Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 25, 2018

He sold Goldman Sachs and bought Morgan Stanley less than a year ago. Goldman had fixed-income problems whereas Morgan Stanley developed a successful wealth management business, benefitting from lots of trading volume these days.

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Goldman Sachs (GS-N)
April 25, 2018

He sold Goldman Sachs and bought Morgan Stanley less than a year ago. Goldman had fixed-income problems whereas Morgan Stanley developed a successful wealth management business, benefitting from lots of trading volume these days.

COMMENT
COMMENT
April 25, 2018

These (Square, PayPal) are good, growing companies that attract a lot of initial company, going public with a splash. But make sure there's still a rising trajectory of sales before you buy their stock. He prefers the more concserative Visa which is established, yet still growing rapidly.

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Square Inc (SQ-N)
April 25, 2018

These (Square, PayPal) are good, growing companies that attract a lot of initial company, going public with a splash. But make sure there's still a rising trajectory of sales before you buy their stock. He prefers the more concserative Visa which is established, yet still growing rapidly.

BUY
BUY
April 25, 2018

He bought it four months ago when they bought 21st Century Fox, because it altered Disney's entire future. Disney was stuck in the cable "old world" and was having trouble building ad revenue. But now with Fox--which owns 30% of Hulu and Disney owns another 30%--Disney has a great, new opportunity, namely to go head to head with Netflix.

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Walt Disney (DIS-N)
April 25, 2018

He bought it four months ago when they bought 21st Century Fox, because it altered Disney's entire future. Disney was stuck in the cable "old world" and was having trouble building ad revenue. But now with Fox--which owns 30% of Hulu and Disney owns another 30%--Disney has a great, new opportunity, namely to go head to head with Netflix.

PAST TOP PICK
PAST TOP PICK
April 25, 2018

(A Past Top Pick on May 2, 2017, Up 51%) It's now the largest U.S. homebuilder after a takeover. He likes the whole group of homebuilders and owns many, because building starts remain strong. However, there's lots of demand, but not enough supply, including land and labour which will push prices up. Inexpensive valuation under 10x earnings. A good entry point here.

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Lennar Corp. (LEN-N)
April 25, 2018

(A Past Top Pick on May 2, 2017, Up 51%) It's now the largest U.S. homebuilder after a takeover. He likes the whole group of homebuilders and owns many, because building starts remain strong. However, there's lots of demand, but not enough supply, including land and labour which will push prices up. Inexpensive valuation under 10x earnings. A good entry point here.

PAST TOP PICK
PAST TOP PICK
April 25, 2018

(A Past Top Pick on May 2, 2017, Up 32%) Likes this space. Well-run company. E-commerce is a huge catalyst to FedEx's business as more and more people buy online, so FedEx delivers those packages. Also, they expanded their footprint last year by buying a European delivery company, though it suffered a costly cyberattack. FedEx will be a strong name going forward.

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FedEx (FDX-N)
April 25, 2018

(A Past Top Pick on May 2, 2017, Up 32%) Likes this space. Well-run company. E-commerce is a huge catalyst to FedEx's business as more and more people buy online, so FedEx delivers those packages. Also, they expanded their footprint last year by buying a European delivery company, though it suffered a costly cyberattack. FedEx will be a strong name going forward.

SHORT
SHORT
April 25, 2018

Short or long? He doesn't short stocks, but to answer this question he would short Tesla. Yes, they make a fine car, but this is the poster boy between a good company and a good stock. The estimated market cap of Tesla to produce pera car is $500,000 vs. GM's $4,000. Even if Tesla is outrageously successful, then can't grow into their stock price.

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Short or long? He doesn't short stocks, but to answer this question he would short Tesla. Yes, they make a fine car, but this is the poster boy between a good company and a good stock. The estimated market cap of Tesla to produce pera car is $500,000 vs. GM's $4,000. Even if Tesla is outrageously successful, then can't grow into their stock price.

BUY
BUY
April 25, 2018

Exciting, yet pedestrian company he's long owned. They build 1-GB deployment across North America. This means, they expand the network for data with customers such as Verizon, Comcast and Google. Weather is sometimes a problem as they literally dig to expand networks, but over time they've done very well, and will continue to do so long-term.

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Dycom Industries (DY-N)
April 25, 2018

Exciting, yet pedestrian company he's long owned. They build 1-GB deployment across North America. This means, they expand the network for data with customers such as Verizon, Comcast and Google. Weather is sometimes a problem as they literally dig to expand networks, but over time they've done very well, and will continue to do so long-term.