Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
May 21, 2019
Has had a big run this year, because of less competition due to a merger. Plus, acquisitions this year have investors excited. Not the time to buy now. There's room to keep growing. It's a growing industry, as more technology is impacted with each fender bender. Insurance companies want to deal with companies that have more scale, which also benefits them.
Has had a big run this year, because of less competition due to a merger. Plus, acquisitions this year have investors excited. Not the time to buy now. There's room to keep growing. It's a growing industry, as more technology is impacted with each fender bender. Insurance companies want to deal with companies that have more scale, which also benefits them.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$168.710
Owned
Unknown
DON'T BUY
DON'T BUY
May 21, 2019
Stay away. Have announced a 230B capital expenditure plan. Plans to grow production over 19 years have not panned out. Bought back a lot of stock and dividends have grown. He'd look to buy an oil company in Canada instead. Or even Encana, where 60% of production is in the States.
Exxon Mobil (XOM-N)
May 21, 2019
Stay away. Have announced a 230B capital expenditure plan. Plans to grow production over 19 years have not panned out. Bought back a lot of stock and dividends have grown. He'd look to buy an oil company in Canada instead. Or even Encana, where 60% of production is in the States.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$76.250
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
May 21, 2019
Has a 5 year plan to double the size of the company. Including increasing fresh food offerings, taken from the successful European model. Cigarette and gasoline sales are under pressure. Has run up a lot, so wait for a pullback.
Has a 5 year plan to double the size of the company. Including increasing fresh food offerings, taken from the successful European model. Cigarette and gasoline sales are under pressure. Has run up a lot, so wait for a pullback.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$83.950
Owned
Unknown
COMMENT
COMMENT
May 21, 2019
SHOP, Canadian vs. US. Can't explain why one is up and one is down, unless it was the recent holidays.
SHOP, Canadian vs. US. Can't explain why one is up and one is down, unless it was the recent holidays.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$365.940
Owned
Unknown
COMMENT
COMMENT
May 21, 2019
SHOP, US vs. Canadian. Can't explain why one is up and one is down, unless it was the recent holidays.
Shopify Inc (SHOP-N)
May 21, 2019
SHOP, US vs. Canadian. Can't explain why one is up and one is down, unless it was the recent holidays.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$272.810
Owned
Unknown
COMMENT
COMMENT
May 21, 2019
Still migrating toward services, which have much higher profit margins. iPhone sales expected to drop about 10%, so the stock will probably move sideways this year. Service revenue is also more consistent. Long-term upside. Apple and Samsung really have the market cornered because of US restrictions on phones from China.
Apple (AAPL-Q)
May 21, 2019
Still migrating toward services, which have much higher profit margins. iPhone sales expected to drop about 10%, so the stock will probably move sideways this year. Service revenue is also more consistent. Long-term upside. Apple and Samsung really have the market cornered because of US restrictions on phones from China.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$186.600
Owned
Unknown
DON'T BUY
DON'T BUY
May 21, 2019
Hype never lasts for ever, just as great fear doesn't. Stock is up 3x since IPO. Stock has increased likelihood of falling back. A product that can be replicated by others. They're focusing on their brand, and we'll have to see if this works out. The company will continue to do well, but the company and the stock are detached.
Hype never lasts for ever, just as great fear doesn't. Stock is up 3x since IPO. Stock has increased likelihood of falling back. A product that can be replicated by others. They're focusing on their brand, and we'll have to see if this works out. The company will continue to do well, but the company and the stock are detached.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$77.500
Owned
Unknown