Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
January 4, 2019
They have insurance and investment groups with assets into Europe as well. He likes their yield over 6%. He is interested in this again. With the recent pullback, there is now less risk.
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They have insurance and investment groups with assets into Europe as well. He likes their yield over 6%. He is interested in this again. With the recent pullback, there is now less risk.
DON'T BUY
DON'T BUY
January 4, 2019
He only owns one REIT -- in international healthcare. He thought with interest rates going higher, the valuations are possibly going to be too high.
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He only owns one REIT -- in international healthcare. He thought with interest rates going higher, the valuations are possibly going to be too high.
BUY
BUY
January 4, 2019
It is really a business of trading and asset management. They have over $2.5 trillion under management. He sees this as being less volatile than competitors as a result. He likes it.
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Morgan Stanley (MS-N)
January 4, 2019
It is really a business of trading and asset management. They have over $2.5 trillion under management. He sees this as being less volatile than competitors as a result. He likes it.
HOLD
HOLD
January 4, 2019
One of his very few energy holdings. He was buying back in December. About half the assets are overseas, yet it still got hit as hard as those with no international assets. The yield is near 9%. He likes the fact it derives a large portion of its revenues off Brent oil prices. He thinks the dividend can be sustained if oil prices can be sustained.
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One of his very few energy holdings. He was buying back in December. About half the assets are overseas, yet it still got hit as hard as those with no international assets. The yield is near 9%. He likes the fact it derives a large portion of its revenues off Brent oil prices. He thinks the dividend can be sustained if oil prices can be sustained.
HOLD
HOLD
January 4, 2019
He likes the global exposure compared to its competitors. The recent tariff and trade rhetoric with China, it took a hit. It should do well going forward, trading under 10 times earnings. It is well run and diversified.
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Magna Int'l. (A) (MG-T)
January 4, 2019
He likes the global exposure compared to its competitors. The recent tariff and trade rhetoric with China, it took a hit. It should do well going forward, trading under 10 times earnings. It is well run and diversified.
HOLD
HOLD
January 4, 2019
He likes their business, but does not own BAM.A-T at this time. It has been very successful over the years, which is why he does not own it -- it has historically been too expensive.
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He likes their business, but does not own BAM.A-T at this time. It has been very successful over the years, which is why he does not own it -- it has historically been too expensive.
PAST TOP PICK
PAST TOP PICK
January 4, 2019
(A Top Pick Sep 06/18, Down 13%) He thinks it has gotten better with a recent announcement on a project in Australia. They run medical office buildings in Canada, Germany, Brazil and other locations. He likes the global exposure and sees lots of growth going forward.
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(A Top Pick Sep 06/18, Down 13%) He thinks it has gotten better with a recent announcement on a project in Australia. They run medical office buildings in Canada, Germany, Brazil and other locations. He likes the global exposure and sees lots of growth going forward.