Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 27, 2018

This is a good defensive stock and has good valuations. Their earnings may be impacted by some of their reinvestment plans. The US GDP numbers are still strong. The battle continues with Amazon. At this level it is fairly valued.

Walmart Inc (WMT-N)
July 27, 2018

This is a good defensive stock and has good valuations. Their earnings may be impacted by some of their reinvestment plans. The US GDP numbers are still strong. The battle continues with Amazon. At this level it is fairly valued.

Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$88.130
Owned
No
HOLD
HOLD
July 27, 2018

There has been a tail wind in the commodity sector as of late. They have done a great job to deleverage their business. As China slows down this could cause some issues. It is fairly valued here.

There has been a tail wind in the commodity sector as of late. They have done a great job to deleverage their business. As China slows down this could cause some issues. It is fairly valued here.

Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$33.820
Owned
No
DON'T BUY
DON'T BUY
July 27, 2018

The traditional retailers have been under pressure. They did a deep dive into evaluating this company about a year ago and concluded some of the US investments were not performing as well as expected. They have mortgages a lot of their real estate the base business is not growing. It is fair valued, but he does not like this name right now.

The traditional retailers have been under pressure. They did a deep dive into evaluating this company about a year ago and concluded some of the US investments were not performing as well as expected. They have mortgages a lot of their real estate the base business is not growing. It is fair valued, but he does not like this name right now.

Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$10.920
Owned
No
STRONG BUY
STRONG BUY
July 27, 2018

He has been recommending this for a while, buying a company at less than 9 times earnings. A really good business at a discounted price right now. The headwinds of the headline risk against pharma has played out. A strong buy for the next 5 years investment horizon.

He has been recommending this for a while, buying a company at less than 9 times earnings. A really good business at a discounted price right now. The headwinds of the headline risk against pharma has played out. A strong buy for the next 5 years investment horizon.

Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$66.670
Owned
Yes
WATCH
WATCH
July 27, 2018

An eventful day yesterday, trading down 20%. His analysis after the Cambridge Analytica scandal suggested buying near $120 would be a good target. Their head count is up 45% and the AI investment will take time and money. If you own it, hold it, but he is waiting for better value.

Facebook (FB-Q)
July 27, 2018

An eventful day yesterday, trading down 20%. His analysis after the Cambridge Analytica scandal suggested buying near $120 would be a good target. Their head count is up 45% and the AI investment will take time and money. If you own it, hold it, but he is waiting for better value.

Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$174.890
Owned
No
DON'T BUY
DON'T BUY
July 27, 2018

Amazon’s recent disappointing result has impacted this stock. There is no guidance to when it will become profitable, so it is very speculative at this point. There is some concern by analysts how they are reporting their financial results. He is staying away.

Shopify Inc. (SHOP-T)
July 27, 2018

Amazon’s recent disappointing result has impacted this stock. There is no guidance to when it will become profitable, so it is very speculative at this point. There is some concern by analysts how they are reporting their financial results. He is staying away.

Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$209.470
Owned
No
DON'T BUY
DON'T BUY
July 27, 2018

The short traders like this one – and he thinks they are right. They are burning a ton of cash, but have met their production numbers. It is not the most transparent company and there are now more companies coming into the electric care space and they are not developing autonomous driving technology. He is staying away.

The short traders like this one – and he thinks they are right. They are burning a ton of cash, but have met their production numbers. It is not the most transparent company and there are now more companies coming into the electric care space and they are not developing autonomous driving technology. He is staying away.

Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$297.180
Owned
No