Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
June 18, 2018

Fast food is cyclical based on gas prices. Restaurant sales took off when gas prices plunged in 2014. Also, restaurant haven't seen earnings growth vs. other consumer discretionary spaces. He doesn't see a catalyst for this stock to
improve. That said, it's had a good, long history and their foreign sales are a tailwind.

Show full opinionHide full opinion
McDonalds (MCD-N)
June 18, 2018

Fast food is cyclical based on gas prices. Restaurant sales took off when gas prices plunged in 2014. Also, restaurant haven't seen earnings growth vs. other consumer discretionary spaces. He doesn't see a catalyst for this stock to
improve. That said, it's had a good, long history and their foreign sales are a tailwind.

DON'T BUY
DON'T BUY
June 18, 2018

He won't comment on this company, but the space instead. In the private equity industry, the best time to buy assets is during economic distress when they're cheap. Those assets go into the company's funds and rise in value. The best times to buy PE companies is during pullbacks like 2008-9 and 2011 which then benefitted from the recoveries. Also, credit spreads are narrow now and if they widen that becomes a problem, because these companies borrow to finance their purchases. He's not involved in private equity.

Show full opinionHide full opinion

He won't comment on this company, but the space instead. In the private equity industry, the best time to buy assets is during economic distress when they're cheap. Those assets go into the company's funds and rise in value. The best times to buy PE companies is during pullbacks like 2008-9 and 2011 which then benefitted from the recoveries. Also, credit spreads are narrow now and if they widen that becomes a problem, because these companies borrow to finance their purchases. He's not involved in private equity.

PAST TOP PICK
PAST TOP PICK
June 18, 2018

(Past Top Pick, Aug.14, 2017, Down 6%) He's owned this for five years as a core holding. It's been sideways the past year for some reason, but sometimes that just happens. The last quarter, they had 11% backlog growth and announced a few acquisitions not yet in the numbers.

Show full opinionHide full opinion

(Past Top Pick, Aug.14, 2017, Down 6%) He's owned this for five years as a core holding. It's been sideways the past year for some reason, but sometimes that just happens. The last quarter, they had 11% backlog growth and announced a few acquisitions not yet in the numbers.

PAST TOP PICK
PAST TOP PICK
June 18, 2018

(Past Top Pick, Aug.14, 2017, Up 30%) They make sensors to let robots see. He's owned it for five years. It has a 55% operating profit margin and 80% gross margins. As cap spending increases, he thinks more will go to automation, including robot vision.

Show full opinionHide full opinion

(Past Top Pick, Aug.14, 2017, Up 30%) They make sensors to let robots see. He's owned it for five years. It has a 55% operating profit margin and 80% gross margins. As cap spending increases, he thinks more will go to automation, including robot vision.

PAST TOP PICK
PAST TOP PICK
June 18, 2018

(Past Top Pick, Aug.14, 2017, Up 47%) It's the old Hewlett-Packard instrumentation business to test defence electronics. It's beneftting from increasing defence budgets. They've also invested in testing 5G wireless networks, and 5G is gradually rolling it, so they're starting to receive those revenues. He foresees 20% operating profit margins.

Show full opinionHide full opinion

(Past Top Pick, Aug.14, 2017, Up 47%) It's the old Hewlett-Packard instrumentation business to test defence electronics. It's beneftting from increasing defence budgets. They've also invested in testing 5G wireless networks, and 5G is gradually rolling it, so they're starting to receive those revenues. He foresees 20% operating profit margins.

DON'T BUY
DON'T BUY
June 18, 2018

It's a telecom, which is the worst industry to ever invest in. Telecoms are being swept into the new communication industry which will also include media, cable and internet search. The telecom industry will cease to exist. He's not intersted in telecoms at all. It's crazy. He once paid for long-distance calls; now, they're giving away long-distance calls. Stay far away from this. If you want a dividend, look for a company that's growing its dividend.

Show full opinionHide full opinion

It's a telecom, which is the worst industry to ever invest in. Telecoms are being swept into the new communication industry which will also include media, cable and internet search. The telecom industry will cease to exist. He's not intersted in telecoms at all. It's crazy. He once paid for long-distance calls; now, they're giving away long-distance calls. Stay far away from this. If you want a dividend, look for a company that's growing its dividend.

DON'T BUY
DON'T BUY
June 18, 2018

He sold in 2014-5. The bank was working off the bad loan book and releasing capital, and selling off bad loans. They hoping to return their book of business back to growth. Because they'd underwritten most UK mortgages, they hopes that by cross-selling they could grow their share. That didn't work, so he exited.

Show full opinionHide full opinion

He sold in 2014-5. The bank was working off the bad loan book and releasing capital, and selling off bad loans. They hoping to return their book of business back to growth. Because they'd underwritten most UK mortgages, they hopes that by cross-selling they could grow their share. That didn't work, so he exited.