Latest Expert Opinions

Signal
Opinion
Expert
Chart
WATCH
WATCH
June 2, 2021
Sold on valuation. Good business. Mostly US focused. He'll keep it on his radar. Right now, prefers other exposure in that space.
Show full opinionHide full opinion
Sold on valuation. Good business. Mostly US focused. He'll keep it on his radar. Right now, prefers other exposure in that space.
Shane Obata
Price
$18.570
Owned
No
HOLD
HOLD
June 2, 2021
Business model is great, scalable, and repeatable. Disciplined process for capital investment. With high tech valuations, he was scared off by the growth by acquisition model, but shouldn't have been. A good long-term hold.
Show full opinionHide full opinion
Business model is great, scalable, and repeatable. Disciplined process for capital investment. With high tech valuations, he was scared off by the growth by acquisition model, but shouldn't have been. A good long-term hold.
Shane Obata
Price
$1748.005
Owned
No
HOLD
HOLD
June 2, 2021
One of his top picks in the industry. Story is clear cut. Completely dominating GPU, with machine learning and AI. The ARM acquisition will get done over time, and he sees the value proposition for consumers. Has had a great run, but he's comfortable with it on a 5-year horizon.
Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
June 2, 2021
One of his top picks in the industry. Story is clear cut. Completely dominating GPU, with machine learning and AI. The ARM acquisition will get done over time, and he sees the value proposition for consumers. Has had a great run, but he's comfortable with it on a 5-year horizon.
Shane Obata
Price
$668.850
Owned
Unknown
HOLD
HOLD
June 2, 2021

Won't get into too much trouble holding it over time. He prefers higher growth exposure, such as semis and FANGs. Not too much risk owning it. It's big and established, akin to IBM.

Show full opinionHide full opinion
Cisco (CSCO-Q)
June 2, 2021

Won't get into too much trouble holding it over time. He prefers higher growth exposure, such as semis and FANGs. Not too much risk owning it. It's big and established, akin to IBM.

Shane Obata
Price
$52.920
Owned
Unknown
BUY
BUY
June 2, 2021
Languished for a while. Every day it doesn't move, the cheaper it gets. Good buy at current levels. One of the better value propositions among the FANGs. Building on e-commerce, a tide that will lift all boats but not displace AMZN. Cloud is chugging along, and the ad business is growing quickly.
Show full opinionHide full opinion
Amazon.com (AMZN-Q)
June 2, 2021
Languished for a while. Every day it doesn't move, the cheaper it gets. Good buy at current levels. One of the better value propositions among the FANGs. Building on e-commerce, a tide that will lift all boats but not displace AMZN. Cloud is chugging along, and the ad business is growing quickly.
Shane Obata
Price
$3220.600
Owned
Unknown
DON'T BUY
DON'T BUY
June 2, 2021
The conversation is centred around climate. Shell and others are doing as much as they can to shift to renewables. Look at clean power companies instead, as they won't have this overhang. The story is a lot easier when you're not fighting the uphill battle of being characterized as an energy company.
Show full opinionHide full opinion
The conversation is centred around climate. Shell and others are doing as much as they can to shift to renewables. Look at clean power companies instead, as they won't have this overhang. The story is a lot easier when you're not fighting the uphill battle of being characterized as an energy company.
Shane Obata
Price
$40.180
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 2, 2021
(A Top Pick Aug 07/20, Up 59%) He will always, hopefully, tell you to buy GOOG. His favourite company. Still not that expensive. Firing on all cylinders. Concerns about regulation now realizing that there's tremendous breakup value in this company. Still upside from cyclical reopening.
Show full opinionHide full opinion
(A Top Pick Aug 07/20, Up 59%) He will always, hopefully, tell you to buy GOOG. His favourite company. Still not that expensive. Firing on all cylinders. Concerns about regulation now realizing that there's tremendous breakup value in this company. Still upside from cyclical reopening.
Shane Obata
Price
$2413.800
Owned
Yes