Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 6, 2019
(A Top Pick Jan 30/18, Up 3%) Their turning point was making the bid for 21st Century Fox to shift away from the TV and cable business (where subscriptions were declining) and move into streaming called Disney+. They have a huge inventory of content to take on Netflix full-out though that still involves some risk.
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Walt Disney (DIS-N)
February 6, 2019
(A Top Pick Jan 30/18, Up 3%) Their turning point was making the bid for 21st Century Fox to shift away from the TV and cable business (where subscriptions were declining) and move into streaming called Disney+. They have a huge inventory of content to take on Netflix full-out though that still involves some risk.
PAST TOP PICK
PAST TOP PICK
February 6, 2019
(A Top Pick Jan 30/18, Up 4%) 65% of their business comes from Boeing and Airbus. They make structured materials, like the new, lighter composite skin on airplanes. They have a big piece of this market. Cash flow is exploding.
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Hexcel Corp (HXL-N)
February 6, 2019
(A Top Pick Jan 30/18, Up 4%) 65% of their business comes from Boeing and Airbus. They make structured materials, like the new, lighter composite skin on airplanes. They have a big piece of this market. Cash flow is exploding.
PAST TOP PICK
PAST TOP PICK
February 6, 2019
(A Top Pick Jan 30/18, Up 5%) He bought this back believing the AT&T merger would go through--and it did. It worked out for him.
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Time Warner Inc (TWX-N)
February 6, 2019
(A Top Pick Jan 30/18, Up 5%) He bought this back believing the AT&T merger would go through--and it did. It worked out for him.
DON'T BUY
DON'T BUY
February 6, 2019
They come out with earnings next week. This sector plunged today because Electronic Arts got hammered. Valuations are too high in this sector, too rich for him. The models are changing and there's fear over this. He hasn't heard the rumour that Apple with buy ATVI, but that's merely a rumour. This stock and sector are too risky for him.
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They come out with earnings next week. This sector plunged today because Electronic Arts got hammered. Valuations are too high in this sector, too rich for him. The models are changing and there's fear over this. He hasn't heard the rumour that Apple with buy ATVI, but that's merely a rumour. This stock and sector are too risky for him.
BUY
BUY
February 6, 2019
A lot of industrials including this are splitting into pieces. Time will tell is this strategy will work. But UTX is a good company. They manage their portfolio well, buying and selling smartly. Well-managed with a good cash flow and a decent multiple.
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A lot of industrials including this are splitting into pieces. Time will tell is this strategy will work. But UTX is a good company. They manage their portfolio well, buying and selling smartly. Well-managed with a good cash flow and a decent multiple.
BUY
BUY
February 6, 2019
45% of their business comes from their wealth management division which is where you want to be because active investment is big.
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Morgan Stanley (MS-N)
February 6, 2019
45% of their business comes from their wealth management division which is where you want to be because active investment is big.
DON'T BUY
DON'T BUY
February 6, 2019
He likes it, but wouldn't buy it. Consumer, pharma and devices are their three divisions. Only the consumer division is a problem; it has a baby powder cancer issue which is tainting the overall brand. Another headwind is branding: brands aren't any better than generics, as consumers now realize.
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Johnson & Johnson (JNJ-N)
February 6, 2019
He likes it, but wouldn't buy it. Consumer, pharma and devices are their three divisions. Only the consumer division is a problem; it has a baby powder cancer issue which is tainting the overall brand. Another headwind is branding: brands aren't any better than generics, as consumers now realize.