Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
October 12, 2018

Another chip company. Profitability has really jumped. 2.7B in cash. Very volatile stock, more of a trade than an investment. If there’s a falloff from electrification because of a recession, they’ll be hit hard first.

Micron Technology (MU-Q)
October 12, 2018

Another chip company. Profitability has really jumped. 2.7B in cash. Very volatile stock, more of a trade than an investment. If there’s a falloff from electrification because of a recession, they’ll be hit hard first.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$42.470
Owned
Unknown
COMMENT
COMMENT
October 12, 2018

On one hand, people have to eat so we need potash. Others says it’s a commodity. There’s a need for inventory this year. Depends what you want to be involved in. If you want to be in the ag space, all the fund managers will own it, so its multiple will be higher.

Nutrien Ltd. (NTR-T)
October 12, 2018

On one hand, people have to eat so we need potash. Others says it’s a commodity. There’s a need for inventory this year. Depends what you want to be involved in. If you want to be in the ag space, all the fund managers will own it, so its multiple will be higher.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$70.480
Owned
Unknown
DON'T BUY
DON'T BUY
October 12, 2018

Trying to become like Berkshire Hathaway, but in the tech space. Have a ton of debt. Everything they’re buying has a lot of risk. Red flag that they’re using strong stock price as currency to acquire. Doesn’t want to be in this space. Putting a lot of money into telecom, and won’t get a huge payback.

SoftBank Corp (9984-JP)
October 12, 2018

Trying to become like Berkshire Hathaway, but in the tech space. Have a ton of debt. Everything they’re buying has a lot of risk. Red flag that they’re using strong stock price as currency to acquire. Doesn’t want to be in this space. Putting a lot of money into telecom, and won’t get a huge payback.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
No
TOP PICK
TOP PICK
October 12, 2018

Energy efficient, plus water heaters and purification in NA, China, India. Fear of China-US relations has hammered the stock. Small cap, trading at 15x earnings. Take a half position only. Yesterday announced 22% dividend increase. They’re going to be big as time goes by. Yield is 1.8%. (Analysts’ price target is $66.17)

A.O. Smith (AOS-N)
October 12, 2018

Energy efficient, plus water heaters and purification in NA, China, India. Fear of China-US relations has hammered the stock. Small cap, trading at 15x earnings. Take a half position only. Yesterday announced 22% dividend increase. They’re going to be big as time goes by. Yield is 1.8%. (Analysts’ price target is $66.17)

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$47.760
Owned
Yes
TOP PICK
TOP PICK
October 12, 2018

Hurricanes result in claims, and then an increase in premiums. Trading at 1.5x book value, so this is a value pick. Only half a position. Yield is 2.3%. (Analysts’ price target is $156.93)

Chubb Limited (CB-N)
October 12, 2018

Hurricanes result in claims, and then an increase in premiums. Trading at 1.5x book value, so this is a value pick. Only half a position. Yield is 2.3%. (Analysts’ price target is $156.93)

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$126.250
Owned
Yes
TOP PICK
TOP PICK
October 12, 2018

Amalgamation of companies. Sterilization equipment, so they sell to hospitals, lab, and biotech companies. If you’re worried about the market falling, and he is, this is a defensive play into the aging demographic. Yield is 1.3%. (Analysts’ price target is $122)

Steris Corp (STE-N)
October 12, 2018

Amalgamation of companies. Sterilization equipment, so they sell to hospitals, lab, and biotech companies. If you’re worried about the market falling, and he is, this is a defensive play into the aging demographic. Yield is 1.3%. (Analysts’ price target is $122)

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$106.100
Owned
Yes