Liz Ann Sonders
Chief Investment Officer at Charles Schwab
Member since: Mar '04 · 26 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Liz Ann Sonders
TOP PICK
3 favourite sectors are energy, health care and telecommunications, so TOP PICKS are in these categories. There will be more volatility with the fluctuation in commodity price. This is a safer way to play energy.
integrated oils
TOP PICK
3 favourite sectors are energy, health care and telecommunications, so TOP PICKS are in these categories. They make measuring instruments for biotech, medical labs, pharmaceuticals, etc. Have just launched an explosive and narcotic detection device for use in airports.
electrical
electronic
TOP PICK
3 favourite sectors are energy, health care and telecommunications, so TOP PICKS are in these categories.They do global conferencing equipment for small to mid size companies. Very, very cheap.
Telecommunications
TOP PICK
Producers on the energy side look pretty interesting. A great steel value play.
oil
gas
TOP PICK
Much more attention is being paid globally to supply chain management. Very well run.
Transportation
TOP PICK
Great asset manager and great cash flow.
paper products
business forms
TOP PICK
Not very well known. Might be starting to roll out their new marketing spokesman Bill Ransit of Apprentice fame. A takeover candidate.
investment companies
funds
TOP PICK
Still a fan of energy. May be able to get this a little bit cheaper.
integrated oils
TOP PICK
A great play on defense. Just had a big commercial satellite order. Military side should continue strong.
Transportation
TOP PICK
The drought in telecom spending is coming to an end. Great earnings track record.
telephone utilities
TOP PICK
A play on profit growth that's happening with energy companies. Dividend.
integrated oils
TOP PICK
Better to buy high-end retailers rather than low end. Has geographic power.
clothing
TOP PICK
A very strong earnings story. Will probably get rid of some pieces of their business to get a cleaner operation.
insurance
TOP PICK
More on the cyclical side. Great pricing story. Have cleaned up their balance sheet. Great cash flow.
paper products
business forms
TOP PICK
Great dividend yield. Stock has not moved consistently with the commodity price.
integrated oils
Advertising