Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 13, 2018
Today's earnings were excellent--same store sales growth was nearly 6%. They beat earnings and revenue, and upped their guidance. But the stock was punished, because investors are nervous. This will make $10 per share next year. Now is an entry point.
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Home Depot (HD-N)
November 13, 2018
Today's earnings were excellent--same store sales growth was nearly 6%. They beat earnings and revenue, and upped their guidance. But the stock was punished, because investors are nervous. This will make $10 per share next year. Now is an entry point.
BUY
BUY
November 13, 2018
He owns several US home builders and last year did very well with them, up 55%. The neutral rate of 3% is still very low. A great space to be. CEO sentiment is very high--management share ownership is high.
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He owns several US home builders and last year did very well with them, up 55%. The neutral rate of 3% is still very low. A great space to be. CEO sentiment is very high--management share ownership is high.
DON'T BUY
DON'T BUY
November 13, 2018
Like MSFT in that they've reinvented themselves to the Cloud. They've transitioned well from routers and switches. That said, there are better tech companies out there like Apple, Google and Facebook, despite the recent downturn.
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Cisco (CSCO-Q)
November 13, 2018
Like MSFT in that they've reinvented themselves to the Cloud. They've transitioned well from routers and switches. That said, there are better tech companies out there like Apple, Google and Facebook, despite the recent downturn.
DON'T BUY
DON'T BUY
November 13, 2018
Huge red flags. A shame. There's open talk about whether they can survive. They have to divest; they have no free cash flow. Their power operation is doing poorly, so it'll be hard to sell. He's long been critical of GE and its former CEO. The new one is capable, though he can only do so much. At best, GE is speculative.
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General Electric (GE-N)
November 13, 2018
Huge red flags. A shame. There's open talk about whether they can survive. They have to divest; they have no free cash flow. Their power operation is doing poorly, so it'll be hard to sell. He's long been critical of GE and its former CEO. The new one is capable, though he can only do so much. At best, GE is speculative.
TOP PICK
TOP PICK
November 13, 2018
Trading at 10x earning and at book value with a 6% increase in interest income. Even during flat interest rates, banks still make money. With each 1% interest rate rise, the banks will make $2.8 billion or 30-cents per share. The U.S. banks will bounce back. (Analysts’ price target is $34.39)
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Bank of America (BAC-N)
November 13, 2018
Trading at 10x earning and at book value with a 6% increase in interest income. Even during flat interest rates, banks still make money. With each 1% interest rate rise, the banks will make $2.8 billion or 30-cents per share. The U.S. banks will bounce back. (Analysts’ price target is $34.39)
TOP PICK
TOP PICK
November 13, 2018
He sold it when DIS spun their wheels with ESPN and ABC, but re-bought it earlier this yearly when they did a deal with 20th Century Fox to get into the streaming business. Disney and Fox have amazing film libraries--and DIS also got 60% control of Hulu. A lot of traction here. (Analysts’ price target is $122.30)
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Walt Disney (DIS-N)
November 13, 2018
He sold it when DIS spun their wheels with ESPN and ABC, but re-bought it earlier this yearly when they did a deal with 20th Century Fox to get into the streaming business. Disney and Fox have amazing film libraries--and DIS also got 60% control of Hulu. A lot of traction here. (Analysts’ price target is $122.30)
TOP PICK
TOP PICK
November 13, 2018
It services telecoms. Consumers want faster and faster internet speeds. This is what DY does. But it's a lumpy stock because 78% of their business comes from five customers. Be patient with this. (Analysts’ price target is $100.63)
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Dycom Industries (DY-N)
November 13, 2018
It services telecoms. Consumers want faster and faster internet speeds. This is what DY does. But it's a lumpy stock because 78% of their business comes from five customers. Be patient with this. (Analysts’ price target is $100.63)