Latest Expert Opinions

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PAST TOP PICK
PAST TOP PICK
September 16, 2020

(A Top Pick Oct 28/19, Up 54%) Covid is impacting them. They bought GE pharma division, and the timing couldn't be better. Grown dividend by 28% over the last 5 years, paying down debt.

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Danaher Corp. (DHR-N)
September 16, 2020

(A Top Pick Oct 28/19, Up 54%) Covid is impacting them. They bought GE pharma division, and the timing couldn't be better. Grown dividend by 28% over the last 5 years, paying down debt.

PAST TOP PICK
PAST TOP PICK
September 16, 2020
(A Top Pick Oct 28/19, Up 22%) Test electrical capacity and food content. A certification company. Done well this year. Cash flow and dividend have grown. A great long-term hold.
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Intertek Group plc (ITRK-LON)
September 16, 2020
(A Top Pick Oct 28/19, Up 22%) Test electrical capacity and food content. A certification company. Done well this year. Cash flow and dividend have grown. A great long-term hold.
COMMENT
COMMENT
September 16, 2020
There are 7,000 publicly traded companies in the world, and their firm runs 20 different screens. The most important is free cash flow growth. With that, you can invest in R&D, do acquisitions, pay down debt, buy back shares, or pay a dividend. Atrion has very strong dividend increases. Small company, but really strong free cash flow characteristics.
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Atrion Corp (ATRI-Q)
September 16, 2020
There are 7,000 publicly traded companies in the world, and their firm runs 20 different screens. The most important is free cash flow growth. With that, you can invest in R&D, do acquisitions, pay down debt, buy back shares, or pay a dividend. Atrion has very strong dividend increases. Small company, but really strong free cash flow characteristics.
WEAK BUY
WEAK BUY
September 16, 2020

Recent retail sales data in the US shows that about 40% is concentrated in the 4 names of Walmart, Home Depot, Lowe's, and Target. Going forward, this is a play on the US GDP. If you believe the economy will chug along at a decent rate, this is the one to buy. If not, then look at one of the niche e-retailers.

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Walmart Inc (WMT-N)
September 16, 2020

Recent retail sales data in the US shows that about 40% is concentrated in the 4 names of Walmart, Home Depot, Lowe's, and Target. Going forward, this is a play on the US GDP. If you believe the economy will chug along at a decent rate, this is the one to buy. If not, then look at one of the niche e-retailers.

DON'T BUY
DON'T BUY
September 16, 2020

BEP.UN vs. BAM They always defer to the parent, BAM, as with it you get a fully diversified portfolio. All the subsidiaries pay management fees up to the parent. Though BAM's price is under pressure, he'd add to it.

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BEP.UN vs. BAM They always defer to the parent, BAM, as with it you get a fully diversified portfolio. All the subsidiaries pay management fees up to the parent. Though BAM's price is under pressure, he'd add to it.

BUY
BUY
September 16, 2020

BAM vs. BEP.UN They always defer to the parent, BAM, as with it you get a fully diversified portfolio. All the subsidiaries pay management fees up to the parent. Though BAM's price is under pressure, he'd add to it.

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BAM vs. BEP.UN They always defer to the parent, BAM, as with it you get a fully diversified portfolio. All the subsidiaries pay management fees up to the parent. Though BAM's price is under pressure, he'd add to it.

WAIT
WAIT
September 16, 2020
TDOC vs. VEEV Have both run up a lot. Both are probably fundamentally good companies. Long-term, there are legs to this industry. But the price you pay for something does matter to your future returns. Keep an eye on it, put on your watch list, and absolutely snap it up if volatility brings prices back to normal.
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Teladoc Inc (TDOC-N)
September 16, 2020
TDOC vs. VEEV Have both run up a lot. Both are probably fundamentally good companies. Long-term, there are legs to this industry. But the price you pay for something does matter to your future returns. Keep an eye on it, put on your watch list, and absolutely snap it up if volatility brings prices back to normal.