Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 16, 2020

In many ways MSFT-Q is in fact the QQQ-Q index. If you had to pick 5 stocks, this would probably be one of them. He thinks cloud will grow between 20-30% for the next 5 years. Despite a pull back in the markets at any time, this one should perform fairly well this year.

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Microsoft (MSFT-Q)
January 16, 2020

In many ways MSFT-Q is in fact the QQQ-Q index. If you had to pick 5 stocks, this would probably be one of them. He thinks cloud will grow between 20-30% for the next 5 years. Despite a pull back in the markets at any time, this one should perform fairly well this year.

BUY
BUY
January 16, 2020

CP-T vs. CNR-T. CP-T was at $220 in 2014 and broke out from there last year. It consolidated for 5 years. This is a great way to participate in economic growth.

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CP-T vs. CNR-T. CP-T was at $220 in 2014 and broke out from there last year. It consolidated for 5 years. This is a great way to participate in economic growth.

BUY
BUY
January 16, 2020

CP-T vs. CNR-T. CP-T was at $220 in 2014 and broke out from there last year. It consolidated for 5 years. This is a great way to participate in economic growth.

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CP-T vs. CNR-T. CP-T was at $220 in 2014 and broke out from there last year. It consolidated for 5 years. This is a great way to participate in economic growth.

DON'T BUY
DON'T BUY
January 16, 2020

Energy continues to be challenged. Unless you have the very best assets, there continues to be risk. Blackrock, for example, is forsaking energy in their investing. CVE-T has been trying to base out here. The energy sector needs to do more work. If he had to pick one name he would probably buy CNQ-T. It has been outperforming the S&P lately.

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Cenovus Energy (CVE-T)
January 16, 2020

Energy continues to be challenged. Unless you have the very best assets, there continues to be risk. Blackrock, for example, is forsaking energy in their investing. CVE-T has been trying to base out here. The energy sector needs to do more work. If he had to pick one name he would probably buy CNQ-T. It has been outperforming the S&P lately.

HOLD
HOLD
January 16, 2020
It has had a great move since June. It is going to run into resistance in the high $70 range. He thinks you should focus on companies that get a boost from a stronger economy. We have come off a mid-cycle slow down. Earnings growth at CVS-N is in the single digits but less likely to get a boost from a stronger economy. He thinks it will under-perform the general market over the next year.
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CVS Health Corp (CVS-N)
January 16, 2020
It has had a great move since June. It is going to run into resistance in the high $70 range. He thinks you should focus on companies that get a boost from a stronger economy. We have come off a mid-cycle slow down. Earnings growth at CVS-N is in the single digits but less likely to get a boost from a stronger economy. He thinks it will under-perform the general market over the next year.
BUY
BUY
January 16, 2020
It has benefited from the secular multiyear theme in moving transactions to digital. They are the giant among the key gatekeepers. They will continue to grow rapidly. It has global exposure and all the major new technologies link into it.
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Visa Inc. (V-N)
January 16, 2020
It has benefited from the secular multiyear theme in moving transactions to digital. They are the giant among the key gatekeepers. They will continue to grow rapidly. It has global exposure and all the major new technologies link into it.
BUY
BUY
January 16, 2020
It under-performed last year. It has a wonderful portfolio of assets. It should perform well in a strengthening economy. He would be a buyer here. They are able to make great purchases when the opportunities arise.
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It under-performed last year. It has a wonderful portfolio of assets. It should perform well in a strengthening economy. He would be a buyer here. They are able to make great purchases when the opportunities arise.