Latest Expert Opinions

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TOP PICK
TOP PICK
February 14, 2020
An equipment player in the semiconductor space. They just reported on Wednesday and reported a great quarter. They guided 7% above expectations. He has a price target of $78. Yield 1.25% (Analysts’ price target is $75.46)
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Applied Materials (AMAT-Q)
February 14, 2020
An equipment player in the semiconductor space. They just reported on Wednesday and reported a great quarter. They guided 7% above expectations. He has a price target of $78. Yield 1.25% (Analysts’ price target is $75.46)
TOP PICK
TOP PICK
February 14, 2020

He finally bought into this after taking profit on another holding. They are the market leading in semi-conductor boundaries. They have a 50.5% market share. They have maintained that leadership through advanced processing and scalability and that is why Apple and AMD use them. His price target is $79. Yield 2.85% (Analysts’ price target is $59.37)

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He finally bought into this after taking profit on another holding. They are the market leading in semi-conductor boundaries. They have a 50.5% market share. They have maintained that leadership through advanced processing and scalability and that is why Apple and AMD use them. His price target is $79. Yield 2.85% (Analysts’ price target is $59.37)

TOP PICK
TOP PICK
February 14, 2020

A relatively new add to his portfolio. He has a price target of $160. There will be some volatility and suggests scaling in here for 1/3 and adding again if it drops to $130 and again at $120. He compares it to Amazon's AWS, while Disney has its parks and with the runway led by streaming. The parks will be impacted due to the Coronavirus in China. Yield 1.25% (Analysts’ price target is $161.65)

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Walt Disney (DIS-N)
February 14, 2020

A relatively new add to his portfolio. He has a price target of $160. There will be some volatility and suggests scaling in here for 1/3 and adding again if it drops to $130 and again at $120. He compares it to Amazon's AWS, while Disney has its parks and with the runway led by streaming. The parks will be impacted due to the Coronavirus in China. Yield 1.25% (Analysts’ price target is $161.65)

TOP PICK
TOP PICK
February 14, 2020

A toll-road business. Any time you make a purchase, it's often with Visa or Mastercard. They just had their investor presentation and they are planning on growing their business by ten times. Still has a long runway of growth. He sees tremendous potential, especially in fintech. (Analysts’ price target is $226.31)

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Visa Inc. (V-N)
February 14, 2020

A toll-road business. Any time you make a purchase, it's often with Visa or Mastercard. They just had their investor presentation and they are planning on growing their business by ten times. Still has a long runway of growth. He sees tremendous potential, especially in fintech. (Analysts’ price target is $226.31)

TOP PICK
TOP PICK
February 14, 2020

A value investment. There's never been a cheaper time to buy the name. It's trading at a cheap price-to-book. It's generating a lot of free cashflow and everyone is waiting for Warren Buffet to do something with it. Maybe he's waiting for a pull-back. It owns a lot of Apple stocks. (Analysts’ price target is $247.33)

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A value investment. There's never been a cheaper time to buy the name. It's trading at a cheap price-to-book. It's generating a lot of free cashflow and everyone is waiting for Warren Buffet to do something with it. Maybe he's waiting for a pull-back. It owns a lot of Apple stocks. (Analysts’ price target is $247.33)

TOP PICK
TOP PICK
February 14, 2020
Luxury hotels. The stock has flatlined due to worries over the coronavirus. They are selling their hotels for management contracts. They are using the cash to buy back stocks. He sees it trading over $100. A well-run business with the family having a lot of stocks. (Analysts’ price target is $86.13)
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Hyatt Hotels (H-N)
February 14, 2020
Luxury hotels. The stock has flatlined due to worries over the coronavirus. They are selling their hotels for management contracts. They are using the cash to buy back stocks. He sees it trading over $100. A well-run business with the family having a lot of stocks. (Analysts’ price target is $86.13)
PAST TOP PICK
PAST TOP PICK
February 14, 2020
(A Top Pick Apr 01/19, Down 7%) Still owns it, though he owns less than before. He owns it for income accounts. It raised its dividends and it's now at 5%. It generates good free cashflow. It looked like they were having organic growth but it fell through. They are expecting big things but management has not yet delivered in the past few years. He wouldn't sell it though and believes it is worth over $20.
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(A Top Pick Apr 01/19, Down 7%) Still owns it, though he owns less than before. He owns it for income accounts. It raised its dividends and it's now at 5%. It generates good free cashflow. It looked like they were having organic growth but it fell through. They are expecting big things but management has not yet delivered in the past few years. He wouldn't sell it though and believes it is worth over $20.