Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 3, 2018

It is interesting that they are investing into Canopy. He thinks it is more like a hedge for them. In the context it is a cheap hedge. This shouldn’t be the basis to invest in the stock. The marijuana space is nascent. He wouldn’t analyze the company with that component. He wouldn’t invest in this stock.

It is interesting that they are investing into Canopy. He thinks it is more like a hedge for them. In the context it is a cheap hedge. This shouldn’t be the basis to invest in the stock. The marijuana space is nascent. He wouldn’t analyze the company with that component. He wouldn’t invest in this stock.

Gordon Reid
President, GoodReid Investment Counsel
Price
$210.760
Owned
No
HOLD
HOLD
October 3, 2018

He has been frustrated with it. While many housing related stocks are suffering given interest rates rising, he thinks that we are still in the very low interest rate environment. He thinks that people worry about changing level of rates, but that would throw off the housing market. His average client is exposed 0.25% to this name.

He has been frustrated with it. While many housing related stocks are suffering given interest rates rising, he thinks that we are still in the very low interest rate environment. He thinks that people worry about changing level of rates, but that would throw off the housing market. His average client is exposed 0.25% to this name.

Gordon Reid
President, GoodReid Investment Counsel
Price
$34.680
Owned
Yes
BUY
BUY
October 3, 2018

It is getting traction. He thinks it is going to be part of the solution to the health care problem in the US. Everybody is traying to solidify the relation with the patient. They are well positioned to do that with a lot of locations. 13,000 drugstores in the US. Most health care issues are not urgent. Companies like this are vertically integrated creating alliances with other companies in the health care chain. It is going to do well in the long term. Be patient.

It is getting traction. He thinks it is going to be part of the solution to the health care problem in the US. Everybody is traying to solidify the relation with the patient. They are well positioned to do that with a lot of locations. 13,000 drugstores in the US. Most health care issues are not urgent. Companies like this are vertically integrated creating alliances with other companies in the health care chain. It is going to do well in the long term. Be patient.

Gordon Reid
President, GoodReid Investment Counsel
Price
$73.800
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 3, 2018

(A Top Pick November 10/17 - Up 16%) Still like it. A foundation investment in the technology area. All their metrics are good. Capital spending at $17 billion. They are leading in the autonomous driving. We are all looking and searching. Sounds elementary but it is a great source. Great hold.

(A Top Pick November 10/17 - Up 16%) Still like it. A foundation investment in the technology area. All their metrics are good. Capital spending at $17 billion. They are leading in the autonomous driving. We are all looking and searching. Sounds elementary but it is a great source. Great hold.

Gordon Reid
President, GoodReid Investment Counsel
Price
$1211.530
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 3, 2018

(A Top Pick November 10/17 - Down 5%.) Continuous to like it. They have had some issues similar to what Canadian companies have in terms of not being able to get the product out. Not enough pipelines. It is happening in the Permian Basin, in Texas. Easier to solve there. He is expecting $2 a share in 2018 in terms of earnings and $3 next year and the stock is going to reflect that.

Halliburton Co (HAL-N)
October 3, 2018

(A Top Pick November 10/17 - Down 5%.) Continuous to like it. They have had some issues similar to what Canadian companies have in terms of not being able to get the product out. Not enough pipelines. It is happening in the Permian Basin, in Texas. Easier to solve there. He is expecting $2 a share in 2018 in terms of earnings and $3 next year and the stock is going to reflect that.

Gordon Reid
President, GoodReid Investment Counsel
Price
$41.800
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 3, 2018

(A Top Pick November 10/17 - Down 17%.) They had a great year in 2017. Also, other builders. Not so much so far in 2018. Higher interest rates are a negative for the housing market. But there are many positives on the other side of the page. Unemployment is at the lower level since the 60’s. Wage growth at 2%. For homebuilders’ supply is the problem not demand. Revenues up 7%, earnings up 70%. But the market doesn’t like it because interest rates are going up. That creates an opportunity in his opinion.

KB Home (KBH-N)
October 3, 2018

(A Top Pick November 10/17 - Down 17%.) They had a great year in 2017. Also, other builders. Not so much so far in 2018. Higher interest rates are a negative for the housing market. But there are many positives on the other side of the page. Unemployment is at the lower level since the 60’s. Wage growth at 2%. For homebuilders’ supply is the problem not demand. Revenues up 7%, earnings up 70%. But the market doesn’t like it because interest rates are going up. That creates an opportunity in his opinion.

Gordon Reid
President, GoodReid Investment Counsel
Price
$23.390
Owned
Yes
DON'T BUY
DON'T BUY
October 3, 2018

He would be careful investing in any Chinese domiciled company. Just for the transparency. Tough enough to make good decisions in the market with audited financial statements with very strict regulations on reporting. There has been a lot of frauds and problems. Doesn’t have the visibility that makes him comfortable.

He would be careful investing in any Chinese domiciled company. Just for the transparency. Tough enough to make good decisions in the market with audited financial statements with very strict regulations on reporting. There has been a lot of frauds and problems. Doesn’t have the visibility that makes him comfortable.

Gordon Reid
President, GoodReid Investment Counsel
Price
$162.370
Owned
No