Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
February 8, 2019
He would wait to add to any position -- look for it retest the lows of December. It is a cyclical, so you want to make sure you buy them cheap enough. He is in a trader frame of mind, so he would target a buy at $30 and sell at $46.
Show full opinionHide full opinion
Applied Materials (AMAT-Q)
February 8, 2019
He would wait to add to any position -- look for it retest the lows of December. It is a cyclical, so you want to make sure you buy them cheap enough. He is in a trader frame of mind, so he would target a buy at $30 and sell at $46.
COMMENT
COMMENT
February 8, 2019
Insurance companies are trading below their lower benchmarks -- making him think there are issues with their balance sheets especially in a deflationary recession environment. This could lead to lower short term rates, which could impair their earnings. He would be cautious going forward for all insurance companies.
Show full opinionHide full opinion
Metlife (MET-N)
February 8, 2019
Insurance companies are trading below their lower benchmarks -- making him think there are issues with their balance sheets especially in a deflationary recession environment. This could lead to lower short term rates, which could impair their earnings. He would be cautious going forward for all insurance companies.
WEAK BUY
WEAK BUY
February 8, 2019
It is yielding 8.2%. What bothers him is that the $1.71 dividend is well above earnings of $1.54 currently. Why are they paying more than the earnings? This creates negative compounding returns. He sees 35% upside on the stock and would consider a buy at $18. There are a lot of warts that gives him some pause.
Show full opinionHide full opinion
Inter Pipeline (IPL-T)
February 8, 2019
It is yielding 8.2%. What bothers him is that the $1.71 dividend is well above earnings of $1.54 currently. Why are they paying more than the earnings? This creates negative compounding returns. He sees 35% upside on the stock and would consider a buy at $18. There are a lot of warts that gives him some pause.
PAST TOP PICK
PAST TOP PICK
February 8, 2019
(A Top Pick Jan 12/18, Down 17%) December almost caused him heart failure. There was either something systematic happening in the economy or their balance sheet was in severe trouble. He wants to see a pullback to $57 to consider buying it again. He would be worried about the economy if this retests the recent lows.
Show full opinionHide full opinion
Citigroup Inc. (C-N)
February 8, 2019
(A Top Pick Jan 12/18, Down 17%) December almost caused him heart failure. There was either something systematic happening in the economy or their balance sheet was in severe trouble. He wants to see a pullback to $57 to consider buying it again. He would be worried about the economy if this retests the recent lows.
PAST TOP PICK
PAST TOP PICK
February 8, 2019
(A Top Pick Jan 12/18, Down 2%) This is a stock he would "go to war with". He sees about 15% upside from here. He would be a long term buy and hold at $100, otherwise trade it looking to enter at $142.
Show full opinionHide full opinion
Apple (AAPL-Q)
February 8, 2019
(A Top Pick Jan 12/18, Down 2%) This is a stock he would "go to war with". He sees about 15% upside from here. He would be a long term buy and hold at $100, otherwise trade it looking to enter at $142.
PAST TOP PICK
PAST TOP PICK
February 8, 2019
(A Top Pick Jan 12/18, Up 17%) Quietly going about its business. He still sees another 28% upside for it. He holds a lot of it and it is doing well.
Show full opinionHide full opinion
Cisco (CSCO-Q)
February 8, 2019
(A Top Pick Jan 12/18, Up 17%) Quietly going about its business. He still sees another 28% upside for it. He holds a lot of it and it is doing well.
SELL
SELL
February 8, 2019
Take profit here? He would take profit at these levels. He worries about issues with trade with China. He still sees possibly another 50% upside, but thinks it prudent to take profit here.
Show full opinionHide full opinion
Take profit here? He would take profit at these levels. He worries about issues with trade with China. He still sees possibly another 50% upside, but thinks it prudent to take profit here.