Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 11, 2019
Likes the name. Very competitive space. Extremely strong technicals. Low beta. Somewhat recession resilient. 2.2% dividend. Good name to own.
Show full opinionHide full opinion
McDonalds (MCD-N)
September 11, 2019
Likes the name. Very competitive space. Extremely strong technicals. Low beta. Somewhat recession resilient. 2.2% dividend. Good name to own.
COMMENT
COMMENT
September 11, 2019

Loves it, but prefers the dollar stores. Somewhat recession resilient, though not as much as dollar stores or Walmart. Has done extremely well. Valuation is 35x earnings for 10% growth rate. Concerned about valuation and where we are in the cycle.

Show full opinionHide full opinion
Costco Wholesale (COST-Q)
September 11, 2019

Loves it, but prefers the dollar stores. Somewhat recession resilient, though not as much as dollar stores or Walmart. Has done extremely well. Valuation is 35x earnings for 10% growth rate. Concerned about valuation and where we are in the cycle.

TOP PICK
TOP PICK
September 11, 2019
Owns and operates wireless communications towers globally. Primarily in US, Brazil, and India. Good time to buy this week with the mini-selloff. Lots of runway for growth, as we need the cell phone data. Great long-term, secular growth rate. Yield is 1.73%. (Analysts’ price target is $220.80)
Show full opinionHide full opinion
American Tower (AMT-N)
September 11, 2019
Owns and operates wireless communications towers globally. Primarily in US, Brazil, and India. Good time to buy this week with the mini-selloff. Lots of runway for growth, as we need the cell phone data. Great long-term, secular growth rate. Yield is 1.73%. (Analysts’ price target is $220.80)
TOP PICK
TOP PICK
September 11, 2019
Products marketed to over 140 countries. Main drugs in diabetes and oncology. Robust pipeline of new drugs, which will drive revenues over the long term. Not too expensive, with an 11-12% growth rate. Yield is 2.65%. (Analysts’ price target is $96.69)
Show full opinionHide full opinion
Merck & Company (MRK-N)
September 11, 2019
Products marketed to over 140 countries. Main drugs in diabetes and oncology. Robust pipeline of new drugs, which will drive revenues over the long term. Not too expensive, with an 11-12% growth rate. Yield is 2.65%. (Analysts’ price target is $96.69)
TOP PICK
TOP PICK
September 11, 2019
Online leader in dating space, owning the top 4 sites in North America. Subscription based online dating sites. 44 brands around the world, in 190 countries. Half their revenues come from the US. Asia is one of its largest markets. Meeting online has surpassed meeting through friends. 17% growth rate. A bit of a premium. Good long-term secular growth story. No dividend. (Analysts’ price target is $90.24)
Show full opinionHide full opinion
Match Group Inc. (MTCH-N)
September 11, 2019
Online leader in dating space, owning the top 4 sites in North America. Subscription based online dating sites. 44 brands around the world, in 190 countries. Half their revenues come from the US. Asia is one of its largest markets. Meeting online has surpassed meeting through friends. 17% growth rate. A bit of a premium. Good long-term secular growth story. No dividend. (Analysts’ price target is $90.24)