Latest Expert Opinions

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COMMENT
COMMENT
April 4, 2018

Rising interest rates will benefit large banks. Their CEO changed through a disastrous period, but DB has since recovered. Caveat: big banks may raise their dividends slower than the smaller global banks.

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Rising interest rates will benefit large banks. Their CEO changed through a disastrous period, but DB has since recovered. Caveat: big banks may raise their dividends slower than the smaller global banks.

BUY
BUY
April 4, 2018

Suffering an 11-year low. Global investors put money in this. It has no effective debt. Safe dividend. A constant underperformer. Alibaba has attracted capital away from CHL. This is now cheap. Good balance sheet. Good long-term investment in an economy that continues to rise.

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Suffering an 11-year low. Global investors put money in this. It has no effective debt. Safe dividend. A constant underperformer. Alibaba has attracted capital away from CHL. This is now cheap. Good balance sheet. Good long-term investment in an economy that continues to rise.

COMMENT
COMMENT
April 4, 2018

The premier outsourcing IT consulting company in the world. Strong balance sheet. Has had a fabulous run lately. Always liked this, but not its valuation, though it's okay to buy now and put away from several years.

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The premier outsourcing IT consulting company in the world. Strong balance sheet. Has had a fabulous run lately. Always liked this, but not its valuation, though it's okay to buy now and put away from several years.

BUY
BUY
April 4, 2018

Has four divisions. Aviation is doing great. Power is middling. GE Capital has been a problem for a long time. Plus, a their business in oil services us also weak. GE Capital will earn better with rising rates. Down the road, GE itself will rise. Buy today and hold it for the long run.

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Has four divisions. Aviation is doing great. Power is middling. GE Capital has been a problem for a long time. Plus, a their business in oil services us also weak. GE Capital will earn better with rising rates. Down the road, GE itself will rise. Buy today and hold it for the long run.

PAST TOP PICK
PAST TOP PICK
April 4, 2018

(A Top Pick May 5/17, Up 28%) Rising rates will push this higher. US banks were held back, to some degree, by overregulation. Buy a new position of this now or add to an existing position.

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(A Top Pick May 5/17, Up 28%) Rising rates will push this higher. US banks were held back, to some degree, by overregulation. Buy a new position of this now or add to an existing position.

PAST TOP PICK
PAST TOP PICK
April 4, 2018

(A Top Pick May 5/17, Down 9%) Over 15 years it's been fabulous and wishes he had bought it sooner. Their acquisition of 21st Century Fox will be a great play. Valuation is not expensive at 14x forward earnings. Has a long history of dividend hikes. Buy this on sale and put it away for a long thaul.

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Walt Disney (DIS-N)
April 4, 2018

(A Top Pick May 5/17, Down 9%) Over 15 years it's been fabulous and wishes he had bought it sooner. Their acquisition of 21st Century Fox will be a great play. Valuation is not expensive at 14x forward earnings. Has a long history of dividend hikes. Buy this on sale and put it away for a long thaul.

BUY
BUY
April 4, 2018

It's a value tech stock. Carries a solid balance sheet with strong growth opportunities. This is a better place to hide than, say, Alibaba. During a downturn. MSFT won't go down as much. Has US$33 billion free cash flow.

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Microsoft (MSFT-Q)
April 4, 2018

It's a value tech stock. Carries a solid balance sheet with strong growth opportunities. This is a better place to hide than, say, Alibaba. During a downturn. MSFT won't go down as much. Has US$33 billion free cash flow.