Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 6, 2018
Global secular trend over the next 10 - 20 years. Use of digital currency and electronic payments will continue to expand. The growth in E-commerce is undeniable. Last Tuesday they announced a $6 billion share buy back and boosted the dividend by 32%. Forward P/E is 27 with 29% growth. Good growth company. (Analysts’ price target is $233.14)
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Mastercard Inc. (MA-N)
December 6, 2018
Global secular trend over the next 10 - 20 years. Use of digital currency and electronic payments will continue to expand. The growth in E-commerce is undeniable. Last Tuesday they announced a $6 billion share buy back and boosted the dividend by 32%. Forward P/E is 27 with 29% growth. Good growth company. (Analysts’ price target is $233.14)
TOP PICK
TOP PICK
December 6, 2018
A defensive name. Revenues at $52 billion per year. ROE is going higher. Dividend yield is 3.0% and P/E is 15. Strong pipeline. (Analysts’ price target is $45.09)
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Pfizer Inc (PFE-N)
December 6, 2018
A defensive name. Revenues at $52 billion per year. ROE is going higher. Dividend yield is 3.0% and P/E is 15. Strong pipeline. (Analysts’ price target is $45.09)
Stan Wong

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Price
$44.980
Owned
Unknown
TOP PICK
TOP PICK
December 6, 2018
Expense ratio is 13 basis points. This is a defensive space. Basket of consumer staples. Late in the cycle, you still need tooth paste, you still need the toilet paper, your groceries. Low beta. He is 17-18% in the defensive space but that is climbing.
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Expense ratio is 13 basis points. This is a defensive space. Basket of consumer staples. Late in the cycle, you still need tooth paste, you still need the toilet paper, your groceries. Low beta. He is 17-18% in the defensive space but that is climbing.
Stan Wong

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Price
$55.420
Owned
Unknown