Today, James Telfser and Stephen Weiss, Founder, Short Hills Capital Partners commented about whether TSLA-Q, INTC-Q, QQQ-Q, GS-N, CSU-T, BIP-N, TSU-T, BMO-T, PRL-T, GSY-T, ATD-T, CP-T, BTO-T, RTX-N, POW-T, EMA-T, EIF-T, FTT-T, HRX-T, BOS-T, MFC-T, RACE-N, AMD-Q, EFN-T, FSV-Q, NTDOY-OTC, ARX-T, MSFT-Q, MDA-T are stocks to buy or sell.
Large exposure to commercial loan portfolio. Overall, a quality business that can weather economic storm. If interest rates rise will determine future of business. If interest rates fall - will be good for business. 2025/26 mortgage renewals will be interesting to watch. Would recommend holding shares in company. Would recommend investors "hold".
Specialty insurance company with large US book. Volatile stock, but will continue to hold shares. Well run company. High growth company. Insurance lines can product write downs, but management teams learning from mistakes. Expecting growth multiple to grow. Expecting all time stock highs going forward.
Very strong business with defensive properties and diversified assets. Dividend very safe. Management continues to buyback shares. Expecting dividend to rise. Company starting to get support from institutional investors. Expecting NAV discount to narrow. Good time to invest.