Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
April 12, 2018

The stocks came off rapidly on a short report last year. It seems to be caught now in the Facebook downdraft. This is a buying opportunity but be cautious. You would want to be prepared to hold this for a long time. It is more appropriate for growth investors.

Shopify Inc. (SHOP-T)
April 12, 2018

The stocks came off rapidly on a short report last year. It seems to be caught now in the Facebook downdraft. This is a buying opportunity but be cautious. You would want to be prepared to hold this for a long time. It is more appropriate for growth investors.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$151.980
Owned
Unknown
BUY
BUY
April 12, 2018

He owns it personally. The return on equity meets his criteria. It is relatively inexpensive. They have been growing by acquisitions. They have a steady business and then juice it by acquiring companies with the cash flow. It was a Top Pick of his previously. It is a reasonable level to initiate or to add to a position.

He owns it personally. The return on equity meets his criteria. It is relatively inexpensive. They have been growing by acquisitions. They have a steady business and then juice it by acquiring companies with the cash flow. It was a Top Pick of his previously. It is a reasonable level to initiate or to add to a position.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.180
Owned
Yes
BUY
BUY
April 12, 2018

They meet his criteria in terms of consistent high returns on equity. This would be a smaller company. It should not be a large percentage of a portfolio. A good little company to own.

Photon Control (PHO-T)
April 12, 2018

They meet his criteria in terms of consistent high returns on equity. This would be a smaller company. It should not be a large percentage of a portfolio. A good little company to own.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.760
Owned
Unknown
HOLD
HOLD
April 12, 2018

He is watching it. His hesitation is where we are in the business cycle. Auto cycles tend to be very cyclical. We are late cycle. Don't get into it now.

Magna Int'l. (A) (MG-T)
April 12, 2018

He is watching it. His hesitation is where we are in the business cycle. Auto cycles tend to be very cyclical. We are late cycle. Don't get into it now.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$76.210
Owned
No
BUY
BUY
April 12, 2018

It would be a good company to own and it is the first time in three years when he has said to buy an oil producer. Oil recently broke out.

It would be a good company to own and it is the first time in three years when he has said to buy an oil producer. Oil recently broke out.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$47.190
Owned
No
DON'T BUY
DON'T BUY
April 12, 2018

He sold after the most recent quarterly earnings report. Their earnings seem to be stalled. There are complaints about the company from customers. When you buy a house, then if there is a hot water heater contract, then you, the buyer, are tied to it. He is not comfortable owning it any more. It has a nice dividend yield, though.

EnerCare Inc (ECI-T)
April 12, 2018

He sold after the most recent quarterly earnings report. Their earnings seem to be stalled. There are complaints about the company from customers. When you buy a house, then if there is a hot water heater contract, then you, the buyer, are tied to it. He is not comfortable owning it any more. It has a nice dividend yield, though.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$17.250
Owned
No
HOLD
HOLD
April 12, 2018

It is old tech. Some of these companies have taken out 2000 highs and ADBE-Q has continued to move higher. He would not trim it if it is no more than 5% and would let it run.

Adobe Systems (ADBE-Q)
April 12, 2018

It is old tech. Some of these companies have taken out 2000 highs and ADBE-Q has continued to move higher. He would not trim it if it is no more than 5% and would let it run.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$226.960
Owned
Unknown