Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 20, 2018

He would buy it here and thinks it is a great company. First quarter orders were solid again and reconfirmed the backlog of orders remains about three years. He would not be surprised to see a dividend increase soon. Yield 2.2%.

He would buy it here and thinks it is a great company. First quarter orders were solid again and reconfirmed the backlog of orders remains about three years. He would not be surprised to see a dividend increase soon. Yield 2.2%.

Don Lato
President, Padlock Investment Management
Price
$58.740
Owned
Yes
BUY
BUY
April 20, 2018

He thinks the downward pressure is almost done on price. They are building an arsenal in the oncology and HIV areas. They have a good pipeline of opportunities and he likes management. He would buy it here.

He thinks the downward pressure is almost done on price. They are building an arsenal in the oncology and HIV areas. They have a good pipeline of opportunities and he likes management. He would buy it here.

Don Lato
President, Padlock Investment Management
Price
$73.700
Owned
Unknown
BUY
BUY
April 20, 2018

He would buy it here for the long term. Shipments from a Taiwan producer to Apple were rumoured to be lower, which has spooked the market at bit. He expects a bottom to the price pretty soon. He expects a dividend increase soon. It is at the 200 day moving average support as well.

Apple (AAPL-Q)
April 20, 2018

He would buy it here for the long term. Shipments from a Taiwan producer to Apple were rumoured to be lower, which has spooked the market at bit. He expects a bottom to the price pretty soon. He expects a dividend increase soon. It is at the 200 day moving average support as well.

Don Lato
President, Padlock Investment Management
Price
$165.720
Owned
Yes
WEAK BUY
WEAK BUY
April 20, 2018

It went public in 2010 with 1 barrel per day per 1000 shares – now it is 30 barrels. They have become more focused on oil recognizing the difficulties in natural gas. They now have a modest dividend and he likes management. Differentials on oil have narrowed as well.

It went public in 2010 with 1 barrel per day per 1000 shares – now it is 30 barrels. They have become more focused on oil recognizing the difficulties in natural gas. They now have a modest dividend and he likes management. Differentials on oil have narrowed as well.

Don Lato
President, Padlock Investment Management
Price
$22.900
Owned
Unknown
WEAK BUY
WEAK BUY
April 20, 2018

There is a motion in front of shareholders to shake things up. It would not be his preferred choice in the sector. The downside is limited, but there is not much upside. He would be a luke-warm buyer. (Analysts’ price target is $13.40 )

There is a motion in front of shareholders to shake things up. It would not be his preferred choice in the sector. The downside is limited, but there is not much upside. He would be a luke-warm buyer. (Analysts’ price target is $13.40 )

Don Lato
President, Padlock Investment Management
Price
$10.790
Owned
No
WEAK BUY
WEAK BUY
April 20, 2018

He does not hold it, but is looking at it given the recent weakness. Trading near 13.5 times earnings, which is cheap. There is erosion on the networks and plenty of competition, but they are getting into streaming video. You could buy it safely here. Yield 1.7%. (Analysts’ price target is $121 )

Walt Disney (DIS-N)
April 20, 2018

He does not hold it, but is looking at it given the recent weakness. Trading near 13.5 times earnings, which is cheap. There is erosion on the networks and plenty of competition, but they are getting into streaming video. You could buy it safely here. Yield 1.7%. (Analysts’ price target is $121 )

Don Lato
President, Padlock Investment Management
Price
$100.240
Owned
No
BUY WEAKNESS
BUY WEAKNESS
April 20, 2018

It has been a great long term hold for his clients. It has good growth, trading at a slightly high multiple. The business continues to grow. You might want to buy on slightly lower prices.

Visa Inc. (V-N)
April 20, 2018

It has been a great long term hold for his clients. It has good growth, trading at a slightly high multiple. The business continues to grow. You might want to buy on slightly lower prices.

Don Lato
President, Padlock Investment Management
Price
$124.200
Owned
Yes