Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
February 15, 2019
Still a small cap and in accounts for kids and grandkids, so he does want to own it for the next 20 years. Revenues up 8%, 2.5x faster than the US economy. Seeing industrial growth, so it will show stock price movement as long as construction industry does well. But it is cyclical. Generate growing free cash flow, dividend growing by double digits. You can calmly buy when it's low, and wait for the economy to turn around.
Graco Inc.(GGG-N)
February 15, 2019
Still a small cap and in accounts for kids and grandkids, so he does want to own it for the next 20 years. Revenues up 8%, 2.5x faster than the US economy. Seeing industrial growth, so it will show stock price movement as long as construction industry does well. But it is cyclical. Generate growing free cash flow, dividend growing by double digits. You can calmly buy when it's low, and wait for the economy to turn around.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$46.240
Owned
Yes
COMMENT
COMMENT
February 15, 2019
Earnings missed, revenues up. Recent acquisition added debt. They're trying to get this down, before any recession. Sales up. Organic growth 4.7%. Reduced debt last quarter and expect to do more.
Sherwin-Williams Co.(SHW-N)
February 15, 2019
Earnings missed, revenues up. Recent acquisition added debt. They're trying to get this down, before any recession. Sales up. Organic growth 4.7%. Reduced debt last quarter and expect to do more.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$439.180
Owned
Unknown
HOLD
HOLD
February 15, 2019
Can be cyclical. Baking, laundry pods, bacteria eating landfill sites. Likes the company. No debt, so lot of the risk disappears. Last quarter weak, price came down, so it was time to buy more. In the right sector, doing the right things, and it's always nice to help the planet. Long-term hold.
Novozymes A/S ADR (NVZMY-PK)
February 15, 2019
Can be cyclical. Baking, laundry pods, bacteria eating landfill sites. Likes the company. No debt, so lot of the risk disappears. Last quarter weak, price came down, so it was time to buy more. In the right sector, doing the right things, and it's always nice to help the planet. Long-term hold.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Unknown
DON'T BUY
DON'T BUY
February 15, 2019
Double-risky bet. Funding for startups, but leveraged 2:1. Stock went up, and fell drastically with the tech sector. If you're going to take a position, it should only be 1/4 - 1/2 of what you normally would.
SoftBank Corp(9984-JP)
February 15, 2019
Double-risky bet. Funding for startups, but leveraged 2:1. Stock went up, and fell drastically with the tech sector. If you're going to take a position, it should only be 1/4 - 1/2 of what you normally would.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
No
DON'T BUY
DON'T BUY
February 15, 2019
Have to do your homework on the DRIP. Doesn't own it because of the debt load, unlike TransCanada. Stock going sideways because need more positive information coming out, such as pipeline approved and debt is being paid down. Otherwise, affects credit rating.
Enbridge(ENB-T)
February 15, 2019
Have to do your homework on the DRIP. Doesn't own it because of the debt load, unlike TransCanada. Stock going sideways because need more positive information coming out, such as pipeline approved and debt is being paid down. Otherwise, affects credit rating.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$47.400
Owned
No
COMMENT
COMMENT
February 15, 2019
CSCO vs. PAYX. You can own both because they're not in the same industries. Both growing around the same rate. Stigma for Cisco is the hardware side. Its growth is coming from security and software. Paychex is chugging along, with HR, insurance, payroll deposits. Paychex gets to earn interest over the weekend in free money, so it's a cash cow. Whereas Cisco is a bit more cyclical.
Cisco(CSCO-Q)
February 15, 2019
CSCO vs. PAYX. You can own both because they're not in the same industries. Both growing around the same rate. Stigma for Cisco is the hardware side. Its growth is coming from security and software. Paychex is chugging along, with HR, insurance, payroll deposits. Paychex gets to earn interest over the weekend in free money, so it's a cash cow. Whereas Cisco is a bit more cyclical.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$49.430
Owned
Unknown
HOLD
HOLD
February 15, 2019
CSCO vs. PAYX. You can own both because they're not in the same industries. Both growing around the same rate. Stigma for Cisco is the hardware side. Its growth is coming from security and software. Paychex is chugging along, with HR, insurance, payroll deposits. Paychex gets to earn interest over the weekend in free money, so it's a cash cow. Whereas Cisco is a bit more cyclical.
Paychex(PAYX-Q)
February 15, 2019
CSCO vs. PAYX. You can own both because they're not in the same industries. Both growing around the same rate. Stigma for Cisco is the hardware side. Its growth is coming from security and software. Paychex is chugging along, with HR, insurance, payroll deposits. Paychex gets to earn interest over the weekend in free money, so it's a cash cow. Whereas Cisco is a bit more cyclical.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$75.780
Owned
Unknown