Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL SELL
PARTIAL SELL
May 10, 2019
Cyclical. Want to take profits. Optimal time is November - February. Between now and November, tends to trade negatively. Recently, materials production fell off. Inventories will have to be alleviated, so demand for materials is lower. Longer term, if it trades below $24, he doesn't want to be there.
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Cyclical. Want to take profits. Optimal time is November - February. Between now and November, tends to trade negatively. Recently, materials production fell off. Inventories will have to be alleviated, so demand for materials is lower. Longer term, if it trades below $24, he doesn't want to be there.
BUY
BUY
May 10, 2019
Amazon vs. Disney. Both in streaming. Both have long-term growth potential. Revenues are growing above average. Seasonally, high-growth technical names can do well in the summer. So this tells you that, as a tie-breaker, Amazon is better for the summer.
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Amazon.com (AMZN-Q)
May 10, 2019
Amazon vs. Disney. Both in streaming. Both have long-term growth potential. Revenues are growing above average. Seasonally, high-growth technical names can do well in the summer. So this tells you that, as a tie-breaker, Amazon is better for the summer.
Jon Vialoux

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Price
$1889.980
Owned
Unknown
HOLD
HOLD
May 10, 2019
Disney vs. Amazon. A core holding for him. Both in streaming. Both have long-term growth potential. Revenues are growing above average. Seasonally, high-growth technical names can do well in the summer. So this tells you that, as a tie-breaker, Amazon is better for the summer.
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Walt Disney (DIS-N)
May 10, 2019
Disney vs. Amazon. A core holding for him. Both in streaming. Both have long-term growth potential. Revenues are growing above average. Seasonally, high-growth technical names can do well in the summer. So this tells you that, as a tie-breaker, Amazon is better for the summer.
PAST TOP PICK
PAST TOP PICK
May 10, 2019
(A Top Pick Feb 08/19, Up 1%) Played it for the seasonal trade. Came up to the 200-day moving average twice, and rolled over. So he got out. January - May is the optimal time to own. Might have a secondary run in July, August, September.
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(A Top Pick Feb 08/19, Up 1%) Played it for the seasonal trade. Came up to the 200-day moving average twice, and rolled over. So he got out. January - May is the optimal time to own. Might have a secondary run in July, August, September.
PAST TOP PICK
PAST TOP PICK
May 10, 2019
(A Top Pick Feb 08/19, Down 0.4%) Trade wars with China was a reason to pick EM, as he didn't want to bet only on China. China's been a big factor in the drawdown. December - April is the optimal time. Feels that it will move higher once there's a trade deal, but he won't participate as it's against his seasonal mandate.
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(A Top Pick Feb 08/19, Down 0.4%) Trade wars with China was a reason to pick EM, as he didn't want to bet only on China. China's been a big factor in the drawdown. December - April is the optimal time. Feels that it will move higher once there's a trade deal, but he won't participate as it's against his seasonal mandate.
PAST TOP PICK
PAST TOP PICK
May 10, 2019
(A Top Pick Feb 08/19, Up 0%) From end of March to end of last week, he's been 100% invested. Recently took 66% out and put it in bonds, defensive, and cash. Now looking at areas that will benefit from a volatile market. Now is looking to redeploy and letting risk/reward be more aggressive.
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CASH (CASH)
May 10, 2019
(A Top Pick Feb 08/19, Up 0%) From end of March to end of last week, he's been 100% invested. Recently took 66% out and put it in bonds, defensive, and cash. Now looking at areas that will benefit from a volatile market. Now is looking to redeploy and letting risk/reward be more aggressive.
BUY
BUY
May 10, 2019
Seasonality differs from broader energy. Optimal time to hold is March - July. Has had stellar Y/Y revenue growth. He's bullish on oil, so expects this to do well. Has rolled over a bit, but you can pick out a momentum divergence. Looks as though we're on a trend of higher highs, higher lows. Support coming in at $62. Good time to buy.
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Seasonality differs from broader energy. Optimal time to hold is March - July. Has had stellar Y/Y revenue growth. He's bullish on oil, so expects this to do well. Has rolled over a bit, but you can pick out a momentum divergence. Looks as though we're on a trend of higher highs, higher lows. Support coming in at $62. Good time to buy.