Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 23, 2020

Quite high on it. Near term bumps in the road. UTX is highly correlated with the aerospace business. Raytheon is more insulated. Together, sees an $8-9 rise in stock price. Thinks they can generate a lot of cash. You might have to show a bit of patience with it. It will do well once the economy gets its footing.

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Raytheon (RTX-N)
July 23, 2020

Quite high on it. Near term bumps in the road. UTX is highly correlated with the aerospace business. Raytheon is more insulated. Together, sees an $8-9 rise in stock price. Thinks they can generate a lot of cash. You might have to show a bit of patience with it. It will do well once the economy gets its footing.

DON'T BUY
DON'T BUY
July 23, 2020
Not so high on this one. Trouble getting traction. Exposed to the global economy. Revenues for 2021 will be lower than in 2018. Profitability metrics are challenged. PFAS lawsuit is building steam, which could be as big as asbestos or lead in paint issues.
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3M Co. (MMM-N)
July 23, 2020
Not so high on this one. Trouble getting traction. Exposed to the global economy. Revenues for 2021 will be lower than in 2018. Profitability metrics are challenged. PFAS lawsuit is building steam, which could be as big as asbestos or lead in paint issues.
HOLD
HOLD
July 23, 2020
Lots or runway here. Low multiple, great cash flow. Will benefit from much needed infrastructure spending in the US.
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Lots or runway here. Low multiple, great cash flow. Will benefit from much needed infrastructure spending in the US.
BUY
BUY
July 23, 2020

VZ vs. T Dividend stocks are much more valuable in low interest rate environments. He'd go with Verizon. Do you want to just go for the very high dividend? This could be a red flag. Could be at risk, and wiped out with capital loss on the stock side.

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VZ vs. T Dividend stocks are much more valuable in low interest rate environments. He'd go with Verizon. Do you want to just go for the very high dividend? This could be a red flag. Could be at risk, and wiped out with capital loss on the stock side.

DON'T BUY
DON'T BUY
July 23, 2020

T vs. VZ Dividend stocks are much more valuable in low interest rate environments. He'd go with Verizon. Do you want to just go for the very high dividend? This could be a red flag. Could be at risk, and wiped out with capital loss on the stock side.

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A T & T US (T-N)
July 23, 2020

T vs. VZ Dividend stocks are much more valuable in low interest rate environments. He'd go with Verizon. Do you want to just go for the very high dividend? This could be a red flag. Could be at risk, and wiped out with capital loss on the stock side.

BUY
BUY
July 23, 2020
You have to look at the percentage balance in your portfolio. He's trimmed it 7 times over the 15 years he's owned it. Mathematically, it would have been better to hold, but not on a risk-adjusted basis. Long-term investors do well by being disciplined and cognizant of the risks. Generates huge amounts of cash. Strong loyalty. Lots going for it. He'd buy it today. The higher multiple is justified.
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Apple (AAPL-Q)
July 23, 2020
You have to look at the percentage balance in your portfolio. He's trimmed it 7 times over the 15 years he's owned it. Mathematically, it would have been better to hold, but not on a risk-adjusted basis. Long-term investors do well by being disciplined and cognizant of the risks. Generates huge amounts of cash. Strong loyalty. Lots going for it. He'd buy it today. The higher multiple is justified.
BUY WEAKNESS
BUY WEAKNESS
July 23, 2020
It's done so well over the years, you buy it when others don't want it, there's a lid on the price, and there's some negative press. He wouldn't bet against them.
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It's done so well over the years, you buy it when others don't want it, there's a lid on the price, and there's some negative press. He wouldn't bet against them.