Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 13, 2018
(A Top Pick Jan 10/18, Down 14%) A lot has changed from the first half of the year to the last half of the year. He was trimming his position. He is not as enthusiastic about this name as he was earlier in the year.
(A Top Pick Jan 10/18, Down 14%) A lot has changed from the first half of the year to the last half of the year. He was trimming his position. He is not as enthusiastic about this name as he was earlier in the year.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$35.110
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 13, 2018
(A Top Pick Jan 10/18, Down 23%) He lightened up on this one due to economic factors.
(A Top Pick Jan 10/18, Down 23%) He lightened up on this one due to economic factors.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$83.680
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 13, 2018
(A Top Pick Jan 10/18, Up 1%) You need to be careful in the semiconductor space. He is still buy it and believes in it longer term.
Broadcom (AVGO-Q)
December 13, 2018
(A Top Pick Jan 10/18, Up 1%) You need to be careful in the semiconductor space. He is still buy it and believes in it longer term.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$258.300
Owned
Yes
DON'T BUY
DON'T BUY
December 13, 2018
It got an upgrade from JP Morgan today. The upgrade is going from really bad to a little bit less bad so don't treat it as a catalyst. It is down about 60% in 2018. The drop was due to challenged management and then they spent a lot of money on acquisitions. Most people don’t know what GE-N now does, what business they are in. There is no clear path as to what the business will look like in 2 or 5 years from now. It is speculative in terms of whether it is near the bottom.
General Electric (GE-N)
December 13, 2018
It got an upgrade from JP Morgan today. The upgrade is going from really bad to a little bit less bad so don't treat it as a catalyst. It is down about 60% in 2018. The drop was due to challenged management and then they spent a lot of money on acquisitions. Most people don’t know what GE-N now does, what business they are in. There is no clear path as to what the business will look like in 2 or 5 years from now. It is speculative in terms of whether it is near the bottom.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$7.200
Owned
Unknown
BUY
BUY
December 13, 2018
Anything in the auto space has been quite challenged. He feels this is one of the more conservative ways to play the auto sector. It is cheap on a valuation basis. They are into driver autonomy and electrification and are a leader in these. You need to be patient with it because auto sales will not go through the roof any time soon.
Magna Int'l. (A) (MG-T)
December 13, 2018
Anything in the auto space has been quite challenged. He feels this is one of the more conservative ways to play the auto sector. It is cheap on a valuation basis. They are into driver autonomy and electrification and are a leader in these. You need to be patient with it because auto sales will not go through the roof any time soon.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$60.760
Owned
Yes
PARTIAL BUY
PARTIAL BUY
December 13, 2018
Oil prices have come down quite a bit and as it recovers it helps everything in the space. KEY-T has held up well with dropping oil prices. This is one of the few names he likes in the space and could take a half position.
Keyera Corp (KEY-T)
December 13, 2018
Oil prices have come down quite a bit and as it recovers it helps everything in the space. KEY-T has held up well with dropping oil prices. This is one of the few names he likes in the space and could take a half position.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$28.390
Owned
Unknown
COMMENT
COMMENT
December 13, 2018
CNQ-T vs. SU-T. It depends on your appetite for volatility and your expectations for returns. CNQ-T is a bet on oil. SU-T is more defensive but with less upside if you get the timing right on the price of oil. SU-T has a good opportunity to step in.
CNQ-T vs. SU-T. It depends on your appetite for volatility and your expectations for returns. CNQ-T is a bet on oil. SU-T is more defensive but with less upside if you get the timing right on the price of oil. SU-T has a good opportunity to step in.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$35.300
Owned
Unknown