Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 31, 2019
It is a global Telco. Most of their business is in Europe. He would not go to it. T-N has been really beaten up. SCL-T looks good.
Vodafone Group PLC(VOD-Q)
January 31, 2019
It is a global Telco. Most of their business is in Europe. He would not go to it. T-N has been really beaten up. SCL-T looks good.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$18.240
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 31, 2019
(A Top Pick Jan 10/18, Up 21%) This was the conservative pick. He thought it was oversold and it had a nice run back to where it is. He trimmed a little back and is not as positive on it now. They are going to pool their consumer product divisions with Glaxo. Probably 5-10% return this year.
Pfizer Inc(PFE-N)
January 31, 2019
(A Top Pick Jan 10/18, Up 21%) This was the conservative pick. He thought it was oversold and it had a nice run back to where it is. He trimmed a little back and is not as positive on it now. They are going to pool their consumer product divisions with Glaxo. Probably 5-10% return this year.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$42.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 31, 2019
(A Top Pick Jan 10/18, Down 37%) It is even cheaper now. They did not do the loan growth he thought they would. Right now it is at about a 30% discount to book value. Right now it is a value trap. You could buy this if China and Europe have turned around.
(A Top Pick Jan 10/18, Down 37%) It is even cheaper now. They did not do the loan growth he thought they would. Right now it is at about a 30% discount to book value. Right now it is a value trap. You could buy this if China and Europe have turned around.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$1.220
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 31, 2019
(A Top Pick Jan 10/18, Down 30%) Just at the end of the year it dropped. He thinks this will get back to $12 this year, $14 will require a lot of stars to align. He still likes it and would stick with it.
Freehold Royalties(FRU-T)
January 31, 2019
(A Top Pick Jan 10/18, Down 30%) Just at the end of the year it dropped. He thinks this will get back to $12 this year, $14 will require a lot of stars to align. He still likes it and would stick with it.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$8.910
Owned
Yes
BUY
BUY
January 31, 2019
It owns a diversified suite of assets. It trades at a 30% discount. He likes it. You have to let management surface value with these kinds of conglomerates.
SoftBank Corp(9984-JP)
January 31, 2019
It owns a diversified suite of assets. It trades at a 30% discount. He likes it. You have to let management surface value with these kinds of conglomerates.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$0.000
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 31, 2019
At the right times when it dips you own it. There is a moat around it. Once you are in there it is your first place to go if you want something. They are entering credit cards in the US. It is growing subscriber bases. They are spending a lot on content, etc. They are a leader on the cloud. You buy the dips on stocks like this.
Amazon.com(AMZN-Q)
January 31, 2019
At the right times when it dips you own it. There is a moat around it. Once you are in there it is your first place to go if you want something. They are entering credit cards in the US. It is growing subscriber bases. They are spending a lot on content, etc. They are a leader on the cloud. You buy the dips on stocks like this.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$1718.730
Owned
Unknown
WATCH
WATCH
January 31, 2019
It is a way to play its core business of plant feed and herbicides. Cannabis adds a sex appeal. He would look at it again at the right price. At 15-16 PE it is appropriate to buy it. It has brand and some growth.
It is a way to play its core business of plant feed and herbicides. Cannabis adds a sex appeal. He would look at it again at the right price. At 15-16 PE it is appropriate to buy it. It has brand and some growth.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$74.350
Owned
No