Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL BUY
PARTIAL BUY
May 28, 2020
One of the world's largest chemical producers. It is very highly cyclical. He thinks we will get through this. It had a nice bounce. Management has said they don't intend to trim that nice dividend. You need a year and a half to two years as an investment horizon. It could go down in the short term. It is a great way to play a cyclical recovery.
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One of the world's largest chemical producers. It is very highly cyclical. He thinks we will get through this. It had a nice bounce. Management has said they don't intend to trim that nice dividend. You need a year and a half to two years as an investment horizon. It could go down in the short term. It is a great way to play a cyclical recovery.
BUY WEAKNESS
BUY WEAKNESS
May 28, 2020
He has added to his portfolios over the last 6 months. It is an interesting software company. They sell niche products. It grows by acquisition. They are a cash cow and could pay a dividend but they are rolling up the industry successfully. Don’t chase it here. Buy a quarter of your position and then the rest on a check back in the markets.
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He has added to his portfolios over the last 6 months. It is an interesting software company. They sell niche products. It grows by acquisition. They are a cash cow and could pay a dividend but they are rolling up the industry successfully. Don’t chase it here. Buy a quarter of your position and then the rest on a check back in the markets.
DON'T BUY
DON'T BUY
May 28, 2020
He has paired back European banks. He likes ING in isolation. He moved to North American banks. ING-N's problems stem from EU problems in the countries not getting along. Look at other banks that have a sustainable dividend that can grow. You need to get yield if you are in banks.
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ING Groep NV (ING-N)
May 28, 2020
He has paired back European banks. He likes ING in isolation. He moved to North American banks. ING-N's problems stem from EU problems in the countries not getting along. Look at other banks that have a sustainable dividend that can grow. You need to get yield if you are in banks.
BUY
BUY
May 28, 2020

NEE-N vs. AQN-T. He would choose NEE-N. Part of the appeal of renewable energy is that they have one of the best R&D teams internally in the company, to ensure all projects they do come on stream as planned and to be more innovative in other green solutions including battery storage. It is the old "Florida Light and Power". It is growing at double digits of 10 or 12% per year and usually these companies are at 5-7%.

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NEE-N vs. AQN-T. He would choose NEE-N. Part of the appeal of renewable energy is that they have one of the best R&D teams internally in the company, to ensure all projects they do come on stream as planned and to be more innovative in other green solutions including battery storage. It is the old "Florida Light and Power". It is growing at double digits of 10 or 12% per year and usually these companies are at 5-7%.

BUY
BUY
May 28, 2020

NEE-N vs. AQN-T. He would choose NEE-N. Part of the appeal of renewable energy is that they have one of the best R&D teams internally in the company, to ensure all projects they do come on stream as planned and to be more innovative in other green solutions including battery storage. It is the old "Florida Light and Power". It is growing at double digits of 10 or 12% per year and usually these companies are at 5-7%.

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NEE-N vs. AQN-T. He would choose NEE-N. Part of the appeal of renewable energy is that they have one of the best R&D teams internally in the company, to ensure all projects they do come on stream as planned and to be more innovative in other green solutions including battery storage. It is the old "Florida Light and Power". It is growing at double digits of 10 or 12% per year and usually these companies are at 5-7%.

DON'T BUY
DON'T BUY
May 28, 2020
There are multiple risks and there is not a lot of clarity as to when we will all get back flying and when there will be demand for planes.
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Boeing (BA-N)
May 28, 2020
There are multiple risks and there is not a lot of clarity as to when we will all get back flying and when there will be demand for planes.
BUY
BUY
May 28, 2020
If you are in a 'V' shaped recovery you should own some material stocks. Demand and supply always corrects itself. They've all had a nice little bounce. Look at it with a twelve month view.
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Rio Tinto (RIO-N)
May 28, 2020
If you are in a 'V' shaped recovery you should own some material stocks. Demand and supply always corrects itself. They've all had a nice little bounce. Look at it with a twelve month view.