Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 20, 2020
It reports Wednesday. The agricultural complex is strong. Deere has rallied nearly 50% this year, but don't forget that this is a play on Biden lowering tensions between the US and China. Any positive news on China-US relations will benefit Deere.
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Deere & Co. (DE-N)
November 20, 2020
It reports Wednesday. The agricultural complex is strong. Deere has rallied nearly 50% this year, but don't forget that this is a play on Biden lowering tensions between the US and China. Any positive news on China-US relations will benefit Deere.
WEAK BUY
WEAK BUY
November 20, 2020

Is it only a Covid play or will it last? They sell furniture. It has $5 upside, though he isn't thrilled with the furniture business. He prefers Williams Sonoma.

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At Home Group Inc. (HOME-N)
November 20, 2020

Is it only a Covid play or will it last? They sell furniture. It has $5 upside, though he isn't thrilled with the furniture business. He prefers Williams Sonoma.

BUY
BUY
November 20, 2020
Helps clients tracks people and equipment, used in logistics. They reported a strong top and bottom-line beat with strong guidance two weeks ago. Doesn't hurt that their technology tracks Covid test samples and helps keep people distanced. Now, they'll be involved in cold storage of vaccines during the distribution phase.
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Helps clients tracks people and equipment, used in logistics. They reported a strong top and bottom-line beat with strong guidance two weeks ago. Doesn't hurt that their technology tracks Covid test samples and helps keep people distanced. Now, they'll be involved in cold storage of vaccines during the distribution phase.
BUY
BUY
November 20, 2020
Last August it got hammered because management wouldn't offer guidance, despite beating that quarter. Yesterday WSM reported another blowout quarter with a huge dollar EPS beat and WSM expects sales will be up 31% YOY. Despite recent gains, this trades at less than 15x 2021 earnings estimates, very cheap.
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Last August it got hammered because management wouldn't offer guidance, despite beating that quarter. Yesterday WSM reported another blowout quarter with a huge dollar EPS beat and WSM expects sales will be up 31% YOY. Despite recent gains, this trades at less than 15x 2021 earnings estimates, very cheap.
BUY
BUY
November 20, 2020
It reports next week. He expects sales to rise as they did in the spring lockdown because restaurants were closed.
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Hormel Foods Corp (HRL-N)
November 20, 2020
It reports next week. He expects sales to rise as they did in the spring lockdown because restaurants were closed.
WEAK BUY
WEAK BUY
November 20, 2020

It should capitalize on restaurant closures in the current lockdown, but this stock is wildly inconsistent. SJM holds a curious assortment of products. He thinks SJM is ready to catch up, but prefers Hormel.

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J. M. Smuckers Co. (SJM-N)
November 20, 2020

It should capitalize on restaurant closures in the current lockdown, but this stock is wildly inconsistent. SJM holds a curious assortment of products. He thinks SJM is ready to catch up, but prefers Hormel.

BUY
BUY
November 20, 2020
They make sleep apnea machines, but now make ventilators during quarter. Last-October they just reported a super quarter that pushed the stock from $180 to $220 in days. It's pulled back to $211 because of positive vaccine news. It'll get a boost from their sleep apnea machines after Covid when people will visit their doctors again.
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ResMed Inc. (RMD-N)
November 20, 2020
They make sleep apnea machines, but now make ventilators during quarter. Last-October they just reported a super quarter that pushed the stock from $180 to $220 in days. It's pulled back to $211 because of positive vaccine news. It'll get a boost from their sleep apnea machines after Covid when people will visit their doctors again.