Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 31, 2018
He finds this company a little expensive compared to its competitors, who have a more dominate position in the space.
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JD.com Inc (JD-Q)
October 31, 2018
He finds this company a little expensive compared to its competitors, who have a more dominate position in the space.
BUY WEAKNESS
BUY WEAKNESS
October 31, 2018
He does own this, but took profit recently. They represent the digital side of the semi-conductor space. The business is very cyclical and he has chosen to underweight this space for now. He would watch for an opportunity to buy back in at lower prices.
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Micron Technology (MU-Q)
October 31, 2018
He does own this, but took profit recently. They represent the digital side of the semi-conductor space. The business is very cyclical and he has chosen to underweight this space for now. He would watch for an opportunity to buy back in at lower prices.
HOLD
HOLD
October 31, 2018
He holds about 3% of his portfolio in this. In the fintech side, this company is involved in the mobile payment systems for e-commerce.
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He holds about 3% of his portfolio in this. In the fintech side, this company is involved in the mobile payment systems for e-commerce.
HOLD
HOLD
October 31, 2018
He owns this one. He sees the diversity of their business being better than other competitors. It is also involved in e-sports, which is ballooning.
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He owns this one. He sees the diversity of their business being better than other competitors. It is also involved in e-sports, which is ballooning.
COMMENT
COMMENT
October 31, 2018
He added to their current position during the recent pullback. This is #6 in all their holdings and this is the leader in their software holdings and is contributing in a substantial way to the company’s 45% growth in revenues. The subscription business is brilliant. Their cloud business now rivals that of Google’s. (Analysts’ price target is $126)
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Microsoft (MSFT-Q)
October 31, 2018
He added to their current position during the recent pullback. This is #6 in all their holdings and this is the leader in their software holdings and is contributing in a substantial way to the company’s 45% growth in revenues. The subscription business is brilliant. Their cloud business now rivals that of Google’s. (Analysts’ price target is $126)
HOLD
HOLD
October 31, 2018
He recently sold out of their position based on their previous earnings, which called for reduced earnings growth. The chip space is very good. If in it, stick with it.
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Intel (INTC-Q)
October 31, 2018
He recently sold out of their position based on their previous earnings, which called for reduced earnings growth. The chip space is very good. If in it, stick with it.
DON'T BUY
DON'T BUY
October 31, 2018
They were just punished following a lowering of guidance. He sees other competitors being better positioned right now and are cheaper on a price-earnings basis.
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They were just punished following a lowering of guidance. He sees other competitors being better positioned right now and are cheaper on a price-earnings basis.