Latest Expert Opinions

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Opinion
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BUY
BUY
August 29, 2018

He's bullish. Their last quarter was pretty good. All plastic companies have faced rising costs (oil). This will grow only by acquisition which they're good at doing. Likes its management and strategy.

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He's bullish. Their last quarter was pretty good. All plastic companies have faced rising costs (oil). This will grow only by acquisition which they're good at doing. Likes its management and strategy.

STRONG BUY
STRONG BUY
August 29, 2018

He was amused by its last earnings. They already have two billion users, so they won't grow by leaps anymore. Be real--investors were disappointed by their weak user growth? Rather, what share of online advertising do they hold? With Google, Facebook dominates here. Their ad revenue stream is deep and long. Advertisers continue to go to the internet, which is Facebook and Google. Advertising, not user growth, is the metric to look at. The plunge on Facebook after earnings last month was way overdone.

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Facebook (FB-Q)
August 29, 2018

He was amused by its last earnings. They already have two billion users, so they won't grow by leaps anymore. Be real--investors were disappointed by their weak user growth? Rather, what share of online advertising do they hold? With Google, Facebook dominates here. Their ad revenue stream is deep and long. Advertisers continue to go to the internet, which is Facebook and Google. Advertising, not user growth, is the metric to look at. The plunge on Facebook after earnings last month was way overdone.

DON'T BUY
DON'T BUY
August 29, 2018

In a very competitive space now--which is the big problem--unlike when Intel began. That's why he doesn't own it.

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Intel (INTC-Q)
August 29, 2018

In a very competitive space now--which is the big problem--unlike when Intel began. That's why he doesn't own it.

TOP PICK
TOP PICK
August 29, 2018

People are watching content online through streaming. They will compete with Netflix. They also have theme parks, cruise ships and movies, all moving in the right direction. (1.5% dividend, Analysts' price target: $120.00)

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Walt Disney (DIS-N)
August 29, 2018

People are watching content online through streaming. They will compete with Netflix. They also have theme parks, cruise ships and movies, all moving in the right direction. (1.5% dividend, Analysts' price target: $120.00)

TOP PICK
TOP PICK
August 29, 2018

They just had a blow-out quarter, and are taking advantage of the shortage of trucking on the road. They have executed like crazy. Loves it. (1.7% dividend, Analysts' price target: $49.29)

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They just had a blow-out quarter, and are taking advantage of the shortage of trucking on the road. They have executed like crazy. Loves it. (1.7% dividend, Analysts' price target: $49.29)

DON'T BUY
DON'T BUY
August 29, 2018

His concern is that a lot of their properties are gas stations, which he predicts will decline as the use of e-cars rises. This stock has seen tremendous growth the past five years, but doubts there are more worlds to conquer.

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His concern is that a lot of their properties are gas stations, which he predicts will decline as the use of e-cars rises. This stock has seen tremendous growth the past five years, but doubts there are more worlds to conquer.

BUY
BUY
August 29, 2018

A lot of the yield stocks have had a tough year, including this one, due to rising interest rates. He doesn't buy that. Interest rates haven't risen that much and these yields are still a lot higher than bonds.

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A lot of the yield stocks have had a tough year, including this one, due to rising interest rates. He doesn't buy that. Interest rates haven't risen that much and these yields are still a lot higher than bonds.