Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 22, 2018

This is an incredibly risky stock. Its price has declined so much that has become a very small cap ($60 million). It could go up 10x or go to 0. Fred’s is in the drug store business, was looking to take over some of the Rite Aid chain but did not. They’ve been losing bags of money. The new interim CEO wants to eliminate the company’s debt. They sold off their specialty pharma business to CVS and will sell more of the company. The company is cutting expenses. It could be taken over. Its book value is $6. (Analysts’ price target is $4.50)

This is an incredibly risky stock. Its price has declined so much that has become a very small cap ($60 million). It could go up 10x or go to 0. Fred’s is in the drug store business, was looking to take over some of the Rite Aid chain but did not. They’ve been losing bags of money. The new interim CEO wants to eliminate the company’s debt. They sold off their specialty pharma business to CVS and will sell more of the company. The company is cutting expenses. It could be taken over. Its book value is $6. (Analysts’ price target is $4.50)

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
May 22, 2018

This company does drive trains for the truck industry. They do business in the US and in Mexico and have closed some operations in Mexico. They’re involved in oil pipelines. Their revenue has dropped over the past few years from $326 million to $82 million. They lost a major ($200 million) contract and have cut expenses a lot. He thinks cost-cutting is done. Management expects to show a profit this year but they have been wrong in the past. His sell target is $5.49. (Analysts’ price target is not provided)

This company does drive trains for the truck industry. They do business in the US and in Mexico and have closed some operations in Mexico. They’re involved in oil pipelines. Their revenue has dropped over the past few years from $326 million to $82 million. They lost a major ($200 million) contract and have cut expenses a lot. He thinks cost-cutting is done. Management expects to show a profit this year but they have been wrong in the past. His sell target is $5.49. (Analysts’ price target is not provided)

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.000
Owned
Yes
BUY
BUY
May 22, 2018

He likes the Vanguard asset allocation ETFs, including this one. They're cheap, with a 0.23% MER. They're great for smaller accounts and they automatically rebalance, so they are good competition for robo-advisors.

He likes the Vanguard asset allocation ETFs, including this one. They're cheap, with a 0.23% MER. They're great for smaller accounts and they automatically rebalance, so they are good competition for robo-advisors.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$24.870
Owned
Yes
BUY
BUY
May 22, 2018

A fine ETF. It's got a lot of China in it, like Tencent Holdings and Alibaba. A well-diversified ETF.

A fine ETF. It's got a lot of China in it, like Tencent Holdings and Alibaba. A well-diversified ETF.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$76.630
Owned
Unknown
COMMENT
COMMENT
May 22, 2018

BOTZ or ROBO? He's fine with ROBO, but doesn't know BOTZ. ROBO contains A.I. companies, both great and small, so keep that in mind.

BOTZ or ROBO? He's fine with ROBO, but doesn't know BOTZ. ROBO contains A.I. companies, both great and small, so keep that in mind.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$40.030
Owned
Unknown
COMMENT
COMMENT
May 22, 2018

HHL-T vs ZUB: The performance of HHL has been mediocre since 2015. You're buying yield, but not getting growth. But there's nothing wrong with great yield. In ZUB, you get the opposite. Growth vs. yield: Which do you want?

HHL-T vs ZUB: The performance of HHL has been mediocre since 2015. You're buying yield, but not getting growth. But there's nothing wrong with great yield. In ZUB, you get the opposite. Growth vs. yield: Which do you want?

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$8.060
Owned
Unknown
COMMENT
COMMENT
May 22, 2018

HHL-T vs ZUB-T: The performance has been mediocre since 2015. You're buying yield, but not getting growth. But there's nothing wrong with great yield. In ZUB, you get the opposite. Growth vs. yield: Which do you want?

HHL-T vs ZUB-T: The performance has been mediocre since 2015. You're buying yield, but not getting growth. But there's nothing wrong with great yield. In ZUB, you get the opposite. Growth vs. yield: Which do you want?

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$31.380
Owned
Unknown