Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
June 26, 2019
The company has done well growing revenues, cash flow and earnings. They have also reinvigorated their investor base -- meaning a higher PE ratio is the new norm. They have reinvented themselves and are very active in subscription revenues, the cloud and gaming. He does not own it at this time.
Show full opinionHide full opinion
Microsoft (MSFT-Q)
June 26, 2019
The company has done well growing revenues, cash flow and earnings. They have also reinvigorated their investor base -- meaning a higher PE ratio is the new norm. They have reinvented themselves and are very active in subscription revenues, the cloud and gaming. He does not own it at this time.
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick Jun 07/18, Up 23%) It has been an interesting road due to the noise in health insurance and drug pricing. Over 176 million Americans use private healthcare providers, so he thinks it will continue to be successful. It is safe and trades at a reasonable 13-14 times PE ratio.
Show full opinionHide full opinion
Anthem Inc (ANTM-N)
June 26, 2019
(A Top Pick Jun 07/18, Up 23%) It has been an interesting road due to the noise in health insurance and drug pricing. Over 176 million Americans use private healthcare providers, so he thinks it will continue to be successful. It is safe and trades at a reasonable 13-14 times PE ratio.
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick Jun 07/18, Down 13%) The former PriceLine company. He still likes this holding. It has been one of the most successful NYSE listing in the past two decades. He originally bought it for under $20 over 15 years ago. The company will make $100 per share this year. It trades at about 18 times earnings, in line with how fast revenues are growing. It continues to expand and has thousands of property listings, including Europe. He would continue to hold it.
Show full opinionHide full opinion
(A Top Pick Jun 07/18, Down 13%) The former PriceLine company. He still likes this holding. It has been one of the most successful NYSE listing in the past two decades. He originally bought it for under $20 over 15 years ago. The company will make $100 per share this year. It trades at about 18 times earnings, in line with how fast revenues are growing. It continues to expand and has thousands of property listings, including Europe. He would continue to hold it.
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick Jun 07/18, Up 10%) He sold out around $166 in September last year. Still a good company, just better opportunities out there now.
Show full opinionHide full opinion
(A Top Pick Jun 07/18, Up 10%) He sold out around $166 in September last year. Still a good company, just better opportunities out there now.
SELL
SELL
June 26, 2019
He would sell this one. The company has changed from its original path and investors have suffered. It has been a serial under performer. The higher dividend yield is because of the plunging price and could make this a value trap. Move on. Yield 6.2%
Show full opinionHide full opinion
He would sell this one. The company has changed from its original path and investors have suffered. It has been a serial under performer. The higher dividend yield is because of the plunging price and could make this a value trap. Move on. Yield 6.2%
DON'T BUY
DON'T BUY
June 26, 2019

There are lots of cross currents with this one. An Apple settlement in April helped the stock price. A court ruling that the company's royalty strategy was illegal and now up the air again. Now China stealing intellectual property from them could be harmful as well.

Show full opinionHide full opinion
Qualcomm (QCOM-Q)
June 26, 2019

There are lots of cross currents with this one. An Apple settlement in April helped the stock price. A court ruling that the company's royalty strategy was illegal and now up the air again. Now China stealing intellectual property from them could be harmful as well.

COMMENT
COMMENT
June 26, 2019
New openings? His research suggests they are doing extremely well. He is not sure about new openings in the West. It is just like the Tim Horton's brand in Canada. Their success is based on their cheap coffee and customer loyalty.
Show full opinionHide full opinion
New openings? His research suggests they are doing extremely well. He is not sure about new openings in the West. It is just like the Tim Horton's brand in Canada. Their success is based on their cheap coffee and customer loyalty.