Latest Expert Opinions

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Opinion
Expert
COMMENT
COMMENT
April 18, 2018

People like to rent and not buy equipment. Use a $168 stop loss.

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United Rentals (URI-N)
April 18, 2018

People like to rent and not buy equipment. Use a $168 stop loss.

DON'T BUY
DON'T BUY
April 18, 2018

Great company. But money is leaking out of these companies into economically sensitive stocks that are performing better, so look elsewehre. Doesn't see an entry point now.

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Great company. But money is leaking out of these companies into economically sensitive stocks that are performing better, so look elsewehre. Doesn't see an entry point now.

COMMENT
COMMENT
April 18, 2018

Lam or Micron? Semi-conductors have been a good neighbourhood to be in. LAM is much more focused on equipment that makes semis while Micron is focussed on memory chips. With the proliferation of handsets, the demand for memory has been shooting through the roof, so Micron is benefitting big. He prefers Micron, though it's more cyclical than other stocks. Given consolidation in this space, the pricing power has gotten better. It trades at 6x PE like a cyclical. Great job of growing its business.

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Lam or Micron? Semi-conductors have been a good neighbourhood to be in. LAM is much more focused on equipment that makes semis while Micron is focussed on memory chips. With the proliferation of handsets, the demand for memory has been shooting through the roof, so Micron is benefitting big. He prefers Micron, though it's more cyclical than other stocks. Given consolidation in this space, the pricing power has gotten better. It trades at 6x PE like a cyclical. Great job of growing its business.

BUY
BUY
April 18, 2018

Lam or Micron? Semi-conductors have been a good neighbourhood to be in. LAM is much more focused on equipment that makes semis while Micron is focussed on memory chips. With the proliferation of handsets, the demand for memory has been shooting through the roof, so Micron is benefitting big. He prefers Micron, though it's more cyclical than other stocks. Given consolidation in this space, the pricing power has gotten better. It trades at 6x PE like a cyclical. Great job of growing its business.

Show full opinionHide full opinion

Lam or Micron? Semi-conductors have been a good neighbourhood to be in. LAM is much more focused on equipment that makes semis while Micron is focussed on memory chips. With the proliferation of handsets, the demand for memory has been shooting through the roof, so Micron is benefitting big. He prefers Micron, though it's more cyclical than other stocks. Given consolidation in this space, the pricing power has gotten better. It trades at 6x PE like a cyclical. Great job of growing its business.

PAST TOP PICK
PAST TOP PICK
April 18, 2018

(A Past Top Pick on May 17, 2017, Down 38%) He owned this for a long time, but in Q2 2017, their earnings revisions weakened, then Q2 results showed theatre visits were down. He exited. He doesn't buy turnaround stocks, which may happen here; he buys stocks that keep rising. This stock is broken with a weak earnings picture.

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Cineplex Inc (CGX-T)
April 18, 2018

(A Past Top Pick on May 17, 2017, Down 38%) He owned this for a long time, but in Q2 2017, their earnings revisions weakened, then Q2 results showed theatre visits were down. He exited. He doesn't buy turnaround stocks, which may happen here; he buys stocks that keep rising. This stock is broken with a weak earnings picture.

BUY
BUY
April 18, 2018

CEO optimism has been rising in the U.S. The steel sector and this stock are doing well. In fact, this is one of the leading sectors in America. Certainly take a look at this.

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CEO optimism has been rising in the U.S. The steel sector and this stock are doing well. In fact, this is one of the leading sectors in America. Certainly take a look at this.

TOP PICK
TOP PICK
April 18, 2018

Transports are outperforming the market--a good sign. XPO does logistics, fullfilment, getting products from the plant to the customer. This is a tech company with 1,700 coders creating tech solutions. Organic revenue growth with smart acquisitins. Sufferered only a little pullback in the recent correction. Use a $95 stop loss. A strong performer in the transport space. (Analysts' price target $107.56)

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Transports are outperforming the market--a good sign. XPO does logistics, fullfilment, getting products from the plant to the customer. This is a tech company with 1,700 coders creating tech solutions. Organic revenue growth with smart acquisitins. Sufferered only a little pullback in the recent correction. Use a $95 stop loss. A strong performer in the transport space. (Analysts' price target $107.56)