Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
October 22, 2018

Ad dollars are shifting from print to digital. Google, Facebook and Amazon are basically a money tunnel, collecting that ad revenue. But he worries about regulations against Facebook, given the 2016 U.S. election, while others are unhappy with the content FB is including. So, nobody is happy with FB. Data breaches don't help.

Facebook (FB-Q)
October 22, 2018

Ad dollars are shifting from print to digital. Google, Facebook and Amazon are basically a money tunnel, collecting that ad revenue. But he worries about regulations against Facebook, given the 2016 U.S. election, while others are unhappy with the content FB is including. So, nobody is happy with FB. Data breaches don't help.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$154.780
Owned
Unknown
BUY
BUY
October 22, 2018

A terrific business providing value for consumers. There's square-footage growth for Costco. There's opportunity here. A little expensive now, but the demand is there, as seen when they recently opened in France. When Amazon bought
Whole Foods, Costco sold off last year, but he thinks Costco is resistent to Amazon.

Costco Wholesale (COST-Q)
October 22, 2018

A terrific business providing value for consumers. There's square-footage growth for Costco. There's opportunity here. A little expensive now, but the demand is there, as seen when they recently opened in France. When Amazon bought
Whole Foods, Costco sold off last year, but he thinks Costco is resistent to Amazon.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$229.060
Owned
Unknown
COMMENT
COMMENT
October 22, 2018

Loves this dollar-store space. It's defensive. When the economy declines, people will buy here. The stock has sold off after execution issues about an acquisition.

Dollar Tree (DLTR-Q)
October 22, 2018

Loves this dollar-store space. It's defensive. When the economy declines, people will buy here. The stock has sold off after execution issues about an acquisition.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$83.520
Owned
Unknown
COMMENT
COMMENT
October 22, 2018

Can they do what they promise? If they can, then this is a really important business. They're selling the best driving experience, not e-cars that only so many want to buy. The answer to this question remains to be seen. Also, he's uncomfortable with Elon Musk's tweets. Musk is a visionary and hard-working, but as in investor he needs to see profitability which isn't there yet.

Tesla Motors Inc (TSLA-Q)
October 22, 2018

Can they do what they promise? If they can, then this is a really important business. They're selling the best driving experience, not e-cars that only so many want to buy. The answer to this question remains to be seen. Also, he's uncomfortable with Elon Musk's tweets. Musk is a visionary and hard-working, but as in investor he needs to see profitability which isn't there yet.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$260.950
Owned
Unknown
BUY
BUY
October 22, 2018

Well-run with a fine CEO. The US banking sector has seen serious changes in regulations which favours them. JPM is returning a lot of capital to shareholders. Attractive long term.

Well-run with a fine CEO. The US banking sector has seen serious changes in regulations which favours them. JPM is returning a lot of capital to shareholders. Attractive long term.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$106.360
Owned
Unknown
COMMENT
COMMENT
October 22, 2018

A leader in ETFs, but they also have an interesing business in tech: the analysis and management of customer data. They've had a rough road recently--foreign, higher-margin products have slipped.

Blackrock Inc. (BLK-N)
October 22, 2018

A leader in ETFs, but they also have an interesing business in tech: the analysis and management of customer data. They've had a rough road recently--foreign, higher-margin products have slipped.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$392.360
Owned
Unknown
BUY
BUY
October 22, 2018

A strong player in scientific equipment that they sell to corporates and universities. They've done a fine job buying and integrating companies. Overall, they've done a great job. Expect more spending in new medicine and treatments as the population ages, a tailwind for them. They're a little expensive though, so keep an eye on their earnings.

A strong player in scientific equipment that they sell to corporates and universities. They've done a fine job buying and integrating companies. Overall, they've done a great job. Expect more spending in new medicine and treatments as the population ages, a tailwind for them. They're a little expensive though, so keep an eye on their earnings.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$225.770
Owned
Unknown