Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 7, 2018

(Past Top Pick on April 13, 2017, Up 37%) Have a great wealth franchise, investment bank, retail franchise and global operations. Also, banking regulations are changing in their favour. Warren Buffett owns 6%. The wind's at their back.

(Past Top Pick on April 13, 2017, Up 37%) Have a great wealth franchise, investment bank, retail franchise and global operations. Also, banking regulations are changing in their favour. Warren Buffett owns 6%. The wind's at their back.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$30.090
Owned
Yes
BUY
BUY
June 7, 2018

An inexpensive stock. MS has a strong wealth management business and huge retail brokerage business that have really helped them. However, MS doesn't really have a retail banking franchise, so they lose that cushion in times of volatility. That said, this is one of the top investment banks around. They've enjoyed good numbers. You can do well with this. Good stock, but he prefers the more retail-oriented BAC.

An inexpensive stock. MS has a strong wealth management business and huge retail brokerage business that have really helped them. However, MS doesn't really have a retail banking franchise, so they lose that cushion in times of volatility. That said, this is one of the top investment banks around. They've enjoyed good numbers. You can do well with this. Good stock, but he prefers the more retail-oriented BAC.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$52.140
Owned
Unknown
TOP PICK
TOP PICK
June 7, 2018

Trading at 9x earnings and paying a 3.1% dividend. The success of their large Aetna purchase (which still needs approval) will depend on how well CVS integrates it, which is risky. CVS is about integration: long-term care, pharmacy and home fusion. This integration can propel higher margins. (Analysts' price target: $86.81)

Trading at 9x earnings and paying a 3.1% dividend. The success of their large Aetna purchase (which still needs approval) will depend on how well CVS integrates it, which is risky. CVS is about integration: long-term care, pharmacy and home fusion. This integration can propel higher margins. (Analysts' price target: $86.81)

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$65.020
Owned
Yes
TOP PICK
TOP PICK
June 7, 2018

It's like Dollarama. It's doing very well with same-store sales up 4% in their last report. However, they bought Family Dollar and undestimated their issues: lower margins, weakly trained staff, poorer inventory systems. So, this margin has some problems, which has pressured the stock. But this present a buying opportunity. (Analysts' price target: $102.71)

Dollar Tree (DLTR-Q)
June 7, 2018

It's like Dollarama. It's doing very well with same-store sales up 4% in their last report. However, they bought Family Dollar and undestimated their issues: lower margins, weakly trained staff, poorer inventory systems. So, this margin has some problems, which has pressured the stock. But this present a buying opportunity. (Analysts' price target: $102.71)

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$81.960
Owned
Yes
TOP PICK
TOP PICK
June 7, 2018

Two divisions in real estate: property magnament and brands like California Closets and Paul Davis. They manage condos, mostly in gated communities in the U.S. There's little capex, but a lot of free cash flow. They've done well with acquisitions and enjoyed earnings growth with good EBIT margins. (Analysts' price target: $95.22)

Two divisions in real estate: property magnament and brands like California Closets and Paul Davis. They manage condos, mostly in gated communities in the U.S. There's little capex, but a lot of free cash flow. They've done well with acquisitions and enjoyed earnings growth with good EBIT margins. (Analysts' price target: $95.22)

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$93.580
Owned
Yes