Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 13, 2020
It had the BREXIT overhang as well as the Hong Kong overhang. It has had a remarkable recovery. He thinks there is upside here. You can buy it here and just leave it for a while and it will continue to grow. It has raised its dividend for the last 15 years. They could always move their head quarters to Singapore. The political overhang is somewhat of a nonsense story because the income is coming from surrounding countries. It is providing an entry point. (Analysts’ price target is $45.82)
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It had the BREXIT overhang as well as the Hong Kong overhang. It has had a remarkable recovery. He thinks there is upside here. You can buy it here and just leave it for a while and it will continue to grow. It has raised its dividend for the last 15 years. They could always move their head quarters to Singapore. The political overhang is somewhat of a nonsense story because the income is coming from surrounding countries. It is providing an entry point. (Analysts’ price target is $45.82)
TOP PICK
TOP PICK
January 13, 2020
The company is significantly undervalued based on its towers. They are improving their Indian operations. He thinks we will see upside here. It is headquartered in Germany but is treated as a BREXIT stock. (Analysts’ price target is $26.74)
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Vodafone Group PLC (VOD-Q)
January 13, 2020
The company is significantly undervalued based on its towers. They are improving their Indian operations. He thinks we will see upside here. It is headquartered in Germany but is treated as a BREXIT stock. (Analysts’ price target is $26.74)
DON'T BUY
DON'T BUY
January 13, 2020
A way to play interest rates. Huge, number one in lumber, owning 12 million acres of land across North America. Low interest rates and low unemployment drive their lumbers sales (more house sales). It comes down to the American consumer. There are better ways to play interest rates--bonds. WY is interesting, but he won't buy it.
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Weyerhaeuser Co (WY-N)
January 13, 2020
A way to play interest rates. Huge, number one in lumber, owning 12 million acres of land across North America. Low interest rates and low unemployment drive their lumbers sales (more house sales). It comes down to the American consumer. There are better ways to play interest rates--bonds. WY is interesting, but he won't buy it.
BUY
BUY
January 13, 2020

It's a mini-Constellation Software. ENG is a good company, well-run, and the stock has enjoyed a great rise. Smart managers make accretive acquisitions.

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Enghouse Systems (ENGH-T)
January 13, 2020

It's a mini-Constellation Software. ENG is a good company, well-run, and the stock has enjoyed a great rise. Smart managers make accretive acquisitions.

COMMENT
COMMENT
January 13, 2020

He prefers LVMH because it has global and product diversification, the top luxury brand. GOOS appeals more to a niche market. Both will do well as US-China relations warm. Chinese consumers will drive the sales of both companies.

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He prefers LVMH because it has global and product diversification, the top luxury brand. GOOS appeals more to a niche market. Both will do well as US-China relations warm. Chinese consumers will drive the sales of both companies.

COMMENT
COMMENT
January 13, 2020
As a short-term trade The juggernaut that will continue to bolt. Its challenge is that its cloud service can't grow forever; it will slow. He doesn't trade short-term, but Christmas sales did do well. So, was that good news then baked into the stock? If so, will the stock drop at Amazon's next earnings report? Or is it not popped in enough? Expect volatility around earnings time in early February.
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Amazon.com (AMZN-Q)
January 13, 2020
As a short-term trade The juggernaut that will continue to bolt. Its challenge is that its cloud service can't grow forever; it will slow. He doesn't trade short-term, but Christmas sales did do well. So, was that good news then baked into the stock? If so, will the stock drop at Amazon's next earnings report? Or is it not popped in enough? Expect volatility around earnings time in early February.
PAST TOP PICK
PAST TOP PICK
January 13, 2020
(A Top Pick Oct 28/19, Down 2%) It's been only three months since he picked this. It remains his bank of choice in North America. Their US retail segment is their strongest (vs. their Canadian retail and Canadian corporate). So, they have three horses in the race. The best Canadian bank; you need to hold just one.
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Toronto Dominion (TD-T)
January 13, 2020
(A Top Pick Oct 28/19, Down 2%) It's been only three months since he picked this. It remains his bank of choice in North America. Their US retail segment is their strongest (vs. their Canadian retail and Canadian corporate). So, they have three horses in the race. The best Canadian bank; you need to hold just one.