G's 2%. Unilever has mroe than 50% of its products in emerging markets which trust brands, so they can grow. Beta is low, because they deal in consumer staples. Has owned it for a long time.

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Unilever PLC (UL-N)
March 28, 2018

It got an upgrade today from UBS, and rose 3.7%. The consumer space is getting killed by e-commerce, but Unilever has countered this trend by making strategic acquisitions. Last 5 years, total returns have been 15% vs. P&G's 2%. Unilever has mroe than 50% of its products in emerging markets which trust brands, so they can grow. Beta is low, because they deal in consumer staples. Has owned it for a long time.