Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 27, 2018
It is a healthcare REIT, so there is little reason for it to do well until the FED pauses. They have a short history.
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Ventas Inc (VTR-N)
December 27, 2018
It is a healthcare REIT, so there is little reason for it to do well until the FED pauses. They have a short history.
WATCH
WATCH
December 27, 2018
It is on his watch list. It is a very good company. He sees it as an insurance company because of its history as to how it trades. There is a higher level of catastrophic losses recently. He prefers Progressive here. We are decelerating from 4 percent to 2 percent economic growth. It is just not a super timely pick.
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It is on his watch list. It is a very good company. He sees it as an insurance company because of its history as to how it trades. There is a higher level of catastrophic losses recently. He prefers Progressive here. We are decelerating from 4 percent to 2 percent economic growth. It is just not a super timely pick.
BUY
BUY
December 27, 2018
It was too cheap because the whole pharma industry was out of favor. This whole industry is not out of favor from politicians. This has a better balance sheet, margins, and manufacturing costs. He continues to see it doing well unless something impacts livestock herds or companion animal populations.
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Zoetis Inc (ZTS-N)
December 27, 2018
It was too cheap because the whole pharma industry was out of favor. This whole industry is not out of favor from politicians. This has a better balance sheet, margins, and manufacturing costs. He continues to see it doing well unless something impacts livestock herds or companion animal populations.
DON'T BUY
DON'T BUY
December 27, 2018
The ruling today for $135 Million is a trivial amount. They are one of the best banks in the world. We have 200 years of history with markets and they have been under-performing markets except for a few 3-5 years periods. Interest rates right now are not good for them. Credit provisioning is relatively low and can only go up. But we could have years of strong credit performance. JPM-N is definitely a great company it the question is whether to own banks. Big banks are growing somewhere between 0 and .2 percent.
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The ruling today for $135 Million is a trivial amount. They are one of the best banks in the world. We have 200 years of history with markets and they have been under-performing markets except for a few 3-5 years periods. Interest rates right now are not good for them. Credit provisioning is relatively low and can only go up. But we could have years of strong credit performance. JPM-N is definitely a great company it the question is whether to own banks. Big banks are growing somewhere between 0 and .2 percent.
DON'T BUY
DON'T BUY
December 27, 2018
They are a wonderful company. They allow robots to see. The problem is that they sell a widget only purchased by manufacturers when they are modernizing their factories. They will participate in a spending cycle but right now capital spending is continuing to slow.
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Cognex Corporation (CGNX-Q)
December 27, 2018
They are a wonderful company. They allow robots to see. The problem is that they sell a widget only purchased by manufacturers when they are modernizing their factories. They will participate in a spending cycle but right now capital spending is continuing to slow.
DON'T BUY
DON'T BUY
December 27, 2018
Can it go bankrupt? It was one of the first to see widening credit spreads. They have not been doing well since the crisis. They have been more negatively affected by the change in banking business mix than the rest. Rhetoric around trade is going to ratchet up and down but global trade is still intact.
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Deutsche Bank AG (DB-N)
December 27, 2018
Can it go bankrupt? It was one of the first to see widening credit spreads. They have not been doing well since the crisis. They have been more negatively affected by the change in banking business mix than the rest. Rhetoric around trade is going to ratchet up and down but global trade is still intact.
PAST TOP PICK
PAST TOP PICK
December 27, 2018
(A Top Pick Jan 03/18, Down 30%) The business is doing nicely. They grew 10.5% in the first half. He has no explanation for the share movement. He has owned it since 2005. He has a great degree for management.
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(A Top Pick Jan 03/18, Down 30%) The business is doing nicely. They grew 10.5% in the first half. He has no explanation for the share movement. He has owned it since 2005. He has a great degree for management.