Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 13, 2020
Biogas is a hot topic. Jurisdictions around the world are moving towards a more carbon neutral footprint. They use three different technologies. 0.3% of gas is renewable and he thinks it will go to 5 or 10 over the next decade. These guys are right in the sweet spot. This is at a significantly less PE than peers. They should see some multiple expansion coming. (Analysts’ price target is $1.15)
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Biogas is a hot topic. Jurisdictions around the world are moving towards a more carbon neutral footprint. They use three different technologies. 0.3% of gas is renewable and he thinks it will go to 5 or 10 over the next decade. These guys are right in the sweet spot. This is at a significantly less PE than peers. They should see some multiple expansion coming. (Analysts’ price target is $1.15)
TOP PICK
TOP PICK
February 13, 2020
It pulled back. Now we are seeing a re-acceleration in their earnings, and multiple growth. (Analysts’ price target is $100.29)
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It pulled back. Now we are seeing a re-acceleration in their earnings, and multiple growth. (Analysts’ price target is $100.29)
TOP PICK
TOP PICK
February 13, 2020
They missed their numbers 10 days ago and the stock pulled back, giving you a chance to get in. Their revenues are growing at an accelerated pace. (Analysts’ price target is $48.67)
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Lightspeed POS (LSPD-T)
February 13, 2020
They missed their numbers 10 days ago and the stock pulled back, giving you a chance to get in. Their revenues are growing at an accelerated pace. (Analysts’ price target is $48.67)
BUY WEAKNESS
BUY WEAKNESS
February 13, 2020
Rail shutdowns due to protesters. Any slowdown is not the company's fault, but due to external factors. If it got below $120, she'd put new money into it.
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Rail shutdowns due to protesters. Any slowdown is not the company's fault, but due to external factors. If it got below $120, she'd put new money into it.
DON'T BUY
DON'T BUY
February 13, 2020
Both its industries are mature and not high growth. Stumbled operationally in last year and a half. Softer demand. Orders are not coming through. Acquisition last year. Wants to see more consistency and visibility in its earning profile before she'd buy.
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Both its industries are mature and not high growth. Stumbled operationally in last year and a half. Softer demand. Orders are not coming through. Acquisition last year. Wants to see more consistency and visibility in its earning profile before she'd buy.
BUY WEAKNESS
BUY WEAKNESS
February 13, 2020

Very strong results this morning. 3 to 2 stock split. Increasing dividend by 12%. Successful at fundraising. Infrastructure and renewables have done really well. A leader in alternative assets. Lots of capital. Wait for weakness to add.

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Very strong results this morning. 3 to 2 stock split. Increasing dividend by 12%. Successful at fundraising. Infrastructure and renewables have done really well. A leader in alternative assets. Lots of capital. Wait for weakness to add.

HOLD
HOLD
February 13, 2020

Low rates will compress margins. Wealth management is a source of growth. If you own, continue to hold. She owns JP Morgan instead based on management and historical track record.

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Morgan Stanley (MS-N)
February 13, 2020

Low rates will compress margins. Wealth management is a source of growth. If you own, continue to hold. She owns JP Morgan instead based on management and historical track record.