Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 7, 2018

They took over Pringles last year.  This whole space has been extremely challenged.  They struggle to grow and particularly in the cereal space.  They are having trouble because people's' preferences have changed.  There are higher raw materials costs.  We are moving away from snacks as well as cereals.  Some of these tried to attract investors with high returns of capital.  In fact they are just giving back your own capital and not producing enough to cover these big dividends.  We should see it 12% lower next year.

Kellog(K-N)
June 7, 2018

They took over Pringles last year.  This whole space has been extremely challenged.  They struggle to grow and particularly in the cereal space.  They are having trouble because people's' preferences have changed.  There are higher raw materials costs.  We are moving away from snacks as well as cereals.  Some of these tried to attract investors with high returns of capital.  In fact they are just giving back your own capital and not producing enough to cover these big dividends.  We should see it 12% lower next year.

Gordon Reid
President, GoodReid Investment Counsel
Price
$62.260
Owned
Unknown
WEAK BUY
WEAK BUY
June 7, 2018

It has really reinvented itself.  It was THE growth company through the late '80s and through the 90's.  They were assigned a generous multiple and they were a big winner in that period.  They are number 2 in the cloud.  It is a huge growing area and the market has fallen back in love with them as they are now a growth story again.  It is a bit of a 'Show Me' story.  There is a lot of choice in technology.

Microsoft(MSFT-Q)
June 7, 2018

It has really reinvented itself.  It was THE growth company through the late '80s and through the 90's.  They were assigned a generous multiple and they were a big winner in that period.  They are number 2 in the cloud.  It is a huge growing area and the market has fallen back in love with them as they are now a growth story again.  It is a bit of a 'Show Me' story.  There is a lot of choice in technology.

Gordon Reid
President, GoodReid Investment Counsel
Price
$100.880
Owned
Unknown
BUY
BUY
June 7, 2018

It is another of those tech stocks that had early success and is now reinventing themselves.  Don't be too concentrated in techs.

Intel(INTC-Q)
June 7, 2018

It is another of those tech stocks that had early success and is now reinventing themselves.  Don't be too concentrated in techs.

Gordon Reid
President, GoodReid Investment Counsel
Price
$55.880
Owned
Unknown
BUY
BUY
June 7, 2018

It is a very well run company.  Pharma, medical supply and personal goods businesses.  The pharma business is doing well.  They have a number of drugs.  Brands are not as valued by millennials as by their predecessors.  This is the struggle that JNJ-N is having.  They have a strong balance sheet and a nice dividend.

It is a very well run company.  Pharma, medical supply and personal goods businesses.  The pharma business is doing well.  They have a number of drugs.  Brands are not as valued by millennials as by their predecessors.  This is the struggle that JNJ-N is having.  They have a strong balance sheet and a nice dividend.

Gordon Reid
President, GoodReid Investment Counsel
Price
$123.330
Owned
Unknown
STRONG BUY
STRONG BUY
June 7, 2018

It is a great e-commerce play.  They are one of the premier deliver options.  They are not expensive at 15 times earnings.  They just bought TNT last year, giving them international exposure.

FedEx(FDX-N)
June 7, 2018

It is a great e-commerce play.  They are one of the premier deliver options.  They are not expensive at 15 times earnings.  They just bought TNT last year, giving them international exposure.

Gordon Reid
President, GoodReid Investment Counsel
Price
$257.250
Owned
Yes
WATCH
WATCH
June 7, 2018

It has been in the news a lot.  They own technology that is a cure for Hep-C.  There is a lot of controversy as they are expensive and a cure costs about $90,000.  Lobby groups have negotiated better pricing.  It has had huge cash flow and great earnings but is falling dramatically. 

It has been in the news a lot.  They own technology that is a cure for Hep-C.  There is a lot of controversy as they are expensive and a cure costs about $90,000.  Lobby groups have negotiated better pricing.  It has had huge cash flow and great earnings but is falling dramatically. 

Gordon Reid
President, GoodReid Investment Counsel
Price
$71.900
Owned
No
TOP PICK
TOP PICK
June 7, 2018

There is a need in the US to create healthcare solutions.  They are 45% commercial and 55% government.  They are growing well and managing the business well, growing about 15% a year.  They book a million a day.  (Analysts’ target: $280.00).

Anthem Inc(ANTM-N)
June 7, 2018

There is a need in the US to create healthcare solutions.  They are 45% commercial and 55% government.  They are growing well and managing the business well, growing about 15% a year.  They book a million a day.  (Analysts’ target: $280.00).

Gordon Reid
President, GoodReid Investment Counsel
Price
$229.590
Owned
Yes