Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 16, 2020
Engineered film like tarps, plus the more exciting agriculture segment. Autonomous farm equipment. Small cap. They're big fans of this stock. Food scarcity is going to necessitate efficiencies.
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Raven Industries (RAVN-Q)
September 16, 2020
Engineered film like tarps, plus the more exciting agriculture segment. Autonomous farm equipment. Small cap. They're big fans of this stock. Food scarcity is going to necessitate efficiencies.
BUY
BUY
September 16, 2020
Water boilers and filtration technology. Increasing penetration into India, and this will be the catalyst. Grows free cash flow by about 12% per year. Dividend has grown by about 22% over the last 5 years.
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A.O. Smith (AOS-N)
September 16, 2020
Water boilers and filtration technology. Increasing penetration into India, and this will be the catalyst. Grows free cash flow by about 12% per year. Dividend has grown by about 22% over the last 5 years.
BUY
BUY
September 16, 2020
Industrials have lagged, and if there's a recovery, we're going to see widespread participation. If you believe we're on that path, Otis would be a good way to play this.
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Otis Worldwide Corp. (OTIS-N)
September 16, 2020
Industrials have lagged, and if there's a recovery, we're going to see widespread participation. If you believe we're on that path, Otis would be a good way to play this.
DON'T BUY
DON'T BUY
September 16, 2020
Challenge with Chinese stocks is when you invest in China, you don't actually hold the shares in your name. From a political perspective, you don't have claim to those assets. Now we have US-China tensions. He'd rather buy one of the multinational companies with operations in China that benefit from the recovery.
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Challenge with Chinese stocks is when you invest in China, you don't actually hold the shares in your name. From a political perspective, you don't have claim to those assets. Now we have US-China tensions. He'd rather buy one of the multinational companies with operations in China that benefit from the recovery.
DON'T BUY
DON'T BUY
September 16, 2020

Like the Google of the auto world, in that they have one big product, the Ford F-150. Unemployment data in the US, around 10%, it's a challenge for them to buy an expensive vehicle. Challenged going forward. Dividend suspended. He's not interested.

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Ford Motor (F-N)
September 16, 2020

Like the Google of the auto world, in that they have one big product, the Ford F-150. Unemployment data in the US, around 10%, it's a challenge for them to buy an expensive vehicle. Challenged going forward. Dividend suspended. He's not interested.

BUY
BUY
September 16, 2020
Premiums have been invested in fixed income, so profitability has gone down. Relative to the equity markets, fixed income is less volatile, and so their float is safer than some of its peers. For business interruptions and any big payouts, premiums will increase going forward. Long-term, with eventually higher interest rates, profitability will increase. A good company.
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Chubb Limited (CB-N)
September 16, 2020
Premiums have been invested in fixed income, so profitability has gone down. Relative to the equity markets, fixed income is less volatile, and so their float is safer than some of its peers. For business interruptions and any big payouts, premiums will increase going forward. Long-term, with eventually higher interest rates, profitability will increase. A good company.
PAST TOP PICK
PAST TOP PICK
September 16, 2020
(A Top Pick Oct 28/19, Down 13%) Still their bank of choice in Canada. A big mistake for Canadians is to hold too many Canadian banks. TD is underindexed on oil and gas, dividend has increased this year, franchises have grown, insurance has done well. Predicts job cuts later this year.
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Toronto Dominion (TD-T)
September 16, 2020
(A Top Pick Oct 28/19, Down 13%) Still their bank of choice in Canada. A big mistake for Canadians is to hold too many Canadian banks. TD is underindexed on oil and gas, dividend has increased this year, franchises have grown, insurance has done well. Predicts job cuts later this year.