Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 26, 2018

In the wireless space it is very CAP-X heavy. With 5-G coming it is a very expensive proposition. He would be shy to own it right now. It has gone sideways for a couple of years.

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In the wireless space it is very CAP-X heavy. With 5-G coming it is a very expensive proposition. He would be shy to own it right now. It has gone sideways for a couple of years.

PAST TOP PICK
PAST TOP PICK
July 26, 2018

(A Top Pick May 03'17, Up 9%) It does not get talked about as much as it should. Strong balance sheet. The acquisition caused a bit of a pull back and created a buying opportunity. He is continuing to buy it for new clients. There is lots of upside potential from here.

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(A Top Pick May 03'17, Up 9%) It does not get talked about as much as it should. Strong balance sheet. The acquisition caused a bit of a pull back and created a buying opportunity. He is continuing to buy it for new clients. There is lots of upside potential from here.

PAST TOP PICK
PAST TOP PICK
July 26, 2018

(A Top Pick May 03'17, Down 2%) It is off a couple of percent because their last quarter sales were off. They think it is a one off so he is looking for better results in August. They have done a great job of having a presence in the US.

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(A Top Pick May 03'17, Down 2%) It is off a couple of percent because their last quarter sales were off. They think it is a one off so he is looking for better results in August. They have done a great job of having a presence in the US.

PAST TOP PICK
PAST TOP PICK
July 26, 2018

(A Top Pick May 03'17, Down 4%) It is interest sensitive but dropped less than others. He thinks a lot of it has played itself out and sees this as a good entry point.

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(A Top Pick May 03'17, Down 4%) It is interest sensitive but dropped less than others. He thinks a lot of it has played itself out and sees this as a good entry point.

TOP PICK
TOP PICK
July 26, 2018

He has held it for a while and it has done very well. Every once in a while you get these entry points. They recently confused the market by buying a software company when they are a chip company. It has been clearer that they have now acquired cash flow, patents and a new platform for M&A. (Analysts’ target: $287.90).

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Broadcom (AVGO-Q)
July 26, 2018

He has held it for a while and it has done very well. Every once in a while you get these entry points. They recently confused the market by buying a software company when they are a chip company. It has been clearer that they have now acquired cash flow, patents and a new platform for M&A. (Analysts’ target: $287.90).

TOP PICK
TOP PICK
July 26, 2018

The PE is still only 8-9 times earnings. He likes the space they are in. They are well positioned in the driver autonomy space. It is at a great valuation. (Analysts’ target: $90.08).

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The PE is still only 8-9 times earnings. He likes the space they are in. They are well positioned in the driver autonomy space. It is at a great valuation. (Analysts’ target: $90.08).

TOP PICK
TOP PICK
July 26, 2018

They are executing well in the US. They are in the early stages. We are in the early stages of enjoying the benefits of their acquisitions. (Analysts’ target: $130.33).

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They are executing well in the US. They are in the early stages. We are in the early stages of enjoying the benefits of their acquisitions. (Analysts’ target: $130.33).