Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 29, 2018

[Is Europe a bad bet?] He would broadly stay away from European banks. They have a limited history as public companies. Europe is terribly over banked. He suggests you are better off with an American bank that serves Europe.

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Deutsche Bank AG (DB-N)
October 29, 2018

[Is Europe a bad bet?] He would broadly stay away from European banks. They have a limited history as public companies. Europe is terribly over banked. He suggests you are better off with an American bank that serves Europe.

BUY
BUY
October 29, 2018

Talk about entry with an advisor. They have solid underwriting and solid operating costs.

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Talk about entry with an advisor. They have solid underwriting and solid operating costs.

TOP PICK
TOP PICK
October 29, 2018

They sell under different brands internationally. (Analysts’ target: ILS 8,200.00).

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Strauss Group (STRS-IT)
October 29, 2018

They sell under different brands internationally. (Analysts’ target: ILS 8,200.00).

TOP PICK
TOP PICK
October 29, 2018

The inventor and world's largest producer of foamed plastic and aluminum composites. They have superior material strength to weight ratios. They are made from recycled materials and are themselves recyclable. They have an excellent balance sheet and can make acquisitions. They recently grew at about 10%. (Analysts’ target: CHF 1,210.00).

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The inventor and world's largest producer of foamed plastic and aluminum composites. They have superior material strength to weight ratios. They are made from recycled materials and are themselves recyclable. They have an excellent balance sheet and can make acquisitions. They recently grew at about 10%. (Analysts’ target: CHF 1,210.00).

TOP PICK
TOP PICK
October 29, 2018

They make drug ingredients. They take a drug from the development stage through to the production stage on behalf of a biotech or pharma company. They are a global low cost producer and own some of the enabling technology. (Analysts’ target: CHF 345.93).

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Lonza Group AG (LONN-SW)
October 29, 2018

They make drug ingredients. They take a drug from the development stage through to the production stage on behalf of a biotech or pharma company. They are a global low cost producer and own some of the enabling technology. (Analysts’ target: CHF 345.93).

WATCH
WATCH
October 29, 2018

It's been hammered because of this lawsuit and report by a short-seller. Normally this would be a buy based on valuation. There's a tiny chance that MFC will lose this case. That said, he'll wait for the decision before buying this. The judgement may pass in late-2018 or early-2019.

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Manulife Financial (MFC-T)
October 29, 2018

It's been hammered because of this lawsuit and report by a short-seller. Normally this would be a buy based on valuation. There's a tiny chance that MFC will lose this case. That said, he'll wait for the decision before buying this. The judgement may pass in late-2018 or early-2019.

BUY
BUY
October 29, 2018

He's long owned it and it's a major holding. All the FANGs have been hit lately. Google's last report beat, but their revenues were light. It went down today because of the general sell-off and a possible UK digital tax is rearing its head. The markets are overreacting now. Google has 21x earnings for 2019, so it's still reasonable. Now, is a great entry point.

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He's long owned it and it's a major holding. All the FANGs have been hit lately. Google's last report beat, but their revenues were light. It went down today because of the general sell-off and a possible UK digital tax is rearing its head. The markets are overreacting now. Google has 21x earnings for 2019, so it's still reasonable. Now, is a great entry point.