Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 30, 2018

If it got into the NVDA business he could not calculate what it would be worth. The model price is $82.64, or a 70% upside. The stock is much unloved and has a monopoly position. He is interested in catalysts that might come along. (Analysts’ target: $56.45).

Show full opinionHide full opinion
Intel (INTC-Q)
August 30, 2018

If it got into the NVDA business he could not calculate what it would be worth. The model price is $82.64, or a 70% upside. The stock is much unloved and has a monopoly position. He is interested in catalysts that might come along. (Analysts’ target: $56.45).

TOP PICK
TOP PICK
August 30, 2018

He has been recommending this for years. It is finally hitting new highs. His model price is $58.76 or a 24% upside. It is finally getting its mo-jo. (Analysts’ target: $50.04).

Show full opinionHide full opinion
Cisco (CSCO-Q)
August 30, 2018

He has been recommending this for years. It is finally hitting new highs. His model price is $58.76 or a 24% upside. It is finally getting its mo-jo. (Analysts’ target: $50.04).

TOP PICK
TOP PICK
August 30, 2018

Management is really up there in terms of reputation. Model price is $32.70 or a 5% upside. They increased their dividend a month and a half ago. There is still more dividend growth coming. The financials need to lead the bull market higher. (Analysts’ target: $34.39).

Show full opinionHide full opinion
Bank of America (BAC-N)
August 30, 2018

Management is really up there in terms of reputation. Model price is $32.70 or a 5% upside. They increased their dividend a month and a half ago. There is still more dividend growth coming. The financials need to lead the bull market higher. (Analysts’ target: $34.39).

COMMENT
COMMENT
August 30, 2018

Ford is a value play. Dividend yield of 5.7% and trades at 7 times earnings. The trouble with the auto industry is that the stocks have been cheap for a long time and it is difficult to figure out what the catalyst would be to move them. He thinks the industry is in disruption in some ways.

Show full opinionHide full opinion
Ford Motor (F-N)
August 30, 2018

Ford is a value play. Dividend yield of 5.7% and trades at 7 times earnings. The trouble with the auto industry is that the stocks have been cheap for a long time and it is difficult to figure out what the catalyst would be to move them. He thinks the industry is in disruption in some ways.

BUY
BUY
August 30, 2018

They didn’t have a great quarter. The wholesale business was down whereas retail was higher. In the US it is doing exceptionally well. Investment Banking is doing very well also but they are not huge in this area. But the stock has been doing very well for a long time.

Show full opinionHide full opinion
Toronto Dominion (TD-T)
August 30, 2018

They didn’t have a great quarter. The wholesale business was down whereas retail was higher. In the US it is doing exceptionally well. Investment Banking is doing very well also but they are not huge in this area. But the stock has been doing very well for a long time.

DON'T BUY
DON'T BUY
August 30, 2018

The problem with this company is that it is a slow growth business. In the tech world there are companies that grow much faster. There are better opportunities out there where you are not paying a huge multiple for them.

Show full opinionHide full opinion

The problem with this company is that it is a slow growth business. In the tech world there are companies that grow much faster. There are better opportunities out there where you are not paying a huge multiple for them.

PAST TOP PICK
PAST TOP PICK
August 30, 2018

(A Top Pick June 22/17 - Down 29%) Sold it a while ago. They liked the model. They made a bad deal that put him in an alert and they also bought something in the US that didn’t make sense.

Show full opinionHide full opinion
AutoCanada Inc. (ACQ-T)
August 30, 2018

(A Top Pick June 22/17 - Down 29%) Sold it a while ago. They liked the model. They made a bad deal that put him in an alert and they also bought something in the US that didn’t make sense.