Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
December 2, 2019
They have one of the largest fleets of alternative energy out there. Regulators are encouraging utilities to install more sun and wind. They have a nice growth trajectory. Because it is a utility, they are very sensitive to rising interest rates. You need to be concerned that money will shift over to banking in an improving economy.
NextEra Energy (NEE-N)
December 2, 2019
They have one of the largest fleets of alternative energy out there. Regulators are encouraging utilities to install more sun and wind. They have a nice growth trajectory. Because it is a utility, they are very sensitive to rising interest rates. You need to be concerned that money will shift over to banking in an improving economy.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$231.250
Owned
No
DON'T BUY
DON'T BUY
December 2, 2019
He owned it for many years until interest rates started to rise. The whole group has done poorly over the last 60 days. More natural catastrophes mean insurance companies have a 'hard market' and can increase fees over that of claims.
He owned it for many years until interest rates started to rise. The whole group has done poorly over the last 60 days. More natural catastrophes mean insurance companies have a 'hard market' and can increase fees over that of claims.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$71.650
Owned
No
PAST TOP PICK
PAST TOP PICK
December 2, 2019
(A Top Pick Dec 27/18, Up 34%) They are the largest producer of Humus.
Strauss Group (STRS-IT)
December 2, 2019
(A Top Pick Dec 27/18, Up 34%) They are the largest producer of Humus.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 2, 2019
(A Top Pick Dec 27/18, Up 23%) He has been sitting out for 6-9 months. He is watching it carefully now because we have had a turn in the manufacturing economy.
(A Top Pick Dec 27/18, Up 23%) He has been sitting out for 6-9 months. He is watching it carefully now because we have had a turn in the manufacturing economy.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$0.000
Owned
No
PAST TOP PICK
PAST TOP PICK
December 2, 2019
(A Top Pick Dec 27/18, Up 74%) Electronic test equipment. 1/3rd is in defense and military. They have high operational leverage. They moved to being relatively unknown to known over the last year. It attracted a broader audience. All their businesses are doing fairly well.
(A Top Pick Dec 27/18, Up 74%) Electronic test equipment. 1/3rd is in defense and military. They have high operational leverage. They moved to being relatively unknown to known over the last year. It attracted a broader audience. All their businesses are doing fairly well.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$103.290
Owned
Yes
BUY
BUY
December 2, 2019

An electronic design automation company. He likes it because it is not super cyclical. Companies like AAPL-Q are designing their own chips and this gives them a barrier to entry. He has liked it over the long term.

An electronic design automation company. He likes it because it is not super cyclical. Companies like AAPL-Q are designing their own chips and this gives them a barrier to entry. He has liked it over the long term.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$0.000
Owned
Unknown
DON'T BUY
DON'T BUY
December 2, 2019
He has avoided it because insulin and products to replace it have had a lot of price increases and he fears they will be looked at by politicians. It is a very defensive issue and should do better when the economy slows.
Novo-Nordisk (NVO-N)
December 2, 2019
He has avoided it because insulin and products to replace it have had a lot of price increases and he fears they will be looked at by politicians. It is a very defensive issue and should do better when the economy slows.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$56.020
Owned
No