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Stock Opinions by Laszlo Birinyi

TOP PICK
Still a very cheap stock, probably one of the cheapest on the S&P. Multiples and earning growth are about the same.
finance / leasing
TOP PICK
Somewhat controversial, but it is one that people are buying. Smart Money is always more right than most processes.
finance / leasing
TOP PICK
Should come back with the economy.
machinery
TOP PICK
A yield play. 5.1% gives you 10% return.
Telecommunications
TOP PICK
Still feels we are in a demographic play in a watershed period.
finance / leasing
TOP PICK
A gold play which is really a play on the weak dollar. Still feels the dollar has a little more to go on the down side. Gold is a bull market proxy.
precious metals
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