Latest Expert Opinions

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PAST TOP PICK
PAST TOP PICK
February 14, 2020
(A Top Pick Apr 01/19, Up 19%) A commodity space but it is well managed. The management team has been there since 20 years. They have owned it since the acquisition of Progressive Waste Connections. They are great at acquisitions and they convert cashflow to free cashflows. It has had 17 years of positive shareholder returns.
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Waste Connections (WCN-T)
February 14, 2020
(A Top Pick Apr 01/19, Up 19%) A commodity space but it is well managed. The management team has been there since 20 years. They have owned it since the acquisition of Progressive Waste Connections. They are great at acquisitions and they convert cashflow to free cashflows. It has had 17 years of positive shareholder returns.
PAST TOP PICK
PAST TOP PICK
February 14, 2020
(A Top Pick Apr 01/19, Up 15%) A global company. Artists are now making money from concerts. They own Ticketmaster and then attendees pay for parking, concessions, and lots of add-ons. It's never been cheap and it will never be cheap since it's a great operation.
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(A Top Pick Apr 01/19, Up 15%) A global company. Artists are now making money from concerts. They own Ticketmaster and then attendees pay for parking, concessions, and lots of add-ons. It's never been cheap and it will never be cheap since it's a great operation.
DON'T BUY
DON'T BUY
February 14, 2020
He stays away from commodity producers and capital intense companies. They don't have control over the demand for potash and it probably won't go anywhere. They own agricultural business and potash. He would not buy here. Nothing wrong with the company but he is not interested in the business model.
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Nutrien Ltd. (NTR-T)
February 14, 2020
He stays away from commodity producers and capital intense companies. They don't have control over the demand for potash and it probably won't go anywhere. They own agricultural business and potash. He would not buy here. Nothing wrong with the company but he is not interested in the business model.
BUY
BUY
February 14, 2020
He would purchase Mastercard here. At the most recent investor presentation, their potential for payment is unreal. The valuation is not cheap but he doesn't expect it to ever be cheap. He would hold until it becomes unreasonably expensive.
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Mastercard Inc. (MA-N)
February 14, 2020
He would purchase Mastercard here. At the most recent investor presentation, their potential for payment is unreal. The valuation is not cheap but he doesn't expect it to ever be cheap. He would hold until it becomes unreasonably expensive.
DON'T BUY
DON'T BUY
February 14, 2020

It keeps missing earnings. Based on expected earnings, it's very cheap. Value has underperformed growth with the highest differential since 19 years. The company cannot hit the earnings. They are facing competition from Amazon. Organic revenue growth is zero and the balance sheet is worsening.

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FedEx (FDX-N)
February 14, 2020

It keeps missing earnings. Based on expected earnings, it's very cheap. Value has underperformed growth with the highest differential since 19 years. The company cannot hit the earnings. They are facing competition from Amazon. Organic revenue growth is zero and the balance sheet is worsening.

COMMENT
COMMENT
February 14, 2020

Wells Fargo has gone nowhere. There has been poorly managed but they have a new CEO. However, he looks for companies with good organic revenue growth that are not in the penalty box that delivers on growth. He prefers JP Morgan. They keep growing earnings, raising dividends and has a good balance sheet.

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Wells Fargo (WFC-N)
February 14, 2020

Wells Fargo has gone nowhere. There has been poorly managed but they have a new CEO. However, he looks for companies with good organic revenue growth that are not in the penalty box that delivers on growth. He prefers JP Morgan. They keep growing earnings, raising dividends and has a good balance sheet.

COMMENT
COMMENT
February 14, 2020

Wells Fargo has gone nowhere. There has been poorly managed but they have a new CEO. However, he looks for companies with good organic revenue growth that are not in the penalty box that delivers on growth. He prefers JP Morgan. They keep growing earnings, raising dividends and has a good balance sheet.

Show full opinionHide full opinion

Wells Fargo has gone nowhere. There has been poorly managed but they have a new CEO. However, he looks for companies with good organic revenue growth that are not in the penalty box that delivers on growth. He prefers JP Morgan. They keep growing earnings, raising dividends and has a good balance sheet.