Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
February 13, 2020

Still on the sidelines. CEO is respected. Its engine business is being impacted with Boeing. Not sure what earnings and cash flow profile will be a year from now.

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General Electric (GE-N)
February 13, 2020

Still on the sidelines. CEO is respected. Its engine business is being impacted with Boeing. Not sure what earnings and cash flow profile will be a year from now.

BUY WEAKNESS
BUY WEAKNESS
February 13, 2020

MSFT vs. AMZN Prefers this one to Amazon. Can justify the valuation at these levels. Wait for a pullback of 5-10% to buy. Very strong balance sheet and net cash position. Transitioning to subscription model. Cloud business is growing well. For 1-2 year horizon, will continue to do well.

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Microsoft (MSFT-Q)
February 13, 2020

MSFT vs. AMZN Prefers this one to Amazon. Can justify the valuation at these levels. Wait for a pullback of 5-10% to buy. Very strong balance sheet and net cash position. Transitioning to subscription model. Cloud business is growing well. For 1-2 year horizon, will continue to do well.

DON'T BUY
DON'T BUY
February 13, 2020

AMZN vs. MSFT Prefers Microsoft, and can justify the valuation at these levels, but wait for a pullback of 5-10% to buy. MSFT has a very strong balance sheet and net cash position. It's transitioning to a subscription model. Cloud business is growing well. For 1-2 year horizon, MSFT will continue to do well.

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Amazon.com (AMZN-Q)
February 13, 2020

AMZN vs. MSFT Prefers Microsoft, and can justify the valuation at these levels, but wait for a pullback of 5-10% to buy. MSFT has a very strong balance sheet and net cash position. It's transitioning to a subscription model. Cloud business is growing well. For 1-2 year horizon, MSFT will continue to do well.

DON'T BUY
DON'T BUY
February 13, 2020
An amazing investment. She's not chasing it. Trading at 23x revenue, so very highly priced. Had a great quarter. In the right place for e-commerce. Too rich for her.
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Shopify Inc. (SHOP-T)
February 13, 2020
An amazing investment. She's not chasing it. Trading at 23x revenue, so very highly priced. Had a great quarter. In the right place for e-commerce. Too rich for her.
BUY WEAKNESS
BUY WEAKNESS
February 13, 2020
Two issues right now. Pizza Hut turnaround, and coronavirus. Too early to say how coronavirus will impact it. One positive is they get franchise fees. Likes the long-term profile because of presence in China and other EM. Would wait for the $100 range for new money.
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Yum! Brands (YUM-N)
February 13, 2020
Two issues right now. Pizza Hut turnaround, and coronavirus. Too early to say how coronavirus will impact it. One positive is they get franchise fees. Likes the long-term profile because of presence in China and other EM. Would wait for the $100 range for new money.
PAST TOP PICK
PAST TOP PICK
February 13, 2020
(A Top Pick Feb 13/19, Down 18%) Trade issues were a negative last year. Contract from China will be delayed due to coronavirus. Generating lots of free cash. Waiting for earnings next week. Longer-term play on emerging markets.
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Nutrien Ltd. (NTR-T)
February 13, 2020
(A Top Pick Feb 13/19, Down 18%) Trade issues were a negative last year. Contract from China will be delayed due to coronavirus. Generating lots of free cash. Waiting for earnings next week. Longer-term play on emerging markets.
PAST TOP PICK
PAST TOP PICK
February 13, 2020
(A Top Pick Feb 13/19, Up 16%) Great income stock. Continues to increase the dividend of 4.8%. Very well placed in western Canada, also in the US. Can grow its cash flow by mid-single digits each year.
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(A Top Pick Feb 13/19, Up 16%) Great income stock. Continues to increase the dividend of 4.8%. Very well placed in western Canada, also in the US. Can grow its cash flow by mid-single digits each year.