Latest Expert Opinions

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Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
November 19, 2020
Likes e-commerce companies in China. There is better valuation and growth than US e-commerce companies. The ANT IPO stop has affected the stock. He would look at the 200-moving day average, which is around $240. You could start adding a position here. Makes sense longer-term.
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Likes e-commerce companies in China. There is better valuation and growth than US e-commerce companies. The ANT IPO stop has affected the stock. He would look at the 200-moving day average, which is around $240. You could start adding a position here. Makes sense longer-term.
COMMENT
COMMENT
November 19, 2020

A phenomenal name and the pandemic has accelerated revenue and growth. The PEG ratio is 2x. Comparing it to Alibaba and others in China, it is more expensive. However, there is less regulatory risk. Nothing wrong with it. He owns other e-commerce names in China. Better value could be out there.

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Amazon.com (AMZN-Q)
November 19, 2020

A phenomenal name and the pandemic has accelerated revenue and growth. The PEG ratio is 2x. Comparing it to Alibaba and others in China, it is more expensive. However, there is less regulatory risk. Nothing wrong with it. He owns other e-commerce names in China. Better value could be out there.

COMMENT
COMMENT
November 19, 2020
A great company with good products and franchise. The valuation looks pricey at 30x earnings, with a 10% growth rate. Revenue growth looks less exciting when comparing to previous performance. In the future, he expects mid single-digit growth. There are other companies in the tech space that has better revenue growth and earnings.
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Apple (AAPL-Q)
November 19, 2020
A great company with good products and franchise. The valuation looks pricey at 30x earnings, with a 10% growth rate. Revenue growth looks less exciting when comparing to previous performance. In the future, he expects mid single-digit growth. There are other companies in the tech space that has better revenue growth and earnings.
DON'T BUY
DON'T BUY
November 19, 2020

Likes the home improvement space. All the vacation money has gone into the home. He prefers Home Depot. Their numbers looks better than Lowes'. He owns neither. Post-covid, he thinks the trend will continue.

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Likes the home improvement space. All the vacation money has gone into the home. He prefers Home Depot. Their numbers looks better than Lowes'. He owns neither. Post-covid, he thinks the trend will continue.

DON'T BUY
DON'T BUY
November 19, 2020
It's run up and it is a momentum stock. 136x earnings with a 35% growth rate. The valuation points to 4x PEG ratio. Revenue growth is still strong with 46% next year. He would not pay the price at these levels. He thinks Toyota and other car brands will enter the EV space which is a risk for Tesla.
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Tesla Motors Inc (TSLA-Q)
November 19, 2020
It's run up and it is a momentum stock. 136x earnings with a 35% growth rate. The valuation points to 4x PEG ratio. Revenue growth is still strong with 46% next year. He would not pay the price at these levels. He thinks Toyota and other car brands will enter the EV space which is a risk for Tesla.
BUY
BUY
November 19, 2020

He owns KWEB for some of his clients. A higher beta, higher octane type of name. Longer term it makes a lot of sense since the penetration of the internet in China is much lower than NA. AIA is 50 largest names in Asia that has outside of China and includes other sectors like semiconductors and banks. AIA would be more conservative of the two.

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He owns KWEB for some of his clients. A higher beta, higher octane type of name. Longer term it makes a lot of sense since the penetration of the internet in China is much lower than NA. AIA is 50 largest names in Asia that has outside of China and includes other sectors like semiconductors and banks. AIA would be more conservative of the two.

BUY
BUY
November 19, 2020

He owns KWEB for some of his clients. A higher beta, higher octane type of name. Longer term it makes a lot of sense since the penetration of the internet in China is much lower than NA. AIA is 50 largest names in Asia that has outside of China and includes other sectors like semiconductors and banks. AIA would be more conservative of the two.

Show full opinionHide full opinion

He owns KWEB for some of his clients. A higher beta, higher octane type of name. Longer term it makes a lot of sense since the penetration of the internet in China is much lower than NA. AIA is 50 largest names in Asia that has outside of China and includes other sectors like semiconductors and banks. AIA would be more conservative of the two.