Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 24, 2018

They create automated liines for medical and small packaging. It's a cyclical stock, following the industrial cycle. But over the long term it has a future. They face competition from Chinese automation companies. A decent company and good business.

Show full opinionHide full opinion

They create automated liines for medical and small packaging. It's a cyclical stock, following the industrial cycle. But over the long term it has a future. They face competition from Chinese automation companies. A decent company and good business.

COMMENT
COMMENT
July 24, 2018

An intersting, well-managed company, but lacks blockbuster movies in the past year. Hand it to them for the Rec Room, though, for creating an entertainment centre. Short term, Cineplex depends on blockbusters. Be cautious here.

Show full opinionHide full opinion
Cineplex Inc (CGX-T)
July 24, 2018

An intersting, well-managed company, but lacks blockbuster movies in the past year. Hand it to them for the Rec Room, though, for creating an entertainment centre. Short term, Cineplex depends on blockbusters. Be cautious here.

COMMENT
COMMENT
July 24, 2018

Expanding into China is key. Headwinds are management turnover and competition from custom coffee shops--Starbucks is no longer special or unique. Let's see what Q2 earnings are like.

Show full opinionHide full opinion
Starbucks (SBUX-Q)
July 24, 2018

Expanding into China is key. Headwinds are management turnover and competition from custom coffee shops--Starbucks is no longer special or unique. Let's see what Q2 earnings are like.

COMMENT
COMMENT
July 24, 2018

He used to own it. A great industrial company involved in airplane parts, Otis Elevators and Carrier air conditioners. UTX has centered their technology on the gear turbo fan, an improvement on airplane jet engines with 10% more fuel efficiency, but it's a more complex engine. UTX had issues manufacturing some of the parts. This slowed them down. They have since solved them, so they shoud be on a roll. He likes this stock and may look into it.

Show full opinionHide full opinion

He used to own it. A great industrial company involved in airplane parts, Otis Elevators and Carrier air conditioners. UTX has centered their technology on the gear turbo fan, an improvement on airplane jet engines with 10% more fuel efficiency, but it's a more complex engine. UTX had issues manufacturing some of the parts. This slowed them down. They have since solved them, so they shoud be on a roll. He likes this stock and may look into it.

COMMENT
COMMENT
July 24, 2018

Over the past 10-15 years, they've re-focused from paper-based to cardboard-based shipments. They're likely struggling with paper industry issues--China is a disruptor by sucking up the used paper in the States then re-processing it. The high American dollar doesn't help. It's a well-managed company.

Show full opinionHide full opinion

Over the past 10-15 years, they've re-focused from paper-based to cardboard-based shipments. They're likely struggling with paper industry issues--China is a disruptor by sucking up the used paper in the States then re-processing it. The high American dollar doesn't help. It's a well-managed company.

PAST TOP PICK
PAST TOP PICK
July 24, 2018

(A Past Top Pick on Sept. 20, 2017, Down 36%) They made a couple of purchases. Based on past ones, the street assumed they would be good, but last fall Newell was hit with big input costs through Rubbermaid and their biggest customer, Toys 'R' Us, went under. They also carry too much debt. But he's actually doubled-down on Newell. He believes in it. It's trading less than 1x book value. It's cheap. It's sold off businesses to reduce debt. It needs a few years to turn around.

Show full opinionHide full opinion

(A Past Top Pick on Sept. 20, 2017, Down 36%) They made a couple of purchases. Based on past ones, the street assumed they would be good, but last fall Newell was hit with big input costs through Rubbermaid and their biggest customer, Toys 'R' Us, went under. They also carry too much debt. But he's actually doubled-down on Newell. He believes in it. It's trading less than 1x book value. It's cheap. It's sold off businesses to reduce debt. It needs a few years to turn around.

PAST TOP PICK
PAST TOP PICK
July 24, 2018

(A Past Top Pick on Sept. 20, 2017, Down 36%) They made a couple of purchases. Based on past ones, the street assumed they would be good, but last fall Newell was hit with big input costs through Rubbermaid and their biggest customer, Toys 'R' Us, went under. They also carry too much debt. But he's actually doubled-down on Newell. He believes in it. It's trading less than 1x book value. It's cheap. It's sold off businesses to reduce debt. It needs a few years to turn around.

Show full opinionHide full opinion

(A Past Top Pick on Sept. 20, 2017, Down 36%) They made a couple of purchases. Based on past ones, the street assumed they would be good, but last fall Newell was hit with big input costs through Rubbermaid and their biggest customer, Toys 'R' Us, went under. They also carry too much debt. But he's actually doubled-down on Newell. He believes in it. It's trading less than 1x book value. It's cheap. It's sold off businesses to reduce debt. It needs a few years to turn around.