Latest Expert Opinions

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TOP PICK
TOP PICK
June 26, 2020
An animal health care company that works with pets and livestock. There is over $15 billion in pet spending in the US today. There is not the same price pressure in pet health from insurance companies like in pharma. Getting a drug for a pet is easier and faster than for human use. On the livestock side, developing countries are consuming more protein. Yield 0.59% (Analysts’ price target is $136.14)
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Zoetis Inc (ZTS-N)
June 26, 2020
An animal health care company that works with pets and livestock. There is over $15 billion in pet spending in the US today. There is not the same price pressure in pet health from insurance companies like in pharma. Getting a drug for a pet is easier and faster than for human use. On the livestock side, developing countries are consuming more protein. Yield 0.59% (Analysts’ price target is $136.14)
TOP PICK
TOP PICK
June 26, 2020
A medical device company. Elective surgeries have been slowed during the pandemic, but will still need to done. Demographics mean this will continue to grow. There is brand loyalty in the space as parts are not easily exchangeable. About 25% of cash flow goes to dividends and the rest towards acquisitions and paying down debt. Yield 1.31% (Analysts’ price target is $205.63)
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Stryker Corp. (SYK-N)
June 26, 2020
A medical device company. Elective surgeries have been slowed during the pandemic, but will still need to done. Demographics mean this will continue to grow. There is brand loyalty in the space as parts are not easily exchangeable. About 25% of cash flow goes to dividends and the rest towards acquisitions and paying down debt. Yield 1.31% (Analysts’ price target is $205.63)
TOP PICK
TOP PICK
June 26, 2020
Out of a conglomerate of European airline businesses. It is really a tech company that provides IT solutions and global distribution in the travel industry. They can access all the elements of flights, cars, hotels for travel bookings. They have clearly had a hard time during the pandemic, but this will change. They help airports and rail operations with tracking luggage, etc. They recently did a debt issue that will supply sufficient liquidity until at least 2022. They will be stronger post-pandemic. Yield 2.36%
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Out of a conglomerate of European airline businesses. It is really a tech company that provides IT solutions and global distribution in the travel industry. They can access all the elements of flights, cars, hotels for travel bookings. They have clearly had a hard time during the pandemic, but this will change. They help airports and rail operations with tracking luggage, etc. They recently did a debt issue that will supply sufficient liquidity until at least 2022. They will be stronger post-pandemic. Yield 2.36%
HOLD
HOLD
June 26, 2020
This is long treasury bonds. They are the safest yields in the world. He sees the ten-year tending toward zero yield. There is still more to go on this ETF.
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This is long treasury bonds. They are the safest yields in the world. He sees the ten-year tending toward zero yield. There is still more to go on this ETF.
COMMENT
COMMENT
June 26, 2020
When you have written away the upside to get the higher yield, you give away some of the upside as in ZWC-T. If the market will be sideways then this a good holding.
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When you have written away the upside to get the higher yield, you give away some of the upside as in ZWC-T. If the market will be sideways then this a good holding.
STRONG BUY
STRONG BUY
June 26, 2020
On average he expects to have half the portfolio long and half looking to buy great stock at a lower price and writing puts to do so. It is the biggest holding in all of his portfolios.
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On average he expects to have half the portfolio long and half looking to buy great stock at a lower price and writing puts to do so. It is the biggest holding in all of his portfolios.