Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL BUY
PARTIAL BUY
June 25, 2018

Emerging market exposure. South Korea is not in all emerging market indexes / ETFs. Emerging markets are getting cheaper. He is just starting to nibble in emerging markets. They will underperform for about 6 to 12 months.

Show full opinionHide full opinion

Emerging market exposure. South Korea is not in all emerging market indexes / ETFs. Emerging markets are getting cheaper. He is just starting to nibble in emerging markets. They will underperform for about 6 to 12 months.

WAIT
WAIT
June 25, 2018

He likes convertible bonds. A company issues it so they don’t have to pay too much yield on the bond by issuing it into the regular market. You get upside potential with a convertible bond. He likes it from time to time but not in a rising rate environment.

Show full opinionHide full opinion

He likes convertible bonds. A company issues it so they don’t have to pay too much yield on the bond by issuing it into the regular market. You get upside potential with a convertible bond. He likes it from time to time but not in a rising rate environment.

WAIT
WAIT
June 25, 2018

International, high dividend, covered call strategy. It is a fine way to play international markets. It is on his radar right now. For new money he would hold onto it and wait to step in.

Show full opinionHide full opinion

International, high dividend, covered call strategy. It is a fine way to play international markets. It is on his radar right now. For new money he would hold onto it and wait to step in.

DON'T BUY
DON'T BUY
June 25, 2018

Right now he does not want exposure. He does not like the risk of the sector. We need to see this commodity legitimized. HMMJ-T is a speculation, not an investment. After the next recession, companies with no earnings get obliterated.

Show full opinionHide full opinion

Right now he does not want exposure. He does not like the risk of the sector. We need to see this commodity legitimized. HMMJ-T is a speculation, not an investment. After the next recession, companies with no earnings get obliterated.

BUY WEAKNESS
BUY WEAKNESS
June 25, 2018

He likes this and is the best way to hold Europe. He is looking to add more on weakness. You get the currency hedge. It is his biggest international exposure in all the funds he manages.

Show full opinionHide full opinion

He likes this and is the best way to hold Europe. He is looking to add more on weakness. You get the currency hedge. It is his biggest international exposure in all the funds he manages.

PAST TOP PICK
PAST TOP PICK
June 25, 2018

(Past Top Pick, May 10, 2018, Up 20%) Volumes are rising, the stock is coming alive and there's plenty of room for this stock to regroup. Those who have owned this since it's drop of the past few years will hold on now that it's starting to climb again, so they can get their money back. He still likes it.

Show full opinionHide full opinion
Under Armour (UA-N)
June 25, 2018

(Past Top Pick, May 10, 2018, Up 20%) Volumes are rising, the stock is coming alive and there's plenty of room for this stock to regroup. Those who have owned this since it's drop of the past few years will hold on now that it's starting to climb again, so they can get their money back. He still likes it.

PAST TOP PICK
PAST TOP PICK
June 25, 2018

(Past Top Pick, May 10, 2018, Up 5%) He liked their whole India play, though investors didn't at first. It's come off in the past year, but sees plenty of upside. Good to continue to own it and a great long-term play that will hit $100. But yes, Amazon is probably a threat to Walmart in North America e-commerce, though not India.

Show full opinionHide full opinion
Walmart Inc (WMT-N)
June 25, 2018

(Past Top Pick, May 10, 2018, Up 5%) He liked their whole India play, though investors didn't at first. It's come off in the past year, but sees plenty of upside. Good to continue to own it and a great long-term play that will hit $100. But yes, Amazon is probably a threat to Walmart in North America e-commerce, though not India.