Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 19, 2019
(A Top Pick Jun 21/18, Up 33%) Weather made their Q1 soft, but pricing is a tailwind across all business lines. He sees 14% EPS growth, and still trades around 15x. Lots os upside organically and by acquisition in a fragmented space.
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(A Top Pick Jun 21/18, Up 33%) Weather made their Q1 soft, but pricing is a tailwind across all business lines. He sees 14% EPS growth, and still trades around 15x. Lots os upside organically and by acquisition in a fragmented space.
PAST TOP PICK
PAST TOP PICK
June 19, 2019
(A Top Pick Jun 21/18, Up 29%) They beat their Q1 with construction revenue up 36%, with an improving balance sheet which helps them bid for new contracts. They have a backlog of $7 billion in projects. They can bid selectively for higher-margin business. Lots of room for growth. It's cheap vs. its peers. Buy on a pullback.
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(A Top Pick Jun 21/18, Up 29%) They beat their Q1 with construction revenue up 36%, with an improving balance sheet which helps them bid for new contracts. They have a backlog of $7 billion in projects. They can bid selectively for higher-margin business. Lots of room for growth. It's cheap vs. its peers. Buy on a pullback.
BUY WEAKNESS
BUY WEAKNESS
June 19, 2019
A growing name at 11% with 9% dividend growth. It's a little pricey, but is well-run.
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A growing name at 11% with 9% dividend growth. It's a little pricey, but is well-run.
DON'T BUY
DON'T BUY
June 19, 2019
A tempting 4.7% dividend. It's also very cheap at 10x 2020 earnings. Their most recent quarter reflected solid global cloud services. Their Red Hat acqusition could drive IBM revenues. But he models only 3% EPS growth. Q1 revenue was lower than expected as was forward guidance. It's an okay name and okay dividend, but you're better off with higher tech names, even without dividends.
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IBM (IBM-N)
June 19, 2019
A tempting 4.7% dividend. It's also very cheap at 10x 2020 earnings. Their most recent quarter reflected solid global cloud services. Their Red Hat acqusition could drive IBM revenues. But he models only 3% EPS growth. Q1 revenue was lower than expected as was forward guidance. It's an okay name and okay dividend, but you're better off with higher tech names, even without dividends.
Greg Newman

Unlock Ratings

Price
$137.080
Owned
Unknown
WAIT
WAIT
June 19, 2019

They provide parts and equiment to the semiconductor industry. Has pulled back with the slowdown in the industry in general but they are making the right moves and trying to diversify their revenues. Probably not going to see a lot happening with this company until there is more confidence behind the industry and the China and US tensions. They have a decent amount of cash. Probably best to wait for the industry to recover.

Show full opinionHide full opinion

They provide parts and equiment to the semiconductor industry. Has pulled back with the slowdown in the industry in general but they are making the right moves and trying to diversify their revenues. Probably not going to see a lot happening with this company until there is more confidence behind the industry and the China and US tensions. They have a decent amount of cash. Probably best to wait for the industry to recover.