Latest Expert Opinions

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COMMENT
May 30, 2018

The risk is they own a bunchof U.S. real estate tied to medical practices and there were changes in the competitive landscape in some states. They bought a company recently that spiked the stock. He's met and likes the management. But they carry a lot of debt. He believes they'll sail through it, but the debt is risky. Pays almost a 9% dividend,

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The risk is they own a bunchof U.S. real estate tied to medical practices and there were changes in the competitive landscape in some states. They bought a company recently that spiked the stock. He's met and likes the management. But they carry a lot of debt. He believes they'll sail through it, but the debt is risky. Pays almost a 9% dividend,

TOP PICK
TOP PICK
May 30, 2018

He's long owned this. They has a nasty surprise in 2017 when a drug failed to get approval, plus other issues. Currently it's selling at 9x earnings. Firmly believe their new products--with big upside--will carry this company higher. (Analysts' price target: $111.83)

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He's long owned this. They has a nasty surprise in 2017 when a drug failed to get approval, plus other issues. Currently it's selling at 9x earnings. Firmly believe their new products--with big upside--will carry this company higher. (Analysts' price target: $111.83)

TOP PICK
TOP PICK
May 30, 2018

It's the big semiconductor maker in the U.S. The company is still growing nicely. They'll do a $12 billion buyback program. A solid growth company (Analysts' price target: $309.60)

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Broadcom (AVGO-Q)
May 30, 2018

It's the big semiconductor maker in the U.S. The company is still growing nicely. They'll do a $12 billion buyback program. A solid growth company (Analysts' price target: $309.60)

TOP PICK
TOP PICK
May 30, 2018

Cheap at 7x earnings. Well-managed and aggressive. They recently bought MacDon Industries, which increases their agricultural exposure. He sees 30-50% upside in the coming year if all goes well. LNR recently came off because of poor earnings, but the MacDon purchase meant starting a new business which hits your earnings. (Analysts' price target: $84.38)

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Linamar Corp (LNR-T)
May 30, 2018

Cheap at 7x earnings. Well-managed and aggressive. They recently bought MacDon Industries, which increases their agricultural exposure. He sees 30-50% upside in the coming year if all goes well. LNR recently came off because of poor earnings, but the MacDon purchase meant starting a new business which hits your earnings. (Analysts' price target: $84.38)