Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 8, 2018
Relatively small insurance company. Earnings haven`t been that great.
Show full opinionHide full opinion
Aegon N.V. (AEG-N)
November 8, 2018
Relatively small insurance company. Earnings haven`t been that great.
BUY
BUY
November 8, 2018
Does have an elevated dividend. It sufferers from a couple of issues. Because of its UK operations, every time there is Brexit noise the stock suffers. Some concerns about their balance sheet. At this levels it is a good opportunity from a risk adjusted perspective even if not performing at the moment.
Show full opinionHide full opinion
Vodafone Group PLC (VOD-Q)
November 8, 2018
Does have an elevated dividend. It sufferers from a couple of issues. Because of its UK operations, every time there is Brexit noise the stock suffers. Some concerns about their balance sheet. At this levels it is a good opportunity from a risk adjusted perspective even if not performing at the moment.
BUY
BUY
November 8, 2018
Bought it around the 50 dollar range. The issue with the European oil is that they reduced their capex strengthening their balance sheets. Moving forward they will have strong cash flows.
Show full opinionHide full opinion
Bought it around the 50 dollar range. The issue with the European oil is that they reduced their capex strengthening their balance sheets. Moving forward they will have strong cash flows.
BUY
BUY
November 8, 2018
Biggest growth is on diabetes. Market leader. The numbers were a little soft on the last report. Structural growth story. (Analysts’ price target is $45.85)
Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
November 8, 2018
Biggest growth is on diabetes. Market leader. The numbers were a little soft on the last report. Structural growth story. (Analysts’ price target is $45.85)
BUY
BUY
November 8, 2018
There has been a sector rotation out of tobacco and staples into the high high-growth type stories. Good entry point.
Show full opinionHide full opinion
There has been a sector rotation out of tobacco and staples into the high high-growth type stories. Good entry point.
TOP PICK
TOP PICK
November 8, 2018
It owns Husky, Reliance Home Heating. A global infrastructure acquirer. Own assets in Europe and Australia. Very well run company. (Analysts’ price target is $74.22)
Show full opinionHide full opinion
It owns Husky, Reliance Home Heating. A global infrastructure acquirer. Own assets in Europe and Australia. Very well run company. (Analysts’ price target is $74.22)
TOP PICK
TOP PICK
November 8, 2018
The Euro play story. They have a new CEO. Dairy is traditionally a local business. It is on sale from a Canadian investor perspective. (Analysts’ price target is $75.44)
Show full opinionHide full opinion
Danone (BN-FP)
November 8, 2018
The Euro play story. They have a new CEO. Dairy is traditionally a local business. It is on sale from a Canadian investor perspective. (Analysts’ price target is $75.44)