Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 23, 2020

It is a great buy at this price. Just because the price of crude oil has come down, we will all still need to heat our houses next year and the fuel will get to us through their pipelines. Tremendous yield. It has debt, obviously, but he would not hesitate to buy it. In 2008/9 TRP-T was one of his biggest holdings and it took 15 months for the price to recover.

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Enbridge (ENB-T)
March 23, 2020

It is a great buy at this price. Just because the price of crude oil has come down, we will all still need to heat our houses next year and the fuel will get to us through their pipelines. Tremendous yield. It has debt, obviously, but he would not hesitate to buy it. In 2008/9 TRP-T was one of his biggest holdings and it took 15 months for the price to recover.

DON'T BUY
DON'T BUY
March 23, 2020
If you look at their balance sheet you see negative shareholder equity. It spent $42 Billion buying back its own stock. It was extraordinarily vulnerable for an event like this. Then there was the 737MAX issue. He thinks shareholders should be wiped out for what they did.
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Boeing (BA-N)
March 23, 2020
If you look at their balance sheet you see negative shareholder equity. It spent $42 Billion buying back its own stock. It was extraordinarily vulnerable for an event like this. Then there was the 737MAX issue. He thinks shareholders should be wiped out for what they did.
HOLD
HOLD
March 23, 2020
He thinks it is a pretty good company and the present crisis will not affect it as much as other sectors. Grain and so on will still have to be moved. It will be fine in the long term.
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He thinks it is a pretty good company and the present crisis will not affect it as much as other sectors. Grain and so on will still have to be moved. It will be fine in the long term.
DON'T BUY
DON'T BUY
March 23, 2020

He is not a big gold bug. During the last financial crisis he bought gold and used ABX-T for about a year. He is not a believer. It does not pay a yield and does not serve a purpose. They have had a troubled history. Stocks tied to everyone staying at home are going up NFLX, Dominos Pizza (DPZ-N), video game manufacturers, and AMZN-Q, for example. He likes high yield stocks but they have proved to be very disappointing.

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Barrick Gold (ABX-T)
March 23, 2020

He is not a big gold bug. During the last financial crisis he bought gold and used ABX-T for about a year. He is not a believer. It does not pay a yield and does not serve a purpose. They have had a troubled history. Stocks tied to everyone staying at home are going up NFLX, Dominos Pizza (DPZ-N), video game manufacturers, and AMZN-Q, for example. He likes high yield stocks but they have proved to be very disappointing.

WAIT
WAIT
March 23, 2020
There is no in-restaurant service anymore. A lot of restaurants are closed now. Revenue will take a terrific hit. They are going to have to eat the lease payments. At the end of the crisis you will have the opportunity to buy into one of the premier fast food systems in the world. It will be very attractive but it depends how long this continues.
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Starbucks (SBUX-Q)
March 23, 2020
There is no in-restaurant service anymore. A lot of restaurants are closed now. Revenue will take a terrific hit. They are going to have to eat the lease payments. At the end of the crisis you will have the opportunity to buy into one of the premier fast food systems in the world. It will be very attractive but it depends how long this continues.
PAST TOP PICK
PAST TOP PICK
March 23, 2020
(A Top Pick Mar 26/19, Down 23%) It was up to $150 not so long ago. He still likes it and it has a very durable business model providing services which will still be in demand.
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(A Top Pick Mar 26/19, Down 23%) It was up to $150 not so long ago. He still likes it and it has a very durable business model providing services which will still be in demand.
PAST TOP PICK
PAST TOP PICK
March 23, 2020
(A Top Pick Mar 26/19, Down 34%) A tremendous amount of high quality real estate. He believes the net asset value is $280-$300 a share. It is a great opportunity here. It is an illiquid stock.
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(A Top Pick Mar 26/19, Down 34%) A tremendous amount of high quality real estate. He believes the net asset value is $280-$300 a share. It is a great opportunity here. It is an illiquid stock.