Latest Top Picks

Stock Opinions by Francis Gannon

TOP PICK
Likes high growth companies that are still relatively cheap. Deal closed on the merger with Anthem. Trading around 13 X '05 numbers. Had a big spike, but there is more to go.
medical services
TOP PICK
Likes high growth companies that are still relatively cheap. A defence play.Has done well, but as you see a move away from consumers to producers, companies like this should benefit.
electrical / electronic
TOP PICK
Likes high growth companies that are still relatively cheap. Will continue to gain market share. Has some wonderful new products coming out.
Telecommunications
TOP PICK
A cheap stock. Got hurt earlier in the year, but has great fundamentals. Introducing new products. Will spend less money on R&D next year, so earnings will grow more.
Telecommunications
TOP PICK
A very beaten up name that no one wants to talk about.
electrical / electronic
TOP PICK
Continues to be a great margin expansion story. Will continue to be a sales story next year.
department stores
TOP PICK
Trading at about 1.8 X book. Growth story from a retail standpoint is just starting to kick in.
investment companies / funds
TOP PICK
So far this year hasn't really done anything and dropped significantly this week. Expectations are good. Generating a lot of free cash flow.
electrical / electronic
TOP PICK
Hasn't done much.
entertainment services
TOP PICK
oil / gas field services
TOP PICK
investment companies / funds
TOP PICK
electrical / electronic
TOP PICK
Reported a fantastic quarter. Enormous cash flow.
INDUSTRIAL PRODUCTS
TOP PICK
A quality company. Reported greater earnings.
electrical / electronic
Showing 1 to 15 of 29 entries