Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 11, 2021
A great way to play copper. It is a diversified way to play it. There is a lot of room to run. A move to electrification will continue to raise demand.
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A great way to play copper. It is a diversified way to play it. There is a lot of room to run. A move to electrification will continue to raise demand.
BUY WEAKNESS
BUY WEAKNESS
January 11, 2021
A play on reflation and infrastructure. All metals are great reflationary play. Looking at a 10 year chart, you can see that there is runway. Short term it is over bought, but once there is a bit of market volatility in weakness, jump in. Potential 20-30% upside.
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A play on reflation and infrastructure. All metals are great reflationary play. Looking at a 10 year chart, you can see that there is runway. Short term it is over bought, but once there is a bit of market volatility in weakness, jump in. Potential 20-30% upside.
COMMENT
COMMENT
January 11, 2021
It is wages that ultimately cause inflation. This ETF has utilities and so is very interest rate sensitive. If interest rates creep up, this will lag a little.
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It is wages that ultimately cause inflation. This ETF has utilities and so is very interest rate sensitive. If interest rates creep up, this will lag a little.
SELL
SELL
January 11, 2021
He recently put it on a sell list at an extreme peak of a 10 year channel. It has been rolling over and he would wait for a MUCH better time to buy this stock. There is a slim possibility of it rallying back up to the channel and breaking out but this is a slim possibility. The FANG stocks have not been breaking out to new highs recently as the market has been. He sees a shift in the leadership.
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He recently put it on a sell list at an extreme peak of a 10 year channel. It has been rolling over and he would wait for a MUCH better time to buy this stock. There is a slim possibility of it rallying back up to the channel and breaking out but this is a slim possibility. The FANG stocks have not been breaking out to new highs recently as the market has been. He sees a shift in the leadership.
DON'T BUY
DON'T BUY
January 11, 2021
It has an interesting problem. It has the solution to COVID-19 and they have orders for billions of doses but the stock has not done anything. The earnings forecast for the company are going sideways. Analysts probably think the demand for COVID vaccines will decline sharply when COVID is over and then there will be all these plants that are idle. So looking longer term, they see the earnings as flat.
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Pfizer Inc (PFE-N)
January 11, 2021
It has an interesting problem. It has the solution to COVID-19 and they have orders for billions of doses but the stock has not done anything. The earnings forecast for the company are going sideways. Analysts probably think the demand for COVID vaccines will decline sharply when COVID is over and then there will be all these plants that are idle. So looking longer term, they see the earnings as flat.
WATCH
WATCH
January 11, 2021
The valuation now is at its ten year high. You would need earnings to become stronger. It has had its move for now.
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The valuation now is at its ten year high. You would need earnings to become stronger. It has had its move for now.
HOLD
HOLD
January 11, 2021

DSG-T vs. OTEX-T which to sell to raise cash? DSG-T, if you own it, you would have done very well, but the fair market value is 78% lower than where it is at now. There is a lot of momentum behind it but not a lot of value. OTEX-T is trading right at its fair market value and has not been above that in ten years. He would sell either one if you want a source of cash.

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Descartes (DSG-T)
January 11, 2021

DSG-T vs. OTEX-T which to sell to raise cash? DSG-T, if you own it, you would have done very well, but the fair market value is 78% lower than where it is at now. There is a lot of momentum behind it but not a lot of value. OTEX-T is trading right at its fair market value and has not been above that in ten years. He would sell either one if you want a source of cash.