Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
October 10, 2018

He loves to love this company. They hang in through any cycle. They have to make sure they get the professional market right and wonders if Amazon may be making it tougher. The valuation is still in line with 10 year historical. He would continue to own it.

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Home Depot (HD-N)
October 10, 2018

He loves to love this company. They hang in through any cycle. They have to make sure they get the professional market right and wonders if Amazon may be making it tougher. The valuation is still in line with 10 year historical. He would continue to own it.

WATCH
WATCH
October 10, 2018

He is wondering what their strategy is going to be over the next five years. The business is very mature and he thinks it will require another capex cycle. He wouldn’t step in right now. He would keep watching it for now.

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Comcast Corp (CMCSA-Q)
October 10, 2018

He is wondering what their strategy is going to be over the next five years. The business is very mature and he thinks it will require another capex cycle. He wouldn’t step in right now. He would keep watching it for now.

HOLD
HOLD
October 10, 2018

He hasn’t evaluated the fundamentals lately, but he sees them continue to meet earning calls. It looks okay right now and likes the sharp corrective move lately as it feels more bullish. It has a loft valuation, but would continue to give it rope.

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Visa Inc. (V-N)
October 10, 2018

He hasn’t evaluated the fundamentals lately, but he sees them continue to meet earning calls. It looks okay right now and likes the sharp corrective move lately as it feels more bullish. It has a loft valuation, but would continue to give it rope.

DON'T BUY
DON'T BUY
October 10, 2018

The problem is that following a multi-decade interest rate decline, a rise in interest rates going forward will impact this as it is viewed as a bond proxy. It is an interest rate issue. This is not the time to step in right now.

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Colgate Palmolive (CL-N)
October 10, 2018

The problem is that following a multi-decade interest rate decline, a rise in interest rates going forward will impact this as it is viewed as a bond proxy. It is an interest rate issue. This is not the time to step in right now.

DON'T BUY
DON'T BUY
October 10, 2018

They have a good cash float, which will lead to a share buyback, he feels. He sees resistance at $90-$100, which will be tough to battle through. He would suggest taking a loss if you hold this one, because the future capex requirements will be more expensive as interest rates rise. He would prefer IHI-N if you like the healthcare space as he does.

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Celgene Corp (CELG-Q)
October 10, 2018

They have a good cash float, which will lead to a share buyback, he feels. He sees resistance at $90-$100, which will be tough to battle through. He would suggest taking a loss if you hold this one, because the future capex requirements will be more expensive as interest rates rise. He would prefer IHI-N if you like the healthcare space as he does.

HOLD
HOLD
October 10, 2018

This is the best of the financial sector stocks, he feels. It has a great dividend and strong balance sheet. If the macro economies do well it will too. They can do buybacks and trades at 1.75 to book value. He thinks national credit provisions for losses will be a key sell signal – when they tighten, get out. Yield 2%.

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This is the best of the financial sector stocks, he feels. It has a great dividend and strong balance sheet. If the macro economies do well it will too. They can do buybacks and trades at 1.75 to book value. He thinks national credit provisions for losses will be a key sell signal – when they tighten, get out. Yield 2%.

DON'T BUY
DON'T BUY
October 10, 2018

They have instituted a share buyback and took a beating on earnings. Storm clouds are starting to form in the space. He thinks further selling could be coming soon.

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Qorvo Inc (QRVO-Q)
October 10, 2018

They have instituted a share buyback and took a beating on earnings. Storm clouds are starting to form in the space. He thinks further selling could be coming soon.