Latest Expert Opinions

Signal
Opinion
Expert
Chart
PAST TOP PICK
PAST TOP PICK
February 18, 2021
(A Top Pick Feb 25/20, Up 11%) Quarter after quarter, it disappoints. Not all divisions are getting traction. There are lots of other opportunities in tech.
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Cisco (CSCO-Q)
February 18, 2021
(A Top Pick Feb 25/20, Up 11%) Quarter after quarter, it disappoints. Not all divisions are getting traction. There are lots of other opportunities in tech.
Gordon Reid
Price
$46.000
Owned
No
PAST TOP PICK
PAST TOP PICK
February 18, 2021
(A Top Pick Feb 25/20, Up 79%) Good operators. Macro issues sorted themselves out. The valuation's moved up to fair value. Continues to be a good holding. E-commerce will drive organic growth.
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FedEx (FDX-N)
February 18, 2021
(A Top Pick Feb 25/20, Up 79%) Good operators. Macro issues sorted themselves out. The valuation's moved up to fair value. Continues to be a good holding. E-commerce will drive organic growth.
Gordon Reid
Price
$256.650
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 18, 2021
(A Top Pick Feb 25/20, Up 57%) Electrical and machinery business. A true industrial. As we come out of Covid, and early in the new cycle, it will benefit from a global synchronized recovery. 5% free cashflow yield, good balance sheet, well managed.
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Regal Beloit (RBC-N)
February 18, 2021
(A Top Pick Feb 25/20, Up 57%) Electrical and machinery business. A true industrial. As we come out of Covid, and early in the new cycle, it will benefit from a global synchronized recovery. 5% free cashflow yield, good balance sheet, well managed.
Gordon Reid
Price
$130.130
Owned
Yes
DON'T BUY
DON'T BUY
February 18, 2021
Involved in big data. Excellent earnings, revenues projected to rise, stock price fell. How could this happen? Investors got giddy about the future, and the stock price got ahead of its fundamentals. Good company, lots of opportunity. Be aware that it has only the one customer in the US government and CIA.
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Involved in big data. Excellent earnings, revenues projected to rise, stock price fell. How could this happen? Investors got giddy about the future, and the stock price got ahead of its fundamentals. Good company, lots of opportunity. Be aware that it has only the one customer in the US government and CIA.
Gordon Reid
Price
$25.000
Owned
No
BUY
BUY
February 18, 2021
GM vs. TSLA He's purchased GM. The EV revolution has been a long time coming, and now it's a practical opportunity. 30% EV offerings by 2025, and 100% by 2035. Tesla has built a fantastic brand, but there's a fundamental disconnect between the stock price and the fundamentals. GM is trading at 6x enterprise value to EBITDA, whereas Tesla is trading at 95x. GM is in a good spot in terms of innovation and cost structure.
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GM vs. TSLA He's purchased GM. The EV revolution has been a long time coming, and now it's a practical opportunity. 30% EV offerings by 2025, and 100% by 2035. Tesla has built a fantastic brand, but there's a fundamental disconnect between the stock price and the fundamentals. GM is trading at 6x enterprise value to EBITDA, whereas Tesla is trading at 95x. GM is in a good spot in terms of innovation and cost structure.
Gordon Reid
Price
$52.370
Owned
Yes
DON'T BUY
DON'T BUY
February 18, 2021
TSLA vs. GM He's purchased GM. The EV revolution has been a long time coming, and now it's a practical opportunity. 30% EV offerings by 2025, and 100% by 2035. Tesla has built a fantastic brand, but there's a fundamental disconnect between the stock price and the fundamentals. GM is trading at 6x enterprise value to EBITDA, whereas Tesla is trading at 95x.
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Tesla Motors Inc (TSLA-Q)
February 18, 2021
TSLA vs. GM He's purchased GM. The EV revolution has been a long time coming, and now it's a practical opportunity. 30% EV offerings by 2025, and 100% by 2035. Tesla has built a fantastic brand, but there's a fundamental disconnect between the stock price and the fundamentals. GM is trading at 6x enterprise value to EBITDA, whereas Tesla is trading at 95x.
Gordon Reid
Price
$790.660
Owned
No
DON'T BUY
DON'T BUY
February 18, 2021
Enticing dividend gets a lot of attention. But you don't want to lose capital at the same time. Time Warner acquisition continues to do well in streaming, but there's a lot of competition. Verizon has the leg up on 5G. Questions whether the carriers are going to be the true beneficiaries of 5G. Look elsewhere. Yield is 7.1%.
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A T & T US (T-N)
February 18, 2021
Enticing dividend gets a lot of attention. But you don't want to lose capital at the same time. Time Warner acquisition continues to do well in streaming, but there's a lot of competition. Verizon has the leg up on 5G. Questions whether the carriers are going to be the true beneficiaries of 5G. Look elsewhere. Yield is 7.1%.
Gordon Reid
Price
$29.265
Owned
No