Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
December 17, 2018
It writes puts 10-20% below market puts to generate yield on great companies. If the market sells off they own the stock. They then sell the stock and re-write the put. It is not an opposite not the S&P and not a hedged product. HXS-T gives you an inverse to the S&P 500.
Show full opinionHide full opinion
It writes puts 10-20% below market puts to generate yield on great companies. If the market sells off they own the stock. They then sell the stock and re-write the put. It is not an opposite not the S&P and not a hedged product. HXS-T gives you an inverse to the S&P 500.
BUY
BUY
December 17, 2018
Once the dividend gets above 6-8% it is a red flag bit in pipeline trusts, almost none of the tax is paid at the corporate level and profits are passed on to the investor and that is why the yields are so high. US pipelines are full for years and years to come. This is a low risk way to play US pipelines.
Show full opinionHide full opinion
Alerian MLP ETF (AMLP-N)
December 17, 2018
Once the dividend gets above 6-8% it is a red flag bit in pipeline trusts, almost none of the tax is paid at the corporate level and profits are passed on to the investor and that is why the yields are so high. US pipelines are full for years and years to come. This is a low risk way to play US pipelines.
WATCH
WATCH
December 17, 2018
India fund. India has a way better potential than China in terms of growth over the next decade or two. The currency is a big risk. You will lose about 5% a year. Look at what India did during the last downturn to get a sense of what it could do in the future. But don’t add here.
Show full opinionHide full opinion
India fund. India has a way better potential than China in terms of growth over the next decade or two. The currency is a big risk. You will lose about 5% a year. Look at what India did during the last downturn to get a sense of what it could do in the future. But don’t add here.
STRONG BUY
STRONG BUY
December 17, 2018
They announced results a week ago with production up. The balance sheet is in good shape, they have no debt, and production is up. Next year they will bring another discovery online (Q2). The stock is quite cheap. It is on his action alert buy list.
Show full opinionHide full opinion
SDX Energy Inc. (SDX-LN)
December 17, 2018
They announced results a week ago with production up. The balance sheet is in good shape, they have no debt, and production is up. Next year they will bring another discovery online (Q2). The stock is quite cheap. It is on his action alert buy list.
STRONG BUY
STRONG BUY
December 17, 2018
It is the classic premier story. They are doing over $4 a share in cash flow. Liquids volumes are increasing. It is on his action alert buy list. (Analysts’ price target is $34.00)
Show full opinionHide full opinion
Tourmaline Oil Corp (TOU-T)
December 17, 2018
It is the classic premier story. They are doing over $4 a share in cash flow. Liquids volumes are increasing. It is on his action alert buy list. (Analysts’ price target is $34.00)
DON'T BUY
DON'T BUY
December 17, 2018
He is watching it but it is not on his list right now. They are not experiencing very good growth right now. Their debt keeps going up. There are better names with more upside of growth.
Show full opinionHide full opinion
Obsidian Energy (OBE-T)
December 17, 2018
He is watching it but it is not on his list right now. They are not experiencing very good growth right now. Their debt keeps going up. There are better names with more upside of growth.
BUY
BUY
December 17, 2018
It is very cheap. Q3 they had issues with facilities. They are now resolved. It is trading at 2 times 9 months cash flow. Markets are throwing companies away indiscriminately through tax loss selling season.
Show full opinionHide full opinion
Delphi Energy Corp. (DEE-T)
December 17, 2018
It is very cheap. Q3 they had issues with facilities. They are now resolved. It is trading at 2 times 9 months cash flow. Markets are throwing companies away indiscriminately through tax loss selling season.