Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 27, 2019
Serial acquirers in aerospace and defense. Net income has grown 19% Y/Y since 1990. No sales in Asia, so they avoid the tariffs. Also provides replacement parts for older planes. Yield is 0.13%. (Analysts’ price target is $105.11)
HEICO CORP (HEI-N)
May 27, 2019
Serial acquirers in aerospace and defense. Net income has grown 19% Y/Y since 1990. No sales in Asia, so they avoid the tariffs. Also provides replacement parts for older planes. Yield is 0.13%. (Analysts’ price target is $105.11)
Brett Girard, CPA, CA, CFA
CFO and Portfolio Manager, Liberty International Investment Management
Price
$104.860
Owned
Yes
TOP PICK
TOP PICK
May 27, 2019
The proxy for India. India's GDP is growing at 6%, so double that of the US. HDFC's revenues, loan deposits, and loan books continue to grow at 15-20% per year. Steeper yield curve in India, plus moving from agricultural to urban society, and HDFC will benefit. Yield is 0.53%.
The proxy for India. India's GDP is growing at 6%, so double that of the US. HDFC's revenues, loan deposits, and loan books continue to grow at 15-20% per year. Steeper yield curve in India, plus moving from agricultural to urban society, and HDFC will benefit. Yield is 0.53%.
Brett Girard, CPA, CA, CFA
CFO and Portfolio Manager, Liberty International Investment Management
Price
$124.020
Owned
Yes