Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 6, 2019
Visa vs. Mastercard He loves this sector. Both are fine companies. They don't take credit risk (the associated banks do). Instead, they do payment transactions, and here Visa (1.9 trillion) dwarfs its competitors combined. Visa also has a bigger debit card business and are more international oriented than Mastercard; Visa has now absorbed Visa Europe, which used to be a different company. Europeans use cash more than credit, so there's great opportunity here.
Visa Inc.(V-N)
February 6, 2019
Visa vs. Mastercard He loves this sector. Both are fine companies. They don't take credit risk (the associated banks do). Instead, they do payment transactions, and here Visa (1.9 trillion) dwarfs its competitors combined. Visa also has a bigger debit card business and are more international oriented than Mastercard; Visa has now absorbed Visa Europe, which used to be a different company. Europeans use cash more than credit, so there's great opportunity here.
Gordon Reid
President, GoodReid Investment Counsel
Price
$141.490
Owned
Yes
COMMENT
COMMENT
February 6, 2019
Visa vs. Mastercard He loves this sector. Both are fine companies. They don't take credit risk (the associated banks do). Instead, they do payment transactions, and here Visa (1.9 trillion) dwarfs its competitors combined. Visa also has a bigger debit card business and are more international oriented than Mastercard; Visa has now absorbed Visa Europe, which used to be a different company. Europeans use cash more than credit, so there's great opportunity here.
Mastercard Inc.(MA-N)
February 6, 2019
Visa vs. Mastercard He loves this sector. Both are fine companies. They don't take credit risk (the associated banks do). Instead, they do payment transactions, and here Visa (1.9 trillion) dwarfs its competitors combined. Visa also has a bigger debit card business and are more international oriented than Mastercard; Visa has now absorbed Visa Europe, which used to be a different company. Europeans use cash more than credit, so there's great opportunity here.
Gordon Reid
President, GoodReid Investment Counsel
Price
$215.300
Owned
No
BUY
BUY
February 6, 2019
There are many, many unmonetized opportunities within Google. They just reported 23% growth of revenues, trading at 20x earnings. The market was concerned about operating margins falling short because of R&D. To him, this is not a negative, because GOOGL spends huge amounts on R&D that will pay off in the future. Look at YouTube, which took time to become a moneymaking machine for Google. Don't be impatient.
Alphabet Inc. (A)(GOOGL-Q)
February 6, 2019
There are many, many unmonetized opportunities within Google. They just reported 23% growth of revenues, trading at 20x earnings. The market was concerned about operating margins falling short because of R&D. To him, this is not a negative, because GOOGL spends huge amounts on R&D that will pay off in the future. Look at YouTube, which took time to become a moneymaking machine for Google. Don't be impatient.
Gordon Reid
President, GoodReid Investment Counsel
Price
$1122.890
Owned
Yes
DON'T BUY
DON'T BUY
February 6, 2019
It's no a phone company anymore. They bought Direct TV to get into the media business, which demands a lot of investment. ATT isn't the best competitor in this space.
A T & T US(T-N)
February 6, 2019
It's no a phone company anymore. They bought Direct TV to get into the media business, which demands a lot of investment. ATT isn't the best competitor in this space.
Gordon Reid
President, GoodReid Investment Counsel
Price
$29.560
Owned
No
COMMENT
COMMENT
February 6, 2019
It's been frustrating. It should be valued much higher, trading at a single-digit multiple with more business coming in and a long runway. They do large-scale construction like airports and bridges. The opportunity may lie in the US Congress which may pass an infrastructure bill--infrastructure which is failing and needs an upgrade.
Tutor Perini(TPC-N)
February 6, 2019
It's been frustrating. It should be valued much higher, trading at a single-digit multiple with more business coming in and a long runway. They do large-scale construction like airports and bridges. The opportunity may lie in the US Congress which may pass an infrastructure bill--infrastructure which is failing and needs an upgrade.
Gordon Reid
President, GoodReid Investment Counsel
Price
$16.360
Owned
Yes
BUY
BUY
February 6, 2019
They're positioning themselves in vertical integration to succeed. They just closed the Aetna (insurer) purchase. CVS has 10,000 locations in the U.S. can capitalizing in healthcare by creating a clinic system within CVS locations to address non-emergency medical chronic issues (i.e. testing blood pressure). Most medical issues are not emergencies but they cost emergency rooms heavily. CVS helps address this problem.
CVS Health Corp(CVS-N)
February 6, 2019
They're positioning themselves in vertical integration to succeed. They just closed the Aetna (insurer) purchase. CVS has 10,000 locations in the U.S. can capitalizing in healthcare by creating a clinic system within CVS locations to address non-emergency medical chronic issues (i.e. testing blood pressure). Most medical issues are not emergencies but they cost emergency rooms heavily. CVS helps address this problem.
Gordon Reid
President, GoodReid Investment Counsel
Price
$66.030
Owned
Yes
DON'T BUY
DON'T BUY
February 6, 2019
Merck vs. Pfizer Two large pharma companies that are treading water. A lot of the drugs they develop are coming off patent. You must look at their pipelines, with Merck doing very well while Pfizer has some good franchises, like Lipitor. Merck likely has the better pipeline. Neither has enough revenue growth or cash flow to entice him to buy.
Merck & Company(MRK-N)
February 6, 2019
Merck vs. Pfizer Two large pharma companies that are treading water. A lot of the drugs they develop are coming off patent. You must look at their pipelines, with Merck doing very well while Pfizer has some good franchises, like Lipitor. Merck likely has the better pipeline. Neither has enough revenue growth or cash flow to entice him to buy.
Gordon Reid
President, GoodReid Investment Counsel
Price
$77.440
Owned
No