Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 15, 2019
You're going to have to decide which of the 3 companies you want to keep after the split. Comes down to your portfolio, and how you're correlated. Going to want to keep aerospace, as the growth is great. Otis is more cyclical. Air conditioning is all based on consumers.
United Technologies (UTX-N)
February 15, 2019
You're going to have to decide which of the 3 companies you want to keep after the split. Comes down to your portfolio, and how you're correlated. Going to want to keep aerospace, as the growth is great. Otis is more cyclical. Air conditioning is all based on consumers.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$127.760
Owned
Unknown
TOP PICK
TOP PICK
February 15, 2019
Greater cash flow. Trains can be longer, more efficient. Costs going down, revenues up. Increased dividend by 18%. Sees no reason to sell. Yield is 1.93%. (Analysts’ price target is $119.05)
Greater cash flow. Trains can be longer, more efficient. Costs going down, revenues up. Increased dividend by 18%. Sees no reason to sell. Yield is 1.93%. (Analysts’ price target is $119.05)
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$111.670
Owned
Yes
TOP PICK
TOP PICK
February 15, 2019
Targetting oncology mostly. Small cap. Growing at a rapid rate. Debt to EBITDA is only 2x. Spending 13% of revenues on R&D, which is pretty hefty. (Analysts’ price target is $143.07)
Ipsen SA (IPSEY-OTC)
February 15, 2019
Targetting oncology mostly. Small cap. Growing at a rapid rate. Debt to EBITDA is only 2x. Spending 13% of revenues on R&D, which is pretty hefty. (Analysts’ price target is $143.07)
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$35.100
Owned
Yes
TOP PICK
TOP PICK
February 15, 2019
Biotech and pharmaceutical lab equipment. Recent acquisition lets them get paid for design and manufacturing for any drug or therapy coming down the pipe. Paying down debt in a big way. Will stand to grow very well over the next number of years, as they generate more free cash flow than net income. Yield is 0.27%. (Analysts’ price target is $270.24)
Biotech and pharmaceutical lab equipment. Recent acquisition lets them get paid for design and manufacturing for any drug or therapy coming down the pipe. Paying down debt in a big way. Will stand to grow very well over the next number of years, as they generate more free cash flow than net income. Yield is 0.27%. (Analysts’ price target is $270.24)
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$252.490
Owned
Yes