Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 20, 2019
Despite fears of recession and slow down, we have seen a nice turnaround over the last 8 weeks in autos. MG-T has little exposure to China trade issues. It pays a nice dividend and has a free cash flow yield of 13%. He expects an acceleration in manufacturing is coming and there is strong consumer spending. Yield 2.6%
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Magna Int'l. (A) (MG-T)
November 20, 2019
Despite fears of recession and slow down, we have seen a nice turnaround over the last 8 weeks in autos. MG-T has little exposure to China trade issues. It pays a nice dividend and has a free cash flow yield of 13%. He expects an acceleration in manufacturing is coming and there is strong consumer spending. Yield 2.6%
HOLD
HOLD
November 20, 2019
His bias is to be leaning to sectors that would benefit from re-inflation. BA fits into this camp. They have the 737Max issue, but there are only two global airline manufacturers and there is no excess supply. The company will get through this. There will still be tough news flow, but hearings are already underway and it has been dragged through the media already. Over 2-3 years you will do very well.
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Boeing (BA-N)
November 20, 2019
His bias is to be leaning to sectors that would benefit from re-inflation. BA fits into this camp. They have the 737Max issue, but there are only two global airline manufacturers and there is no excess supply. The company will get through this. There will still be tough news flow, but hearings are already underway and it has been dragged through the media already. Over 2-3 years you will do very well.
HOLD
HOLD
November 20, 2019
AMT vs CCI? AMT has been a gift that keeps on giving. In the REIT space, it has great dividend growth. 5G is coming down the pipe and they are well positioned. Tactically, there may be some re-allocation going on that may cause some pull back. CCI is similar and both offer dividend growth.
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American Tower (AMT-N)
November 20, 2019
AMT vs CCI? AMT has been a gift that keeps on giving. In the REIT space, it has great dividend growth. 5G is coming down the pipe and they are well positioned. Tactically, there may be some re-allocation going on that may cause some pull back. CCI is similar and both offer dividend growth.
HOLD
HOLD
November 20, 2019
AMT vs CCI? AMT has been a gift that keeps on giving. In the REIT space, it has great dividend growth. 5G is coming down the pipe and they are well positioned. Tactically, there may be some re-allocation going on that may cause some pull back. CCI is similar and both offer dividend growth.
Show full opinionHide full opinion
AMT vs CCI? AMT has been a gift that keeps on giving. In the REIT space, it has great dividend growth. 5G is coming down the pipe and they are well positioned. Tactically, there may be some re-allocation going on that may cause some pull back. CCI is similar and both offer dividend growth.
HOLD
HOLD
November 20, 2019
The financial services group looks interesting and he is big into the space. Repricing of commissions will be challenging and it hampers SCHW's margins. If you think the yield curve steepens, this will help them. He would continue to hold, but there are others that he prefers like JPM.
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The financial services group looks interesting and he is big into the space. Repricing of commissions will be challenging and it hampers SCHW's margins. If you think the yield curve steepens, this will help them. He would continue to hold, but there are others that he prefers like JPM.
HOLD
HOLD
November 20, 2019
The financial services group looks interesting and he is big into the space. Repricing of commissions will be challenging and it hampers SCHW's margins. If you think the yield curve steepens, this will help them. He would continue to hold, but there are others that he prefers like JPM.
Show full opinionHide full opinion
The financial services group looks interesting and he is big into the space. Repricing of commissions will be challenging and it hampers SCHW's margins. If you think the yield curve steepens, this will help them. He would continue to hold, but there are others that he prefers like JPM.
BUY WEAKNESS
BUY WEAKNESS
November 20, 2019
This has been an investment for him for many years. They grow sales faster than GDP growth and dividend growth is 25% a year. Not a big dividend however. He likes home builders and the suppliers to home builders. A leading stock in a leading sector, he thinks. A healthy pullback, that he would buy into.
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Home Depot (HD-N)
November 20, 2019
This has been an investment for him for many years. They grow sales faster than GDP growth and dividend growth is 25% a year. Not a big dividend however. He likes home builders and the suppliers to home builders. A leading stock in a leading sector, he thinks. A healthy pullback, that he would buy into.