Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 17, 2018

It's trading at a low multiple, around 10x. But the worry is that Amazon will destroy Walgreens' model. What the market is missing is that Walgreens has 13,000 U.S. storefronts close to most of the American population. (CVS, which he
also owns, has 10,000.) The effect is to create a relationship with the patient/consumer so they can interact with a medical professional. Society is getting older, so chronic medical conditions will increase. These folks won't go to the
most expensive places to be served, meaning hospitals and emergency rooms.

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It's trading at a low multiple, around 10x. But the worry is that Amazon will destroy Walgreens' model. What the market is missing is that Walgreens has 13,000 U.S. storefronts close to most of the American population. (CVS, which he
also owns, has 10,000.) The effect is to create a relationship with the patient/consumer so they can interact with a medical professional. Society is getting older, so chronic medical conditions will increase. These folks won't go to the
most expensive places to be served, meaning hospitals and emergency rooms.

DON'T BUY
DON'T BUY
July 17, 2018

Not for long-term investors. They've had problems over the years coping with changes in the auto industry and this change will only continue. Ford doesn't have a plan to create more dominance in their area. They let go of their CEO less than a year ago, not a good sign.

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Ford Motor (F-N)
July 17, 2018

Not for long-term investors. They've had problems over the years coping with changes in the auto industry and this change will only continue. Ford doesn't have a plan to create more dominance in their area. They let go of their CEO less than a year ago, not a good sign.

COMMENT
COMMENT
July 17, 2018

Well-run. This (and Morgan Stanley) were the most damaged banks in 2008, so they've had to grow their valuations since then. Now, they trade at a discount to book value. They're profitable, though struggling now with loan growth.

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Well-run. This (and Morgan Stanley) were the most damaged banks in 2008, so they've had to grow their valuations since then. Now, they trade at a discount to book value. They're profitable, though struggling now with loan growth.

BUY
BUY
July 17, 2018

An impressive run, but we're seeing now impressive revenue growth from their Cloud and legacy businesses. Their margins are a little compressed from spending on new initiatives. -26x earnings, but they are walking the walk. A good
company.

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Microsoft (MSFT-Q)
July 17, 2018

An impressive run, but we're seeing now impressive revenue growth from their Cloud and legacy businesses. Their margins are a little compressed from spending on new initiatives. -26x earnings, but they are walking the walk. A good
company.

WEAK BUY
WEAK BUY
July 17, 2018

It should be a great stage in the cycle for them. They rent out large building machinery. The recent move down is digesting some recent purchases. Take a position here, but they carry a lot of debt too. Edge in a bit.

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It should be a great stage in the cycle for them. They rent out large building machinery. The recent move down is digesting some recent purchases. Take a position here, but they carry a lot of debt too. Edge in a bit.

COMMENT
COMMENT
July 17, 2018

Down 15% after-hours yesterday because of a big miss in subscribers. But the point behind Netflix is that they are cash-challenged which amounts to a lot of risk. Programming costs a lot of money. Don't worry about a one-time
subscription drop. Look at their cash.

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Netflix Inc. (NFLX-Q)
July 17, 2018

Down 15% after-hours yesterday because of a big miss in subscribers. But the point behind Netflix is that they are cash-challenged which amounts to a lot of risk. Programming costs a lot of money. Don't worry about a one-time
subscription drop. Look at their cash.

DON'T BUY
DON'T BUY
July 17, 2018

Consumer staples stocks grew on a search for yield. But the problem is the stock price will fall, which is what's happening now as interest rates rise. The lure of yield stocks is not as strong anymore.

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Consumer staples stocks grew on a search for yield. But the problem is the stock price will fall, which is what's happening now as interest rates rise. The lure of yield stocks is not as strong anymore.