Latest Expert Opinions

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Opinion
Expert
COMMENT
COMMENT
May 22, 2020
Nasdaq? He owned a short Nasdaq ETF as a hedge for a while. Now that there is blue sky for the technology names, he covered that. He is expecting a pull back soon, so be cautious and patient.
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Nasdaq? He owned a short Nasdaq ETF as a hedge for a while. Now that there is blue sky for the technology names, he covered that. He is expecting a pull back soon, so be cautious and patient.
SPECULATIVE BUY
SPECULATIVE BUY
May 22, 2020
He bought AC in late-March. He thinks that was a mistake as he got his head handed to him. If you are in the camp that things will get better for travel in general (including hotels, ride-sharing, airlines, etc.) this will be a great investment. He would not go in guns a blazing -- take a small position and average in. All bets are off if the cases of COVID continue unabated.
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Air Canada (AC-T)
May 22, 2020
He bought AC in late-March. He thinks that was a mistake as he got his head handed to him. If you are in the camp that things will get better for travel in general (including hotels, ride-sharing, airlines, etc.) this will be a great investment. He would not go in guns a blazing -- take a small position and average in. All bets are off if the cases of COVID continue unabated.
BUY WEAKNESS
BUY WEAKNESS
May 22, 2020
A great success story out of Montreal. They specialize in hospitality point of sale and their earnings report was very positive. They are doing something right and the adoption of their technology is growing -- over 600,000 merchants use their product. Maybe a little rich today.
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A great success story out of Montreal. They specialize in hospitality point of sale and their earnings report was very positive. They are doing something right and the adoption of their technology is growing -- over 600,000 merchants use their product. Maybe a little rich today.
COMMENT
COMMENT
May 22, 2020

QQQ vs XLK? XLK has a large position in MSFT and AAPL, whereas the QQQ is more diversified. To broaden the exposure he might add KWEB that adds exposure into the Asian marketplace, including BABA. He thinks these holdings will continue to crush things.

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QQQ vs XLK? XLK has a large position in MSFT and AAPL, whereas the QQQ is more diversified. To broaden the exposure he might add KWEB that adds exposure into the Asian marketplace, including BABA. He thinks these holdings will continue to crush things.

COMMENT
COMMENT
May 22, 2020

QQQ vs XLK? XLK has a large position in MSFT and AAPL, whereas the QQQ is more diversified. To broaden the exposure he might add KWEB that adds exposure into the Asian marketplace, including BABA. He thinks these holdings will continue to crush things.

Show full opinionHide full opinion

QQQ vs XLK? XLK has a large position in MSFT and AAPL, whereas the QQQ is more diversified. To broaden the exposure he might add KWEB that adds exposure into the Asian marketplace, including BABA. He thinks these holdings will continue to crush things.

COMMENT
COMMENT
May 22, 2020

QQQ vs XLK? XLK has a large position in MSFT and AAPL, whereas the QQQ is more diversified. To broaden the exposure he might add KWEB that adds exposure into the Asian marketplace, including BABA. He thinks these holdings will continue to crush things.

Show full opinionHide full opinion

QQQ vs XLK? XLK has a large position in MSFT and AAPL, whereas the QQQ is more diversified. To broaden the exposure he might add KWEB that adds exposure into the Asian marketplace, including BABA. He thinks these holdings will continue to crush things.

HOLD
HOLD
May 22, 2020
You will own Canadian utility companies, while they right covered calls. If you think the market is going sideways, it would be a good play. He likes the dividends utilities spit out. Yield 7.8%
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You will own Canadian utility companies, while they right covered calls. If you think the market is going sideways, it would be a good play. He likes the dividends utilities spit out. Yield 7.8%