Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 16, 2020

A Covid vaccine distribution play - cold chain: https://en.wikipedia.org/wiki/Cold_chain Arguably, they are ahead of UPS in shipping very cold items, which the Pfizer vaccine demands. In the last three years, FedEx has added several cold chain facilities around the world.

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FedEx (FDX-N)
November 16, 2020

A Covid vaccine distribution play - cold chain: https://en.wikipedia.org/wiki/Cold_chain Arguably, they are ahead of UPS in shipping very cold items, which the Pfizer vaccine demands. In the last three years, FedEx has added several cold chain facilities around the world.

BUY
BUY
November 16, 2020
He's long liked this. Just delivered a big top and bottom line beat and boosted their forecast. A terrific quarter. Also, PANW wasn't overheated like other tech stocks. It's hitting new highs.
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Palo Alto Networks (PANW-N)
November 16, 2020
He's long liked this. Just delivered a big top and bottom line beat and boosted their forecast. A terrific quarter. Also, PANW wasn't overheated like other tech stocks. It's hitting new highs.
BUY
BUY
November 16, 2020
A Covid vaccine distribution play It's the biggest and best-run drug distributor. They were instrumental in getting out the swine flu vaccine. Trades at 10x at 2021's estimates. Has a lot of room to run. MCK is part of an oligopoly in this industry and it's the best choice within this oligopoly. MCK has distributed for the CDC before, so they have a track record.
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McKesson Corp (MCK-N)
November 16, 2020
A Covid vaccine distribution play It's the biggest and best-run drug distributor. They were instrumental in getting out the swine flu vaccine. Trades at 10x at 2021's estimates. Has a lot of room to run. MCK is part of an oligopoly in this industry and it's the best choice within this oligopoly. MCK has distributed for the CDC before, so they have a track record.
BUY
BUY
November 16, 2020
A way to play the vaccine trade? CVS will benefit from people coming into their locations to get the Covid vaccine, because those customers will wind up buying stuff.
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CVS Health Corp (CVS-N)
November 16, 2020
A way to play the vaccine trade? CVS will benefit from people coming into their locations to get the Covid vaccine, because those customers will wind up buying stuff.
BUY
BUY
November 16, 2020
PCR - https://en.wikipedia.org/wiki/Polymerase_chain_reaction A way to play the vaccine trade? Yes. This is far more than a PCR company. They are a premier medical device company run by a fine CEO.
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PCR - https://en.wikipedia.org/wiki/Polymerase_chain_reaction A way to play the vaccine trade? Yes. This is far more than a PCR company. They are a premier medical device company run by a fine CEO.
HOLD
HOLD
November 16, 2020
It surged today. He sold it too soon; he was discouraged and that was a mistake. Hold on.
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Viacom Inc. (VIA-Q)
November 16, 2020
It surged today. He sold it too soon; he was discouraged and that was a mistake. Hold on.
DON'T BUY
DON'T BUY
November 16, 2020
He could never figure out exactly what they own. What's inside IEP? Stay away.
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He could never figure out exactly what they own. What's inside IEP? Stay away.