Latest Expert Opinions

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Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
November 13, 2018
How much to buy this as an entry point? At $106, it's in a mid-high multiple, which is a little rich for him, but then again, it's done very well under a high multiple. They have transitioned very well from software to the cloud. Their CEO has done a masterful job. He'd prefer to see this priced lower, but he's not sure he'll see that.
Microsoft (MSFT-Q)
November 13, 2018
How much to buy this as an entry point? At $106, it's in a mid-high multiple, which is a little rich for him, but then again, it's done very well under a high multiple. They have transitioned very well from software to the cloud. Their CEO has done a masterful job. He'd prefer to see this priced lower, but he's not sure he'll see that.
Gordon Reid
President, GoodReid Investment Counsel
Price
$106.940
Owned
No
PAST TOP PICK
PAST TOP PICK
November 13, 2018
(A Top Pick Dec 19/17, Up 12%) Has owned this since 2006 and been a big winner for him though its valued has halved three times. The lesson: big patient and look at the big picture. They have 1 billion installed devices in the world and a 93% loyalty rate, so they will continue to do extremely well. Their growth rate will ebb and flow, but they tend to be in a leadership position, investing $15 billion a year in R&D. Pullbacks like now are an opportunity. Their services business does $40 billion revenue a year which is all of Facebook's revenue. It doesn't get the multiple it should.
Apple (AAPL-Q)
November 13, 2018
(A Top Pick Dec 19/17, Up 12%) Has owned this since 2006 and been a big winner for him though its valued has halved three times. The lesson: big patient and look at the big picture. They have 1 billion installed devices in the world and a 93% loyalty rate, so they will continue to do extremely well. Their growth rate will ebb and flow, but they tend to be in a leadership position, investing $15 billion a year in R&D. Pullbacks like now are an opportunity. Their services business does $40 billion revenue a year which is all of Facebook's revenue. It doesn't get the multiple it should.
Gordon Reid
President, GoodReid Investment Counsel
Price
$192.230
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 13, 2018
(A Top Pick Dec 19/17, Down 11%) Disappointed with how U.S. banks have done this year. They've performed fundamentally, but the stock price hasn't risen. There's lots of gas in the tank; some rotation will make these banks do well.
CitiGroup (C-N)
November 13, 2018
(A Top Pick Dec 19/17, Down 11%) Disappointed with how U.S. banks have done this year. They've performed fundamentally, but the stock price hasn't risen. There's lots of gas in the tank; some rotation will make these banks do well.
Gordon Reid
President, GoodReid Investment Counsel
Price
$64.780
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 13, 2018
(A Top Pick Dec 19/17, Down 10%) The advisory space has disappointed. Still holds it and sees better things for it in 2019. Not an expensive stock.
(A Top Pick Dec 19/17, Down 10%) The advisory space has disappointed. Still holds it and sees better things for it in 2019. Not an expensive stock.
Gordon Reid
President, GoodReid Investment Counsel
Price
$70.630
Owned
Yes
STRONG BUY
STRONG BUY
November 13, 2018
How important is the holiday season? Very. They compete against UPS. Great at execution. Shipping/transportation is now an e-commerce story including international and express deliveries. People expect things to arrive instantly now. FedEx boasts 150,000 trucks and 650 airplanes. Trade at 14x earnings, not expensive. they have pricing power. This is a jewel. He'd add to it.
FedEx (FDX-N)
November 13, 2018
How important is the holiday season? Very. They compete against UPS. Great at execution. Shipping/transportation is now an e-commerce story including international and express deliveries. People expect things to arrive instantly now. FedEx boasts 150,000 trucks and 650 airplanes. Trade at 14x earnings, not expensive. they have pricing power. This is a jewel. He'd add to it.
Gordon Reid
President, GoodReid Investment Counsel
Price
$222.510
Owned
Yes
DON'T BUY
DON'T BUY
November 13, 2018
Has owned this in the past. This year, it's one of the top performers. It's defensiveness has trumped rising interest rates. That said, it's a little overvalued now.
Has owned this in the past. This year, it's one of the top performers. It's defensiveness has trumped rising interest rates. That said, it's a little overvalued now.
Gordon Reid
President, GoodReid Investment Counsel
Price
$58.660
Owned
No
DON'T BUY
DON'T BUY
November 13, 2018
Doesn't have traction. They bought DirectTV and just bought Time Warner to get into the streaming business, but are facing big competition from Netflix. Telephone makes up 60% of ATT's business. Wireline is not as profitable as some expected.
A T & T US (T-N)
November 13, 2018
Doesn't have traction. They bought DirectTV and just bought Time Warner to get into the streaming business, but are facing big competition from Netflix. Telephone makes up 60% of ATT's business. Wireline is not as profitable as some expected.
Gordon Reid
President, GoodReid Investment Counsel
Price
$30.330
Owned
No