Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
February 15, 2019
The company understands that diabetes is growing in China and India. They've been raising market share there. International operations grew by 7%. Oral pills instead of insulin shots are coming out shortly. Increased dividend, a bit below average. Oral pills, if positive, could easily be a 1-5B blockbuster.
Novo-Nordisk (NVO-N)
February 15, 2019
The company understands that diabetes is growing in China and India. They've been raising market share there. International operations grew by 7%. Oral pills instead of insulin shots are coming out shortly. Increased dividend, a bit below average. Oral pills, if positive, could easily be a 1-5B blockbuster.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$49.760
Owned
Yes
BUY
BUY
February 15, 2019
China will have high demand. Prescriptions plus fashion statement. Merger with Luxottica makes it an elephant with no competition, so they can control price, earnings will pop and revenue will grow. Still moves to make in China, Latin America, and Africa/Middle East. NA and Europe are covered, but still room for growth. Owns and continues to buy.
China will have high demand. Prescriptions plus fashion statement. Merger with Luxottica makes it an elephant with no competition, so they can control price, earnings will pop and revenue will grow. Still moves to make in China, Latin America, and Africa/Middle East. NA and Europe are covered, but still room for growth. Owns and continues to buy.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Yes
DON'T BUY
DON'T BUY
February 15, 2019
He's not a fan of the telecom sector. 5% yield, but it's only growing at 5% a year, so it will take you 14 years to double. Prefers stronger free cash flow, so dividend can be raised 10% a year. 5G will be extremely expensive, doesn't see the economic benefit.
BCE Inc. (BCE-T)
February 15, 2019
He's not a fan of the telecom sector. 5% yield, but it's only growing at 5% a year, so it will take you 14 years to double. Prefers stronger free cash flow, so dividend can be raised 10% a year. 5G will be extremely expensive, doesn't see the economic benefit.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$57.320
Owned
No
HOLD
HOLD
February 15, 2019
Earnings in last quarter had 6-7% organic growth, 2-3 times better than the competition. Not cheap at 23x earnings. Has differentiated itself from the others in its industry. As long as dividends are growing at a hefty rate, no reason to sell.
Stryker Corp. (SYK-N)
February 15, 2019
Earnings in last quarter had 6-7% organic growth, 2-3 times better than the competition. Not cheap at 23x earnings. Has differentiated itself from the others in its industry. As long as dividends are growing at a hefty rate, no reason to sell.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$187.400
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 15, 2019
(A Top Pick Jan 11/18, Up 19%) Still cheap at 14x earnings. Will benefit if US dollar falls, because revenues are in EM currencies. Compiling retained earnings. Dividend rising at 7-10% clip. Still buying more today.
Jardine Matheson (JM-SP)
February 15, 2019
(A Top Pick Jan 11/18, Up 19%) Still cheap at 14x earnings. Will benefit if US dollar falls, because revenues are in EM currencies. Compiling retained earnings. Dividend rising at 7-10% clip. Still buying more today.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 15, 2019
(A Top Pick Jan 11/18, Down 2%) Owns, and still buying more. Water irrigation. New breakthrough with satellites, AI, and the internet of things, which will vault them into the next round of earnings. Ziplines for highways give them decent cash flow.
Lindsay Corp. (LNN-N)
February 15, 2019
(A Top Pick Jan 11/18, Down 2%) Owns, and still buying more. Water irrigation. New breakthrough with satellites, AI, and the internet of things, which will vault them into the next round of earnings. Ziplines for highways give them decent cash flow.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$88.460
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 15, 2019
(A Top Pick Jan 11/18, Down 0.1%) Increased dividend by 8 or 9%. Keystone is the wildcard, and explains why stock hasn't moved. Price will start to move if it gets approved. For utilities, it's all about rate-based growth and they can start to increase profitability. Yield is 5.2% with close to 10% increases.
TC Energy (TRP-T)
February 15, 2019
(A Top Pick Jan 11/18, Down 0.1%) Increased dividend by 8 or 9%. Keystone is the wildcard, and explains why stock hasn't moved. Price will start to move if it gets approved. For utilities, it's all about rate-based growth and they can start to increase profitability. Yield is 5.2% with close to 10% increases.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$57.010
Owned
Yes