Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 7, 2019
Organic LED devices for consumer electronics. He likes the tech group. These guys are a leading in their space. It held in much better since September, relative to their group. This one looks timely.
Organic LED devices for consumer electronics. He likes the tech group. These guys are a leading in their space. It held in much better since September, relative to their group. This one looks timely.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$110.050
Owned
Unknown
BUY
BUY
February 7, 2019
Semi-conductors had a really hard fourth quarter. Skyworks provided a number that was weak and the stock took off, telling you that the market is looking beyond the current slowdown. It is a great way to play the components companies.
Semi-conductors had a really hard fourth quarter. Skyworks provided a number that was weak and the stock took off, telling you that the market is looking beyond the current slowdown. It is a great way to play the components companies.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$81.560
Owned
Unknown
HOLD
HOLD
February 7, 2019
There is secular growth and they are cyclical. We are starting to make a turn. We are seeing good risk/reward in this area. He would be buying it here. He bought an EFT in the area just this week.
Cameco Corporation (CCO-T)
February 7, 2019
There is secular growth and they are cyclical. We are starting to make a turn. We are seeing good risk/reward in this area. He would be buying it here. He bought an EFT in the area just this week.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$16.890
Owned
Unknown
TOP PICK
TOP PICK
February 7, 2019
Within the REIT sector, apartments are interesting because there is a real lack of rental space. Rental rates are really accelerating at just under 12%. They are growing cash to be distributed at about 8%. They have a 2.8% dividend that is growing faster than other apartment REITs. They have a strong balance sheet. They can get into more projects. They will add apartments in Toronto and Vancouver. It is one of his largest positions as a firm. (Analysts’ price target is $50.56)
Within the REIT sector, apartments are interesting because there is a real lack of rental space. Rental rates are really accelerating at just under 12%. They are growing cash to be distributed at about 8%. They have a 2.8% dividend that is growing faster than other apartment REITs. They have a strong balance sheet. They can get into more projects. They will add apartments in Toronto and Vancouver. It is one of his largest positions as a firm. (Analysts’ price target is $50.56)
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$48.750
Owned
Yes
TOP PICK
TOP PICK
February 7, 2019
It is a secular theme that goes beyond the business cycle. They are more focused on emerging markets, where the industry is growing faster than domestically. It does not matter if the business cycle slows down or not. (Analysts’ price target is $235.70)
Mastercard Inc. (MA-N)
February 7, 2019
It is a secular theme that goes beyond the business cycle. They are more focused on emerging markets, where the industry is growing faster than domestically. It does not matter if the business cycle slows down or not. (Analysts’ price target is $235.70)
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$213.970
Owned
Yes
TOP PICK
TOP PICK
February 7, 2019
Software as a service. It is the strongest sector, period – in the last two years. It makes software that is used to manage workflow such as for companies that provide IT servicing. It is growing rapidly. 35% year over year. They have running room in front of them. (Analysts’ price target is $233.32)
Servicenow (NOW-N)
February 7, 2019
Software as a service. It is the strongest sector, period – in the last two years. It makes software that is used to manage workflow such as for companies that provide IT servicing. It is growing rapidly. 35% year over year. They have running room in front of them. (Analysts’ price target is $233.32)
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$226.960
Owned
Yes
COMMENT
COMMENT
February 7, 2019
Can you recommend an ETF that covers the Chinese Tech? - Listed in the US. The problem is that it is expensive. 75 bps that is high for an ETF. That is the name to play to have exposure to Chinese Tech companies.
Can you recommend an ETF that covers the Chinese Tech? - Listed in the US. The problem is that it is expensive. 75 bps that is high for an ETF. That is the name to play to have exposure to Chinese Tech companies.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$44.080
Owned
Unknown