Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 7, 2019
(A Top Pick May 07/18, Down 8%) US banking has been under pressure, but MS is well-positioned. They're the largest wealth manager in America. It's cheap now.
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(A Top Pick May 07/18, Down 8%) US banking has been under pressure, but MS is well-positioned. They're the largest wealth manager in America. It's cheap now.
PAST TOP PICK
PAST TOP PICK
May 7, 2019
(A Top Pick May 07/18, Down 8%) Pays nearly a 6% dividend and are very well-capitalized, benefitting from current oil prices. They're conservative managers; they carry less debt than their peers. RDS invests heavily in renewable energy and that should give them some growth in time.
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(A Top Pick May 07/18, Down 8%) Pays nearly a 6% dividend and are very well-capitalized, benefitting from current oil prices. They're conservative managers; they carry less debt than their peers. RDS invests heavily in renewable energy and that should give them some growth in time.
PAST TOP PICK
PAST TOP PICK
May 7, 2019
(A Top Pick May 07/18, Down 23%) They make electronics. Japanese small-caps got pounded at the end of 2018, but have rebounded sharply, outpacing American stocks. It's trading to a huge discount now, but it's had a wild ride in the past year.
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(A Top Pick May 07/18, Down 23%) They make electronics. Japanese small-caps got pounded at the end of 2018, but have rebounded sharply, outpacing American stocks. It's trading to a huge discount now, but it's had a wild ride in the past year.
BUY WEAKNESS
BUY WEAKNESS
May 7, 2019

A struggle--a retailer competing against Amazon yet thriving through quality merchandise. But COST needs a better entry price. Brilliantly run company

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A struggle--a retailer competing against Amazon yet thriving through quality merchandise. But COST needs a better entry price. Brilliantly run company

BUY
BUY
May 7, 2019
High on his list if he were to buy a car company. Well-capitalized with less debt than most peers. Also has tremendous market share. Trades at 11x earnings pays a 3% dividend. Great for conservative investors. This has outperformed the global car industry for decades.
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Toyota (TM-N)
May 7, 2019
High on his list if he were to buy a car company. Well-capitalized with less debt than most peers. Also has tremendous market share. Trades at 11x earnings pays a 3% dividend. Great for conservative investors. This has outperformed the global car industry for decades.
BUY WEAKNESS
BUY WEAKNESS
May 7, 2019
A hefty valuation, but they have no R&D expense, because the US government funds it. This needs a better entry point. This depends purely on defense spending and that has seen a big bump from Washington.
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A hefty valuation, but they have no R&D expense, because the US government funds it. This needs a better entry point. This depends purely on defense spending and that has seen a big bump from Washington.
DON'T BUY
DON'T BUY
May 7, 2019
Doesn't own the stock, but rather its high-yield bond, and they're in bonds because they carry a lot of debt. Debt is 60% of enterprise value, and they pay no dividend, but managers have done well growing through acquisition. URI is tied to US construction which has been strong. They keep increasing debt in order to grow. It's too risky. They need to pay down debt and pay a dividend at some point.
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Doesn't own the stock, but rather its high-yield bond, and they're in bonds because they carry a lot of debt. Debt is 60% of enterprise value, and they pay no dividend, but managers have done well growing through acquisition. URI is tied to US construction which has been strong. They keep increasing debt in order to grow. It's too risky. They need to pay down debt and pay a dividend at some point.