Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 6, 2018
He would not buy airlines now. There is price competition that makes things tough. It has become very volatile. He would prefer others if you had to be in airlines.
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He would not buy airlines now. There is price competition that makes things tough. It has become very volatile. He would prefer others if you had to be in airlines.
TOP PICK
TOP PICK
December 6, 2018
You want to focus your portfolio on leadership. He likes healthcare late cycle. These tend to have a higher cap. This is the largest diversified exposure in his portfolio.
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You want to focus your portfolio on leadership. He likes healthcare late cycle. These tend to have a higher cap. This is the largest diversified exposure in his portfolio.
TOP PICK
TOP PICK
December 6, 2018
Their real estate exposure is US: Industrial, healthcare, office and digital data centers. He prefers this one because it has a bigger share of the specialized REIT sector.
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Their real estate exposure is US: Industrial, healthcare, office and digital data centers. He prefers this one because it has a bigger share of the specialized REIT sector.
TOP PICK
TOP PICK
December 6, 2018
Mid–stream and pipes. He thinks oil will be higher in 12 months. Pipelines capacity is constrained. Global growth continues. They have pricing power. You need oil to work.
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Alerian MLP ETF (AMLP-N)
December 6, 2018
Mid–stream and pipes. He thinks oil will be higher in 12 months. Pipelines capacity is constrained. Global growth continues. They have pricing power. You need oil to work.
BUY
BUY
December 6, 2018
Generally speaking it is good to get into names like this at this stage of the cycle. Trading at 20 times future earnings. Growth is light. Dividend is about 2.2%. E-commerce initiatives are improving. Longer term there is a demographic challenge for them adjusting to the millennial purchasing preferences.
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Walmart Inc (WMT-N)
December 6, 2018
Generally speaking it is good to get into names like this at this stage of the cycle. Trading at 20 times future earnings. Growth is light. Dividend is about 2.2%. E-commerce initiatives are improving. Longer term there is a demographic challenge for them adjusting to the millennial purchasing preferences.
Stan Wong

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Price
$94.770
Owned
Unknown
BUY
BUY
December 6, 2018
Looks very strong. The technical strength is strong. PEG ratio is 1.4. Likes it. Longer term, 1 year, 24 months this is a good place to be.
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Looks very strong. The technical strength is strong. PEG ratio is 1.4. Likes it. Longer term, 1 year, 24 months this is a good place to be.
DON'T BUY
DON'T BUY
December 6, 2018
Buying a basket of European stocks. Europe is not a space he likes. 1.5% annualized growth for the next couple of years. He prefers a similar covered call strategy but with US based companies.
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Buying a basket of European stocks. Europe is not a space he likes. 1.5% annualized growth for the next couple of years. He prefers a similar covered call strategy but with US based companies.