Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 30, 2018

(A Top Pick June 22/17 - Down 3%.) Still believe in it. They bought Aetna and that brought some issues with debt and integration. He thinks that they will start to execute well.

CVS Health Corp (CVS-N)
August 30, 2018

(A Top Pick June 22/17 - Down 3%.) Still believe in it. They bought Aetna and that brought some issues with debt and integration. He thinks that they will start to execute well.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$74.530
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 30, 2018

(A Top Pick June 22/17 - Up 12%.) Up 21% including the dividends. The largest private equity company in the world. They have $100 billion in cash as firepower. In the US there is a big push from pension plans to go to alternative asset classes.

(A Top Pick June 22/17 - Up 12%.) Up 21% including the dividends. The largest private equity company in the world. They have $100 billion in cash as firepower. In the US there is a big push from pension plans to go to alternative asset classes.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$36.890
Owned
Yes
COMMENT
COMMENT
August 30, 2018

They own Tim Hortons and Burger King and Popeye’s. These are the guys that own Kraft Heinz Company (KHC-Q) and G3 as well. They are known for cost cutting. Last quarter BK did very well but TH not so much. They have been trying to grow in the US and that has been more challenging that expected. But they are very good operators and he thinks they are going to buy something else.

They own Tim Hortons and Burger King and Popeye’s. These are the guys that own Kraft Heinz Company (KHC-Q) and G3 as well. They are known for cost cutting. Last quarter BK did very well but TH not so much. They have been trying to grow in the US and that has been more challenging that expected. But they are very good operators and he thinks they are going to buy something else.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$74.510
Owned
No
BUY
BUY
August 30, 2018

This is a brand that is going to be around for many years. Products are very high end. They are doing a good job at selling things online. A global brand and a sock that is going to do very well in the long run.

This is a brand that is going to be around for many years. Products are very high end. They are doing a good job at selling things online. A global brand and a sock that is going to do very well in the long run.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.000
Owned
No
DON'T BUY
DON'T BUY
August 30, 2018

The problem is that it is a car company run by a guy that doesn’t understand the manufacturing aspect. A high cap ex industry. It has overpromised and underdelivered. The CEO has been very erratic. Burning too much cash.

The problem is that it is a car company run by a guy that doesn’t understand the manufacturing aspect. A high cap ex industry. It has overpromised and underdelivered. The CEO has been very erratic. Burning too much cash.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$303.150
Owned
No
DON'T BUY
DON'T BUY
August 30, 2018

The problem with this company and all these clothing stores is that it is very difficult to compete. Space is expensive. The ones that do well are the ones that go online. They are fighting a very difficult secular trend that is happening in the industry.

Gap (GPS-N)
August 30, 2018

The problem with this company and all these clothing stores is that it is very difficult to compete. Space is expensive. The ones that do well are the ones that go online. They are fighting a very difficult secular trend that is happening in the industry.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$30.150
Owned
No
HOLD
HOLD
August 30, 2018

Incredible company. Executes incredibly well. These guys are very smart. They understand when things are cheap and have the firepower to execute on that.

Incredible company. Executes incredibly well. These guys are very smart. They understand when things are cheap and have the firepower to execute on that.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$56.710
Owned
No