Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 8, 2019
A mortgage REIT, where 50% of the company comes from mortgage services. The company does a good job in neutralizing the interest rate impact. You are earning a yield in excess of 10% and he thinks it is sustainable. A good hold.
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A mortgage REIT, where 50% of the company comes from mortgage services. The company does a good job in neutralizing the interest rate impact. You are earning a yield in excess of 10% and he thinks it is sustainable. A good hold.
HOLD
HOLD
May 8, 2019

The financial space is a great area -- he prefers the IPAY-N ETF instead. Visa has spent a lot on cyber-security, giving it an advantage. Cash still represents 32% of transactions, 50% in the OECD countries, so there is still more runway to go. Volumes continue to grow. Value may be a little rich here, based on the PE ratio, but considering its growth it is still decent value.

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Visa Inc. (V-N)
May 8, 2019

The financial space is a great area -- he prefers the IPAY-N ETF instead. Visa has spent a lot on cyber-security, giving it an advantage. Cash still represents 32% of transactions, 50% in the OECD countries, so there is still more runway to go. Volumes continue to grow. Value may be a little rich here, based on the PE ratio, but considering its growth it is still decent value.

BUY WEAKNESS
BUY WEAKNESS
May 8, 2019
Same store sales have continued to be strong and sees them continuing to re-invent themselves. Growth is high single-digit, but the value is looking a little rich right now. He would definitely buy on weakness.
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McDonalds (MCD-N)
May 8, 2019
Same store sales have continued to be strong and sees them continuing to re-invent themselves. Growth is high single-digit, but the value is looking a little rich right now. He would definitely buy on weakness.
COMMENT
COMMENT
May 8, 2019

US Lifeco vs Financials PRU-N is at risk to interest rates on their premiums collected as he thinks yields will remain neutral. He is not keen on BAC-N either at this point for the same views of the yield curve. Things can't get any better for each right now -- a no man's land right now. He sees a bit better bid for Lifecos, but mostly from a defensive position. There are more compelling areas than these two spaces.

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US Lifeco vs Financials PRU-N is at risk to interest rates on their premiums collected as he thinks yields will remain neutral. He is not keen on BAC-N either at this point for the same views of the yield curve. Things can't get any better for each right now -- a no man's land right now. He sees a bit better bid for Lifecos, but mostly from a defensive position. There are more compelling areas than these two spaces.

COMMENT
COMMENT
May 8, 2019

US Lifeco vs Financials PRU-N is at risk to interest rates on their premiums collected as he thinks yields will remain neutral. He is not keen on BAC-N either at this point for the same views of the yield curve. Things can't get any better for each right now -- a no man's land right now. He sees a bit better bid for Lifecos, but mostly from a defensive position. There are more compelling areas than these two spaces.

Show full opinionHide full opinion

US Lifeco vs Financials PRU-N is at risk to interest rates on their premiums collected as he thinks yields will remain neutral. He is not keen on BAC-N either at this point for the same views of the yield curve. Things can't get any better for each right now -- a no man's land right now. He sees a bit better bid for Lifecos, but mostly from a defensive position. There are more compelling areas than these two spaces.

DON'T BUY
DON'T BUY
May 8, 2019
A wireline provider in the telecom space. He does not think they are well positioned for the 5G revolution. A good company that is buying back stock, but he would not be a buyer.
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Ciena (CIEN-N)
May 8, 2019
A wireline provider in the telecom space. He does not think they are well positioned for the 5G revolution. A good company that is buying back stock, but he would not be a buyer.
DON'T BUY
DON'T BUY
May 8, 2019
China a threat? This is way outside his space that he invests in. Their cash burn is very high. A very volatile stock with questions on debt and cash flow. The thought is visionary, but it is not "investable" from his perspective.
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China a threat? This is way outside his space that he invests in. Their cash burn is very high. A very volatile stock with questions on debt and cash flow. The thought is visionary, but it is not "investable" from his perspective.