Latest Expert Opinions

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

This sector has been caught up in euphoria. Peers are now breaking below their 200-day moving averages, which is not a good sign. This sector is very, very overvalued though it has a lot of potential. Cannabis is like the internet crash of the late-1900's. Same thing. There will be an industry, but you can't pick out the winners and losers at today's valuations.

Aurora Cannabis (ACB-T)
October 29, 2018

This sector has been caught up in euphoria. Peers are now breaking below their 200-day moving averages, which is not a good sign. This sector is very, very overvalued though it has a lot of potential. Cannabis is like the internet crash of the late-1900's. Same thing. There will be an industry, but you can't pick out the winners and losers at today's valuations.

Don Lato
President, Padlock Investment Management
Price
$7.700
Owned
No
HOLD
HOLD
October 29, 2018

Pays a fair 6.5% dividend yield. Things are as bleak as they can be in Canadian oil. FRU is generating enough cash to pay their dividend. Don't buy more or enter it. Hold.

Freehold Royalties (FRU-T)
October 29, 2018

Pays a fair 6.5% dividend yield. Things are as bleak as they can be in Canadian oil. FRU is generating enough cash to pay their dividend. Don't buy more or enter it. Hold.

Don Lato
President, Padlock Investment Management
Price
$9.610
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 29, 2018

(Past Top Pick Nov. 30, 2017, Up 7%) He still own this and will talk about it later (in the show).

(Past Top Pick Nov. 30, 2017, Up 7%) He still own this and will talk about it later (in the show).

Don Lato
President, Padlock Investment Management
Price
$18.420
Owned
Yes
DON'T BUY
DON'T BUY
October 29, 2018

They've had a rough few days after reporting last week. They're starting to report earnings regularly, so investors can now put multiples on them. Their 56x 2019 earnings are too rich for him. It's trading at 19x book. A great company and will do very well across different ventures. Still too pricey for him, but it's getting reasonable.

Amazon.com (AMZN-Q)
October 29, 2018

They've had a rough few days after reporting last week. They're starting to report earnings regularly, so investors can now put multiples on them. Their 56x 2019 earnings are too rich for him. It's trading at 19x book. A great company and will do very well across different ventures. Still too pricey for him, but it's getting reasonable.

Don Lato
President, Padlock Investment Management
Price
$1538.880
Owned
No
DON'T BUY
DON'T BUY
October 29, 2018

A very defensive stock with great products and brand, but little earnings growth, not enough for him. Pays a good dividend yield and the company won't go out of business. It will weather this downturn. He prefers Gilead.

Pfizer Inc (PFE-N)
October 29, 2018

A very defensive stock with great products and brand, but little earnings growth, not enough for him. Pays a good dividend yield and the company won't go out of business. It will weather this downturn. He prefers Gilead.

Don Lato
President, Padlock Investment Management
Price
$43.230
Owned
No
BUY
BUY
October 29, 2018

Has long owned it and likes it. They had some bad years when they overpriced their hepatitis C drug and received bad press. They also sell HIV and heart drugs, sectors that are growing. They increased their guidance last week, a rarity these days. At 10x earnings, he'd buy it, not sell it. One overhang is that their CEO is leaving.

Has long owned it and likes it. They had some bad years when they overpriced their hepatitis C drug and received bad press. They also sell HIV and heart drugs, sectors that are growing. They increased their guidance last week, a rarity these days. At 10x earnings, he'd buy it, not sell it. One overhang is that their CEO is leaving.

Don Lato
President, Padlock Investment Management
Price
$70.900
Owned
Yes
WAIT
WAIT
October 29, 2018

The crash of their 737 in Indonesia hit the stock today. Stay low and wait--see what the aviation findings are. If it turns out that their aircraft are in trouble, this stock will fall further.

Boeing (BA-N)
October 29, 2018

The crash of their 737 in Indonesia hit the stock today. Stay low and wait--see what the aviation findings are. If it turns out that their aircraft are in trouble, this stock will fall further.

Don Lato
President, Padlock Investment Management
Price
$335.590
Owned
Unknown