Latest Expert Opinions

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Opinion
Expert
PARTIAL SELL
PARTIAL SELL
November 8, 2018
A mature tech company. He is concerned about the valuation. Great company did a turn to the cloud. It had a very good run.
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Microsoft (MSFT-Q)
November 8, 2018
A mature tech company. He is concerned about the valuation. Great company did a turn to the cloud. It had a very good run.
DON'T BUY
DON'T BUY
November 8, 2018
Their story is not going away. The concept is very good. But the valuation is too high. With a P/E of 49 the valuation has to compress.
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Their story is not going away. The concept is very good. But the valuation is too high. With a P/E of 49 the valuation has to compress.
PAST TOP PICK
PAST TOP PICK
November 8, 2018
(A Top Pick Oct 13/17, Down 15%) The franchise is still good. The fact that they have operations in Europe and Asia affected them from a fund flow perspective. This is a solid bank.
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(A Top Pick Oct 13/17, Down 15%) The franchise is still good. The fact that they have operations in Europe and Asia affected them from a fund flow perspective. This is a solid bank.
PAST TOP PICK
PAST TOP PICK
November 8, 2018
(A Top Pick Oct 13/17, Up 29%) Indian outsourcing company. $ 50 billion market cap. They benefit from the developed world IT outsourcing. Similar work that IBM is doing.
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(A Top Pick Oct 13/17, Up 29%) Indian outsourcing company. $ 50 billion market cap. They benefit from the developed world IT outsourcing. Similar work that IBM is doing.
PAST TOP PICK
PAST TOP PICK
November 8, 2018
(A Top Pick Oct 13/17, Down 4%) More cash than debt. Pays a spacial dividend from time to time. One of the largest elevator companies in the world. Great balance sheet. They could be buying the german Thiessen Group Elevator business. That could be a catalyst for upside. Great long term hold.
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Kone Oyj (KNEBV-HEL)
November 8, 2018
(A Top Pick Oct 13/17, Down 4%) More cash than debt. Pays a spacial dividend from time to time. One of the largest elevator companies in the world. Great balance sheet. They could be buying the german Thiessen Group Elevator business. That could be a catalyst for upside. Great long term hold.
DON'T BUY
DON'T BUY
November 8, 2018
Very cyclical. Alpha vehicle in that terms. He would be very careful at the moment with the entire semiconductor space. (Analysts’ price target is $287.44)
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Broadcom (AVGO-Q)
November 8, 2018
Very cyclical. Alpha vehicle in that terms. He would be very careful at the moment with the entire semiconductor space. (Analysts’ price target is $287.44)
BUY
BUY
November 8, 2018
A conglomerate. A low beta stock. Hotels, shoppings and supermarkets and other assets. They just sold an insurance company. Great company for a long term hold. Controlled by a family. Stable.
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Jardine Matheson (JM-SP)
November 8, 2018
A conglomerate. A low beta stock. Hotels, shoppings and supermarkets and other assets. They just sold an insurance company. Great company for a long term hold. Controlled by a family. Stable.