Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
February 6, 2019
Earnings have been doing fine. He likes them as they sit in a great place for tech and telecom infrastructure spending. From here, he would hold, but would love to see it break above $35 resistance to add more. However, he is not convinced the market is going up forever, so watch your position closely and trade with a stop -- maybe $32.
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Corning Inc (GLW-N)
February 6, 2019
Earnings have been doing fine. He likes them as they sit in a great place for tech and telecom infrastructure spending. From here, he would hold, but would love to see it break above $35 resistance to add more. However, he is not convinced the market is going up forever, so watch your position closely and trade with a stop -- maybe $32.
COMMENT
COMMENT
February 6, 2019
US Banking Sector People are watching interest rate futures for a signal of US Fed actions. It is so early in the year and only 5 weeks after the Fed loosened their language. He still sees the Fed keeping liquidity constrained. The US bank sector credit position is pristine right now. The problem is that the banks are not preforming well, relatively speaking. He wonders where the future growth will come from. He would look elsewhere.
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US Banking Sector People are watching interest rate futures for a signal of US Fed actions. It is so early in the year and only 5 weeks after the Fed loosened their language. He still sees the Fed keeping liquidity constrained. The US bank sector credit position is pristine right now. The problem is that the banks are not preforming well, relatively speaking. He wonders where the future growth will come from. He would look elsewhere.
COMMENT
COMMENT
February 6, 2019
A great company, but he would prefer to take a basket approach. High-quality and good capital deployment. He likes the medical equipment space. He would prefer to hold the ETF IHI-N instead.
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Abbott Labs (ABT-N)
February 6, 2019
A great company, but he would prefer to take a basket approach. High-quality and good capital deployment. He likes the medical equipment space. He would prefer to hold the ETF IHI-N instead.
TOP PICK
TOP PICK
February 6, 2019
He likes the end-market growth story -- knees, hips, joints, etc. High-quality with a high market beta -- this is not a defensive ETF. A broad basket with a diversified portfolio. Yield 0.36%
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He likes the end-market growth story -- knees, hips, joints, etc. High-quality with a high market beta -- this is not a defensive ETF. A broad basket with a diversified portfolio. Yield 0.36%
TOP PICK
TOP PICK
February 6, 2019
Not without its volatility. Some leaked documents on pension reform causing it to move today. Good support and he likes the technical confirmation. Yield 2.5%
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Not without its volatility. Some leaked documents on pension reform causing it to move today. Good support and he likes the technical confirmation. Yield 2.5%
TOP PICK
TOP PICK
February 6, 2019
A defensive holding, with more pro-cycle play. A good yield for the space. Yield 3.4%
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A defensive holding, with more pro-cycle play. A good yield for the space. Yield 3.4%
DON'T BUY
DON'T BUY
February 6, 2019
A great business model driven by memberships which mostly makes up their $3 billion net profit. A very good company. But it trades at 27x earnings, which has always puzzled him--why so high? This makes COST risky. So, any misstep can be costly.
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Costco Wholesale (COST-Q)
February 6, 2019
A great business model driven by memberships which mostly makes up their $3 billion net profit. A very good company. But it trades at 27x earnings, which has always puzzled him--why so high? This makes COST risky. So, any misstep can be costly.