Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 27, 2018

It is a great company, but for him it is too expensive at 5.7 times sales. He prefers Chipotle (CHP-N) at 2.5 times sales.

Show full opinionHide full opinion
Yum! Brands (YUM-N)
April 27, 2018

It is a great company, but for him it is too expensive at 5.7 times sales. He prefers Chipotle (CHP-N) at 2.5 times sales.

WEAK BUY
WEAK BUY
April 27, 2018

It is one of the US premier banking enterprises and the new leader is doing a great job cutting costs. The financial sector is still not at record high valuations, so there is still room to run. Higher interest rates are good for them. However, if short term rates become inverted then margins could get squeezed, since their funding is short term.

Show full opinionHide full opinion
Bank of America (BAC-N)
April 27, 2018

It is one of the US premier banking enterprises and the new leader is doing a great job cutting costs. The financial sector is still not at record high valuations, so there is still room to run. Higher interest rates are good for them. However, if short term rates become inverted then margins could get squeezed, since their funding is short term.

HOLD
HOLD
April 27, 2018

He thinks over the next two years there is likely a major break up coming of the company into separate entities, which should unlock overall value. If there is continuing growth in the global economy this will help as well.

Show full opinionHide full opinion
DowDuPont Inc. (DWDP-N)
April 27, 2018

He thinks over the next two years there is likely a major break up coming of the company into separate entities, which should unlock overall value. If there is continuing growth in the global economy this will help as well.

WEAK BUY
WEAK BUY
April 27, 2018

He likes them because the valuation is very reasonable. It has a great global network, giving exposure to global economic growth. They may look to unlock value by slowly selling off assets that do not create shareholder value. He is in it for the long haul.

Show full opinionHide full opinion
Citigroup Inc. (C-N)
April 27, 2018

He likes them because the valuation is very reasonable. It has a great global network, giving exposure to global economic growth. They may look to unlock value by slowly selling off assets that do not create shareholder value. He is in it for the long haul.

BUY
BUY
April 27, 2018

This drug distributor controls huge volumes of non-proprietary distribution networks. There is uncertainty in health care generally however. It is very inexpensive here. He would consider buying at these levels.

Show full opinionHide full opinion

This drug distributor controls huge volumes of non-proprietary distribution networks. There is uncertainty in health care generally however. It is very inexpensive here. He would consider buying at these levels.

WEAK BUY
WEAK BUY
April 27, 2018

He is positive over the next 18 months, but you have to be confident in the energy sector. After years of disinvestment in the sector and as oil prices creep higher, he thinks this company will benefit.

Show full opinionHide full opinion

He is positive over the next 18 months, but you have to be confident in the energy sector. After years of disinvestment in the sector and as oil prices creep higher, he thinks this company will benefit.

BUY
BUY
April 27, 2018

He is positive on them with the rising interest rate scenario and thinks it is trading below book value. If you think the global economy is going to continue, this is well leveraged to that recovery.

Show full opinionHide full opinion
ING Groep NV (ING-N)
April 27, 2018

He is positive on them with the rising interest rate scenario and thinks it is trading below book value. If you think the global economy is going to continue, this is well leveraged to that recovery.