PAST TOP PICK
(A Top Pick Sep 17/21, Down 22%) Continues to believe the company is very strong. Will be a good long term investment. Cash flow, revenue and earnings growing at ~15% which is 5x better than average economy. Rising interest rates have negatively affected tech stocks. Very strong management team. Very patient with the company.
PAST TOP PICK
(A Top Pick Sep 17/21, Down 22%) Hard time for banks right now with rising interest rates. Premier bank in the USA and maybe the world. Will continue to hold shares. Good long term investment. Excellent management team.
BUY
Believes company is under valued at current stock price ($40). Normalized earnings per share is around $8 per share. Chip shortages have causes company to not be able to make enough cars. Demand is higher than supply for automobiles right now. Investing heavily in electric cars. Looking to double revenues by 2030.
DON'T BUY
Company will grow at low single digits. Covid-19 has led to a lot of business for funeral business. Believes demand for funeral services will decrease after Covid-19. Stock is currently too expensive.
SELL
Good time to sell the stock. Has sold shares. Doesn't see positive upside for the stock. Numbers of the surface (dividend yield, cash flow yield) look good. Problem is that one of major drugs loses patent next year. Building pipeline of R&D in consumer drugs.
BUY ON WEAKNESS
Release of new iPhone very important news. Didn't increase price of new phone which is a good sign. Satellite business will be interesting to watch. Believes is a good long term business to own. Wait to buy shares when stock price decreases. Most of organic growth has already occurred in company (law of large numbers).
DON'T BUY
Heavily sold off recently with rising interest rates. Change in direction for the company into virtual reality may, or may not pay off. Has since sold shares. Not enough viability on future of company. Is hard to determine whether company will be successful.
DON'T BUY
Doesn't think company warrants investment. Business has shifted towards higher margin segments of business (lost customers). Company is highly vulnerable to big banks (electronic payments etc.) JP Morgan (Jamie Dimon) looking into stealing business from PayPal. Competitive moat not very strong.
HOLD
Has since sold shares. Doesn't think company is headed in the right direction. Peer group analysis indicating company not as strong as competitors. Better names to own within the sector.
HOLD
Believes company is over valued. Owns many companies that also invests in. Would prefer a company that has lower trading multiple. Easy to replicate what Berkshire owns through ETF.
BUY
Currently owns shares in the company. Rising interest rates has been difficult for share price. Over expansion during the Covid-19 pandemic weighing on the company. Not as much demand as expected. Over spending on expansion has weighed on the company. Amazing franchise that has very strong business. Amazon Web Services is leading market segment for business. eCommerce business will also continue to grow.
DON'T BUY
Not a big proponent of company. Company has lost business to other companies in sector. Company not paying as much dividend as others in sector. Dividend payments have drained capital spending ability.
BUY
Believes company is a good long term investment. Shares have been over-sold recently. Good time to invest in the company. Excellent management team with good long term prospects. Very well diversified business.
BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Solid cash flow profile. Industry tailwinds strong. Diversified geographically and product line. Improved valuations. Unlock Premium - Try 5i Free

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. History of profitable acquisitions. Strong net profit margins. Premium valuation justified by macro tailwinds. History of increased dividends. Unlock Premium - Try 5i Free