Latest Expert Opinions

Signal
Opinion
Expert
Chart
DON'T BUY
DON'T BUY
June 10, 2021

Fascinating display of a lack of IPL corporate governance. IPL has done everything they can to not engage with Brookfield, but happy to risk 350M of shareholder money in break fees as a bait to get PPL to bid for them. He doesn't understand it. Wouldn't invest in a company that won't negotiate a bona fide offer. Missed expectations in last couple of years.

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Fascinating display of a lack of IPL corporate governance. IPL has done everything they can to not engage with Brookfield, but happy to risk 350M of shareholder money in break fees as a bait to get PPL to bid for them. He doesn't understand it. Wouldn't invest in a company that won't negotiate a bona fide offer. Missed expectations in last couple of years.

PAST TOP PICK
PAST TOP PICK
June 10, 2021
(A Top Pick May 26/20, Up 21%) It's struggled, as travel related and entertainment spending are down. These are recovering. Long-term secular growth story of increasing digitization. He continues to buy.
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Visa Inc. (V-N)
June 10, 2021
(A Top Pick May 26/20, Up 21%) It's struggled, as travel related and entertainment spending are down. These are recovering. Long-term secular growth story of increasing digitization. He continues to buy.
PAST TOP PICK
PAST TOP PICK
June 10, 2021
(A Top Pick May 26/20, Up 42%) Great long-term story. Likes the innovation, especially in VR, AR, and XR. Game-changing. A leader in healthcare innovation. Acquisition of Nuance Communications is exciting. Growing organically and by acquisition.
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Microsoft (MSFT-Q)
June 10, 2021
(A Top Pick May 26/20, Up 42%) Great long-term story. Likes the innovation, especially in VR, AR, and XR. Game-changing. A leader in healthcare innovation. Acquisition of Nuance Communications is exciting. Growing organically and by acquisition.
PAST TOP PICK
PAST TOP PICK
June 10, 2021
(A Top Pick May 26/20, Up 43%) Excited about what it's doing on e-commerce in India and Brazil. Ad money keeps rolling in, with lots of room to run.
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Facebook (FB-Q)
June 10, 2021
(A Top Pick May 26/20, Up 43%) Excited about what it's doing on e-commerce in India and Brazil. Ad money keeps rolling in, with lots of room to run.
DON'T BUY
DON'T BUY
June 10, 2021

LOW vs. HD Checked back recently with profit taking. He's not worried. Prefers HD, with its long runway for the foreseeable future, longer reach, good treatment of employees, good growth opportunities in Mexico and other places. Fix-it market is reeling a bit because of commodity prices. HD is better managed.

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LOW vs. HD Checked back recently with profit taking. He's not worried. Prefers HD, with its long runway for the foreseeable future, longer reach, good treatment of employees, good growth opportunities in Mexico and other places. Fix-it market is reeling a bit because of commodity prices. HD is better managed.

BUY
BUY
June 10, 2021

HD vs. LOW Checked back recently with profit taking. He's not worried. Prefers HD, with its long runway for the foreseeable future, longer reach, good treatment of employees, good growth opportunities in Mexico and other places. Fix-it market is reeling a bit because of commodity prices. HD is better managed. Current pullback of 15% or so is a good time to buy. Trading at 20x earnings. Secular long-term growth story. Growth will be somewhat muted after last year's blowout.

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Home Depot (HD-N)
June 10, 2021

HD vs. LOW Checked back recently with profit taking. He's not worried. Prefers HD, with its long runway for the foreseeable future, longer reach, good treatment of employees, good growth opportunities in Mexico and other places. Fix-it market is reeling a bit because of commodity prices. HD is better managed. Current pullback of 15% or so is a good time to buy. Trading at 20x earnings. Secular long-term growth story. Growth will be somewhat muted after last year's blowout.

BUY
BUY
June 10, 2021
A large US fund threw a temper tantrum about the Carrefour deal and blew out the stock. He thought the deal would've been positive. Stock's recovered. Short-term headwind of gasoline margins. Very well run. Very strong financial position. Buy it here, hold for a couple of years, be satisfied with your return.
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A large US fund threw a temper tantrum about the Carrefour deal and blew out the stock. He thought the deal would've been positive. Stock's recovered. Short-term headwind of gasoline margins. Very well run. Very strong financial position. Buy it here, hold for a couple of years, be satisfied with your return.
John O'Connell, CFA
Price
$45.025
Owned
Unknown