Latest Expert Opinions

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Opinion
Expert
TOP PICK
TOP PICK
July 9, 2018

It is a summer play and often is. The sector broke down quite a bit. It is a trade and will get into the $55 area. It is a bit of a contrarian play. It is bouncing off the oversold level. You don't want to be involved in it for too long. It is not in an uptrend. The sector itself has its own challenges and so he will likely be in it only until October or November.

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It is a summer play and often is. The sector broke down quite a bit. It is a trade and will get into the $55 area. It is a bit of a contrarian play. It is bouncing off the oversold level. You don't want to be involved in it for too long. It is not in an uptrend. The sector itself has its own challenges and so he will likely be in it only until October or November.

TOP PICK
TOP PICK
July 9, 2018

It fell recently because the HBC deal is not likely to go well for them. He feels it will go back to $780. Interest rates rising would be good for their insurance companies. They have a hedge against inflation. They tend to make good calls. (Analysts’ target: $749.47).

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It fell recently because the HBC deal is not likely to go well for them. He feels it will go back to $780. Interest rates rising would be good for their insurance companies. They have a hedge against inflation. They tend to make good calls. (Analysts’ target: $749.47).

TOP PICK
TOP PICK
July 9, 2018

He is defensive and holding about $20%. Keep it in case the market falls.

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CASH (CASH)
July 9, 2018

He is defensive and holding about $20%. Keep it in case the market falls.

BUY
BUY
July 9, 2018

It has a solid franchise. They recently extended their runway by buying GitHub for over US$7-billion, which meshes nicely with their Cloud operations. Essentially, it extends business-to-business communication. This was a smart move.

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Microsoft (MSFT-Q)
July 9, 2018

It has a solid franchise. They recently extended their runway by buying GitHub for over US$7-billion, which meshes nicely with their Cloud operations. Essentially, it extends business-to-business communication. This was a smart move.

BUY WEAKNESS
BUY WEAKNESS
July 9, 2018

He remembers when it was down in the low-$20's--when he bought it--and today it's at $53. It's in the Cloud, the software side. They got into hyperconverged infrastructure that allows the hardware in the Cloud's data centres to be updated. This stock has worked our well for him. He has a price target of $68. He wouldn't buy more here, but wait until it falls to the high-$40's.

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Nutanix Inc (NTNX-Q)
July 9, 2018

He remembers when it was down in the low-$20's--when he bought it--and today it's at $53. It's in the Cloud, the software side. They got into hyperconverged infrastructure that allows the hardware in the Cloud's data centres to be updated. This stock has worked our well for him. He has a price target of $68. He wouldn't buy more here, but wait until it falls to the high-$40's.

DON'T BUY
DON'T BUY
July 9, 2018

He owned it, but they disappointed in earnings. He made some money on this (then bought Twitter). So...he recommends Twitter instead. Twitter has 336 million active users after purging a large portion of fake accounts and bots. Some investors were suspicious of this, but he sees this is an opportunity. Twitter has a very long runway--he's very bullish.

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Snap Inc. (SNAP-N)
July 9, 2018

He owned it, but they disappointed in earnings. He made some money on this (then bought Twitter). So...he recommends Twitter instead. Twitter has 336 million active users after purging a large portion of fake accounts and bots. Some investors were suspicious of this, but he sees this is an opportunity. Twitter has a very long runway--he's very bullish.

STRONG BUY
STRONG BUY
July 9, 2018

Twitter has 336 million active users after purging a large portion of fake accounts and bots. Some investors were suspicious of this, but he sees this is an opportunity. Twitter has a very long runway--he's very bullish.

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Twitter has 336 million active users after purging a large portion of fake accounts and bots. Some investors were suspicious of this, but he sees this is an opportunity. Twitter has a very long runway--he's very bullish.