Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
January 13, 2020
It is a medical device company. It is potentially an acquisition target. It has had a decent run. It is an interesting company. It is not a buy but could be in a bit more of a sell off.
Show full opinionHide full opinion
Atrion Corp (ATRI-Q)
January 13, 2020
It is a medical device company. It is potentially an acquisition target. It has had a decent run. It is an interesting company. It is not a buy but could be in a bit more of a sell off.
WATCH
WATCH
January 13, 2020
It had a really ugly 18 months. Management were very clear in their guidance. The fundamental story around AI still remains. It is a good company but there is a caution around semiconductors. Buy them when they are broken. For now, let it run and see what happens.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
January 13, 2020
It had a really ugly 18 months. Management were very clear in their guidance. The fundamental story around AI still remains. It is a good company but there is a caution around semiconductors. Buy them when they are broken. For now, let it run and see what happens.
DON'T BUY
DON'T BUY
January 13, 2020
He does not even know what it is any more. It is very tightly linked to government contracts in the states. He prefers others.
Show full opinionHide full opinion
He does not even know what it is any more. It is very tightly linked to government contracts in the states. He prefers others.
BUY
BUY
January 13, 2020
Since last week, it might be a company you want to take a closer look at. The long term track record has been quite good. He would prefer BA systems because it has a BREXIT overhang on it.
Show full opinionHide full opinion
Northrop Grumman (NOC-N)
January 13, 2020
Since last week, it might be a company you want to take a closer look at. The long term track record has been quite good. He would prefer BA systems because it has a BREXIT overhang on it.
COMMENT
COMMENT
January 13, 2020
They had a big acquisition announcement last week. He personally finds it very expensive. If you have owned it you have done very well.
Show full opinionHide full opinion
Lightspeed POS (LSPD-T)
January 13, 2020
They had a big acquisition announcement last week. He personally finds it very expensive. If you have owned it you have done very well.
WEAK BUY
WEAK BUY
January 13, 2020
One of the challenges is that it has had a huge run – 35-40%. It is at the point now that it is acquiring bigger companies. It is a quality outfit.
Show full opinionHide full opinion
Open Text (OTEX-T)
January 13, 2020
One of the challenges is that it has had a huge run – 35-40%. It is at the point now that it is acquiring bigger companies. It is a quality outfit.
TOP PICK
TOP PICK
January 13, 2020
A global leader in payroll. It is a dividend aristocrat. While the economy is relatively buoyant we will see continued growth. If you see it in a sell off then it is one to pickup. (Analysts’ price target is $177.33)
Show full opinionHide full opinion
A global leader in payroll. It is a dividend aristocrat. While the economy is relatively buoyant we will see continued growth. If you see it in a sell off then it is one to pickup. (Analysts’ price target is $177.33)