Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick May 07/18, Down 8%) A Japanese electronics company. It took a downdraft in late 2018, but its valuation is insane with no debt. You're buying the company for less than working capital. It's worth more than double the current share price. It trades at 7x earnings with a solid dividend.
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(A Top Pick May 07/18, Down 8%) A Japanese electronics company. It took a downdraft in late 2018, but its valuation is insane with no debt. You're buying the company for less than working capital. It's worth more than double the current share price. It trades at 7x earnings with a solid dividend.
COMMENT
COMMENT
June 26, 2019
They've suffered like all global banks, hurt by low interest rates. He likes this sector though, and this is a quality name with a safe, decent dividend.
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They've suffered like all global banks, hurt by low interest rates. He likes this sector though, and this is a quality name with a safe, decent dividend.
DON'T BUY
DON'T BUY
June 26, 2019
Bombardier bonds Don't buy one high-yield bond. Bombardier has long had negative cash flow that they haven't changed in years.
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Bombardier bonds Don't buy one high-yield bond. Bombardier has long had negative cash flow that they haven't changed in years.
BUY
BUY
June 26, 2019
They make glass for cars and fiber-optics are back in a huge way (i.e. virtual reality). Trading at a cheap 14x earnings and have back a ton of stock in recent years. They benefit from the growth of technology and face few competitors.
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Corning Inc (GLW-N)
June 26, 2019
They make glass for cars and fiber-optics are back in a huge way (i.e. virtual reality). Trading at a cheap 14x earnings and have back a ton of stock in recent years. They benefit from the growth of technology and face few competitors.
DON'T BUY
DON'T BUY
June 26, 2019

Buy and hold or take profits? The payments world is changing. In China, you can't use your Visa or Mastercard, because they take Alibaba Pay instead, which costs retailer far less. He was surprised when he went to China last year. China uses mobile payments, not plastic. That said, Visa is incredibly well-positioned and performed so well. There's no reason that China will take on credit cards.

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Visa Inc. (V-N)
June 26, 2019

Buy and hold or take profits? The payments world is changing. In China, you can't use your Visa or Mastercard, because they take Alibaba Pay instead, which costs retailer far less. He was surprised when he went to China last year. China uses mobile payments, not plastic. That said, Visa is incredibly well-positioned and performed so well. There's no reason that China will take on credit cards.

DON'T BUY
DON'T BUY
June 26, 2019
No one has ever explained Bitcoin to him. Why has it taken off like this? Says Warren Buffet: don't understand it, don't buy it. Why get paid in something that fluctuates so much? It's a pure speculation, but he doesn't know if it will keep going up or not.
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No one has ever explained Bitcoin to him. Why has it taken off like this? Says Warren Buffet: don't understand it, don't buy it. Why get paid in something that fluctuates so much? It's a pure speculation, but he doesn't know if it will keep going up or not.
WATCH
WATCH
June 26, 2019
He's looking at this. Over the long haul, things will be pretty good for NTR. The long-term negative for fertilizer is that Monsanto keeps coming out with seeds that need less fertilizer. But NTR offers good cash flow and the stock price is interesting.
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Nutrien Ltd. (NTR-T)
June 26, 2019
He's looking at this. Over the long haul, things will be pretty good for NTR. The long-term negative for fertilizer is that Monsanto keeps coming out with seeds that need less fertilizer. But NTR offers good cash flow and the stock price is interesting.