Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 7, 2019

Disney vs. Netflix over 10 years He owns both, but Netflix will see more grwoth as it penetrates internationally and doubling worldwide subscribers. They could expand into music and games. Disney pays a dividend, but Netflix will give you a higher total return. With Disney, be patient as they get into streaming, especially internationally.

Disney vs. Netflix over 10 years He owns both, but Netflix will see more grwoth as it penetrates internationally and doubling worldwide subscribers. They could expand into music and games. Disney pays a dividend, but Netflix will give you a higher total return. With Disney, be patient as they get into streaming, especially internationally.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$360.870
Owned
Yes
WATCH
WATCH
June 7, 2019
He sees massive growth in payments and inventors management. His company just met them today. He's not ready to recommend them yet, but he will. The market has liked it since its IPO.
He sees massive growth in payments and inventors management. His company just met them today. He's not ready to recommend them yet, but he will. The market has liked it since its IPO.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$31.400
Owned
No
BUY
BUY
June 7, 2019
Cell providers rent their tower space, but the next phase of growth for CCI lies in 5G. 5G is a big deal. There's 50% annual growth in wireless data usage, so the providers will need to accomodate their users. The providers' spending will occur in phases, starting with building the macro networks, where CCI is well-positioned. They're also good in the electronic test/measurment. It'll be a good 5-7-year run in 5G.
Cell providers rent their tower space, but the next phase of growth for CCI lies in 5G. 5G is a big deal. There's 50% annual growth in wireless data usage, so the providers will need to accomodate their users. The providers' spending will occur in phases, starting with building the macro networks, where CCI is well-positioned. They're also good in the electronic test/measurment. It'll be a good 5-7-year run in 5G.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$135.220
Owned
Yes
WAIT
WAIT
June 7, 2019
It's done poorly this year, because it's a semi producer due to the China trade war. 30% of their business lies in smartphone memory, so if the trade war gets drastic (which he doubts), MU will get hit. The market is pricing no growth. PE is low-single-digit. This is a $60 stock, really. 5G will drive this as people upgrade their phones. This can easily rise 10-15% in a market rally. It may be early to enter it now, though. The mass-market shift to 5G will happen in 2020-1.
It's done poorly this year, because it's a semi producer due to the China trade war. 30% of their business lies in smartphone memory, so if the trade war gets drastic (which he doubts), MU will get hit. The market is pricing no growth. PE is low-single-digit. This is a $60 stock, really. 5G will drive this as people upgrade their phones. This can easily rise 10-15% in a market rally. It may be early to enter it now, though. The mass-market shift to 5G will happen in 2020-1.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$33.990
Owned
No
BUY
BUY
June 7, 2019
He really likes it and bought more today. It's become a consumer staple for everyone--we all use it to search and for maps. Millions use Youtube. Self-driving cars looks interesting. If the US courts break up the courts, he can make money in the break-up value, but he doubts a break-up will happen. We have to see where these government probes about anti-trust will go. An investigation won't necessarily lead to a break-up. Rather, tech companies like Google may be forced to change a way it operates in a specific, narrow way. The threats have been overblown.
He really likes it and bought more today. It's become a consumer staple for everyone--we all use it to search and for maps. Millions use Youtube. Self-driving cars looks interesting. If the US courts break up the courts, he can make money in the break-up value, but he doubts a break-up will happen. We have to see where these government probes about anti-trust will go. An investigation won't necessarily lead to a break-up. Rather, tech companies like Google may be forced to change a way it operates in a specific, narrow way. The threats have been overblown.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$1066.040
Owned
Yes
COMMENT
COMMENT
June 7, 2019
Maybe this has gotten ahead of itself on valuation after a parabolic rise this year. What they provide to small businesses is great. It could get bought out. Pare your holding if it has gotten too big in your portfolio. B2B wholesaling is large, so SHOP has a large runway. Investors look much to valuations; rather, consider whether a company can continue to execute, beat expectations.
Maybe this has gotten ahead of itself on valuation after a parabolic rise this year. What they provide to small businesses is great. It could get bought out. Pare your holding if it has gotten too big in your portfolio. B2B wholesaling is large, so SHOP has a large runway. Investors look much to valuations; rather, consider whether a company can continue to execute, beat expectations.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$405.690
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
June 7, 2019

Hold your winners, and trim if a position grows too large in a portfolio. MDB is in a hot area in tech. Traditional enterprises are struggling with how to make use of cloud computing; it's a complicated issue with the big question being, what do you do with databases? Oracle has long been dominant here, but many companies feel trapped in their relationship with Oracle. MDB arrives from a different direction--open-sourced that allows users the flexibility to move that data. That said, MDB is a complicated sale; it's lumpy and chunky. It's a volatile stock, and he'd own only a small holding.

Hold your winners, and trim if a position grows too large in a portfolio. MDB is in a hot area in tech. Traditional enterprises are struggling with how to make use of cloud computing; it's a complicated issue with the big question being, what do you do with databases? Oracle has long been dominant here, but many companies feel trapped in their relationship with Oracle. MDB arrives from a different direction--open-sourced that allows users the flexibility to move that data. That said, MDB is a complicated sale; it's lumpy and chunky. It's a volatile stock, and he'd own only a small holding.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$169.970
Owned
Unknown