Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 8, 2019
In current global trade tensions, all logistics companies have sold off. But long-term, they are good investments; they act as proxies for the underlying economy. They reflect movement of goods, so a good space long-term. He's not too current on XPO though. It's a capital-intensive business, with good and bad periods to own. It has sold off recently. Look elsewhere like AT&T.
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In current global trade tensions, all logistics companies have sold off. But long-term, they are good investments; they act as proxies for the underlying economy. They reflect movement of goods, so a good space long-term. He's not too current on XPO though. It's a capital-intensive business, with good and bad periods to own. It has sold off recently. Look elsewhere like AT&T.
COMMENT
COMMENT
January 8, 2019
U.S. banks have sold off because the net interest margin has compressed. Even if interest rates rise, there'll be a drag, because this compression continues. MS is a well-run bank long-term, and current levels are attractive. But he prefers other US banks like BAC which has a more diversified footprint than MS.
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Morgan Stanley (MS-N)
January 8, 2019
U.S. banks have sold off because the net interest margin has compressed. Even if interest rates rise, there'll be a drag, because this compression continues. MS is a well-run bank long-term, and current levels are attractive. But he prefers other US banks like BAC which has a more diversified footprint than MS.
COMMENT
COMMENT
January 8, 2019
U.S. banks: BAC, Citi and JP Morgan, sell one to buy MSFT? Citi has more upside. Sell JP Morgan--it's a bit of a guess, really. MSFT has had such a great run, so be careful. IBM is better at this point.
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Microsoft (MSFT-Q)
January 8, 2019
U.S. banks: BAC, Citi and JP Morgan, sell one to buy MSFT? Citi has more upside. Sell JP Morgan--it's a bit of a guess, really. MSFT has had such a great run, so be careful. IBM is better at this point.
BUY
BUY
January 8, 2019
One-to-three year time horizon Great total return and has done well for the past decade. A steady performer that raises its dividend. It won't knock the lights well, but is steady. A long-term hold.
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Nestle (NSRGY-OTC)
January 8, 2019
One-to-three year time horizon Great total return and has done well for the past decade. A steady performer that raises its dividend. It won't knock the lights well, but is steady. A long-term hold.
BUY
BUY
January 8, 2019
CHINA MOBILE VS. CHINA UNICOM When Alibaba and TenCent sell-off, China investors seek a safe haven in this these. Mobile has had a good run lately because and have committed to a progressive dividend yield. It's the biggest phone company in the world and will still grow. It has more cash than debt, only one of two telecoms in the world in this situation. Unicom is not a competitive threat to Mobile, because it's too small. For growth/upside, both are good. For dividend, buy Mobile.
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CHINA MOBILE VS. CHINA UNICOM When Alibaba and TenCent sell-off, China investors seek a safe haven in this these. Mobile has had a good run lately because and have committed to a progressive dividend yield. It's the biggest phone company in the world and will still grow. It has more cash than debt, only one of two telecoms in the world in this situation. Unicom is not a competitive threat to Mobile, because it's too small. For growth/upside, both are good. For dividend, buy Mobile.
COMMENT
COMMENT
January 8, 2019
CHINA MOBILE VS. CHINA UNICOM When Alibaba and TenCent sell-off, China investors seek a safe haven in this these. Mobile has had a good run lately because and have committed to a progressive dividend yield. It's the biggest phone company in the world and will still grow. It has more cash than debt, only one of two telecoms in the world in this situation. Unicom is not a competitive threat to Mobile, because it's too small. For growth/upside, both are good. For dividend, buy Mobile.
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China Unicom (CHU-N)
January 8, 2019
CHINA MOBILE VS. CHINA UNICOM When Alibaba and TenCent sell-off, China investors seek a safe haven in this these. Mobile has had a good run lately because and have committed to a progressive dividend yield. It's the biggest phone company in the world and will still grow. It has more cash than debt, only one of two telecoms in the world in this situation. Unicom is not a competitive threat to Mobile, because it's too small. For growth/upside, both are good. For dividend, buy Mobile.
SHORT
SHORT
January 8, 2019
Balance sheet is improving, but interest rates are still low in Europe and all European banks are waiting to rise. If you can wait, then you can buy these banks now.
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ING Groep NV (ING-N)
January 8, 2019
Balance sheet is improving, but interest rates are still low in Europe and all European banks are waiting to rise. If you can wait, then you can buy these banks now.