Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 13, 2020
ERIC is one of the three big players in 5G. Problem is, ERIC has cut its dividend. The 5G cycle must happen to boost ERIC. ERIC's three-year chart is okay, not great. Also, the Canadian (and global) telcos will have a tough time boosting cell and internet bills much to absorb the cost of launching 5G.
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ERIC is one of the three big players in 5G. Problem is, ERIC has cut its dividend. The 5G cycle must happen to boost ERIC. ERIC's three-year chart is okay, not great. Also, the Canadian (and global) telcos will have a tough time boosting cell and internet bills much to absorb the cost of launching 5G.
COMMENT
COMMENT
January 13, 2020

They suffer from lumpy revenues, receiving a cut of sales when they liquidate their properties, a system that the street doesn't industry. This pressures KKR stock. Prefers BAM who are more diversified internationally.

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KKR & Co. LP (KKR-N)
January 13, 2020

They suffer from lumpy revenues, receiving a cut of sales when they liquidate their properties, a system that the street doesn't industry. This pressures KKR stock. Prefers BAM who are more diversified internationally.

BUY
BUY
January 13, 2020

KKR-N Prefers BAM to KKR. BAM is more diversified internationally and its dividend is always growing. BAM is the largest asset manager in the world. They have the operational expertise. All Canadians showed own this; it has the international exposure. It's never too late to jump onto BAM, even as the stock keeps climbing. BAM is the best of the Brookfield stocks.

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KKR-N Prefers BAM to KKR. BAM is more diversified internationally and its dividend is always growing. BAM is the largest asset manager in the world. They have the operational expertise. All Canadians showed own this; it has the international exposure. It's never too late to jump onto BAM, even as the stock keeps climbing. BAM is the best of the Brookfield stocks.

TOP PICK
TOP PICK
January 13, 2020
A Danish healthcare company that focuses on wound care, skin care, digestion and other areas. Smart managers continue to focus on R&D--he likes that. Since 2015, they've increased clinical studies by 2.5x and patents by 10x. They've spent free cash flow very well. Revenues have grown 9% annually even during the Great Recession. (Analysts’ price target is $10.74)
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Coloplast A/S (COLOB-DC)
January 13, 2020
A Danish healthcare company that focuses on wound care, skin care, digestion and other areas. Smart managers continue to focus on R&D--he likes that. Since 2015, they've increased clinical studies by 2.5x and patents by 10x. They've spent free cash flow very well. Revenues have grown 9% annually even during the Great Recession. (Analysts’ price target is $10.74)
TOP PICK
TOP PICK
January 13, 2020
They supply data-analytics to insurers. They have 90% of the P&C insurance industry as customers; and will continue to build that database of information. (Analysts’ price target is $161.73)
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Verisk Analytics (VRSK -Q)
January 13, 2020
They supply data-analytics to insurers. They have 90% of the P&C insurance industry as customers; and will continue to build that database of information. (Analysts’ price target is $161.73)
BUY
BUY
January 13, 2020
In the last 5 years, its dividend has grown 18% annually. You're paid to wait. Good. Over 10 years, the stock is up nearly 1,000%. They've done a good job supplying replacement parts for planes. Also, a growing segment is outer space, which has a long runway. Their price and dividend has performed very well historically.
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HEICO CORP (HEI-N)
January 13, 2020
In the last 5 years, its dividend has grown 18% annually. You're paid to wait. Good. Over 10 years, the stock is up nearly 1,000%. They've done a good job supplying replacement parts for planes. Also, a growing segment is outer space, which has a long runway. Their price and dividend has performed very well historically.
DON'T BUY
DON'T BUY
January 13, 2020
It struggled during the American tariffs, but has recovered a bit after the tariffs were lifted. He needs to see financial reporting from a company, and Chinese companies are only 70% compliant with global standards.
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It struggled during the American tariffs, but has recovered a bit after the tariffs were lifted. He needs to see financial reporting from a company, and Chinese companies are only 70% compliant with global standards.