Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 17, 2018

Likes it. Management has done a fine job transforming the company by introducing fresh food, the all-day breakfast, and now fresh burger meat. They are Doing well in mobile pay and introducing delivery. They are keeping current with the times. It isn't a cheap stock, but decent.

Show full opinionHide full opinion
McDonalds (MCD-N)
July 17, 2018

Likes it. Management has done a fine job transforming the company by introducing fresh food, the all-day breakfast, and now fresh burger meat. They are Doing well in mobile pay and introducing delivery. They are keeping current with the times. It isn't a cheap stock, but decent.

Gordon Reid

Unlock Ratings

Price
$159.750
Owned
Unknown
BUY
BUY
July 17, 2018

He bought Disney on the news of the 20th Century Fox merger. They were making money from traditional broadcasting and ESPN, but were losing subscribers. The Fox merger counters that loss as Disney moves into the streaming business, and they could be competing with Netflix now.

Show full opinionHide full opinion
Walt Disney (DIS-N)
July 17, 2018

He bought Disney on the news of the 20th Century Fox merger. They were making money from traditional broadcasting and ESPN, but were losing subscribers. The Fox merger counters that loss as Disney moves into the streaming business, and they could be competing with Netflix now.

COMMENT
COMMENT
July 17, 2018

They are trying to expand into other areas like salads. However, there are so many locations now that they could be cannabilizing each other. True, the company is doing really well, but is the stock doing very well? Look at valuation.
Starbucks is in the low/mid-$20s. That said, China loves Starbucks and there's big opportunity here for Starbucks. Research this.

Show full opinionHide full opinion
Starbucks (SBUX-Q)
July 17, 2018

They are trying to expand into other areas like salads. However, there are so many locations now that they could be cannabilizing each other. True, the company is doing really well, but is the stock doing very well? Look at valuation.
Starbucks is in the low/mid-$20s. That said, China loves Starbucks and there's big opportunity here for Starbucks. Research this.

BUY
BUY
July 17, 2018

A good play on e-commerce, and FedEx is in a great position. They have a huge fleet of trucks and airplanes, and recently bought a Dutch company to move into European delivery. Well-managed. It trades at 15x, a reasonable multiple. An opportunity to participate in e-commerce as well as transportation.

Show full opinionHide full opinion
FedEx (FDX-N)
July 17, 2018

A good play on e-commerce, and FedEx is in a great position. They have a huge fleet of trucks and airplanes, and recently bought a Dutch company to move into European delivery. Well-managed. It trades at 15x, a reasonable multiple. An opportunity to participate in e-commerce as well as transportation.

Gordon Reid

Unlock Ratings

Price
$231.150
Owned
Unknown
HOLD
HOLD
July 17, 2018

It's traded off recently, which is a mystery to him. They're in construction of large projects, like airports. They trade at half-book, a low multiple. Stay with it and be patient. It'll return to the $20's soon.

Show full opinionHide full opinion
Tutor Perini (TPC-N)
July 17, 2018

It's traded off recently, which is a mystery to him. They're in construction of large projects, like airports. They trade at half-book, a low multiple. Stay with it and be patient. It'll return to the $20's soon.

PAST TOP PICK
PAST TOP PICK
July 17, 2018

(Past Top Pick, August 17, 2017, Up 11%) A great industrial in aerospace and the home, but they're changing under a new CEO. Expect them to become an internet of things business.

Show full opinionHide full opinion

(Past Top Pick, August 17, 2017, Up 11%) A great industrial in aerospace and the home, but they're changing under a new CEO. Expect them to become an internet of things business.

PAST TOP PICK
PAST TOP PICK
July 17, 2018

(Past Top Pick, August 17, 2017, Up 11%) There's fear out there over the flat yield curve and of course an inverted yield curve. Yes, we are in a low-interest rate environment, but the banks have changed from a decade ago. They can now money on a flat yield curve. In fact, they can make a lot of money just with rising rates, without a rising yield curve. He likes the banks in the U.S. and Canada.

Show full opinionHide full opinion
Morgan Stanley (MS-N)
July 17, 2018

(Past Top Pick, August 17, 2017, Up 11%) There's fear out there over the flat yield curve and of course an inverted yield curve. Yes, we are in a low-interest rate environment, but the banks have changed from a decade ago. They can now money on a flat yield curve. In fact, they can make a lot of money just with rising rates, without a rising yield curve. He likes the banks in the U.S. and Canada.