Latest Expert Opinions

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Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
January 8, 2019
It held up very well during European economic crises, but the issue is they are waiting for higher interest rates in Europe. After this sell-off, he'd buy it. It's Latin-focussed, so if you believe in those territories, it's a good buy.
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It held up very well during European economic crises, but the issue is they are waiting for higher interest rates in Europe. After this sell-off, he'd buy it. It's Latin-focussed, so if you believe in those territories, it's a good buy.
DON'T BUY
DON'T BUY
January 8, 2019
He's not sure if there'll be growth. They've had so many reports misses. The matrix around advertising needs to change, though Twitter is here to stay. He thinks ultimately Twitter will become part of something else.
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Twitter, Inc (TWTR-N)
January 8, 2019
He's not sure if there'll be growth. They've had so many reports misses. The matrix around advertising needs to change, though Twitter is here to stay. He thinks ultimately Twitter will become part of something else.
PARTIAL BUY
PARTIAL BUY
January 8, 2019
Remember the high population density in China, so moving goods is difficult and takes time--and this issue doesn't go away. The pricing of this stock got very high and needed re-tracement. But if it continues to grow at this fast rate, it may get busted up/split (like U.S. telecoms in the late-1980s). This is a good company. It's partially on sale now, not totally oversold. If you have a half a position now, see how it goes.
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Remember the high population density in China, so moving goods is difficult and takes time--and this issue doesn't go away. The pricing of this stock got very high and needed re-tracement. But if it continues to grow at this fast rate, it may get busted up/split (like U.S. telecoms in the late-1980s). This is a good company. It's partially on sale now, not totally oversold. If you have a half a position now, see how it goes.
PAST TOP PICK
PAST TOP PICK
January 8, 2019
(A Top Pick Dec 20/17, Up 1%) Good balance sheet and fundamentals. Buy during dips to average down. A world-class company.
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(A Top Pick Dec 20/17, Up 1%) Good balance sheet and fundamentals. Buy during dips to average down. A world-class company.
PAST TOP PICK
PAST TOP PICK
January 8, 2019
(A Top Pick Dec 20/17, Up 0.3%) Strong balance sheet and has almost no debt. It's leveraged to oil and nuclear power industries. So when industrial production slow, this stock sells off. But it's been a strong performer for a long time and raises its dividend regularly.
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Rotork PLC (ROR-LSE)
January 8, 2019
(A Top Pick Dec 20/17, Up 0.3%) Strong balance sheet and has almost no debt. It's leveraged to oil and nuclear power industries. So when industrial production slow, this stock sells off. But it's been a strong performer for a long time and raises its dividend regularly.
PAST TOP PICK
PAST TOP PICK
January 8, 2019
(A Top Pick Dec 20/17, Up 3%) He's long owned this. The Fox acquisition will be a big deal as Disney tilts towards broadcasting, and there'll be big movie releases coming. He wish he had bought this 10 years ago. They regularly raise their dividend.
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Walt Disney (DIS-N)
January 8, 2019
(A Top Pick Dec 20/17, Up 3%) He's long owned this. The Fox acquisition will be a big deal as Disney tilts towards broadcasting, and there'll be big movie releases coming. He wish he had bought this 10 years ago. They regularly raise their dividend.
WATCH
WATCH
January 8, 2019
A longtime great performer. They continue to do acquisitions well. He's up 30-40%. Current levels are reasonable. But under the new CEO they are taking on a lot of debt as they aquire, which is a concern. He wants to see more debt repayment. Dividend will continue to rise. Definitely watch this.
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Open Text (OTEX-T)
January 8, 2019
A longtime great performer. They continue to do acquisitions well. He's up 30-40%. Current levels are reasonable. But under the new CEO they are taking on a lot of debt as they aquire, which is a concern. He wants to see more debt repayment. Dividend will continue to rise. Definitely watch this.