Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 19, 2019
It is a core holding for him. It started picking up when we got good vibes about China/US talks. Buy it now if you plan to hold it for any length of time.
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It is a core holding for him. It started picking up when we got good vibes about China/US talks. Buy it now if you plan to hold it for any length of time.
PAST TOP PICK
PAST TOP PICK
November 19, 2019
(A Top Pick Jan 07/19, Up 13%) They made skiing a growing and flourishing business. With the epic pass, it is a growth business. It is a great opportunity to own one of the premier companies in the world with a moat around it.
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Vail Resorts Inc (MTN-N)
November 19, 2019
(A Top Pick Jan 07/19, Up 13%) They made skiing a growing and flourishing business. With the epic pass, it is a growth business. It is a great opportunity to own one of the premier companies in the world with a moat around it.
PAST TOP PICK
PAST TOP PICK
November 19, 2019
(A Top Pick Jan 07/19, Up 18%) Experiential Consumerism. They have the most exposure to hotels outside of North America. As more people travel, they will need more hotels. The company is trading at a deep discount to its competitors. They keep buying back stock. One day they will get acquired.
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Hyatt Hotels (H-N)
November 19, 2019
(A Top Pick Jan 07/19, Up 18%) Experiential Consumerism. They have the most exposure to hotels outside of North America. As more people travel, they will need more hotels. The company is trading at a deep discount to its competitors. They keep buying back stock. One day they will get acquired.
PAST TOP PICK
PAST TOP PICK
November 19, 2019
(A Top Pick Jan 07/19, Up 34%) 10 million subscribers to their streaming service. They will start by losing money on this for the first couple of years. It is the highest quality company he can own. It's international.
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Walt Disney (DIS-N)
November 19, 2019
(A Top Pick Jan 07/19, Up 34%) 10 million subscribers to their streaming service. They will start by losing money on this for the first couple of years. It is the highest quality company he can own. It's international.
HOLD
HOLD
November 19, 2019
It has done so much better than he would have thought. The market is looking for safe investments; companies that don't disappoint. He would not buy here. There is nothing wrong with the name. (Analysts’ price target is $127.00)
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Procter & Gamble (PG-N)
November 19, 2019
It has done so much better than he would have thought. The market is looking for safe investments; companies that don't disappoint. He would not buy here. There is nothing wrong with the name. (Analysts’ price target is $127.00)
WATCH
WATCH
November 19, 2019
Kudos to the management for selling off businesses and paying down debt. It may be something investor should look at again.
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Kudos to the management for selling off businesses and paying down debt. It may be something investor should look at again.
BUY
BUY
November 19, 2019
The iPhone 11 is a smashing success and the stock is up 70%. The market under-priced it. It should now trade at a Microsoft-like multiple.
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Apple (AAPL-Q)
November 19, 2019
The iPhone 11 is a smashing success and the stock is up 70%. The market under-priced it. It should now trade at a Microsoft-like multiple.