Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 26, 2019
Allstate invests in bonds.Can Allstate make money investing in the premiums? And, is PE or PB a better metric to value insurance companies? Every insurance invests heavily in bonds. The price of bond yields is built into the price of insurance premiums; all baked in. Note that property and casualty insurance is re-priced each year, so PC can absorb losses in bonds. Secondly, Allstate is very disciplined and has enjoying 10% dividend growth in recent years. PB, Allstate isn't expensive at 14x PE and 1.5x PB, which are both key metrics. They are best in class.
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Allstate (ALL-N)
June 26, 2019
Allstate invests in bonds.Can Allstate make money investing in the premiums? And, is PE or PB a better metric to value insurance companies? Every insurance invests heavily in bonds. The price of bond yields is built into the price of insurance premiums; all baked in. Note that property and casualty insurance is re-priced each year, so PC can absorb losses in bonds. Secondly, Allstate is very disciplined and has enjoying 10% dividend growth in recent years. PB, Allstate isn't expensive at 14x PE and 1.5x PB, which are both key metrics. They are best in class.
DON'T BUY
DON'T BUY
June 26, 2019
A value play in cybersecurity? Kudos to their CEO for turning around this business. Excellent execution. They're in a very competitive space. They aren't a major player--yet. The CEO, Chen, has figured how to survive, but he's not ready to buy this stock.
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BlackBerry (BB-T)
June 26, 2019
A value play in cybersecurity? Kudos to their CEO for turning around this business. Excellent execution. They're in a very competitive space. They aren't a major player--yet. The CEO, Chen, has figured how to survive, but he's not ready to buy this stock.
BUY WEAKNESS
BUY WEAKNESS
June 26, 2019
He's owned this for a decade, not as cheap as it used to be now that it's a Wall St. darling. After years of flat revenues, revenues are accelerating. The software part generates recurring revenues, and that has zoomed. Earnings will grow 10% annually. They buy back stock and increase their dividend. But it's trading near its all-time high.
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Cisco (CSCO-Q)
June 26, 2019
He's owned this for a decade, not as cheap as it used to be now that it's a Wall St. darling. After years of flat revenues, revenues are accelerating. The software part generates recurring revenues, and that has zoomed. Earnings will grow 10% annually. They buy back stock and increase their dividend. But it's trading near its all-time high.
DON'T BUY
DON'T BUY
June 26, 2019
The sector is suffering because everybody owns a phone. Pays a solid dividend, which should be safe due to strong cash flows, but earnings will shrink. It's in a tough industry.
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The sector is suffering because everybody owns a phone. Pays a solid dividend, which should be safe due to strong cash flows, but earnings will shrink. It's in a tough industry.
DON'T BUY
DON'T BUY
June 26, 2019
Upcoming share splits and will list in Hong Kong Share splits have no influence, but listing in Hong Kong will make it easier for investors to access the stock. Also, BABA faces more competition. The stock is not cheap. Further, Chinese growth continues to decelerate. And who knows about these U.S. tariffs?
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Upcoming share splits and will list in Hong Kong Share splits have no influence, but listing in Hong Kong will make it easier for investors to access the stock. Also, BABA faces more competition. The stock is not cheap. Further, Chinese growth continues to decelerate. And who knows about these U.S. tariffs?
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick May 07/18, Down 16%) Global banks have been hit hard by an inverted yield curve and lower interest rates, but MS is cheap at 9x earnings. He expects double-digit growth ahead. They're raising their dividend and buying back shares. MS is the largest wealth manager in America. Boasts a PE below 10x.
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Morgan Stanley (MS-N)
June 26, 2019
(A Top Pick May 07/18, Down 16%) Global banks have been hit hard by an inverted yield curve and lower interest rates, but MS is cheap at 9x earnings. He expects double-digit growth ahead. They're raising their dividend and buying back shares. MS is the largest wealth manager in America. Boasts a PE below 10x.
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick May 07/18, Down 1%) They benefit from higher oil prices right now. Pays a solid yield of 5.5%. Cash flows are growing. Surprisingly, RDS is one of the largest investors in renewable energy which will well-position them in the decades to come.
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(A Top Pick May 07/18, Down 1%) They benefit from higher oil prices right now. Pays a solid yield of 5.5%. Cash flows are growing. Surprisingly, RDS is one of the largest investors in renewable energy which will well-position them in the decades to come.