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Francis Gannon
Portfolio Manager at AIG SunAmerica
Member since: Feb '04 · 29 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
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
$106.470
Owned
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
chemicals
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
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