Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 30, 2019
It is a very fine company. They have increased dividends for about 45 years in succession. They are very predictable. They spun off their pharmaceutical division in 2013. They reinvented themselves by buying a heart medication company, a diagnostic company and a strong nutrition business.
Abbott Labs (ABT-N)
May 30, 2019
It is a very fine company. They have increased dividends for about 45 years in succession. They are very predictable. They spun off their pharmaceutical division in 2013. They reinvented themselves by buying a heart medication company, a diagnostic company and a strong nutrition business.
Gordon Reid
President, GoodReid Investment Counsel
Price
$76.520
Owned
No
N/A
N/A
May 30, 2019
He was not happy with their last earnings report. There was a weakening on margins on their generic drug business and they are being affected with BREXIT because of their affiliation with Boots. He owns CVS-N who have a more vibrant long term plan. WBA-Q does not have a catalyst.
He was not happy with their last earnings report. There was a weakening on margins on their generic drug business and they are being affected with BREXIT because of their affiliation with Boots. He owns CVS-N who have a more vibrant long term plan. WBA-Q does not have a catalyst.
Gordon Reid
President, GoodReid Investment Counsel
Price
$50.550
Owned
No
DON'T BUY
DON'T BUY
May 30, 2019
The whole drug industry is a slow growth one. It is difficult to get top line growth. That growth tends to come from a revolving set of assets. MRK-N has a bit of a leg up and is growing rapidly. It has a long runway before patent expiration. He prefers MRK-N.
The whole drug industry is a slow growth one. It is difficult to get top line growth. That growth tends to come from a revolving set of assets. MRK-N has a bit of a leg up and is growing rapidly. It has a long runway before patent expiration. He prefers MRK-N.
Gordon Reid
President, GoodReid Investment Counsel
Price
$115.900
Owned
Unknown
COMMENT
COMMENT
May 30, 2019
If you want a company that is in the news then this is it. The business is doing just fine. Advertisers love it – Users love it. They also own Instagram and the increasing rate of growth of that is offsetting the slowing rate of growth of Facebook. He is betting that we come up with a hybrid solution of them not being a news outlet with no fake news and yet is a free speech conduit. It will be a rocky road until we get to it.
Facebook (FB-Q)
May 30, 2019
If you want a company that is in the news then this is it. The business is doing just fine. Advertisers love it – Users love it. They also own Instagram and the increasing rate of growth of that is offsetting the slowing rate of growth of Facebook. He is betting that we come up with a hybrid solution of them not being a news outlet with no fake news and yet is a free speech conduit. It will be a rocky road until we get to it.
Gordon Reid
President, GoodReid Investment Counsel
Price
$183.010
Owned
Yes
BUY
BUY
May 30, 2019
The issue was that they were accused of monopolistic activities. AAPL-Q settled with them because their switch to INTL-Q did not work out. We have to look through all this noise to realize they are the leader in 5G chips. That is the big deal. This is not an expensive stock and they are the leader in 5G.
Qualcomm (QCOM-Q)
May 30, 2019
The issue was that they were accused of monopolistic activities. AAPL-Q settled with them because their switch to INTL-Q did not work out. We have to look through all this noise to realize they are the leader in 5G chips. That is the big deal. This is not an expensive stock and they are the leader in 5G.
Gordon Reid
President, GoodReid Investment Counsel
Price
$66.590
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 30, 2019
(A Top Pick Jun 07/18, Up 22%) They are a big player in the US health insurance business. There is a lot of noise in this area with the Medicare-for-all concept that the democratic candidates are promoting. If Medicare comes into effect it will take a long time. It will be an iterative process. 75% of those privately insured are happy with it. It is a great opportunity for people to get into ANTM-Q.
Anthem Inc (ANTM-N)
May 30, 2019
(A Top Pick Jun 07/18, Up 22%) They are a big player in the US health insurance business. There is a lot of noise in this area with the Medicare-for-all concept that the democratic candidates are promoting. If Medicare comes into effect it will take a long time. It will be an iterative process. 75% of those privately insured are happy with it. It is a great opportunity for people to get into ANTM-Q.
Gordon Reid
President, GoodReid Investment Counsel
Price
$277.820
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 30, 2019
(A Top Pick Jun 07/18, Down 21%) Their earnings deteriorated when they changed their advertizing approach. They are now seeing a sharp increase in bookings and he thinks the stock price will soon show this. This stock deserves a higher multiple. (Analysts’ price target is $116.00)
(A Top Pick Jun 07/18, Down 21%) Their earnings deteriorated when they changed their advertizing approach. They are now seeing a sharp increase in bookings and he thinks the stock price will soon show this. This stock deserves a higher multiple. (Analysts’ price target is $116.00)
Gordon Reid
President, GoodReid Investment Counsel
Price
$1673.060
Owned
Yes