Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 9, 2020
Their largest single holding. Big believers. Dedicated user base. It has both the hardware, as well as software as a service. Enormous amount of cash on hand. The company will grow into its valuation. Dividend will likely rise. Expensive right now, but he has no trouble buying.
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Apple (AAPL-Q)
September 9, 2020
Their largest single holding. Big believers. Dedicated user base. It has both the hardware, as well as software as a service. Enormous amount of cash on hand. The company will grow into its valuation. Dividend will likely rise. Expensive right now, but he has no trouble buying.
HOLD
HOLD
September 9, 2020
After the last crash, its value was decimated. He saw it as a utility company, as people need to pay MSFT to upgrade. Tremendous job of growing its cloud business. He's not selling anytime soon.
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Microsoft (MSFT-Q)
September 9, 2020
After the last crash, its value was decimated. He saw it as a utility company, as people need to pay MSFT to upgrade. Tremendous job of growing its cloud business. He's not selling anytime soon.
DON'T BUY
DON'T BUY
September 9, 2020
Oil is a sunset industry, not a growth industry. Price of oil volatile. He doesn't like companies that can't set the price of the product they sell. SU has vertical integration, so it's not a bad one to own, but he doesn't like the industry.
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Suncor Energy Inc (SU-T)
September 9, 2020
Oil is a sunset industry, not a growth industry. Price of oil volatile. He doesn't like companies that can't set the price of the product they sell. SU has vertical integration, so it's not a bad one to own, but he doesn't like the industry.
COMMENT
COMMENT
September 9, 2020
Feds announced infrastructure spending, and this would help all the construction companies. In general, not great nest egg investments. Earnings can be volatile. Funding for projects is not steady over time. Nothing against owning it, but doesn't see it as a lifetime hold.
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Feds announced infrastructure spending, and this would help all the construction companies. In general, not great nest egg investments. Earnings can be volatile. Funding for projects is not steady over time. Nothing against owning it, but doesn't see it as a lifetime hold.
DON'T BUY
DON'T BUY
September 9, 2020
One of the tech darlings, so it's expensive. Not like the rest of the FANG stocks where the valuations are more connected to the earnings. There's a lot of speculation built into the price. A good company, might be great over time, but too expensive.
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Nvidia Corp (NVDA-Q)
September 9, 2020
One of the tech darlings, so it's expensive. Not like the rest of the FANG stocks where the valuations are more connected to the earnings. There's a lot of speculation built into the price. A good company, might be great over time, but too expensive.
DON'T BUY
DON'T BUY
September 9, 2020
The glory days when Intel had the secret sauce, and most devices had an "Intel inside" sticker, are gone. It no longer has the pricing power that it needs to have. It's a "me too" company, not a market leader.
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Intel (INTC-Q)
September 9, 2020
The glory days when Intel had the secret sauce, and most devices had an "Intel inside" sticker, are gone. It no longer has the pricing power that it needs to have. It's a "me too" company, not a market leader.
DON'T BUY
DON'T BUY
September 9, 2020
It's twice as expensive as it should be. Subject of extraordinary speculation and trading activity. Traders buy the stock not based on fundamentals, but on momentum and sentiment. Based on psychology, not on economics or finance. When momentum cools, everyone heads for the exits. Remember the cautionary tales of Nortel and JDS Uniphase.
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Tesla Motors Inc (TSLA-Q)
September 9, 2020
It's twice as expensive as it should be. Subject of extraordinary speculation and trading activity. Traders buy the stock not based on fundamentals, but on momentum and sentiment. Based on psychology, not on economics or finance. When momentum cools, everyone heads for the exits. Remember the cautionary tales of Nortel and JDS Uniphase.