Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
February 26, 2020
Likes it, though it's been hit hard from weather, trade wars and now the coronavirus. A triple whammy. NTR generates a lot of free cash flow, though, at a 12x multiple and also pays a good dividend. They also buyback shares. The agricultural cycle is shorter than others. Buy this on a dip.
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Nutrien Ltd. (NTR-T)
February 26, 2020
Likes it, though it's been hit hard from weather, trade wars and now the coronavirus. A triple whammy. NTR generates a lot of free cash flow, though, at a 12x multiple and also pays a good dividend. They also buyback shares. The agricultural cycle is shorter than others. Buy this on a dip.
BUY
BUY
February 26, 2020
He likes Warren Buffet and this company. They have unique advantages--a huge insurance operation with utility-like assets. They're set up to be counter-cyclical when they can achieve above-average returns in tough times. Definitely buy on dips, but hold it for a long time. He expects them to shrink their cash pile and buy more stocks. He's concerned that they are so massive, though, and growth will be slower in the future, but it's a solid long-term compounder.
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He likes Warren Buffet and this company. They have unique advantages--a huge insurance operation with utility-like assets. They're set up to be counter-cyclical when they can achieve above-average returns in tough times. Definitely buy on dips, but hold it for a long time. He expects them to shrink their cash pile and buy more stocks. He's concerned that they are so massive, though, and growth will be slower in the future, but it's a solid long-term compounder.
BUY WEAKNESS
BUY WEAKNESS
February 26, 2020
The impact of the coronavirus. They have a diversified operating footprint. They had to close their Shanghai park, which is a temporary hit to their earnings, but earnings will come back later. Disney is a good way to play the virus; he's been buying more shares. Other parts of the operation will offset those virus losses. And CEO Bob Iger's departure was a surprise.
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Walt Disney (DIS-N)
February 26, 2020
The impact of the coronavirus. They have a diversified operating footprint. They had to close their Shanghai park, which is a temporary hit to their earnings, but earnings will come back later. Disney is a good way to play the virus; he's been buying more shares. Other parts of the operation will offset those virus losses. And CEO Bob Iger's departure was a surprise.
PAST TOP PICK
PAST TOP PICK
February 26, 2020
(A Top Pick Dec 16/19, Down 3%) He'd still be buying this. Demographics are massively in their favour, but the small overhang is some overcapacity (number of retirement home units) in this sector.
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(A Top Pick Dec 16/19, Down 3%) He'd still be buying this. Demographics are massively in their favour, but the small overhang is some overcapacity (number of retirement home units) in this sector.
PAST TOP PICK
PAST TOP PICK
February 26, 2020
(A Top Pick Dec 16/19, Up 7%) Tremendous growth potential, an income pick with a strong dividend. His buy price is just under $50.
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(A Top Pick Dec 16/19, Up 7%) Tremendous growth potential, an income pick with a strong dividend. His buy price is just under $50.
PAST TOP PICK
PAST TOP PICK
February 26, 2020
(A Top Pick Dec 16/19, Up 2%) A defensive name but durable. You're paid to wait. This applies to his other two past picks today, too.
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Johnson & Johnson (JNJ-N)
February 26, 2020
(A Top Pick Dec 16/19, Up 2%) A defensive name but durable. You're paid to wait. This applies to his other two past picks today, too.
BUY WEAKNESS
BUY WEAKNESS
February 26, 2020
Likes it, but is waiting for more a pullback, trading below 26x earnings. He'd buy at 24-25x. MSFT spins a ton of cash flow, and buysback shares. It's a great company. Definitely buy when it dips more. (MSFT just announced after hours today an earnings warning due to the coronavirus.)
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Microsoft (MSFT-Q)
February 26, 2020
Likes it, but is waiting for more a pullback, trading below 26x earnings. He'd buy at 24-25x. MSFT spins a ton of cash flow, and buysback shares. It's a great company. Definitely buy when it dips more. (MSFT just announced after hours today an earnings warning due to the coronavirus.)