Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 3, 2018

All their pipelines are full. They will not be missing earnings. They are rolling up their complex structure, which he feels will make it more attractive to investors. They have committed to 10% dividend growth over the next 2-3 years. He thinks this is a $50 stock. Yield 6.2%. (Analysts’ price target is $54.36)

Enbridge (ENB-T)
October 3, 2018

All their pipelines are full. They will not be missing earnings. They are rolling up their complex structure, which he feels will make it more attractive to investors. They have committed to 10% dividend growth over the next 2-3 years. He thinks this is a $50 stock. Yield 6.2%. (Analysts’ price target is $54.36)

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$43.440
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 3, 2018

(A Top Pick October 31/17 Down 5%) China being down 20% has not helped this global operator. There is nothing wrong with the company fundamentally. He would recommend averaging down on this one.

HSBC Holdings (HSBA-LSE)
October 3, 2018

(A Top Pick October 31/17 Down 5%) China being down 20% has not helped this global operator. There is nothing wrong with the company fundamentally. He would recommend averaging down on this one.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 3, 2018

(A Top Pick October 31/17 Up 10%) A steady business that pays a good dividend. You should make 10% a year return. There is a good pipeline of drug projects yet to come. Yield 3.5%

(A Top Pick October 31/17 Up 10%) A steady business that pays a good dividend. You should make 10% a year return. There is a good pipeline of drug projects yet to come. Yield 3.5%

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 3, 2018

(A Top Pick October 31/17 Up 15%) A large cap company that is a great way to play global energy. They have reigned in spending to help clean up their balance sheet. They realized that natural gas will be increasingly used for global electricity production. The Canadian announcement of an LNG project is smart due to the cost advantages of sourcing supply from Canada. There are some concerns that the project cost of a west coast LNG plant will be higher than competitors from around the world.

(A Top Pick October 31/17 Up 15%) A large cap company that is a great way to play global energy. They have reigned in spending to help clean up their balance sheet. They realized that natural gas will be increasingly used for global electricity production. The Canadian announcement of an LNG project is smart due to the cost advantages of sourcing supply from Canada. There are some concerns that the project cost of a west coast LNG plant will be higher than competitors from around the world.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$61.130
Owned
Yes
SELL
SELL
October 3, 2018

They dominate the aerospace sector. Great company but the valuation is stretched. They sold it when trading at $250. They missed a little upside. There is a risk attached to every incremental win and he feels this is more like a momentum stock at the moment. Buyer beware.

Boeing (BA-N)
October 3, 2018

They dominate the aerospace sector. Great company but the valuation is stretched. They sold it when trading at $250. They missed a little upside. There is a risk attached to every incremental win and he feels this is more like a momentum stock at the moment. Buyer beware.

Gordon Reid
President, GoodReid Investment Counsel
Price
$392.300
Owned
No
BUY
BUY
October 3, 2018

It is a healthy addition to a portfolio. Trades at 15 times earnings. He thinks it will grow 10-15% going forward.

Anthem Inc (ANTM-N)
October 3, 2018

It is a healthy addition to a portfolio. Trades at 15 times earnings. He thinks it will grow 10-15% going forward.

Gordon Reid
President, GoodReid Investment Counsel
Price
$276.240
Owned
Yes
BUY
BUY
October 3, 2018

It is a good deal. Frustrating the fact that it is so lumpy. A company that is in the business of rewiring America for 1-Gig technology. A technology we all are going to need. It is going to be many many times faster to download data. Needed for HD. Big customers. Giants like AT&T and Comcast. Long term this is a company that will reward shareholders.

Dycom Industries (DY-N)
October 3, 2018

It is a good deal. Frustrating the fact that it is so lumpy. A company that is in the business of rewiring America for 1-Gig technology. A technology we all are going to need. It is going to be many many times faster to download data. Needed for HD. Big customers. Giants like AT&T and Comcast. Long term this is a company that will reward shareholders.

Gordon Reid
President, GoodReid Investment Counsel
Price
$84.030
Owned
Yes