Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 26, 2019
It has had a number of different chapters. The company has been recovering with same store sales increasing and with a positive outlook for its Chinese operations. The problem is the PE ratio trading in the high 20s, means the stock is always priced to perfection with little room for stumbles. He would look elsewhere.
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Starbucks (SBUX-Q)
June 26, 2019
It has had a number of different chapters. The company has been recovering with same store sales increasing and with a positive outlook for its Chinese operations. The problem is the PE ratio trading in the high 20s, means the stock is always priced to perfection with little room for stumbles. He would look elsewhere.
COMMENT
COMMENT
June 26, 2019

He does not generally buy ETFs. Gold producers have a long history of messing up their own good fortune. There are often operational disconnects between the share price and bullion prices. He would prefer to play gold with GLD-N. He feels doing so creates a good hedge against other asset classes. If we head into recessionary pressures, holding GLD-N could play well. Don't hold more than 5-6% of your portfolio in gold.

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He does not generally buy ETFs. Gold producers have a long history of messing up their own good fortune. There are often operational disconnects between the share price and bullion prices. He would prefer to play gold with GLD-N. He feels doing so creates a good hedge against other asset classes. If we head into recessionary pressures, holding GLD-N could play well. Don't hold more than 5-6% of your portfolio in gold.

COMMENT
COMMENT
June 26, 2019

He does not generally buy ETFs. Gold producers have a long history of messing up their own good fortune. There are often operational disconnects between the share price and bullion prices. He would prefer to play gold with GLD-N. He feels doing so creates a good hedge against other asset classes. If we head into recessionary pressures, holding GLD-N could play well. Don't hold more than 5-6% of your portfolio in gold.

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SPDR Gold ETF (GLD-N)
June 26, 2019

He does not generally buy ETFs. Gold producers have a long history of messing up their own good fortune. There are often operational disconnects between the share price and bullion prices. He would prefer to play gold with GLD-N. He feels doing so creates a good hedge against other asset classes. If we head into recessionary pressures, holding GLD-N could play well. Don't hold more than 5-6% of your portfolio in gold.

HOLD
HOLD
June 26, 2019
Buying when a stock has gone up. Be careful about buying more when a stock has gone up -- that means buying higher, when the value is dropping. How you invest should be like a producer of widgets. Create a business plan and rules based on circumstances and follow them. Specifically, TPC-N has seen its infrastructure projects be negatively impacted by weather delays. Their book to bill is about 3 times -- showing there are a lot projects in the hopper. He expects their earnings to improve over time. He still likes the company.
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Tutor Perini (TPC-N)
June 26, 2019
Buying when a stock has gone up. Be careful about buying more when a stock has gone up -- that means buying higher, when the value is dropping. How you invest should be like a producer of widgets. Create a business plan and rules based on circumstances and follow them. Specifically, TPC-N has seen its infrastructure projects be negatively impacted by weather delays. Their book to bill is about 3 times -- showing there are a lot projects in the hopper. He expects their earnings to improve over time. He still likes the company.
HOLD
HOLD
June 26, 2019
A very steady operator and does not take on a lot of credit risk. The more transactions they put through the more money they make. Last year they accounted for $1.3 trillion in transactions. It is not inexpensive, but you have to pay up for quality.
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Visa Inc. (V-N)
June 26, 2019
A very steady operator and does not take on a lot of credit risk. The more transactions they put through the more money they make. Last year they accounted for $1.3 trillion in transactions. It is not inexpensive, but you have to pay up for quality.
HOLD
HOLD
June 26, 2019
He owns this in their small cap portfolio and it has a good long term future. They roll out the engineering wire, cable and fiber to handle 5G projects. Their revenues are lumpy, because there are a limited number of customers right now. They are a fixed cost business, so at times the earnings will vary greatly.
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He owns this in their small cap portfolio and it has a good long term future. They roll out the engineering wire, cable and fiber to handle 5G projects. Their revenues are lumpy, because there are a limited number of customers right now. They are a fixed cost business, so at times the earnings will vary greatly.
HOLD
HOLD
June 26, 2019

Write downs caused by Amazon? He holds this in the large cap portfolio. The macro issues surrounding trade issues with China has impacted them. They will no longer be shipping for Amazon, but it was only a couple of percentages points of their business. He is excited about their involvement in e-commerce. Their cost model is highly adjustable to new technology -- like autonomous vehicles. It is trading at the lowest valuation metrics in the past two decades. He thinks this is transitory for the most part.

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FedEx (FDX-N)
June 26, 2019

Write downs caused by Amazon? He holds this in the large cap portfolio. The macro issues surrounding trade issues with China has impacted them. They will no longer be shipping for Amazon, but it was only a couple of percentages points of their business. He is excited about their involvement in e-commerce. Their cost model is highly adjustable to new technology -- like autonomous vehicles. It is trading at the lowest valuation metrics in the past two decades. He thinks this is transitory for the most part.