Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 9, 2018

They had a surge in volume, but suffered terrible weather and couldn't meet demand. The new CEO will attack these problems with new and more trains and tracks. Meanwhile, other rails like CSX are catching up.

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They had a surge in volume, but suffered terrible weather and couldn't meet demand. The new CEO will attack these problems with new and more trains and tracks. Meanwhile, other rails like CSX are catching up.

WATCH
WATCH
May 9, 2018

He once owned it. Printing, a major segment of theirs, is in secular decline, but they've seen good growth in packaging after making an acquisition. Trades at a low multiple. It's a stock worth looking at. Could be value here.

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He once owned it. Printing, a major segment of theirs, is in secular decline, but they've seen good growth in packaging after making an acquisition. Trades at a low multiple. It's a stock worth looking at. Could be value here.

COMMENT
COMMENT
May 9, 2018

He once owned it and did well for him. It's a big operator of auto-repair shops. They've been acquiring a lot and consolidating. But they trade at a high multiple.

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He once owned it and did well for him. It's a big operator of auto-repair shops. They've been acquiring a lot and consolidating. But they trade at a high multiple.

PAST TOP PICK
PAST TOP PICK
May 9, 2018

(Past Top Pick on Feb. 15, 2018, Up 3%) Still likes it, though it's been sideways. Had a nice pop today with good earnings. What's driving them is that globally farmers are under-invested in storage, so AFN can benefit in the next few years.

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(Past Top Pick on Feb. 15, 2018, Up 3%) Still likes it, though it's been sideways. Had a nice pop today with good earnings. What's driving them is that globally farmers are under-invested in storage, so AFN can benefit in the next few years.

PAST TOP PICK
PAST TOP PICK
May 9, 2018

(Past Top Pick on Feb. 15, 2018, Up 29%) An acquisition last year accelerated their move into the Cloud which is higher growth. The market didn't appreciate this move until MNW announced a few solid quarters. Then it was announced a private equity company would acquire MNW. Currently, they're in a period where MNW can field other offers. He still holds it.

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(Past Top Pick on Feb. 15, 2018, Up 29%) An acquisition last year accelerated their move into the Cloud which is higher growth. The market didn't appreciate this move until MNW announced a few solid quarters. Then it was announced a private equity company would acquire MNW. Currently, they're in a period where MNW can field other offers. He still holds it.

PAST TOP PICK
PAST TOP PICK
May 9, 2018

(Past Top Pick on Feb. 15, 2018, Down 4.5%) Good report today and enjoyed a pop. It's a misunderstood story Delphi split into two companies; this one is their powertrain unit where there are good growth drivers. Now, there's just noise in the stock. Be patient.

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(Past Top Pick on Feb. 15, 2018, Down 4.5%) Good report today and enjoyed a pop. It's a misunderstood story Delphi split into two companies; this one is their powertrain unit where there are good growth drivers. Now, there's just noise in the stock. Be patient.

BUY
BUY
May 9, 2018

They have a massive amount of cash, repatriating a lot of it, and are doing a huge share buyback. They project strong growth in their services segment. Caveat: iPhones are still over 60% of what they make--how sustainable is this? Overall, you can do a lot worse than Apple. They've executed very well this past qurater. It won't hurt to own Apple.

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Apple (AAPL-Q)
May 9, 2018

They have a massive amount of cash, repatriating a lot of it, and are doing a huge share buyback. They project strong growth in their services segment. Caveat: iPhones are still over 60% of what they make--how sustainable is this? Overall, you can do a lot worse than Apple. They've executed very well this past qurater. It won't hurt to own Apple.