Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 17, 2019
Walgreen's 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. Pharmacy retail is another industry under scrutiny, and he feels Walmart will prevail.
Walmart Inc (WMT-N)
June 17, 2019
Walgreen's 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. Pharmacy retail is another industry under scrutiny, and he feels Walmart will prevail.
Andrew Pink
Portfolio Manager, LDIC
Price
$109.160
Owned
Yes
BUY
BUY
June 17, 2019
vs. AT&T He owns Verizon instead where he'd rather be when 5G falls into place. Verizon is focussed on 5G. AT&T is not ready because they are distracted by merger talks. Switch to Verizon if you hold AT&T.
vs. AT&T He owns Verizon instead where he'd rather be when 5G falls into place. Verizon is focussed on 5G. AT&T is not ready because they are distracted by merger talks. Switch to Verizon if you hold AT&T.
Andrew Pink
Portfolio Manager, LDIC
Price
$57.630
Owned
Yes
BUY
BUY
June 17, 2019
vs. AMT-N He prefers another name, Crown Castle, CCI-N, which does the same thing as AMT-N, but trades at a 2-multiple point discount to American Tower. AMT is the bellweather, but CCI benefits from the towers they run but also in small-cell applications, which is like the next generation of 5G. CCI also pays a nice dividend and benefits from lower rates.
vs. AMT-N He prefers another name, Crown Castle, CCI-N, which does the same thing as AMT-N, but trades at a 2-multiple point discount to American Tower. AMT is the bellweather, but CCI benefits from the towers they run but also in small-cell applications, which is like the next generation of 5G. CCI also pays a nice dividend and benefits from lower rates.
Andrew Pink
Portfolio Manager, LDIC
Price
$135.990
Owned
Yes