Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 8, 2019
Large higher-end home builder in the U.S. Technically has come back. Still negative earnings. Too late in the cycle. Chart looks good but fundamentals aren't supporting the story. You want both fundamentals and price chart, and we don't have the fundamentals in this one yet.
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Pulte Homes Inc (PHM-N)
January 8, 2019
Large higher-end home builder in the U.S. Technically has come back. Still negative earnings. Too late in the cycle. Chart looks good but fundamentals aren't supporting the story. You want both fundamentals and price chart, and we don't have the fundamentals in this one yet.
TOP PICK
TOP PICK
January 8, 2019
Buying beta. Can drop with the market but high quality market exposure. Tends to have high cash flow, large cap, robust companies, well diversified. Yield 1.6%.
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Buying beta. Can drop with the market but high quality market exposure. Tends to have high cash flow, large cap, robust companies, well diversified. Yield 1.6%.
TOP PICK
TOP PICK
January 8, 2019
Cautious about energy. Constrained capacity, demand is holding up globally, OPEC making the right noises in Saudi. Definitively a more conservative play. Stock price has gone down with the market. Market performer with a great yield at 8.3%. Fundamentals really are well supported here.
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Alerian MLP ETF (AMLP-N)
January 8, 2019
Cautious about energy. Constrained capacity, demand is holding up globally, OPEC making the right noises in Saudi. Definitively a more conservative play. Stock price has gone down with the market. Market performer with a great yield at 8.3%. Fundamentals really are well supported here.
TOP PICK
TOP PICK
January 8, 2019
New leader in Brazil. Minister of the economy is a well educated economist and widely seen has being more free trade and open market policy friendly. You really want to see the meaningful reforms start to kick in. Oil is working, weaker U.S. dollar, all supports Brazil and EM. Yield 2.7%.
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New leader in Brazil. Minister of the economy is a well educated economist and widely seen has being more free trade and open market policy friendly. You really want to see the meaningful reforms start to kick in. Oil is working, weaker U.S. dollar, all supports Brazil and EM. Yield 2.7%.
BUY
BUY
January 8, 2019
We had oil oversupply which pushed down prices. At these levels BP has an attractive yield. Good reserves and balance sheet. He's happy with their current levels.
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BP PLC (BP-N)
January 8, 2019
We had oil oversupply which pushed down prices. At these levels BP has an attractive yield. Good reserves and balance sheet. He's happy with their current levels.
BUY WEAKNESS
BUY WEAKNESS
January 8, 2019
Trump has slowed down growth of China's semi-conductor industry. He'd buy below $31. Good balance sheet and track record. The semi industry is increasing, but we'll still see more of a pullback. Watch for now.
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Trump has slowed down growth of China's semi-conductor industry. He'd buy below $31. Good balance sheet and track record. The semi industry is increasing, but we'll still see more of a pullback. Watch for now.
DON'T BUY
DON'T BUY
January 8, 2019
Blockchain is interesting and has many applications such as insurance. But currency has to be controlled, like a central bank. Yes, you can transfer wealth using Bitcoin, but what's to stop someone from hacking this. Control? This doesn't make a profit. He doesn't see this becoming a mainstream currency until a central bank controls it. Otherwise it remains a pseudo-currency.
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Blockchain is interesting and has many applications such as insurance. But currency has to be controlled, like a central bank. Yes, you can transfer wealth using Bitcoin, but what's to stop someone from hacking this. Control? This doesn't make a profit. He doesn't see this becoming a mainstream currency until a central bank controls it. Otherwise it remains a pseudo-currency.