Latest Expert Opinions

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Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 13, 2020
(A Top Pick Oct 28/19, Up 17%) It's up 52% in the past year, but $10,000 returned over 30 years is now $2.3 million!
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Danaher Corp. (DHR-N)
January 13, 2020
(A Top Pick Oct 28/19, Up 17%) It's up 52% in the past year, but $10,000 returned over 30 years is now $2.3 million!
PAST TOP PICK
PAST TOP PICK
January 13, 2020
(A Top Pick Oct 28/19, Up 9%) They certify household goods, electronics, cars, food products, items that we all own. It is recession-proof. A UK company, they've benefitted from Brexit; they have a lot of international revenues, and the UK pound has fallen.
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Intertek Group (IKTSF-O)
January 13, 2020
(A Top Pick Oct 28/19, Up 9%) They certify household goods, electronics, cars, food products, items that we all own. It is recession-proof. A UK company, they've benefitted from Brexit; they have a lot of international revenues, and the UK pound has fallen.
HOLD
HOLD
January 13, 2020
Has an ADR? It's the best of the mediocre banks in Europe, all of which are challenged by low interest rates. He still likes it and would hold onto it. Yes, has an ADR.
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Has an ADR? It's the best of the mediocre banks in Europe, all of which are challenged by low interest rates. He still likes it and would hold onto it. Yes, has an ADR.
PARTIAL BUY
PARTIAL BUY
January 13, 2020
Take a half-position now, then wait for a pullback. As businesses hire, PAYX will do well. And US unemployment is at record lows. He's owned this forever and will hold on. Drill down on US unemployment figures, because it isn't balanced; there are pockets of higher unemployment which is concerning.
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Paychex (PAYX-Q)
January 13, 2020
Take a half-position now, then wait for a pullback. As businesses hire, PAYX will do well. And US unemployment is at record lows. He's owned this forever and will hold on. Drill down on US unemployment figures, because it isn't balanced; there are pockets of higher unemployment which is concerning.
WAIT
WAIT
January 13, 2020
We'll see a lot of heat against the US healthcare space during the campaign this year. Over 10 years, this chart is great, but he would wait until the US election is over before considering any health stock.
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We'll see a lot of heat against the US healthcare space during the campaign this year. Over 10 years, this chart is great, but he would wait until the US election is over before considering any health stock.
DON'T BUY
DON'T BUY
January 13, 2020
A year from now? Data is being weaponized and FB is in the middle. FB faces a lot of heat in the coming years. True, it may amount to nothing, maybe no regulation against FB. Whatsapp and Instagram are capturing users, though. Also, FB doesn't pay a dividend. FB has had a good run. Maybe Washington will break up FB, so then you can buy Whatsapp and Instagram separately, which would be a good play.
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Facebook (FB-Q)
January 13, 2020
A year from now? Data is being weaponized and FB is in the middle. FB faces a lot of heat in the coming years. True, it may amount to nothing, maybe no regulation against FB. Whatsapp and Instagram are capturing users, though. Also, FB doesn't pay a dividend. FB has had a good run. Maybe Washington will break up FB, so then you can buy Whatsapp and Instagram separately, which would be a good play.
BUY WEAKNESS
BUY WEAKNESS
January 13, 2020

Up 190% in the past year--not normal. He bought it in the $80s, but won't buy it now (nor sell it). Yes, it could be an Amazon and go to $2,000, but the downside risk is also huge. Too high. Wait for a pullback, at least.

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Shopify Inc. (SHOP-T)
January 13, 2020

Up 190% in the past year--not normal. He bought it in the $80s, but won't buy it now (nor sell it). Yes, it could be an Amazon and go to $2,000, but the downside risk is also huge. Too high. Wait for a pullback, at least.