Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 25, 2018

(A Top Pick Aug 10/17, Up 5%) Most of the return is from the dividend. It trades 8-9 times PE and pays a good dividend. If it were not a limited partnership, it would be in the S&P index. KKR-N is considering changing to a corporation for this reason and if it goes well, BX-N might do the same thing.

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(A Top Pick Aug 10/17, Up 5%) Most of the return is from the dividend. It trades 8-9 times PE and pays a good dividend. If it were not a limited partnership, it would be in the S&P index. KKR-N is considering changing to a corporation for this reason and if it goes well, BX-N might do the same thing.

BUY
BUY
June 25, 2018

It pays a nice growing dividend. They will continue to return capital to shareholders. The main reason is the eco system of the users. It is quite defensive. They have recurring revenue. At the flick of a switch they can talk to the world about their products. It has done well but is not expensive.

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Apple (AAPL-Q)
June 25, 2018

It pays a nice growing dividend. They will continue to return capital to shareholders. The main reason is the eco system of the users. It is quite defensive. They have recurring revenue. At the flick of a switch they can talk to the world about their products. It has done well but is not expensive.

BUY
BUY
June 25, 2018

End of last year it was going quite high. Now you are getting a good company at a much more reasonable valuation.

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End of last year it was going quite high. Now you are getting a good company at a much more reasonable valuation.

BUY WEAKNESS
BUY WEAKNESS
June 25, 2018

This and MasterCard are both great businesses. What really drives their business is connectivity through cards. Recession is still a few years away so this one can be bought on dips.

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Visa Inc. (V-N)
June 25, 2018

This and MasterCard are both great businesses. What really drives their business is connectivity through cards. Recession is still a few years away so this one can be bought on dips.

BUY
BUY
June 25, 2018

He bought some this year. The first time in a while. It is cheap. They are trying to diversify across verticals. Their acquisition needs approval so the stock is stuck.

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He bought some this year. The first time in a while. It is cheap. They are trying to diversify across verticals. Their acquisition needs approval so the stock is stuck.

BUY
BUY
June 25, 2018

He bought some this year. The first time in a while. It is cheap. They are trying to diversify across verticals. Their acquisition needs approval so the stock is stuck.

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He bought some this year. The first time in a while. It is cheap. They are trying to diversify across verticals. Their acquisition needs approval so the stock is stuck.

SELL
SELL
June 25, 2018

If you need a gold, AEM-T has been a better executer. He would prefer owning gold outright if you want exposure to gold. Don’t bet on the companies.

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Barrick Gold (ABX-T)
June 25, 2018

If you need a gold, AEM-T has been a better executer. He would prefer owning gold outright if you want exposure to gold. Don’t bet on the companies.