Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 17, 2018

It's fallen this year. It should do well on the back of robust demand for U.S. housing, and roofs don't last forever and need replacing. He continues to own it. BECN had a rough first quarter due to poor Q1 weather. They're the second-largest roofer in the U.S. Hang with it.

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It's fallen this year. It should do well on the back of robust demand for U.S. housing, and roofs don't last forever and need replacing. He continues to own it. BECN had a rough first quarter due to poor Q1 weather. They're the second-largest roofer in the U.S. Hang with it.

PAST TOP PICK
PAST TOP PICK
July 17, 2018

(Past Top Pick, August 17, 2017, Up 22%) They literally lay the fibre for 1-Gig technology for telecom giants like AT&T and Comcast, so if one of those companies cuts back then it effects Dycom. A lumpy stream of revenue growth, but will run 15% in the long run. They're a major company in this industry.

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(Past Top Pick, August 17, 2017, Up 22%) They literally lay the fibre for 1-Gig technology for telecom giants like AT&T and Comcast, so if one of those companies cuts back then it effects Dycom. A lumpy stream of revenue growth, but will run 15% in the long run. They're a major company in this industry.

TOP PICK
TOP PICK
July 17, 2018

A large bio-pharma. They enjoyed a recent jump in the stock price had to do with seeing promising results from a phase 2 trial drug treating Alzheimer's. If this drug ultimately passes, it would be an multi-billion-dollar opportunity. Free cash flow is a high 7%. They'll likely make an acqusition with all this cash to deepend their portfolio. (Analysts' price target: $365.00)

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A large bio-pharma. They enjoyed a recent jump in the stock price had to do with seeing promising results from a phase 2 trial drug treating Alzheimer's. If this drug ultimately passes, it would be an multi-billion-dollar opportunity. Free cash flow is a high 7%. They'll likely make an acqusition with all this cash to deepend their portfolio. (Analysts' price target: $365.00)

TOP PICK
TOP PICK
July 17, 2018

They make car exhaust and ride control systems. Recently bought Federal-Mogul that will merge at first, then split into two companies. It's a really cheap company at 6x forward earnings. Investors are abandoning sectors like this, so this is a serious opportunity. (Analysts' price target: $57.67)

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Tenneco Inc. (TEN-N)
July 17, 2018

They make car exhaust and ride control systems. Recently bought Federal-Mogul that will merge at first, then split into two companies. It's a really cheap company at 6x forward earnings. Investors are abandoning sectors like this, so this is a serious opportunity. (Analysts' price target: $57.67)

TOP PICK
TOP PICK
July 17, 2018

A quarter-trillion market cap. Grew revenues at 13% YOY and earnings 24% YOY. It continues to grow, the grandaddy of payment companies. It trades in the high-$20's, so not cheap, but this company walks the walk. (Analysts' price target: $148.24)

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Visa Inc. (V-N)
July 17, 2018

A quarter-trillion market cap. Grew revenues at 13% YOY and earnings 24% YOY. It continues to grow, the grandaddy of payment companies. It trades in the high-$20's, so not cheap, but this company walks the walk. (Analysts' price target: $148.24)

PARTIAL BUY
PARTIAL BUY
July 17, 2018

The stock has been going down. It is approaching a critical level according to Model Price theory: EBB-1 level is $17.80. His Model Price is $26.64, which is almost a 50% upside. However, if the stock drops below EBB-1, it could drop to EBB-2, which is $15. He would take a half-position at this level, but if it goes lower, he would sell and buy closer to $14.82. The market is concerned about recent news, such as the unionizing of its staff. However, a positive catalyst in the news could boost the stock an easy 25%. Making money on this stock might require trading around the levels rather than buying and holding.

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The stock has been going down. It is approaching a critical level according to Model Price theory: EBB-1 level is $17.80. His Model Price is $26.64, which is almost a 50% upside. However, if the stock drops below EBB-1, it could drop to EBB-2, which is $15. He would take a half-position at this level, but if it goes lower, he would sell and buy closer to $14.82. The market is concerned about recent news, such as the unionizing of its staff. However, a positive catalyst in the news could boost the stock an easy 25%. Making money on this stock might require trading around the levels rather than buying and holding.

BUY
BUY
July 17, 2018

His model price is $44.72, which is a 300% upside. This stock is very high risk but it has been rising recently as he predicted it would. This stock, like Teva and Bausch Health, were part of the most undervalued sector of the market 9 months ago, have been rising, and probably have more to go.

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His model price is $44.72, which is a 300% upside. This stock is very high risk but it has been rising recently as he predicted it would. This stock, like Teva and Bausch Health, were part of the most undervalued sector of the market 9 months ago, have been rising, and probably have more to go.