- Page 1/6
Signal
Opinion
Expert
BUY
BUY
July 2, 2019
He owns this. They have expanded their patent litigation business. They are currently involved in a case against Apple. They won the first round for $145 million, but are on hold for the next stage. They have virtually no debt, but very lumpy earnings. It is still on his buy list. Yield 3.5%
He owns this. They have expanded their patent litigation business. They are currently involved in a case against Apple. They won the first round for $145 million, but are on hold for the next stage. They have virtually no debt, but very lumpy earnings. It is still on his buy list. Yield 3.5%
HOLD
HOLD
July 2, 2019
He bought more in December. They do have some debt -- a little higher than he likes. The payout ratio is such that the dividend is stable, but won't grow. The demographics are in their favour within senior housing. He is happy to keep holding it. Yield 5.7%
Show full opinionHide full opinionHe bought more in December. They do have some debt -- a little higher than he likes. The payout ratio is such that the dividend is stable, but won't grow. The demographics are in their favour within senior housing. He is happy to keep holding it. Yield 5.7%
HOLD
HOLD
July 2, 2019
Most of their capital market business is being acquired. He thinks there could be more to the deal. He also owns the preferred shares. He will continue to watch this and thinks a bidding war could emerge. He is happy to continue to hold it.
Show full opinionHide full opinionMost of their capital market business is being acquired. He thinks there could be more to the deal. He also owns the preferred shares. He will continue to watch this and thinks a bidding war could emerge. He is happy to continue to hold it.
VAGUE
VAGUE
July 2, 2019
He uses the technology for his personal use and the it does provide a very good platform. He is unsure of the financials. He would look into the alternatives and see what else might be worthwhile.
Show full opinionHide full opinionHe uses the technology for his personal use and the it does provide a very good platform. He is unsure of the financials. He would look into the alternatives and see what else might be worthwhile.
WAIT
WAIT
July 2, 2019
He almost bought during the recession -- it would have been a great buy then. He would wait on the common stock today. He likes the preferred shares as he likes the income they provide -- with a yield of 5% or more.
Show full opinionHide full opinionHe almost bought during the recession -- it would have been a great buy then. He would wait on the common stock today. He likes the preferred shares as he likes the income they provide -- with a yield of 5% or more.
COMMENT
COMMENT
July 2, 2019
Natural Gas picks? It is rare that he buys anything in the Dog Days of Summer. He like CET-T, but has been burned in the past. It does not have a big debt load, but it still needs to see more consistent earnings. Natural gas is definitely out of favour right now.
Show full opinionHide full opinionNatural Gas picks? It is rare that he buys anything in the Dog Days of Summer. He like CET-T, but has been burned in the past. It does not have a big debt load, but it still needs to see more consistent earnings. Natural gas is definitely out of favour right now.
DON'T BUY
DON'T BUY
July 2, 2019
The market likes a high dividend, but he does not know how long they will maintain the dividend -- especially with this high debt level. Do not go close to this one. Yield 12.8%
Show full opinionHide full opinionThe market likes a high dividend, but he does not know how long they will maintain the dividend -- especially with this high debt level. Do not go close to this one. Yield 12.8%
