Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 21, 2019
(A Top Pick Jan 29/18, Up 7.5%) For people that have FI in their portfolios he has 5% in inflation protected bonds.
US TIP Bonds (TIPS)
March 21, 2019
(A Top Pick Jan 29/18, Up 7.5%) For people that have FI in their portfolios he has 5% in inflation protected bonds.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Yes
HOLD
HOLD
March 21, 2019
Historically it has been the best performing. They will have issues going forward in auto loans. Not a lot exposed to investment banking.
Toronto Dominion (TD-T)
March 21, 2019
Historically it has been the best performing. They will have issues going forward in auto loans. Not a lot exposed to investment banking.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$74.860
Owned
Yes
HOLD
HOLD
March 21, 2019
They are AA. The best underwriters in the business. Insurance companies are out of favor in the investment community because of global warming and other catastrophes. They pass off a lot of that risk and exposed only to 5% of the risk they cover. Not exposed to the stock market as they invest exclusively in bonds.
Chubb Limited (CB-N)
March 21, 2019
They are AA. The best underwriters in the business. Insurance companies are out of favor in the investment community because of global warming and other catastrophes. They pass off a lot of that risk and exposed only to 5% of the risk they cover. Not exposed to the stock market as they invest exclusively in bonds.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$136.170
Owned
Yes
COMMENT
COMMENT
March 21, 2019
In a registered account is fine. In a taxable account you are having a combination of interest and ROC and dividends.
In a registered account is fine. In a taxable account you are having a combination of interest and ROC and dividends.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$41.940
Owned
Unknown
BUY
BUY
March 21, 2019
He likes asset light. Basically a logistic firm. They suffer when gas prices are rising. There is a dearth in trucks drivers now. They are hurting in their fresh business now. They are making good margins on everything else. They have price power. As well as the economy is doing well they do well.
He likes asset light. Basically a logistic firm. They suffer when gas prices are rising. There is a dearth in trucks drivers now. They are hurting in their fresh business now. They are making good margins on everything else. They have price power. As well as the economy is doing well they do well.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$87.280
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 21, 2019
A good entry point is mid-80s. They make vitamin B-12. They manufacturing capacity for fragrances and flavors. Tiny company so only get half position. Good allocator of capital.
Balchem Corp (BCPC-Q)
March 21, 2019
A good entry point is mid-80s. They make vitamin B-12. They manufacturing capacity for fragrances and flavors. Tiny company so only get half position. Good allocator of capital.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$95.450
Owned
Yes
BUY
BUY
March 21, 2019
A hundred year ago they started making syringes and needles. All the consumables in hospitals they make. They are very big in the category so they have pricing power. Dividend is rising at 10% clip.
A hundred year ago they started making syringes and needles. All the consumables in hospitals they make. They are very big in the category so they have pricing power. Dividend is rising at 10% clip.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$245.420
Owned
Yes