Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 3, 2018

Continue to hold it.  It has been a rocket of a stock.  You could take a little profit of 5% whenever it makes you 20%.  There is a moat they are creating across North America.  They get products from the manufacturer to the consumer and take out several middle men who each take 20% margin, saving the consumer money.  They have a vast number of prime members who get music and movies from them.  The company is doing good things.  They are getting into advertizing.  Alexa will understand how you live and work.  You would see massive earnings if they pulled out all their cap-X.

Amazon.com(AMZN-Q)
May 3, 2018

Continue to hold it.  It has been a rocket of a stock.  You could take a little profit of 5% whenever it makes you 20%.  There is a moat they are creating across North America.  They get products from the manufacturer to the consumer and take out several middle men who each take 20% margin, saving the consumer money.  They have a vast number of prime members who get music and movies from them.  The company is doing good things.  They are getting into advertizing.  Alexa will understand how you live and work.  You would see massive earnings if they pulled out all their cap-X.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$1572.075
Owned
Unknown
DON'T BUY
DON'T BUY
May 3, 2018

He would choose an insurer with more global scale like PRU-N.  He does not dislike SLF-T but they had quite a run and PRU-N is a better opportunity.

He would choose an insurer with more global scale like PRU-N.  He does not dislike SLF-T but they had quite a run and PRU-N is a better opportunity.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$52.260
Owned
No
DON'T BUY
DON'T BUY
May 3, 2018

It has hit a rough patch.  They are trying to grow.  They are now getting into a major petrochemical project.  He can see the business concept but the market has stopped it because they need to raise capital.  He would prefer KEY-T and PPL-T who do not have to raise this equity and have similar growth paths and similar dividends.

It has hit a rough patch.  They are trying to grow.  They are now getting into a major petrochemical project.  He can see the business concept but the market has stopped it because they need to raise capital.  He would prefer KEY-T and PPL-T who do not have to raise this equity and have similar growth paths and similar dividends.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$23.350
Owned
Unknown
DON'T BUY
DON'T BUY
May 3, 2018

He is not a big holder of gold explorers.  He prefers gold bullion directly.  There are always hiccups with gold miners.  A third of the money going into Bitcoin has been shown to have come out of gold.  He would prefer FNC-T or AEM-T if he was buying a producer.

He is not a big holder of gold explorers.  He prefers gold bullion directly.  There are always hiccups with gold miners.  A third of the money going into Bitcoin has been shown to have come out of gold.  He would prefer FNC-T or AEM-T if he was buying a producer.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$3.850
Owned
No
DON'T BUY
DON'T BUY
May 3, 2018

They did some major missteps in the last year and a half.  They were already facing some hurtles.  The acquisition has still not closed, being held up by regulatory approvals.  Buy the sub-receipts at a discount and then if the deal does not work you get the higher face value back.  Also the acquisition is not as interesting as it was when it was initiated because of changes in US tax rules.  We will know more over the next month or two.  They are the .R version of the security.

Altagas Ltd(ALA-T)
May 3, 2018

They did some major missteps in the last year and a half.  They were already facing some hurtles.  The acquisition has still not closed, being held up by regulatory approvals.  Buy the sub-receipts at a discount and then if the deal does not work you get the higher face value back.  Also the acquisition is not as interesting as it was when it was initiated because of changes in US tax rules.  We will know more over the next month or two.  They are the .R version of the security.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$25.130
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 3, 2018

(A Top Pick Feb 8/17, Down 1%)  You should have taken profits on the way up.  The major market for cancer is lung, with the most profit.  These guys are one of two leaders in this industry, neck and neck with MRK-N, the other player.  There were whispers of other companies possibly taking BMY-N out.  He still likes it and encourages investors to buy a bit of it.

(A Top Pick Feb 8/17, Down 1%)  You should have taken profits on the way up.  The major market for cancer is lung, with the most profit.  These guys are one of two leaders in this industry, neck and neck with MRK-N, the other player.  There were whispers of other companies possibly taking BMY-N out.  He still likes it and encourages investors to buy a bit of it.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$51.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 3, 2018

(A Top Pick Feb 8/17, Up 8%)  It is going to boost its dividend each year.  You should get 10% total return.  It is a nice conservative way to play a volatile sector.

(A Top Pick Feb 8/17, Up 8%)  It is going to boost its dividend each year.  You should get 10% total return.  It is a nice conservative way to play a volatile sector.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$12.790
Owned
Yes