Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 3, 2018

After 10 years after the Financial Crisis there is the valuation differential with other senior players in the market. Organic earnings growth. Trading at book value. Great Management. Quiet, never hear from them which is what he loves about them. Yield of 2.5%. (Analysts’ price target is $84.18)

Citigroup Inc. (C-N)
October 3, 2018

After 10 years after the Financial Crisis there is the valuation differential with other senior players in the market. Organic earnings growth. Trading at book value. Great Management. Quiet, never hear from them which is what he loves about them. Yield of 2.5%. (Analysts’ price target is $84.18)

Gordon Reid
President, GoodReid Investment Counsel
Price
$72.360
Owned
Yes
TOP PICK
TOP PICK
October 3, 2018

Automotive company. They are in 37 countries. They make electrical power systems. Well managed. Trades at 8 times earnings with solid double-digit growth in front of them. They had been beaten down with all the NAFTA nonsense and the fears that could happen that he feels is behind us now. Dividend of 1.9%. (Analysts’ price target is $193.08)

Lear Corp. (LEA-N)
October 3, 2018

Automotive company. They are in 37 countries. They make electrical power systems. Well managed. Trades at 8 times earnings with solid double-digit growth in front of them. They had been beaten down with all the NAFTA nonsense and the fears that could happen that he feels is behind us now. Dividend of 1.9%. (Analysts’ price target is $193.08)

Gordon Reid
President, GoodReid Investment Counsel
Price
$150.750
Owned
Yes
TOP PICK
TOP PICK
October 3, 2018

Low beta stock. Defensive name. We are long in the bull market and want to minimize company specific risks. Dividend of 2.1%. (Analysts’ price target is $95.10)

Waste Management (WM-N)
October 3, 2018

Low beta stock. Defensive name. We are long in the bull market and want to minimize company specific risks. Dividend of 2.1%. (Analysts’ price target is $95.10)

Gordon Reid
President, GoodReid Investment Counsel
Price
$89.510
Owned
Yes