Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
April 27, 2018

This insurance company is well known for annuities and life protection products. It has a cheap valuation and should benefit from rising interest rates as premiums can be invested at better values. They have a hard time distinguishing themselves in a competitive market.

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This insurance company is well known for annuities and life protection products. It has a cheap valuation and should benefit from rising interest rates as premiums can be invested at better values. They have a hard time distinguishing themselves in a competitive market.

HOLD
HOLD
April 27, 2018

He likes this company with one of the fastest growing dividends in the tech group and it has good valuations. There are fierce competitors out there however. It is legacy tech and good to continue to hold.

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Cisco (CSCO-Q)
April 27, 2018

He likes this company with one of the fastest growing dividends in the tech group and it has good valuations. There are fierce competitors out there however. It is legacy tech and good to continue to hold.

HOLD
HOLD
April 27, 2018

He would sell this and buy GE. The valuation is double that of GE on a per sales basis. If you are optimistic of global economic growth and confident Mr. Trump won’t create a trade war, it is a good hold.

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He would sell this and buy GE. The valuation is double that of GE on a per sales basis. If you are optimistic of global economic growth and confident Mr. Trump won’t create a trade war, it is a good hold.

WEAK BUY
WEAK BUY
April 27, 2018

They hold world-class properties. The bad news is ESPN cannot get the same fees from cable companies like they used to. They live and die on the latest production and it is not easy to hit home runs consistently. However, with the current valuation he would add to any holdings at these levels.

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Walt Disney (DIS-N)
April 27, 2018

They hold world-class properties. The bad news is ESPN cannot get the same fees from cable companies like they used to. They live and die on the latest production and it is not easy to hit home runs consistently. However, with the current valuation he would add to any holdings at these levels.

COMMENT
COMMENT
April 27, 2018

They help build infrastructure for the chemical and energy sectors. They were supposed to merge with a similar company to benefit from synergistic cost savings. This is at risk to falling apart as private equity has come in to potentially take out the other entity exclusively. He calls this a hold.

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They help build infrastructure for the chemical and energy sectors. They were supposed to merge with a similar company to benefit from synergistic cost savings. This is at risk to falling apart as private equity has come in to potentially take out the other entity exclusively. He calls this a hold.

TOP PICK
TOP PICK
April 27, 2018

He likes the health care sector and improving demographics. This is one of the leading drug store chains in the US and has the scale to keep costs down. It has reached an agreement to buy AETNA to help vertically integrate them into insurance. It trades at a great valuation of 10 times earnings and has a payout ratio of only 30%. Yield 2.9%. (Analysts’ price target is $88.10 )

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CVS Health Corp (CVS-N)
April 27, 2018

He likes the health care sector and improving demographics. This is one of the leading drug store chains in the US and has the scale to keep costs down. It has reached an agreement to buy AETNA to help vertically integrate them into insurance. It trades at a great valuation of 10 times earnings and has a payout ratio of only 30%. Yield 2.9%. (Analysts’ price target is $88.10 )

TOP PICK
TOP PICK
April 27, 2018

It is the third largest company in poultry. It is at great value right now on the price pullback caused by fear over trade wars and inflation. It is now trading at well under 10 times earnings. They have almost no debt. Yield 1.1%. (Analysts’ price target is $119.45 )


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It is the third largest company in poultry. It is at great value right now on the price pullback caused by fear over trade wars and inflation. It is now trading at well under 10 times earnings. They have almost no debt. Yield 1.1%. (Analysts’ price target is $119.45 )