Latest Expert Opinions

Signal
Opinion
Expert
Chart
HOLD
HOLD
November 18, 2020

Fell to book value, but jumped on Pfizer announcement. Intrinsic value is 60% higher than current value. Fairly indifferent balance sheet. If it can break above $31, could easily go as high as $42. No yield.

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Fell to book value, but jumped on Pfizer announcement. Intrinsic value is 60% higher than current value. Fairly indifferent balance sheet. If it can break above $31, could easily go as high as $42. No yield.

Ross Healy
Price
$31.540
Owned
Unknown
SELL
SELL
November 18, 2020
It's been buying back stock, so they don't have any book value. This is not a solid mattress to lie on. Fair market value is about 53% lower than the current price. If we're shifting away from growth to value, this isn't the one to buy.
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Home Depot (HD-N)
November 18, 2020
It's been buying back stock, so they don't have any book value. This is not a solid mattress to lie on. Fair market value is about 53% lower than the current price. If we're shifting away from growth to value, this isn't the one to buy.
Ross Healy
Price
$272.400
Owned
Unknown
SELL
SELL
November 18, 2020
It's hanging in, but it's been buying back stock and keeping upwards pressure on the price. Not cheap. FANGs in general are rolling over. Same as rollovers of the Nifty Fifty in 1972 and the dot.coms of 2000. Be cautious of this group in general.
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Apple (AAPL-Q)
November 18, 2020
It's hanging in, but it's been buying back stock and keeping upwards pressure on the price. Not cheap. FANGs in general are rolling over. Same as rollovers of the Nifty Fifty in 1972 and the dot.coms of 2000. Be cautious of this group in general.
Ross Healy
Price
$119.275
Owned
Unknown
HOLD
HOLD
November 18, 2020

Trades at 2.5x book, versus Netflix at 20x book. DIS has moved ahead slowly like a value stock, whereas Netflix is having trouble and rolling over. We still haven't seen DIS earnings from streaming. Stock is 57% overvalued. Stock technically broke out. Hang in there, albeit nervously.

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Walt Disney (DIS-N)
November 18, 2020

Trades at 2.5x book, versus Netflix at 20x book. DIS has moved ahead slowly like a value stock, whereas Netflix is having trouble and rolling over. We still haven't seen DIS earnings from streaming. Stock is 57% overvalued. Stock technically broke out. Hang in there, albeit nervously.

Ross Healy
Price
$144.340
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
November 18, 2020
Can't find all that much wrong, or right, with the stock. Price to book is 8x, so not cheap. Reasonable value for a hypergrowth stock, as it's only 18% overvalued. Technically, $17-17.50 should hold. At that level, could be looking at a nice trade.
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Dropbox Inc (DBX-Q)
November 18, 2020
Can't find all that much wrong, or right, with the stock. Price to book is 8x, so not cheap. Reasonable value for a hypergrowth stock, as it's only 18% overvalued. Technically, $17-17.50 should hold. At that level, could be looking at a nice trade.
Ross Healy
Price
$18.640
Owned
Unknown
HOLD
HOLD
November 18, 2020
Concerned about the dividend. In the midst of expansion. Need all the market goodwill they can get, so probably won't cut the dividend. Technically, back to good support. Nervously hang in there.
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Enbridge (ENB-T)
November 18, 2020
Concerned about the dividend. In the midst of expansion. Need all the market goodwill they can get, so probably won't cut the dividend. Technically, back to good support. Nervously hang in there.
Ross Healy
Price
$38.900
Owned
Unknown
WAIT
WAIT
November 18, 2020
Looks as though it's heading lower. His downside target is $50. When it got there in June, had a nice rebound. Hang on, and add at those levels. In 2021, US deficit is going to be something else, and Fed will have to bail them out. More stimulus is good for gold.
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Kirkland Lake Gold (KL-T)
November 18, 2020
Looks as though it's heading lower. His downside target is $50. When it got there in June, had a nice rebound. Hang on, and add at those levels. In 2021, US deficit is going to be something else, and Fed will have to bail them out. More stimulus is good for gold.
Ross Healy
Price
$55.950
Owned
Unknown