Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 30, 2018
They missed expectations this quarter. It is an uphill battle for gold with cost risk, execution risk and more. If you want gold exposure, he would prefer a gold ETF or a royalty like Franco-Nevada.
Kinross Gold (K-T)
November 30, 2018
They missed expectations this quarter. It is an uphill battle for gold with cost risk, execution risk and more. If you want gold exposure, he would prefer a gold ETF or a royalty like Franco-Nevada.
Steven Ko
President and Portfolio Manager, Steven Ko
Price
$3.600
Owned
No
HOLD
HOLD
November 30, 2018
He likes the management team and their branding. The stock is still too expensive. He would continue to hold it if you already own it. (Analysts’ price target is $165.00)
He likes the management team and their branding. The stock is still too expensive. He would continue to hold it if you already own it. (Analysts’ price target is $165.00)
Steven Ko
President and Portfolio Manager, Steven Ko
Price
$146.750
Owned
No
STRONG BUY
STRONG BUY
November 30, 2018
This is a core holding for him and it is a strong buy. As a spin-off of Brookfield Asset Management, the goal of the company is to re-invest capital and rotate it into high yielding opportunities – it pays very little dividend.
This is a core holding for him and it is a strong buy. As a spin-off of Brookfield Asset Management, the goal of the company is to re-invest capital and rotate it into high yielding opportunities – it pays very little dividend.
Steven Ko
President and Portfolio Manager, Steven Ko
Price
$46.840
Owned
Yes
WATCH
WATCH
November 30, 2018
Long term this will be a good holding. It trades in a high-teens PE ratio. They are still small players in the bus market. He is impressed by management and likes the share buy-back, but he still needs to do more research.
Long term this will be a good holding. It trades in a high-teens PE ratio. They are still small players in the bus market. He is impressed by management and likes the share buy-back, but he still needs to do more research.
Steven Ko
President and Portfolio Manager, Steven Ko
Price
$37.800
Owned
No
DON'T BUY
DON'T BUY
November 30, 2018
Anytime a stock trades less than 4 times earnings, it usually foretells doom. The new CEO has restructured the balance sheet and now they have $2 billion of net cash, which is good. The flash memory product has faced headwinds. He thinks this is trading at too high a value still.
Micron Technology (MU-Q)
November 30, 2018
Anytime a stock trades less than 4 times earnings, it usually foretells doom. The new CEO has restructured the balance sheet and now they have $2 billion of net cash, which is good. The flash memory product has faced headwinds. He thinks this is trading at too high a value still.
Steven Ko
President and Portfolio Manager, Steven Ko
Price
$38.560
Owned
No
STRONG BUY
STRONG BUY
November 30, 2018
This is a speciality chemical company that is involved with chemical use in cell phone development. It is a small cap company, but has great growth opportunities.
This is a speciality chemical company that is involved with chemical use in cell phone development. It is a small cap company, but has great growth opportunities.
Steven Ko
President and Portfolio Manager, Steven Ko
Price
$11.770
Owned
Yes
COMMENT
COMMENT
November 30, 2018
There is an overhang in the auto parts space. He thinks it has good value and trades at a good multiple. Fears of cyclicality appear overblown to him. (Analysts’ price target is $78.50)
Magna Int'l. (A) (MG-T)
November 30, 2018
There is an overhang in the auto parts space. He thinks it has good value and trades at a good multiple. Fears of cyclicality appear overblown to him. (Analysts’ price target is $78.50)
Steven Ko
President and Portfolio Manager, Steven Ko
Price
$66.310
Owned
Unknown