Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 26, 2020
Already owns it, so sell it during this dip? Don't buy it now during the pullback. Teck's reliance to coal could get hit hard. If you own, sit tight a little and hope things improve. It's a tough one, because it's a rollercoaster of a cyclical stock. There are better ways to compound your money.
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Already owns it, so sell it during this dip? Don't buy it now during the pullback. Teck's reliance to coal could get hit hard. If you own, sit tight a little and hope things improve. It's a tough one, because it's a rollercoaster of a cyclical stock. There are better ways to compound your money.
BUY WEAKNESS
BUY WEAKNESS
February 26, 2020

A great medical equipment company. Over time, they've consolidated and grown. Demographic trends are on his side. But he owns Abbott instead; you can't own everything. Wait for more of a pullback to buy. If the PE falls to the low-$20s, step in.

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Stryker Corp. (SYK-N)
February 26, 2020

A great medical equipment company. Over time, they've consolidated and grown. Demographic trends are on his side. But he owns Abbott instead; you can't own everything. Wait for more of a pullback to buy. If the PE falls to the low-$20s, step in.

DON'T BUY
DON'T BUY
February 26, 2020
Sell VET-T and buy BAD-T? Both are highly cyclical and cyclicals can turn down hard now. Problem is, their technology is not proprietary so they have no competitive advantage.
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Badger Daylighting (BAD-T)
February 26, 2020
Sell VET-T and buy BAD-T? Both are highly cyclical and cyclicals can turn down hard now. Problem is, their technology is not proprietary so they have no competitive advantage.
BUY WEAKNESS
BUY WEAKNESS
February 26, 2020
He used to own it. It's always been a pricey stock, though COST has always found ways to grow. He likes their business model.
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Costco Wholesale (COST-Q)
February 26, 2020
He used to own it. It's always been a pricey stock, though COST has always found ways to grow. He likes their business model.
DON'T BUY
DON'T BUY
February 26, 2020
They've transitioned into software. They'll try to transition far enough until someone buys them out. Doesn't interest him at all. There are better software companies.
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BlackBerry (BB-T)
February 26, 2020
They've transitioned into software. They'll try to transition far enough until someone buys them out. Doesn't interest him at all. There are better software companies.
DON'T BUY
DON'T BUY
February 26, 2020

A super major energy company. Their growth and capital allocation don't make this compelling at all. EOG-N is much better and will snap back better after this oil sell-down.

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BP PLC (BP-N)
February 26, 2020

A super major energy company. Their growth and capital allocation don't make this compelling at all. EOG-N is much better and will snap back better after this oil sell-down.

DON'T BUY
DON'T BUY
February 26, 2020

Qualcomm Not a fan. The CEO has been very acquisitive. They signed a big deal with Apple; 20% of their revenues come from Apple. He owns no chips stocks. It's a commodity-prone stock. Whose chips are better in this space? He prefers MSFT, Google or CGI, which are more durable.

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Qualcomm (QCOM-Q)
February 26, 2020

Qualcomm Not a fan. The CEO has been very acquisitive. They signed a big deal with Apple; 20% of their revenues come from Apple. He owns no chips stocks. It's a commodity-prone stock. Whose chips are better in this space? He prefers MSFT, Google or CGI, which are more durable.