Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 19, 2020
The positive vaccine news helped the stock rally but it has since given up the gains. There is not as much growth as you would like, and pay 13x earnings. Likes other names that has better growth. It has been moving sideways. The only reason to own it is for the dividend.
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Pfizer Inc (PFE-N)
November 19, 2020
The positive vaccine news helped the stock rally but it has since given up the gains. There is not as much growth as you would like, and pay 13x earnings. Likes other names that has better growth. It has been moving sideways. The only reason to own it is for the dividend.
HOLD
HOLD
November 19, 2020
It was one of his top picks back in June. You are seeing the crawl up due to positive vaccine news. It has been relatively sideways this year. If you are patient, things will normalize. If you wait 6-12 months out, the stock will move higher. There is liquidity in the books so they will be fine.
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Air Canada (AC-T)
November 19, 2020
It was one of his top picks back in June. You are seeing the crawl up due to positive vaccine news. It has been relatively sideways this year. If you are patient, things will normalize. If you wait 6-12 months out, the stock will move higher. There is liquidity in the books so they will be fine.
DON'T BUY
DON'T BUY
November 19, 2020

Looking at the technical structure of the stock, the 200-day moving average has been moving sideways. We are not seeing growth, similarly to Pfizer. There is a 5-6% growth rate but paying 17x forward price earnings. A good quality name but there is not enough growth.

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Johnson & Johnson (JNJ-N)
November 19, 2020

Looking at the technical structure of the stock, the 200-day moving average has been moving sideways. We are not seeing growth, similarly to Pfizer. There is a 5-6% growth rate but paying 17x forward price earnings. A good quality name but there is not enough growth.

COMMENT
COMMENT
November 19, 2020

Owns Microsoft and entered back in March. You are getting the cloud, entreprise and other businesses. Likes the diversification and growth expectation. You are paying a premium 31x earnings but revenue growth is low double digits which is very good. CRM, you pay higher multiples than Microsoft. Prefers MSFT.

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Microsoft (MSFT-Q)
November 19, 2020

Owns Microsoft and entered back in March. You are getting the cloud, entreprise and other businesses. Likes the diversification and growth expectation. You are paying a premium 31x earnings but revenue growth is low double digits which is very good. CRM, you pay higher multiples than Microsoft. Prefers MSFT.

COMMENT
COMMENT
November 19, 2020

Owns Microsoft and entered back in March. You are getting the cloud, entreprise and other businesses. Likes the diversification and growth expectation. You are paying a premium 31x earnings but revenue growth is low double digits which is very good. CRM, you pay higher multiples than Microsoft. Prefers MSFT.

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SalesForce.com Inc. (CRM-N)
November 19, 2020

Owns Microsoft and entered back in March. You are getting the cloud, entreprise and other businesses. Likes the diversification and growth expectation. You are paying a premium 31x earnings but revenue growth is low double digits which is very good. CRM, you pay higher multiples than Microsoft. Prefers MSFT.

BUY
BUY
November 19, 2020
You would own it for the strong yield at 5.25%. Valuation is quite cheap relative to peers. Good earnings growth and dividend growth. They raised their guidance which is positive. The split congress helps this name since pushing drug prices down will be harder.
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AbbVie Inc. (ABBV-N)
November 19, 2020
You would own it for the strong yield at 5.25%. Valuation is quite cheap relative to peers. Good earnings growth and dividend growth. They raised their guidance which is positive. The split congress helps this name since pushing drug prices down will be harder.
PAST TOP PICK
PAST TOP PICK
November 19, 2020
(A Top Pick Nov 21/19, Up 13%) Long term aspects of AMT looks good. US data usage doubles every two years. Carriers will continue to invest in domestic markets for 5G. In developing markets, the move to 4G will continue to increase. A REIT type name. The stock shows some sign of fatigue but it still pays a good dividend. Neutral on this stock.
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American Tower (AMT-N)
November 19, 2020
(A Top Pick Nov 21/19, Up 13%) Long term aspects of AMT looks good. US data usage doubles every two years. Carriers will continue to invest in domestic markets for 5G. In developing markets, the move to 4G will continue to increase. A REIT type name. The stock shows some sign of fatigue but it still pays a good dividend. Neutral on this stock.