Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 7, 2018
Pay a withholding tax in a TFSA? Not if it's in an RRSP, but yes in a TFSA. He likes this. They make medical devices. A small cap that's done very well with a dividend growing 10% a year for 20 years. Strong free cash flow. They're in the right industry as we head into a recession-type economy, because medical equipment companies will hold their own. They don't disappoint.
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Steris Corp (STE-N)
December 7, 2018
Pay a withholding tax in a TFSA? Not if it's in an RRSP, but yes in a TFSA. He likes this. They make medical devices. A small cap that's done very well with a dividend growing 10% a year for 20 years. Strong free cash flow. They're in the right industry as we head into a recession-type economy, because medical equipment companies will hold their own. They don't disappoint.
PARTIAL BUY
PARTIAL BUY
December 7, 2018
Two-year outlook? He doesn't do two-years. He invests long, like Buffet. The US-China trade war is on, and tech stocks are under pressure. Those are two headwinds. And if interest rates continue to rise, we'll walk into a recession. Tech stocks have high beta, so don't buy them; too much volatility. Buy half a position in BABA and see what happens.
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Two-year outlook? He doesn't do two-years. He invests long, like Buffet. The US-China trade war is on, and tech stocks are under pressure. Those are two headwinds. And if interest rates continue to rise, we'll walk into a recession. Tech stocks have high beta, so don't buy them; too much volatility. Buy half a position in BABA and see what happens.
PAST TOP PICK
PAST TOP PICK
December 7, 2018
(A Top Pick Nov 01/17, Down 7%) A small-cap industrial (that makes fuses), so there'll be volatility. Demand is good and they are nicely diversified. They boast 15% earnings and dividend growths, with free cash flow growing 20% yearly. He still believes in this, and has long held it. Last quarter, profits were up 15%.
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Littelfuse Inc. (LFUS-Q)
December 7, 2018
(A Top Pick Nov 01/17, Down 7%) A small-cap industrial (that makes fuses), so there'll be volatility. Demand is good and they are nicely diversified. They boast 15% earnings and dividend growths, with free cash flow growing 20% yearly. He still believes in this, and has long held it. Last quarter, profits were up 15%.
PAST TOP PICK
PAST TOP PICK
December 7, 2018
(A Top Pick Nov 01/17, Down 12%) A quality testing firm, like toys and clothines. Demand for this is growing because of stricter regulations around the world. Raising dividend at 20%. A huge cash-flow generator. Now is a good entry point. A UK company, but 60% of revenues are outside Europe. so if the UK economy slows down, they'll get paid in foreign currencies.
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(A Top Pick Nov 01/17, Down 12%) A quality testing firm, like toys and clothines. Demand for this is growing because of stricter regulations around the world. Raising dividend at 20%. A huge cash-flow generator. Now is a good entry point. A UK company, but 60% of revenues are outside Europe. so if the UK economy slows down, they'll get paid in foreign currencies.
PAST TOP PICK
PAST TOP PICK
December 7, 2018
(A Top Pick Nov 01/17, Up 33%) They kill insects, so they benefit from hurricanes, earthquakes, etc. ROL was shorted this week by a firm because ROL was trading at a high 50x earnings. They're growing nicely. Dividend has been growing at 25%.
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Rollins Inc (ROL-N)
December 7, 2018
(A Top Pick Nov 01/17, Up 33%) They kill insects, so they benefit from hurricanes, earthquakes, etc. ROL was shorted this week by a firm because ROL was trading at a high 50x earnings. They're growing nicely. Dividend has been growing at 25%.
DON'T BUY
DON'T BUY
December 7, 2018
Europe is a basket case now, because interest rates are negative. ING's profit was lower this past quarter, because of a settlement with the Dutch government in September. ING is not growing as fast as he'd like.
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ING Groep NV (ING-N)
December 7, 2018
Europe is a basket case now, because interest rates are negative. ING's profit was lower this past quarter, because of a settlement with the Dutch government in September. ING is not growing as fast as he'd like.
SELL
SELL
December 7, 2018
Don't chase yield. Their dividend yield is high because the stock price is low. That yield is also not growing, because of European telecom competition; not to mention, 5G is coming so it'll be expensive for them to fund. Inflation over time will eat into their 6% dividend. VOD has been selling assets to cover this dividend. This is a tax-loss sell.
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Vodafone Group PLC (VOD-Q)
December 7, 2018
Don't chase yield. Their dividend yield is high because the stock price is low. That yield is also not growing, because of European telecom competition; not to mention, 5G is coming so it'll be expensive for them to fund. Inflation over time will eat into their 6% dividend. VOD has been selling assets to cover this dividend. This is a tax-loss sell.