Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 8, 2019
Not a big fan of the drug distributors. Generics pricing headwind, costs, political overhang, there is a number of fundamental flags for them. He would stay away from this. They don't buy declining charts. They want to see strong fundamentals confirmed by positive price action. Loves healthcare but prefers a broad basket of healthcare funds. Biotechs are a little weaker but devices and managed care are fantastic. Healthcare will underperform, but still go up, they like that kind of quality trade in a market that they are a little suspect of.
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McKesson Corp (MCK-N)
January 8, 2019
Not a big fan of the drug distributors. Generics pricing headwind, costs, political overhang, there is a number of fundamental flags for them. He would stay away from this. They don't buy declining charts. They want to see strong fundamentals confirmed by positive price action. Loves healthcare but prefers a broad basket of healthcare funds. Biotechs are a little weaker but devices and managed care are fantastic. Healthcare will underperform, but still go up, they like that kind of quality trade in a market that they are a little suspect of.
WAIT
WAIT
January 8, 2019
Regulatory overhang? There are serious concerns with antitrust and privacy laws with this one and in his opinion they are only likely to intensify. Valuation and fundamental growth looks OK. It's got monopoly power. It's investing in all the right business lines. Really likes it long term. Reasonably priced, it's growing, it's in all the right niches, but doesn't recommend buying now, you want to wait until they make new highs.
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Regulatory overhang? There are serious concerns with antitrust and privacy laws with this one and in his opinion they are only likely to intensify. Valuation and fundamental growth looks OK. It's got monopoly power. It's investing in all the right business lines. Really likes it long term. Reasonably priced, it's growing, it's in all the right niches, but doesn't recommend buying now, you want to wait until they make new highs.
COMMENT
COMMENT
January 8, 2019
Contracting for the telecom industry. Not very familiar with it. They tend to focus on bigger companies. Finds your odd of success are greater when you are taking a broader basket or larger companies as opposed to micro caps. Small by U.S. standard with a $1.8B market cap.
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Dycom Industries (DY-N)
January 8, 2019
Contracting for the telecom industry. Not very familiar with it. They tend to focus on bigger companies. Finds your odd of success are greater when you are taking a broader basket or larger companies as opposed to micro caps. Small by U.S. standard with a $1.8B market cap.
WAIT
WAIT
January 8, 2019
Interesting name. Ordinarily you would look at this as an early or mid-cycle, not late-cycle, however employment is so strong right now. You want to see robust consumer spending, jobs growth in the U.S. is fantastic and robust. You want to make sure 2019 is panning out OK before stepping in consumer spending stocks like this one.
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Interesting name. Ordinarily you would look at this as an early or mid-cycle, not late-cycle, however employment is so strong right now. You want to see robust consumer spending, jobs growth in the U.S. is fantastic and robust. You want to make sure 2019 is panning out OK before stepping in consumer spending stocks like this one.
DON'T BUY
DON'T BUY
January 8, 2019
Bank of America vs Citigroup. There's some good opportunities but maybe not something you want to invest in right now. Deposits competition is heating up. Net interest margin moving the wrong way. Deposits costs are higher. Credit isn't terrible right now. Not that the banks are a terrible spot, you're probably going to do fine. Dividends are totally safe. But is this really going to get you a great return right now? Better places to be, and probably better countries.
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Bank of America (BAC-N)
January 8, 2019
Bank of America vs Citigroup. There's some good opportunities but maybe not something you want to invest in right now. Deposits competition is heating up. Net interest margin moving the wrong way. Deposits costs are higher. Credit isn't terrible right now. Not that the banks are a terrible spot, you're probably going to do fine. Dividends are totally safe. But is this really going to get you a great return right now? Better places to be, and probably better countries.
DON'T BUY
DON'T BUY
January 8, 2019
Bank of America vs Citigroup. There's some good opportunities but maybe not something you want to invest in right now. Deposits competition is heating up. Net interest margin moving the wrong way. Deposits costs are higher. Credit isn't terrible right now. Not that the banks are a terrible spot, you're probably going to do fine. Dividends are totally safe. But is this really going to get you a great return right now? Better places to be, and probably better countries.
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Citigroup Inc. (C-N)
January 8, 2019
Bank of America vs Citigroup. There's some good opportunities but maybe not something you want to invest in right now. Deposits competition is heating up. Net interest margin moving the wrong way. Deposits costs are higher. Credit isn't terrible right now. Not that the banks are a terrible spot, you're probably going to do fine. Dividends are totally safe. But is this really going to get you a great return right now? Better places to be, and probably better countries.
COMMENT
COMMENT
January 8, 2019
Doesn't like it. So much work left to do to turn this company around. Has tons of debt. Controversial story right now. Sure it might go back to $15 but it will take years and high risk, and might not be worth it on an annualized basis given other opportunities in the market.
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General Electric (GE-N)
January 8, 2019
Doesn't like it. So much work left to do to turn this company around. Has tons of debt. Controversial story right now. Sure it might go back to $15 but it will take years and high risk, and might not be worth it on an annualized basis given other opportunities in the market.