Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 19, 2020

(A Top Pick Nov 21/19, Down 9%) He has exited this stock a while ago. Amazon entering the pharma space is negative for CVS. The split congress is a relief for the healthcare space. The pull back is probably exaggerated. A holistic company and a value trade. 3% dividend. Prefers to look elsewhere for more growth.

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CVS Health Corp (CVS-N)
November 19, 2020

(A Top Pick Nov 21/19, Down 9%) He has exited this stock a while ago. Amazon entering the pharma space is negative for CVS. The split congress is a relief for the healthcare space. The pull back is probably exaggerated. A holistic company and a value trade. 3% dividend. Prefers to look elsewhere for more growth.

PAST TOP PICK
PAST TOP PICK
November 19, 2020
(A Top Pick Nov 21/19, Up 36%) One of his preferred names in tech. Continues to add positions. It has more usage time than any other social network. It is important for advertisers. Revenue growth is expected to exceed 20%. Trading at 1x PEG, 27x forward earnings. Anti-trust may be a headwind but the split government makes this harder.
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Facebook (FB-Q)
November 19, 2020
(A Top Pick Nov 21/19, Up 36%) One of his preferred names in tech. Continues to add positions. It has more usage time than any other social network. It is important for advertisers. Revenue growth is expected to exceed 20%. Trading at 1x PEG, 27x forward earnings. Anti-trust may be a headwind but the split government makes this harder.
TOP PICK
TOP PICK
November 19, 2020

Prefers this over Visa. It has a higher growth runway than Visa. Expects $15B in revenues. Near-term, a return to a more normal world will help Mastercard and spending volumes. Travel and cross-boarder transactions will come back and help volume. Secular shift away from cash will also continue to be a tailwind. (Analysts’ price target is $356.29)

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Mastercard Inc. (MA-N)
November 19, 2020

Prefers this over Visa. It has a higher growth runway than Visa. Expects $15B in revenues. Near-term, a return to a more normal world will help Mastercard and spending volumes. Travel and cross-boarder transactions will come back and help volume. Secular shift away from cash will also continue to be a tailwind. (Analysts’ price target is $356.29)

TOP PICK
TOP PICK
November 19, 2020
Still likes the name. They reported great earnings and raised guidance. They are firing on all cylinders. $16B in expected revenues, and their chips are better than any other maker. Used in high-end PCs, gaming, data centres and automotive. They are entering the AI space as well. Demand for their chips is unbelievable. (Analysts’ price target is $581.50)
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Nvidia Corp (NVDA-Q)
November 19, 2020
Still likes the name. They reported great earnings and raised guidance. They are firing on all cylinders. $16B in expected revenues, and their chips are better than any other maker. Used in high-end PCs, gaming, data centres and automotive. They are entering the AI space as well. Demand for their chips is unbelievable. (Analysts’ price target is $581.50)
TOP PICK
TOP PICK
November 19, 2020
Owns premier outlets and shopping malls. It is a back-to-normal trade. The largest retail REIT. This stock should not be down 45% ytd. It is definitely undervalued and in 6-12 months it could be quite a bit higher. (Analysts’ price target is $89.13)
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Owns premier outlets and shopping malls. It is a back-to-normal trade. The largest retail REIT. This stock should not be down 45% ytd. It is definitely undervalued and in 6-12 months it could be quite a bit higher. (Analysts’ price target is $89.13)