Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 31, 2020
A high yield play. It has come back because the federal reserve has implied support for buying bond that were downgraded to junk status. In the next few quarters, default rates will be higher than the financial crisis or the dot com crash. He would not touch it.
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A high yield play. It has come back because the federal reserve has implied support for buying bond that were downgraded to junk status. In the next few quarters, default rates will be higher than the financial crisis or the dot com crash. He would not touch it.
BUY
BUY
July 31, 2020
This covers mature companies, covered calls, and yield generators. In the next couple decades, as societies age across the world, healthcare will be a good trend. It is a good long term play.
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This covers mature companies, covered calls, and yield generators. In the next couple decades, as societies age across the world, healthcare will be a good trend. It is a good long term play.
DON'T BUY
DON'T BUY
July 31, 2020
He likes real-estate as an asset class. He is more in private equity where volatility is lower and yield is better. He expects pretty significant destruction in retail and office REITs may have challenges with work from home. Broad REITs are probably not the best way to play this space. He prefers niche REITs.
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He likes real-estate as an asset class. He is more in private equity where volatility is lower and yield is better. He expects pretty significant destruction in retail and office REITs may have challenges with work from home. Broad REITs are probably not the best way to play this space. He prefers niche REITs.