Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 17, 2019
It's under heavy pressure from an overhang from the resources slump and, before, the steel tarffis. There are better opportunities elsewhere.
Caterpillar (CAT-N)
June 17, 2019
It's under heavy pressure from an overhang from the resources slump and, before, the steel tarffis. There are better opportunities elsewhere.
Andrew Pink
Portfolio Manager, LDIC
Price
$127.320
Owned
No
DON'T BUY
DON'T BUY
June 17, 2019
It's more weighted to oil, and pays a strong 6% yield. He is light in oil producers now, only 3-5% of his holdings. He doesn't know RDS that well. Oil overall is in decline; there's a perfect storm in oil (Venezuela) and yet oil is not surging higher. RDS itself is a reasonably good company. If you are bullish oil, hold and wait.
It's more weighted to oil, and pays a strong 6% yield. He is light in oil producers now, only 3-5% of his holdings. He doesn't know RDS that well. Oil overall is in decline; there's a perfect storm in oil (Venezuela) and yet oil is not surging higher. RDS itself is a reasonably good company. If you are bullish oil, hold and wait.
Andrew Pink
Portfolio Manager, LDIC
Price
$62.920
Owned
No
DON'T BUY
DON'T BUY
June 17, 2019
Is it real estate reflected in its current price? The pharmacy retail space has come off a lot due to disruption. In this space, he bought Walmart instead; they do everything better yet cheaper. Disruption will make it harder for WBA to compete. The real estate is not valued in, but nothing tells him that it should either. Pharmacy retail is another industry under scrutiny, and he feels Walmart will prevail.
Is it real estate reflected in its current price? The pharmacy retail space has come off a lot due to disruption. In this space, he bought Walmart instead; they do everything better yet cheaper. Disruption will make it harder for WBA to compete. The real estate is not valued in, but nothing tells him that it should either. Pharmacy retail is another industry under scrutiny, and he feels Walmart will prevail.
Andrew Pink
Portfolio Manager, LDIC
Price
$52.810
Owned
No
BUY
BUY
June 17, 2019
It benefits from Huawei's woes. He likes CSCO. It pays a small dividend.
Cisco (CSCO-Q)
June 17, 2019
It benefits from Huawei's woes. He likes CSCO. It pays a small dividend.
Andrew Pink
Portfolio Manager, LDIC
Price
$55.400
Owned
Yes
COMMENT
COMMENT
June 17, 2019
He likes the midstreams. IPL used to be his biggest oil stock until they started buying storage tanks abroad which he felt distracted from their core business. He didn't like that they went outside Canada to ramp up their earnings. IPL pays an 8.6% dividend which is safe, because they have long-term take-or-pay contracts. He may re-buy this later.
He likes the midstreams. IPL used to be his biggest oil stock until they started buying storage tanks abroad which he felt distracted from their core business. He didn't like that they went outside Canada to ramp up their earnings. IPL pays an 8.6% dividend which is safe, because they have long-term take-or-pay contracts. He may re-buy this later.
Andrew Pink
Portfolio Manager, LDIC
Price
$19.820
Owned
No
PAST TOP PICK
PAST TOP PICK
June 17, 2019
(A Top Pick Mar 06/19, Up 13%) Also a top pick.
(A Top Pick Mar 06/19, Up 13%) Also a top pick.
Andrew Pink
Portfolio Manager, LDIC
Price
$41.970
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 17, 2019
(A Top Pick Mar 06/19, Up 7%) He likes the Brookfield family. Brookfield takes care of funding, having investors for global investments. He likes that they're investing in India infrastructure. They can go anywhere in the world and buy strategic assets like water treatment and transmission lines is unparalleled. It continues to do well. Good managers.
(A Top Pick Mar 06/19, Up 7%) He likes the Brookfield family. Brookfield takes care of funding, having investors for global investments. He likes that they're investing in India infrastructure. They can go anywhere in the world and buy strategic assets like water treatment and transmission lines is unparalleled. It continues to do well. Good managers.
Andrew Pink
Portfolio Manager, LDIC
Price
$57.280
Owned
Yes