Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 19, 2018
They are in a dire financial situation and would not expect any increases in dividends as they fight for cash. Owning it puts you in a tough spot, because he thinks an investor could lose 100% of their holding. He sees better opportunities out there.
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General Electric (GE-N)
December 19, 2018
They are in a dire financial situation and would not expect any increases in dividends as they fight for cash. Owning it puts you in a tough spot, because he thinks an investor could lose 100% of their holding. He sees better opportunities out there.
DON'T BUY
DON'T BUY
December 19, 2018
It is suffering from asbestos in their talcum powder. This issue goes back four decades. The company is doing major damage control and he is not sure how it will end up. He would stay way.
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Johnson & Johnson (JNJ-N)
December 19, 2018
It is suffering from asbestos in their talcum powder. This issue goes back four decades. The company is doing major damage control and he is not sure how it will end up. He would stay way.
STRONG BUY
STRONG BUY
December 19, 2018
Another issue of privacy has surfaced. He views this as part of the broad evolution of social media and he thinks regulation needs to be better defined. He thinks of the company as an investment opportunity, knowing more regulation is coming, trading at less than 20 times earnings with annual growth of earnings above 20%. He sees this as a buying opportunity.
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Facebook (FB-Q)
December 19, 2018
Another issue of privacy has surfaced. He views this as part of the broad evolution of social media and he thinks regulation needs to be better defined. He thinks of the company as an investment opportunity, knowing more regulation is coming, trading at less than 20 times earnings with annual growth of earnings above 20%. He sees this as a buying opportunity.
Gordon Reid

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Price
$133.240
Owned
Unknown
TOP PICK
TOP PICK
December 19, 2018
Their latest earnings report said they would not report unit growth and the industry has been upset. In two years Apple will be involved in 5G and everyone will want it. This will be very good for the company. It trades at 12 times earnings and holds $25 per share in net cash. They have over 1 billion installed devices with loyalty rates over 90%. Yield 1.8%. (Analysts’ price target is $219.55)
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Apple (AAPL-Q)
December 19, 2018
Their latest earnings report said they would not report unit growth and the industry has been upset. In two years Apple will be involved in 5G and everyone will want it. This will be very good for the company. It trades at 12 times earnings and holds $25 per share in net cash. They have over 1 billion installed devices with loyalty rates over 90%. Yield 1.8%. (Analysts’ price target is $219.55)
TOP PICK
TOP PICK
December 19, 2018
Latest earnings were not pleasing to the market. Their future will depend on e-commerce, drone delivery, etc. Countries working against globalization will create headwinds. These include China, Brexit, etc. He likes it now, because it trades at only 10 times earnings -- great value. Yield 1.6%. (Analysts’ price target is $241.88)
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FedEx (FDX-N)
December 19, 2018
Latest earnings were not pleasing to the market. Their future will depend on e-commerce, drone delivery, etc. Countries working against globalization will create headwinds. These include China, Brexit, etc. He likes it now, because it trades at only 10 times earnings -- great value. Yield 1.6%. (Analysts’ price target is $241.88)
TOP PICK
TOP PICK
December 19, 2018
A long term hold for his portfolio. It processed 1.9 TRILLION transactions last year -- more than Mastercard, Discovery and Amex combined. Not an inexpensive stock, but it does have high predictability of earnings. There is an opportunity in Europe and into debit-tap markets. Yield 0.7%. (Analysts’ price target is $162.59)
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Visa Inc. (V-N)
December 19, 2018
A long term hold for his portfolio. It processed 1.9 TRILLION transactions last year -- more than Mastercard, Discovery and Amex combined. Not an inexpensive stock, but it does have high predictability of earnings. There is an opportunity in Europe and into debit-tap markets. Yield 0.7%. (Analysts’ price target is $162.59)
BUY
BUY
December 19, 2018
The bad news is that their Q3 revenues were shy and still they are still struggling with Tim Hortons which did a negative 1% EBITDA. The good news is that Popeye and BK are doing exceptionally well. International growth. He is modeling 17% EPS growth for 2018-2020. Lots of competition for capital in the space.
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The bad news is that their Q3 revenues were shy and still they are still struggling with Tim Hortons which did a negative 1% EBITDA. The good news is that Popeye and BK are doing exceptionally well. International growth. He is modeling 17% EPS growth for 2018-2020. Lots of competition for capital in the space.