Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 22, 2021
A reopening play that'll benefit from cross-border transactions and smart management.
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American Express (AXP-N)
February 22, 2021
A reopening play that'll benefit from cross-border transactions and smart management.
BUY
BUY
February 22, 2021
Management have really turned this around. The last quarter was merely okay, but CAT has a lot of oil exposure and the price of oil keeps surging due to a better world economy and president unfriendly to new oil drilling which in turn limits new supply.
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Caterpillar (CAT-N)
February 22, 2021
Management have really turned this around. The last quarter was merely okay, but CAT has a lot of oil exposure and the price of oil keeps surging due to a better world economy and president unfriendly to new oil drilling which in turn limits new supply.
BUY
BUY
February 22, 2021
It sounds crazy, but people will return to malls. Simon malls are now upscale and will benefit from the reopening. Yes, people will buy online, but people want to spend in person, and the mall is the place they'll go. You're not early these reopening names, but not late either.
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It sounds crazy, but people will return to malls. Simon malls are now upscale and will benefit from the reopening. Yes, people will buy online, but people want to spend in person, and the mall is the place they'll go. You're not early these reopening names, but not late either.
BUY
BUY
February 22, 2021
He read an excellent report today on TJX. He recommended selling this way too soon and he's now angry at himself. This will be a monster good stock in the spring reopening.
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TJX Companies (TJX-N)
February 22, 2021
He read an excellent report today on TJX. He recommended selling this way too soon and he's now angry at himself. This will be a monster good stock in the spring reopening.
BUY WEAKNESS
BUY WEAKNESS
February 22, 2021
The best cybersecurity play. It's tripled into the last 11 months, but was hammered in today's reopening rally and drubbing of tech stocks. Their last report beat the street, but their forecast merely met expectations, but this is priced for perfection. Expect volatility during the current rotation to reopening stocks.
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Palo Alto Networks (PANW-N)
February 22, 2021
The best cybersecurity play. It's tripled into the last 11 months, but was hammered in today's reopening rally and drubbing of tech stocks. Their last report beat the street, but their forecast merely met expectations, but this is priced for perfection. Expect volatility during the current rotation to reopening stocks.
BUY
BUY
February 22, 2021
A fave of his, up 19% YTD. Last month they delivered a terrific quarter and strong phase 2 data on their Alzheimer's drug, a possible game-changer. They also have a Covid antibody treatment that's already selling well. Most recentlty they delivered good phase 3 trial results on their cholesterol, weighr-loss drug for diabetes.
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Eli Lilly & Co. (LLY-N)
February 22, 2021
A fave of his, up 19% YTD. Last month they delivered a terrific quarter and strong phase 2 data on their Alzheimer's drug, a possible game-changer. They also have a Covid antibody treatment that's already selling well. Most recentlty they delivered good phase 3 trial results on their cholesterol, weighr-loss drug for diabetes.
BUY
BUY
February 22, 2021
They make semi chips for applications like cars, communications, consumer products and computers. Their last report was stellar and the stock has shot up. In December, he brought on a new CEO with a strong track record. ON has a lot of potential.
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ON Semiconductor (ON-Q)
February 22, 2021
They make semi chips for applications like cars, communications, consumer products and computers. Their last report was stellar and the stock has shot up. In December, he brought on a new CEO with a strong track record. ON has a lot of potential.