Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 6, 2019
2-year outlook They may change their corporate structure from a limited partnership to a regular tax-paying corporation. Also, their Q4 was volatile with revenues being only one-third compared to the previous year. Their share price is flat over a long period of time.
Blackstone Group LP (BX-N)
February 6, 2019
2-year outlook They may change their corporate structure from a limited partnership to a regular tax-paying corporation. Also, their Q4 was volatile with revenues being only one-third compared to the previous year. Their share price is flat over a long period of time.
Gordon Reid
President, GoodReid Investment Counsel
Price
$34.570
Owned
Unknown
COMMENT
COMMENT
February 6, 2019
It's disappointing, but still is confident it'll do well. It's a bet on 5G. DY rewires North America to carry 5G fibre. Problem is Verizon, Google, etc. are not deplying capital as quickly as expected. Keep the faith, though.
Dycom Industries (DY-N)
February 6, 2019
It's disappointing, but still is confident it'll do well. It's a bet on 5G. DY rewires North America to carry 5G fibre. Problem is Verizon, Google, etc. are not deplying capital as quickly as expected. Keep the faith, though.
Gordon Reid
President, GoodReid Investment Counsel
Price
$60.440
Owned
Yes
BUY
BUY
February 6, 2019
They do knee and hip replacements. SYK are active in tuck-in acquisitions which is quite accretive. They trade at a decent valuation. A consistent stock performer.
Stryker Corp. (SYK-N)
February 6, 2019
They do knee and hip replacements. SYK are active in tuck-in acquisitions which is quite accretive. They trade at a decent valuation. A consistent stock performer.
Gordon Reid
President, GoodReid Investment Counsel
Price
$180.700
Owned
No
TOP PICK
TOP PICK
February 6, 2019
The noise here has been extreme in the past year (privacy issues, politics), but their latest revenues are up 37% year over year and the number of monthly users is up, not down. Of course, Facebook needs to do further work by spending money on manpower to be better corporate citizens. This is a great franchise and a multigenerational opportunity to buy this at 20x earnings. Ignore the noise. (Analysts’ price target is $192.91)
Facebook (FB-Q)
February 6, 2019
The noise here has been extreme in the past year (privacy issues, politics), but their latest revenues are up 37% year over year and the number of monthly users is up, not down. Of course, Facebook needs to do further work by spending money on manpower to be better corporate citizens. This is a great franchise and a multigenerational opportunity to buy this at 20x earnings. Ignore the noise. (Analysts’ price target is $192.91)
Gordon Reid
President, GoodReid Investment Counsel
Price
$170.490
Owned
Yes
TOP PICK
TOP PICK
February 6, 2019
With the US Fed going dovish, it helps HD. Great management, low interest rates and full employment are also tailwinds. They've doubled revenues since 2008 and have increased their operating margins from 6% to 12%. Good dividend, too. (Analysts’ price target is $202.39)
Home Depot (HD-N)
February 6, 2019
With the US Fed going dovish, it helps HD. Great management, low interest rates and full employment are also tailwinds. They've doubled revenues since 2008 and have increased their operating margins from 6% to 12%. Good dividend, too. (Analysts’ price target is $202.39)
Gordon Reid
President, GoodReid Investment Counsel
Price
$184.720
Owned
Yes
TOP PICK
TOP PICK
February 6, 2019
The biggest U.S. home builder that's acquired other hold builders. They operate mostly in the U.S. south (west and east). Trades at 7x earnings and below book value. Cheap. (Analysts’ price target is $57.10)
Lennar Corp. (LEN-N)
February 6, 2019
The biggest U.S. home builder that's acquired other hold builders. They operate mostly in the U.S. south (west and east). Trades at 7x earnings and below book value. Cheap. (Analysts’ price target is $57.10)
Gordon Reid
President, GoodReid Investment Counsel
Price
$46.080
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.
Pfizer Inc (PFE-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
$42.330
Owned
No