Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
July 18, 2018

Long owned this and a past pick. It's fallen off recently because of tariffs against China. Great management. They sell a lot of toys integrated with hit TV shows. Smart. Managers own a lot of stock, too. Buy on weakness. Caveat: Trump's tariffs.

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Long owned this and a past pick. It's fallen off recently because of tariffs against China. Great management. They sell a lot of toys integrated with hit TV shows. Smart. Managers own a lot of stock, too. Buy on weakness. Caveat: Trump's tariffs.

COMMENT
COMMENT
July 18, 2018

He believes in a future commodoties play and feels this stock will return to old highs. This is a trade, not a hold, because the sector is so cyclical.

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He believes in a future commodoties play and feels this stock will return to old highs. This is a trade, not a hold, because the sector is so cyclical.

PAST TOP PICK
PAST TOP PICK
July 18, 2018

(Past Top Pick, August 24, 2017, Up 118%) It's in industrial, not consumer tech--computer programmers use it to join the Cloud to their formats. There's still lots of potential here. He hasn't seen any negatives about TWLO. Short positions on this failed.

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Twilio Inc (TWLO-N)
July 18, 2018

(Past Top Pick, August 24, 2017, Up 118%) It's in industrial, not consumer tech--computer programmers use it to join the Cloud to their formats. There's still lots of potential here. He hasn't seen any negatives about TWLO. Short positions on this failed.

TOP PICK
TOP PICK
July 18, 2018

He's been underweight energy for a long time. CJ just bought Devon Energy in the U.S., loading the balance sheet do do it. He's been averaging down on this stock and would still buy it. Buy this if you think oil will hold at current prices or rise. Pays a 7.6% dividend, which is safe. He sees lots of upside. (Analysts' price target: $6.73)

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He's been underweight energy for a long time. CJ just bought Devon Energy in the U.S., loading the balance sheet do do it. He's been averaging down on this stock and would still buy it. Buy this if you think oil will hold at current prices or rise. Pays a 7.6% dividend, which is safe. He sees lots of upside. (Analysts' price target: $6.73)

TOP PICK
TOP PICK
July 18, 2018

A past pick. What's holding this back is also holding back all European banks--negative or no interest rates. But when rates normalize, like they did in America in 2016, they will take off. Euro banks are a step behind American ones. 7.1% dividend. (Analysts' price target: $20.20)

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ING Groep NV (ING-N)
July 18, 2018

A past pick. What's holding this back is also holding back all European banks--negative or no interest rates. But when rates normalize, like they did in America in 2016, they will take off. Euro banks are a step behind American ones. 7.1% dividend. (Analysts' price target: $20.20)

TOP PICK
TOP PICK
July 18, 2018

They've been punished more than their peers. They just acquired some top money managers and the street punished them. There'll be a write-off this quarter, but long-term these additions will benefit BNS. Pays a great dividend and should be enough growth to perform well. Well-managed. (Analysts' price target: $86.40)

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They've been punished more than their peers. They just acquired some top money managers and the street punished them. There'll be a write-off this quarter, but long-term these additions will benefit BNS. Pays a great dividend and should be enough growth to perform well. Well-managed. (Analysts' price target: $86.40)