Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 9, 2019
Globally into enterprise solutions. Standalone products, so you don't have to worry much about Huawei. They've adjusted to the cloud-based environment. Huge cash generator. Reasonable valuations. Cash on balance sheet. Buying back stock.
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Cisco (CSCO-Q)
September 9, 2019
Globally into enterprise solutions. Standalone products, so you don't have to worry much about Huawei. They've adjusted to the cloud-based environment. Huge cash generator. Reasonable valuations. Cash on balance sheet. Buying back stock.
BUY
BUY
September 9, 2019
CEO has reinvented company dramatically. One of the best cloud-based companies out there. Cash on balance sheet. Valuation high, but not outrageous.
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Microsoft (MSFT-Q)
September 9, 2019
CEO has reinvented company dramatically. One of the best cloud-based companies out there. Cash on balance sheet. Valuation high, but not outrageous.
COMMENT
COMMENT
September 9, 2019
It's not for everybody. There's a risk that volatility will spike. He's been playing the VXX in the US, a volatility ETF. You have to keep an eye on it. You protect the upside by holding something that does better in a down market.
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It's not for everybody. There's a risk that volatility will spike. He's been playing the VXX in the US, a volatility ETF. You have to keep an eye on it. You protect the upside by holding something that does better in a down market.
SELL
SELL
September 9, 2019
Biggest winner in technology in the last 10 years. He shorted this stock in the last week. Harder time finding acquisitions at the right valuation. Getting squeezed. No organic growth.
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Biggest winner in technology in the last 10 years. He shorted this stock in the last week. Harder time finding acquisitions at the right valuation. Getting squeezed. No organic growth.
PAST TOP PICK
PAST TOP PICK
September 9, 2019
(A Top Pick Aug 27/18, Down 5%) US dollar and trade issues have been headwinds for all commodities. Generates cash flow, more stable.
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Nutrien Ltd. (NTR-T)
September 9, 2019
(A Top Pick Aug 27/18, Down 5%) US dollar and trade issues have been headwinds for all commodities. Generates cash flow, more stable.
PAST TOP PICK
PAST TOP PICK
September 9, 2019
(A Top Pick Aug 27/18, Down 73%) Price of zinc dropped, and that changed the dynamic. Trading at 2.5 times cash flow, but no one cares.
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Trevali Mining Corp (TV-T)
September 9, 2019
(A Top Pick Aug 27/18, Down 73%) Price of zinc dropped, and that changed the dynamic. Trading at 2.5 times cash flow, but no one cares.
PAST TOP PICK
PAST TOP PICK
September 9, 2019

(A Top Pick Aug 27/18, Down 3%) Got hammered. They and Facebook own online advertising, and they have control over mass data. They'll survive. Great cash generation, reasonable valuation, continued 20%+ growth.

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(A Top Pick Aug 27/18, Down 3%) Got hammered. They and Facebook own online advertising, and they have control over mass data. They'll survive. Great cash generation, reasonable valuation, continued 20%+ growth.