Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 17, 2018

Not keen on it. What made them terrific before may not continue: quality food and good value, then people got sick. He's unconvinced they can regain that public goodwill.

Not keen on it. What made them terrific before may not continue: quality food and good value, then people got sick. He's unconvinced they can regain that public goodwill.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$334.610
Owned
Unknown
BUY
BUY
April 17, 2018

Likes it. Banks enjoy U.S. tax reform; also, U.S. more companies will need loans as the economy improves. De-regulation is another tailwind. BAC will return equity to shareholders.

Bank of America (BAC-N)
April 17, 2018

Likes it. Banks enjoy U.S. tax reform; also, U.S. more companies will need loans as the economy improves. De-regulation is another tailwind. BAC will return equity to shareholders.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$30.040
Owned
Unknown
DON'T BUY
DON'T BUY
April 17, 2018

What made them terrific before may not continue. Too many woes with restructuring and new management. It's an unfortunate situation. He's not a fan of braod conglomerates, because he can buy individual pieces instead.

General Electric (GE-N)
April 17, 2018

What made them terrific before may not continue. Too many woes with restructuring and new management. It's an unfortunate situation. He's not a fan of braod conglomerates, because he can buy individual pieces instead.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$13.790
Owned
Unknown
BUY
BUY
April 17, 2018

Well-run company that generates a lot of free cash flow. As Amazon pressures brick-and-mortar, these stores will have to move their merchandise, which is where TKX comes in, selling their excess merchandise. Also, TJX aggressively buys back stock.

TJX Companies (TJX-N)
April 17, 2018

Well-run company that generates a lot of free cash flow. As Amazon pressures brick-and-mortar, these stores will have to move their merchandise, which is where TKX comes in, selling their excess merchandise. Also, TJX aggressively buys back stock.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$83.450
Owned
Unknown
WATCH
WATCH
April 17, 2018

He'd like to like IBM now. Corporate America will be spending more on IT, but IBM's challenge is with Microsoft and Google fighting them over the Cloud. They missed earnings today. Watch this, but don't aggressively buy now.

IBM (IBM-N)
April 17, 2018

He'd like to like IBM now. Corporate America will be spending more on IT, but IBM's challenge is with Microsoft and Google fighting them over the Cloud. They missed earnings today. Watch this, but don't aggressively buy now.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$160.910
Owned
Unknown
COMMENT
COMMENT
April 17, 2018

Home improvement is a great space with strong competition and decent margins. You can't go wrong with HD. They're generating cash flow and buying back stocks. But he prefers Lowe's.

Home Depot (HD-N)
April 17, 2018

Home improvement is a great space with strong competition and decent margins. You can't go wrong with HD. They're generating cash flow and buying back stocks. But he prefers Lowe's.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$174.910
Owned
Unknown
COMMENT
COMMENT
April 17, 2018

Strong media, studio and theatre businesses, not to mention expansion to China with a theme park. But the challenge is cord-cutting in cable. They are strategizing though, like competing with Netflix next year. It will need a lot of capital and some time to transition though.

Walt Disney (DIS-N)
April 17, 2018

Strong media, studio and theatre businesses, not to mention expansion to China with a theme park. But the challenge is cord-cutting in cable. They are strategizing though, like competing with Netflix next year. It will need a lot of capital and some time to transition though.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$102.170
Owned
Unknown