Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 10, 2018

Steady decline. Was above $10 in 2017, fell, found support at $3, so it's good to buy now. Keep in mind there will be lots of resistance at $5 with people selling. Start reducing at $3.50 and get out at $3. It's a good company like most oil companies now, but be cautious.

Steady decline. Was above $10 in 2017, fell, found support at $3, so it's good to buy now. Keep in mind there will be lots of resistance at $5 with people selling. Start reducing at $3.50 and get out at $3. It's a good company like most oil companies now, but be cautious.

Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$4.280
Owned
Unknown
TOP PICK
TOP PICK
April 10, 2018

Weathering some trust issues, but will rebuild that trust. Stop level is below $50. $58 is the next resistance level. But earnings come out Friday morning. (Analysts' price target $63.24)

Wells Fargo (WFC-N)
April 10, 2018

Weathering some trust issues, but will rebuild that trust. Stop level is below $50. $58 is the next resistance level. But earnings come out Friday morning. (Analysts' price target $63.24)

Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$52.620
Owned
No
TOP PICK
TOP PICK
April 10, 2018

Based in Atlanta. A small-cap value play that could reach $14. Has dropped from $17 to $12. If it drops below $11.50, he won't buy. Good volume. No dividend. (Analysts' price target $20.13)

Based in Atlanta. A small-cap value play that could reach $14. Has dropped from $17 to $12. If it drops below $11.50, he won't buy. Good volume. No dividend. (Analysts' price target $20.13)

Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$11.850
Owned
No
BUY
BUY
April 10, 2018

Looks quite nice. It's been ramping up since last September with lots of volume. Never heard of this company before but the chart looks very good. He will study this more.

Looks quite nice. It's been ramping up since last September with lots of volume. Never heard of this company before but the chart looks very good. He will study this more.

Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$0.000
Owned
No
DON'T BUY
DON'T BUY
April 10, 2018

He would stay away from it. They are mostly focused on lines of business that are shrinking. For example, they do a large business in writing letters of credit, but international trade has been shrinking, as a percentage of GDP, for years. Deglobalization started in 2010/2011 has been happening for years, since Accenture concluded that offshoring probably cost money rather than saving money. There is now a trend of nearshoring: jobs are coming home because costs are lower here. You don’t need letters of credit when you are moving within a region. Also, they face capital strain under Basil III. They were a very significant underwriter of mortgage-backed securities. Sub-Prime and Alt-A products basically don’t exist any more, so Deutsche Bank no longer offers that mix of products; it is now marketing a low-margin product. A recent report from JP Morgan can be summarized as “They should shut their New York branch and go home.” They have been severely impacted by Tax Reform and their financing in the US appears to be high cost.

Deutsche Bank AG (DB-N)
April 10, 2018

He would stay away from it. They are mostly focused on lines of business that are shrinking. For example, they do a large business in writing letters of credit, but international trade has been shrinking, as a percentage of GDP, for years. Deglobalization started in 2010/2011 has been happening for years, since Accenture concluded that offshoring probably cost money rather than saving money. There is now a trend of nearshoring: jobs are coming home because costs are lower here. You don’t need letters of credit when you are moving within a region. Also, they face capital strain under Basil III. They were a very significant underwriter of mortgage-backed securities. Sub-Prime and Alt-A products basically don’t exist any more, so Deutsche Bank no longer offers that mix of products; it is now marketing a low-margin product. A recent report from JP Morgan can be summarized as “They should shut their New York branch and go home.” They have been severely impacted by Tax Reform and their financing in the US appears to be high cost.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$14.080
Owned
No
COMMENT
COMMENT
April 10, 2018

They are a freight forwarder. They arrange for either the shipper to get their goods to market or a purchaser to bring goods to market from elsewhere in the world. They are victims of deglobalization. They become a lot less necessary if goods are going to travel shorter distances. He says that Amazon has also disrupted this market; it has become the Uber of logistics. Merchants can sell through Amazon and let it take care of shipping their products anywhere. Amazon has commoditized freight. He believes that freight forwarders will participate in the economic cycle but they will be much less important in the future because of the decline of trade and because of the added presence of companies like Amazon that can basically find the empty space on any truck to get a product to market.

They are a freight forwarder. They arrange for either the shipper to get their goods to market or a purchaser to bring goods to market from elsewhere in the world. They are victims of deglobalization. They become a lot less necessary if goods are going to travel shorter distances. He says that Amazon has also disrupted this market; it has become the Uber of logistics. Merchants can sell through Amazon and let it take care of shipping their products anywhere. Amazon has commoditized freight. He believes that freight forwarders will participate in the economic cycle but they will be much less important in the future because of the decline of trade and because of the added presence of companies like Amazon that can basically find the empty space on any truck to get a product to market.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$94.120
Owned
Unknown
DON'T BUY
DON'T BUY
April 10, 2018

People don’t hear much about Nokia for a reason. He has stayed away from companies that build legacy wireless infrastructure because of the transition to 5G. 5G wireless is more dependent on software, on the configuration of the local network nodes, and on the needs in the local area. 5G will displace landlines. Because development and deployment requires so much precision work, you have to get into metrology to do it. He prefers Keysight, the old HP, in this space. Keysight will provide the tools for the service providers, who will otherwise rely on generic hardware.

Nokia (NOK-N)
April 10, 2018

People don’t hear much about Nokia for a reason. He has stayed away from companies that build legacy wireless infrastructure because of the transition to 5G. 5G wireless is more dependent on software, on the configuration of the local network nodes, and on the needs in the local area. 5G will displace landlines. Because development and deployment requires so much precision work, you have to get into metrology to do it. He prefers Keysight, the old HP, in this space. Keysight will provide the tools for the service providers, who will otherwise rely on generic hardware.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$5.520
Owned
No