Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL SELL
PARTIAL SELL
January 13, 2020
They had a huge run in the last 18 months but it lagged the group for 4-5 years prior to that. It was because their products we selling to the higher end market. He is always in favour of re-weighting a stock when it has had a run-up.
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Procter & Gamble (PG-N)
January 13, 2020
They had a huge run in the last 18 months but it lagged the group for 4-5 years prior to that. It was because their products we selling to the higher end market. He is always in favour of re-weighting a stock when it has had a run-up.
PAST TOP PICK
PAST TOP PICK
January 13, 2020
(A Top Pick Jan 08/19, Up 29%) There are only 3 major competitors. It is a play on industrial production and on consumption. It is a good stock to hold longer term.
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(A Top Pick Jan 08/19, Up 29%) There are only 3 major competitors. It is a play on industrial production and on consumption. It is a good stock to hold longer term.
PAST TOP PICK
PAST TOP PICK
January 13, 2020
(A Top Pick Jan 08/19, Up 32%) This was a catch up story and it had an attractive dividend. It is still attractive for those that don't want to buy bonds or preferred shares.
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A T & T US (T-N)
January 13, 2020
(A Top Pick Jan 08/19, Up 32%) This was a catch up story and it had an attractive dividend. It is still attractive for those that don't want to buy bonds or preferred shares.
PAST TOP PICK
PAST TOP PICK
January 13, 2020
(A Top Pick Jan 08/19, Up 13%) We are starting to see a bit of a recovery in the oil price and in the demand. This is an interesting company to watch.
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Subsea 7 S.A. (SUBC-NO)
January 13, 2020
(A Top Pick Jan 08/19, Up 13%) We are starting to see a bit of a recovery in the oil price and in the demand. This is an interesting company to watch.
SELL
SELL
January 13, 2020
They have been a successful franchise and acquisition story. His concern has always been valuation. This is a great company. It should be on your radar. It is too expensive so you should sell it.
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Danaher Corp. (DHR-N)
January 13, 2020
They have been a successful franchise and acquisition story. His concern has always been valuation. This is a great company. It should be on your radar. It is too expensive so you should sell it.
BUY WEAKNESS
BUY WEAKNESS
January 13, 2020
It is a well run company. They made some clever acquisitions. If you can get it on some kind of a selloff it is a good one to buy and hold. They are pursuing an acquisition in Australia, who sometimes blocks acquisitions from non-Australian companies.
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It is a well run company. They made some clever acquisitions. If you can get it on some kind of a selloff it is a good one to buy and hold. They are pursuing an acquisition in Australia, who sometimes blocks acquisitions from non-Australian companies.
BUY
BUY
January 13, 2020
This is going to continue to be a story that will grow attraction. This is not his favourite way to play it. TSLA-N would be his preferred way to play it.
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This is going to continue to be a story that will grow attraction. This is not his favourite way to play it. TSLA-N would be his preferred way to play it.