Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 27, 2020
Gold outlook He likes gold now, though he's not a gold bug. He holds 15-20% gold, split between gold and silver miners. Silver is actually outperforming tech. Gold and silver are catching up to metals now, and have a long way to go given continued stimulus. He's long gold. Gold will be the most important theme in the market.
Show full opinionHide full opinion
Gold outlook He likes gold now, though he's not a gold bug. He holds 15-20% gold, split between gold and silver miners. Silver is actually outperforming tech. Gold and silver are catching up to metals now, and have a long way to go given continued stimulus. He's long gold. Gold will be the most important theme in the market.
COMMENT
COMMENT
July 27, 2020

It's made great strides to compete with Amazon with next-day delivery. He'd still prefer Amazon, but Walmart will continue to do well. Discount retailers will. Amazon could pull back in this earnings period.

Show full opinionHide full opinion
Walmart Inc (WMT-N)
July 27, 2020

It's made great strides to compete with Amazon with next-day delivery. He'd still prefer Amazon, but Walmart will continue to do well. Discount retailers will. Amazon could pull back in this earnings period.

DON'T BUY
DON'T BUY
July 27, 2020

The semis have led the rally. There's short-term risk, and Intel has been struggling lately. He'd prefer AMD and Taiwan Semi. 5G is just starting and has a lot of growth for years to come.

Show full opinionHide full opinion
Intel (INTC-Q)
July 27, 2020

The semis have led the rally. There's short-term risk, and Intel has been struggling lately. He'd prefer AMD and Taiwan Semi. 5G is just starting and has a lot of growth for years to come.

BUY
BUY
July 27, 2020

Walmart? It's made great strides to compete with Amazon with next-day delivery. He'd still prefer Amazon, but Walmart will continue to do well. Discount retailers will. Amazon could pull back in this earnings period.

Show full opinionHide full opinion
Amazon.com (AMZN-Q)
July 27, 2020

Walmart? It's made great strides to compete with Amazon with next-day delivery. He'd still prefer Amazon, but Walmart will continue to do well. Discount retailers will. Amazon could pull back in this earnings period.

WEAK BUY
WEAK BUY
July 27, 2020

Tech and high-dividend payers are the most crowded parts of the market. Since the late-March bottom, any high-dividend payers has undeperformed. Utilities are really underperforming (but pay a yield) as are the banks. Where to go from here? This is a generational low in yields, which will, in coming years, will work their way higher. So pick your spots now: banks, like BAC and TD. There's near-term risk if COVID news doesn't get better which will increase insolvencies. He doesn't love the banks now, but he would pick TD.

Show full opinionHide full opinion

Tech and high-dividend payers are the most crowded parts of the market. Since the late-March bottom, any high-dividend payers has undeperformed. Utilities are really underperforming (but pay a yield) as are the banks. Where to go from here? This is a generational low in yields, which will, in coming years, will work their way higher. So pick your spots now: banks, like BAC and TD. There's near-term risk if COVID news doesn't get better which will increase insolvencies. He doesn't love the banks now, but he would pick TD.

BUY
BUY
July 27, 2020
Biotech has been strong, so steer away from this and go to pharma. Abbot is on the verge of breaking out after basing. There's potential with their vaccine. Pays around 1.5% dividend. He doesn't expect politicians to pressure pharma stocks during this pandemic.
Show full opinionHide full opinion
Abbott Labs (ABT-N)
July 27, 2020
Biotech has been strong, so steer away from this and go to pharma. Abbot is on the verge of breaking out after basing. There's potential with their vaccine. Pays around 1.5% dividend. He doesn't expect politicians to pressure pharma stocks during this pandemic.
BUY
BUY
July 27, 2020
Is the US cold war with China effecting the semi space (i.e. moving semi factories from China to US and Taiwan)? Trade relations continue to chill, yes. He'd own Lam or Taiwan Semi. The latter has seen huge lift in recent days. Lam broke out last week above previous highs and pulled back slightly, so it's a good time to add, and consistently beat estimates.
Show full opinionHide full opinion
Is the US cold war with China effecting the semi space (i.e. moving semi factories from China to US and Taiwan)? Trade relations continue to chill, yes. He'd own Lam or Taiwan Semi. The latter has seen huge lift in recent days. Lam broke out last week above previous highs and pulled back slightly, so it's a good time to add, and consistently beat estimates.