Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
August 21, 2018

If an investor is not an owner today, wait until the announced reorganizations have been completed and then pick and choose the divisions that are suitable. He looks favorably on the coming aerospace division and the new Internet of Things division.

If an investor is not an owner today, wait until the announced reorganizations have been completed and then pick and choose the divisions that are suitable. He looks favorably on the coming aerospace division and the new Internet of Things division.

Gordon Reid
President, GoodReid Investment Counsel
Price
$156.980
Owned
Yes
COMMENT
COMMENT
August 21, 2018

Comparing this to Citigroup: he owns both stocks. Both came out of the 2008 crisis in worse shape than the other large money center banks; both have recovered substantially and are trading at a narrower discount to them now. He expects the gap to close further. Citi trades at a greater discount and has more upside potential.

Bank of America(BAC-N)
August 21, 2018

Comparing this to Citigroup: he owns both stocks. Both came out of the 2008 crisis in worse shape than the other large money center banks; both have recovered substantially and are trading at a narrower discount to them now. He expects the gap to close further. Citi trades at a greater discount and has more upside potential.

Gordon Reid
President, GoodReid Investment Counsel
Price
$31.020
Owned
Yes
BUY
BUY
August 21, 2018

Comparing this to Citigroup: he owns both stocks. Both came out of the 2008 crisis in worse shape than the other large money center banks; both have recovered substantially and are trading at a narrower discount to them now. He expects the gap to close further. Citi trades at a greater discount and has more upside potential. The CEO at Citigroup keeps his head down, working on the company’s business. He doesn’t show up much in the press reports; he just does a good job. (Analysts’ price target is $83.04)

CitiGroup(C-N)
August 21, 2018

Comparing this to Citigroup: he owns both stocks. Both came out of the 2008 crisis in worse shape than the other large money center banks; both have recovered substantially and are trading at a narrower discount to them now. He expects the gap to close further. Citi trades at a greater discount and has more upside potential. The CEO at Citigroup keeps his head down, working on the company’s business. He doesn’t show up much in the press reports; he just does a good job. (Analysts’ price target is $83.04)

Gordon Reid
President, GoodReid Investment Counsel
Price
$71.240
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 21, 2018

(A Top Pick September 19, 2017. Down 37%). About 70% of the stocks he buys turn into gains. Celgene was one of the losses. Generally, the goal is to cut losses quickly. However, Celgene’s earnings have been rising, not falling. The difference is that the market has lost confidence in the company and dropped the valuation from a premium level to an extreme discount. The company has had some missteps, failed drug trials, that pare down its long term growth. Looking at Celgene at today’s price, he is keeping it because it offers good value at this price.

Celgene Corp(CELG-Q)
August 21, 2018

(A Top Pick September 19, 2017. Down 37%). About 70% of the stocks he buys turn into gains. Celgene was one of the losses. Generally, the goal is to cut losses quickly. However, Celgene’s earnings have been rising, not falling. The difference is that the market has lost confidence in the company and dropped the valuation from a premium level to an extreme discount. The company has had some missteps, failed drug trials, that pare down its long term growth. Looking at Celgene at today’s price, he is keeping it because it offers good value at this price.

Gordon Reid
President, GoodReid Investment Counsel
Price
$91.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 21, 2018

(A Top Pick September 19, 2017. Up 7%). It went up quite a bit and has been coming back down because of trade issues. He expects it to rise again once the trade-related clouds blow over. The company’s growth rate is impressive and it trades at only 9x earnings.

Lear Corp.(LEA-N)
August 21, 2018

(A Top Pick September 19, 2017. Up 7%). It went up quite a bit and has been coming back down because of trade issues. He expects it to rise again once the trade-related clouds blow over. The company’s growth rate is impressive and it trades at only 9x earnings.

Gordon Reid
President, GoodReid Investment Counsel
Price
$173.920
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 21, 2018

(A Top Pick September 19, 2017. Up 2%). This is one of the most successful companies on the exchange. There are some issues for the company, coming out of its advertising. They are trying to remedy that to get higher margin growth. He thinks the company has a good future. 

(A Top Pick September 19, 2017. Up 2%). This is one of the most successful companies on the exchange. There are some issues for the company, coming out of its advertising. They are trying to remedy that to get higher margin growth. He thinks the company has a good future. 

Gordon Reid
President, GoodReid Investment Counsel
Price
$1898.080
Owned
Yes
BUY
BUY
August 21, 2018

This is a very positive company. This is a large US insurer, with a separate interest in health records and technology. The company has done very well but still trades at a reasonable valuation.

This is a very positive company. This is a large US insurer, with a separate interest in health records and technology. The company has done very well but still trades at a reasonable valuation.

Gordon Reid
President, GoodReid Investment Counsel
Price
$261.690
Owned
Unknown