Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 18, 2021
Lots of red flags. Not investment grade. Speculative. Lots of debt. Big unfunded pension liability. Cashflow challenged. Selling off the crown jewels to survive.
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General Electric (GE-N)
February 18, 2021
Lots of red flags. Not investment grade. Speculative. Lots of debt. Big unfunded pension liability. Cashflow challenged. Selling off the crown jewels to survive.
Gordon Reid
Price
$11.700
Owned
No
DON'T BUY
DON'T BUY
February 18, 2021
Virus issues have plagued cruise lines for a long time. Covid brings that concern to the forefront. Not sure how excited the general public will be to take a cruise. There are better opportunities. Instead, look towards online booking opportunities. Dividend suspended.
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Carnival Corp. (CCL-N)
February 18, 2021
Virus issues have plagued cruise lines for a long time. Covid brings that concern to the forefront. Not sure how excited the general public will be to take a cruise. There are better opportunities. Instead, look towards online booking opportunities. Dividend suspended.
Gordon Reid
Price
$22.860
Owned
No
TOP PICK
TOP PICK
February 18, 2021
A new position for him. Small cap. 19x earnings, good balance sheet. Debt to total capital is 22%, relatively low. Recent acquisition gives them entry into 5G. Will benefit from infrastructure build. Backlog is about 2x annual sales. Yield is 0.76%. (Analysts’ price target is $127.50)
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A new position for him. Small cap. 19x earnings, good balance sheet. Debt to total capital is 22%, relatively low. Recent acquisition gives them entry into 5G. Will benefit from infrastructure build. Backlog is about 2x annual sales. Yield is 0.76%. (Analysts’ price target is $127.50)
Gordon Reid
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
February 18, 2021
Grandaddy of money centre banks. Arguably the best run bank in the world. Trading and investment banking did extremely well. These will do less well in 2021, but steepening yield curve will make up for it. Yield is 2.48%. (Analysts’ price target is $146.96)
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Grandaddy of money centre banks. Arguably the best run bank in the world. Trading and investment banking did extremely well. These will do less well in 2021, but steepening yield curve will make up for it. Yield is 2.48%. (Analysts’ price target is $146.96)
Gordon Reid
Price
$145.040
Owned
Yes
TOP PICK
TOP PICK
February 18, 2021
Excellent earnings, yet stock sold off. A company that can grow all the metrics like revenue, cashflow, earnings in the mid-high teens for the foreseeable future. The absolute best place to be for the 5G revolution. Patents and licensing, plus chip operations. Yield is 1.80%. (Analysts’ price target is $172.70)
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Qualcomm (QCOM-Q)
February 18, 2021
Excellent earnings, yet stock sold off. A company that can grow all the metrics like revenue, cashflow, earnings in the mid-high teens for the foreseeable future. The absolute best place to be for the 5G revolution. Patents and licensing, plus chip operations. Yield is 1.80%. (Analysts’ price target is $172.70)
Gordon Reid
Price
$143.850
Owned
Yes