Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
December 21, 2018
This is a good defensive stock -- trading to 52 week highs lately. Tariffs issues don't come into play with this one. It has a decent yield. A nice bump up in subscribers last quarter. A good company at an attractive price.
This is a good defensive stock -- trading to 52 week highs lately. Tariffs issues don't come into play with this one. It has a decent yield. A nice bump up in subscribers last quarter. A good company at an attractive price.
Don Lato
President, Padlock Investment Management
Price
$68.550
Owned
Yes
HOLD
HOLD
December 21, 2018
This frac-sand player is in a sector that has been decimated lately. He will continue to hold this one. Still on schedule to pay a dividend of $0.22 per share early next year. Bringing on a new mine has been easier than people thought, bringing more competition that expected. This could be a prime candidate for a tax-loss selling play. They are still forecasting growth next year.
This frac-sand player is in a sector that has been decimated lately. He will continue to hold this one. Still on schedule to pay a dividend of $0.22 per share early next year. Bringing on a new mine has been easier than people thought, bringing more competition that expected. This could be a prime candidate for a tax-loss selling play. They are still forecasting growth next year.
Don Lato
President, Padlock Investment Management
Price
$3.280
Owned
Yes
HOLD
HOLD
December 21, 2018
He would defer any sales until early next year, due to the recent pullback, if one was thinking of taking profit. If the market bounces up, this one will definitely participate. It is not growing profits at 50% annually anymore. He would continue to hold if you already do.
Amazon.com (AMZN-Q)
December 21, 2018
He would defer any sales until early next year, due to the recent pullback, if one was thinking of taking profit. If the market bounces up, this one will definitely participate. It is not growing profits at 50% annually anymore. He would continue to hold if you already do.
Don Lato
President, Padlock Investment Management
Price
$1377.450
Owned
Unknown
BUY
BUY
December 21, 2018
It has been a long term holding and he is very positive. It trades 18 times next years earnings, which continue to grow at 20% per year. They still dominate the market. Some of their "other bets" will payoff soon. He would buy this as a long term holding.
It has been a long term holding and he is very positive. It trades 18 times next years earnings, which continue to grow at 20% per year. They still dominate the market. Some of their "other bets" will payoff soon. He would buy this as a long term holding.
Don Lato
President, Padlock Investment Management
Price
$979.540
Owned
Yes
HOLD
HOLD
December 21, 2018
He still likes it here and especially at these valuations. The new CEO will be good. They have announced a couple of new joint ventures and it is trading at less than 10 times earnings. Their HEP-C advantage has been declining, but they have growth in their HIV franchise.
He still likes it here and especially at these valuations. The new CEO will be good. They have announced a couple of new joint ventures and it is trading at less than 10 times earnings. Their HEP-C advantage has been declining, but they have growth in their HIV franchise.
Don Lato
President, Padlock Investment Management
Price
$62.620
Owned
Unknown
COMMENT
COMMENT
December 21, 2018
Breaking News The unsolicited offer has been given an exemption by the ASC that avoids having to provide identical consideration to all securities holders. This means MEG will plan to waive its shareholder rights plan, but still plans to reject the offer the Husky. He feels this is an unusual decision by the ASC and MEG, but does not have an opinion on the issues.
MEG Energy Corp (MEG-T)
December 21, 2018
Breaking News The unsolicited offer has been given an exemption by the ASC that avoids having to provide identical consideration to all securities holders. This means MEG will plan to waive its shareholder rights plan, but still plans to reject the offer the Husky. He feels this is an unusual decision by the ASC and MEG, but does not have an opinion on the issues.
Don Lato
President, Padlock Investment Management
Price
$7.430
Owned
_N/A
COMMENT
COMMENT
December 21, 2018
Breaking News The unsolicited offer has been given an exemption by the ASC that avoids having to provide identical consideration to all securities holders. This means MEG will plan to waive its shareholder rights plan, but still plans to reject the offer the Husky. He feels this is an unusual decision by the ASC and MEG, but does not have an opinion on the issues.
Husky Energy (HSE-T)
December 21, 2018
Breaking News The unsolicited offer has been given an exemption by the ASC that avoids having to provide identical consideration to all securities holders. This means MEG will plan to waive its shareholder rights plan, but still plans to reject the offer the Husky. He feels this is an unusual decision by the ASC and MEG, but does not have an opinion on the issues.
Don Lato
President, Padlock Investment Management
Price
$13.660
Owned
_N/A