Latest Expert Opinions

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
June 2, 2020
Managers have done a great job morphing into cybersecurity. Yes, Cisco will be impacted by current spending on IT (with flat or slightly declining revenues this year), but Cisco will remain a huge cash flow and dividend grower. There's strong demand for internet security which definitely benefits Cisco.
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Cisco (CSCO-Q)
June 2, 2020
Managers have done a great job morphing into cybersecurity. Yes, Cisco will be impacted by current spending on IT (with flat or slightly declining revenues this year), but Cisco will remain a huge cash flow and dividend grower. There's strong demand for internet security which definitely benefits Cisco.
BUY
BUY
June 2, 2020

NTR vs. Corteva He owns both. Corteva is into crop protection. Nutrien is in fertilizer. Both are strongly correlated to commodity prices, however. Nutrien pays a healthy dividend, but Corteva offers better growth and could benefit from ongoing climate change problems. Both are best-in-class businesses.

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Nutrien Ltd. (NTR-T)
June 2, 2020

NTR vs. Corteva He owns both. Corteva is into crop protection. Nutrien is in fertilizer. Both are strongly correlated to commodity prices, however. Nutrien pays a healthy dividend, but Corteva offers better growth and could benefit from ongoing climate change problems. Both are best-in-class businesses.

DON'T BUY
DON'T BUY
June 2, 2020
Best-in-class. Every business he knows uses Adobe software. Too pricey for his tastes, though.
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Best-in-class. Every business he knows uses Adobe software. Too pricey for his tastes, though.
BUY
BUY
June 2, 2020
The share price has come back nicely. Delivery sales are way up and drive-thru's, too. MCD will endure and succeed, but expect an earnings dip.
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McDonalds (MCD-N)
June 2, 2020
The share price has come back nicely. Delivery sales are way up and drive-thru's, too. MCD will endure and succeed, but expect an earnings dip.
BUY
BUY
June 2, 2020
They make restaurant equipment, but actually their Q1 earnings were strong. The world economy has bottomed out, but six months things will be much better. So, MIDD is well-positioned. A great company currently at a great price.
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They make restaurant equipment, but actually their Q1 earnings were strong. The world economy has bottomed out, but six months things will be much better. So, MIDD is well-positioned. A great company currently at a great price.
PAST TOP PICK
PAST TOP PICK
June 2, 2020
(A Top Pick Jun 26/19, Down 15%) None of the top 5 Canadian banks has ever cut dividends. These banks are in great shape and can weather this storm. Half of BNS' loans are insured. Bank amendments benefit the banks and not non-bank lenders.
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(A Top Pick Jun 26/19, Down 15%) None of the top 5 Canadian banks has ever cut dividends. These banks are in great shape and can weather this storm. Half of BNS' loans are insured. Bank amendments benefit the banks and not non-bank lenders.
PAST TOP PICK
PAST TOP PICK
June 2, 2020
(A Top Pick Jun 26/19, Down 15%) He sold. He liked only a part of the new proposed Dow.
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(A Top Pick Jun 26/19, Down 15%) He sold. He liked only a part of the new proposed Dow.