Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 3, 2019
It is so cheap at these levels. It has a decent balance sheet, but trades at 5 times earnings. The problem is auto sales are heading lower globally, he thinks. If you have patience sit tight, but he is loath to get in front of a freight train coming out of the tunnel -- lots of light, but don't get run over.
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It is so cheap at these levels. It has a decent balance sheet, but trades at 5 times earnings. The problem is auto sales are heading lower globally, he thinks. If you have patience sit tight, but he is loath to get in front of a freight train coming out of the tunnel -- lots of light, but don't get run over.
TOP PICK
TOP PICK
May 3, 2019
The stock is very cheap, trading down to book value -- historically a great buy. It bought Aetna and a lot of goodwill. He applies a test on the return on equity and if it is above 10%, then the goodwill is of good value. CVS-N has a ROE of 14%. Yield 3.52%. (Analysts’ price target is $71.69)
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The stock is very cheap, trading down to book value -- historically a great buy. It bought Aetna and a lot of goodwill. He applies a test on the return on equity and if it is above 10%, then the goodwill is of good value. CVS-N has a ROE of 14%. Yield 3.52%. (Analysts’ price target is $71.69)
TOP PICK
TOP PICK
May 3, 2019
He thinks this could soar if stock values go down. The VIX ETF for market volatility is suggesting investors think this market is going up forever. This is a contrarian trade. Do not hold this for a year, it is a trade.
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He thinks this could soar if stock values go down. The VIX ETF for market volatility is suggesting investors think this market is going up forever. This is a contrarian trade. Do not hold this for a year, it is a trade.
TOP PICK
TOP PICK
May 3, 2019
He thinks you should hold higher levels of cash. You should have about 10-20% weighting here now.
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CASH (CASH)
May 3, 2019
He thinks you should hold higher levels of cash. You should have about 10-20% weighting here now.
BUY
BUY
May 3, 2019
Diversity is key. Large biotech has been beat up. Speculation that Novartis is a competitor, but it's at early stages for them. REGN does have a drug for a niche market. Correction is in part because of Novartis speculation plus medicare reimbursement. Current multiple around 13x, you can buy it, but buy it in a basket.
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Diversity is key. Large biotech has been beat up. Speculation that Novartis is a competitor, but it's at early stages for them. REGN does have a drug for a niche market. Correction is in part because of Novartis speculation plus medicare reimbursement. Current multiple around 13x, you can buy it, but buy it in a basket.
HOLD
HOLD
May 3, 2019
A long-term play. Low EPS growth of about 3.5-4%. Very large company. Don't have a lot of drugs that have exposure over 10%, except Prevnar. Not his favourite growth position. Diversity of assets. Need to do some M&A. Stable dividend. Only paying 15x. You can hold on to this.
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Pfizer Inc (PFE-N)
May 3, 2019
A long-term play. Low EPS growth of about 3.5-4%. Very large company. Don't have a lot of drugs that have exposure over 10%, except Prevnar. Not his favourite growth position. Diversity of assets. Need to do some M&A. Stable dividend. Only paying 15x. You can hold on to this.
BUY
BUY
May 3, 2019

Good entry point. Main drug Humira is $20B per year, and yes, its patent will expire in 2021. But they've been reinvesting that cash cow in other drugs. Paying 9x earnings, so it's cheap. Could consolidate around $100. Great dividend, balance sheet. Own it in a basket.

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Good entry point. Main drug Humira is $20B per year, and yes, its patent will expire in 2021. But they've been reinvesting that cash cow in other drugs. Paying 9x earnings, so it's cheap. Could consolidate around $100. Great dividend, balance sheet. Own it in a basket.