Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 16, 2020
The parent company of Olive Garden and other restaurants. Restos in general have been ground zero for Covid. DRI has thrived because they've put tables outside and invested heavily in safety. They've cut their dividend. They've returned to this year's high. DRI limited dine-in service to 50% (dine-in still happens in the U.S. despite the pandemic). A year from now, this stock will hit the moon.
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Darden Restaurants (DRI-N)
November 16, 2020
The parent company of Olive Garden and other restaurants. Restos in general have been ground zero for Covid. DRI has thrived because they've put tables outside and invested heavily in safety. They've cut their dividend. They've returned to this year's high. DRI limited dine-in service to 50% (dine-in still happens in the U.S. despite the pandemic). A year from now, this stock will hit the moon.
COMMENT
COMMENT
November 16, 2020
It just hit new 2020 highs. An amazing feat during Covid. HON is up 66% in the last 6 months. The key here was to hold onto this stock during the pandemic, speaking to the discipline of holding.
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It just hit new 2020 highs. An amazing feat during Covid. HON is up 66% in the last 6 months. The key here was to hold onto this stock during the pandemic, speaking to the discipline of holding.
HOLD
HOLD
November 16, 2020
Disney is up 33% in the last 6 months and near 2020 highs. They did this, despite closures of their cruiselines and limitation to their theme parks. This speaks to the investor discipline of holding a stock during tough times.
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Walt Disney (DIS-N)
November 16, 2020
Disney is up 33% in the last 6 months and near 2020 highs. They did this, despite closures of their cruiselines and limitation to their theme parks. This speaks to the investor discipline of holding a stock during tough times.
DON'T BUY
DON'T BUY
November 16, 2020
A telehealth that IPOd earlier this year. That had a recent bad quarter with disappointing earnings. They're in the penalty box and he doesn't want to be there.
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American Well (AMWL-N)
November 16, 2020
A telehealth that IPOd earlier this year. That had a recent bad quarter with disappointing earnings. They're in the penalty box and he doesn't want to be there.
COMMENT
COMMENT
November 16, 2020
This cosmetics company got hammered. ELF suffered issues in their distribution channel. He's confident this will come back. The CEO is solid and he likes their products.
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e.l.f. Beauty (ELF-N)
November 16, 2020
This cosmetics company got hammered. ELF suffered issues in their distribution channel. He's confident this will come back. The CEO is solid and he likes their products.
COMMENT
COMMENT
November 16, 2020
Can't comment until he researches this more.
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FuelCell Energy (FCEL-Q)
November 16, 2020
Can't comment until he researches this more.
BUY
BUY
November 16, 2020

A Covid vaccine distribution play They have a freezer farm in the U.S. and Holland, cold enough to transport the Pfzier vaccine. That's a definite plus. They recently reported a strong quarter, but didn't issue guidance, so the stock got hammered. The stock has since recovered. The coming holiday season is crucial for UPS. He believes in the new CEO to deliver this season and in delivering vaccines.

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A Covid vaccine distribution play They have a freezer farm in the U.S. and Holland, cold enough to transport the Pfzier vaccine. That's a definite plus. They recently reported a strong quarter, but didn't issue guidance, so the stock got hammered. The stock has since recovered. The coming holiday season is crucial for UPS. He believes in the new CEO to deliver this season and in delivering vaccines.