Latest Expert Opinions

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Alphabet Inc. / Google (GOOG-Q)
June 26, 2019
Bought at $1155, now what? He holds this himself. It is in the sights of the government for security issues. Being big can sometimes put a target on you. Is it bad that a big company creates the best search engine? The long term outlook is very bright with many upcoming initiatives that will contribute to the bottom line. Autonomous driving and other new technology will become mainstream in the next 5-10 years. He would continue to hold it and add to current positions.
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Alphabet Inc. / Google (GOOG-Q)
June 26, 2019
Bought at $1155, now what? He holds this himself. It is in the sights of the government for security issues. Being big can sometimes put a target on you. Is it bad that a big company creates the best search engine? The long term outlook is very bright with many upcoming initiatives that will contribute to the bottom line. Autonomous driving and other new technology will become mainstream in the next 5-10 years. He would continue to hold it and add to current positions.
Business Services
0 Comments
Gordon Reid

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Price
$1079.800
Owned
Yes
DON'T BUY
DON'T BUY
Philip Morris International (PM-N)
June 26, 2019
The trend in smoking, both domestically and internationally, is on the down trend. He does not own it. Companies are trying to expand their foot print into areas around the tobacco space. There are better dividend payers out there. Yield 6.7%
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Philip Morris International (PM-N)
June 26, 2019
The trend in smoking, both domestically and internationally, is on the down trend. He does not own it. Companies are trying to expand their foot print into areas around the tobacco space. There are better dividend payers out there. Yield 6.7%
tobacco
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Gordon Reid

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Price
$77.380
Owned
No
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Chubb Limited (CB-N)
June 26, 2019
A specialty insurer. They hold pricing power now and he expects that to continue for a few years. They implented good cost monitoring measures. It trades at 1.3 times book -- quite reasonable. Well managed. Yield 2.00% (Analysts’ price target is $152.44)
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Chubb Limited (CB-N)
June 26, 2019
A specialty insurer. They hold pricing power now and he expects that to continue for a few years. They implented good cost monitoring measures. It trades at 1.3 times book -- quite reasonable. Well managed. Yield 2.00% (Analysts’ price target is $152.44)
insurance
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Gordon Reid

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Price
$147.000
Owned
Yes
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Walt Disney (DIS-N)
June 26, 2019

They are much cheaper than Netflix -- only 16 times earnings. Price is pausing, but longer term it has a great future following the 21st Century acquisition. They own Hulu as well. Yield 1.26% (Analysts’ price target is $149.28)

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Walt Disney (DIS-N)
June 26, 2019

They are much cheaper than Netflix -- only 16 times earnings. Price is pausing, but longer term it has a great future following the 21st Century acquisition. They own Hulu as well. Yield 1.26% (Analysts’ price target is $149.28)

entertainment services
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Gordon Reid

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Price
$140.400
Owned
Yes
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Walmart Inc (WMT-N)
June 26, 2019

The latest study shows they are competing well with Amazon on groceries. They have made major investments internationally and will soon be recognized by the market. Yield 1.92% (Analysts’ price target is $110.93)

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Walmart Inc (WMT-N)
June 26, 2019

The latest study shows they are competing well with Amazon on groceries. They have made major investments internationally and will soon be recognized by the market. Yield 1.92% (Analysts’ price target is $110.93)

department stores
0 Comments
Gordon Reid

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Price
$110.160
Owned
Yes
DON'T BUY
DON'T BUY
Diageo PLC (DEO-N)
June 26, 2019
They've done an amazing job positioning in the high-end spirits business. It's had a great run but the PE is 26x with mid-single-digit growth. There's little room to grow in this mature industry.
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Diageo PLC (DEO-N)
June 26, 2019
They've done an amazing job positioning in the high-end spirits business. It's had a great run but the PE is 26x with mid-single-digit growth. There's little room to grow in this mature industry.
food processing
0 Comments
Lorne Steinberg

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Price
$171.990
Owned
No
DON'T BUY
DON'T BUY
Ford Motor (F-N)
June 26, 2019

The car-buying cycle is uncertain due to Uber, scooters and millennials not buying cars because they live downtown, not to mention e-cars. Ford has never been a great long-term performer, and the future of cars looks cloudy.

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Ford Motor (F-N)
June 26, 2019

The car-buying cycle is uncertain due to Uber, scooters and millennials not buying cars because they live downtown, not to mention e-cars. Ford has never been a great long-term performer, and the future of cars looks cloudy.

Automotive
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Lorne Steinberg

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Price
$9.910
Owned
No
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