Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 31, 2019
The US defense industry is not a cheap sector. He wouldn't be there.
Lockheed Martin(LMT-N)
January 31, 2019
The US defense industry is not a cheap sector. He wouldn't be there.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$289.690
Owned
Unknown
HOLD
HOLD
January 31, 2019
A poor performer. It is trading at a low valuation. He is taking a good hard look at the sector and this company. Looks cheap and it is in a growth area.
CVS Health Corp(CVS-N)
January 31, 2019
A poor performer. It is trading at a low valuation. He is taking a good hard look at the sector and this company. Looks cheap and it is in a growth area.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$65.550
Owned
No
COMMENT
COMMENT
January 31, 2019
With a very long term horizon you can look at it. It is not a value stock. A company that has done a good job and keep on innovating.
Starbucks(SBUX-Q)
January 31, 2019
With a very long term horizon you can look at it. It is not a value stock. A company that has done a good job and keep on innovating.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$68.140
Owned
No
DON'T BUY
DON'T BUY
January 31, 2019
The whole consumer product sector has suffered from an inability to raise prices. there is margin pressure. Solid dividend. There is room for share price decline if interest rates rise.
Nestle(NSRGY-OTC)
January 31, 2019
The whole consumer product sector has suffered from an inability to raise prices. there is margin pressure. Solid dividend. There is room for share price decline if interest rates rise.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.000
Owned
No
DON'T BUY
DON'T BUY
January 31, 2019
Unlike like the rest of the sector it has declining revenues. They spent too much o an acquisition. It has been a poor capital allocator. Needs to generate organic growth.
IBM(IBM-N)
January 31, 2019
Unlike like the rest of the sector it has declining revenues. They spent too much o an acquisition. It has been a poor capital allocator. Needs to generate organic growth.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$134.420
Owned
Unknown
TOP PICK
TOP PICK
January 31, 2019
Massive free cash flow generator. Raising dividends over 10% for the last ten years. An incredible company. Siting on $17 billion just in case. (Analysts’ price target is $51.15)
Cisco(CSCO-Q)
January 31, 2019
Massive free cash flow generator. Raising dividends over 10% for the last ten years. An incredible company. Siting on $17 billion just in case. (Analysts’ price target is $51.15)
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$47.290
Owned
Yes
TOP PICK
TOP PICK
January 31, 2019
Dutch insurance company but 50% of their business is in the US. Selling for 6 times earnings. Very well capitalized. A flat yield curve is hurting them. Trading for 40% tangible book value. He thinks its worth at least double the current share price. (Analysts’ price target is $6.84)
Aegon N.V.(AEG-N)
January 31, 2019
Dutch insurance company but 50% of their business is in the US. Selling for 6 times earnings. Very well capitalized. A flat yield curve is hurting them. Trading for 40% tangible book value. He thinks its worth at least double the current share price. (Analysts’ price target is $6.84)
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$5.170
Owned
Yes