Stock Opinions by Stephen Masson - Stockchase Experts
WATCH LIST
20
Stephen Masson

On Stockchase since : Jun 2003

Portfolio Manager at Altamira Investment Services

Reveal Expert Performance

Stephen Masson hasn’t left any messages.


Stephen Masson Latest Top Picks...

Stock Opinions by Stephen Masson - Stockchase Experts

Signal Opinion Expert Chart
DON'T BUY
Oracle(ORCL-N) 

June 18, 2004

Very good earnings on the database side. Would like to have seen more growth on the application side which is still -6% year-over-year. Fully priced.
computer software/processing
0 0 0 0 0
0 comments
Very good earnings on the database side. Would like to have seen more growth on the application side which is still -6% year-over-year. Fully priced.
computer software/processing
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$11.140
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS
Cognos(CSN-T) 

June 18, 2004

You will see good numbers out of this company as there is good demand for business intelligence software. Hard to put a valuation on this.
computer software/processing
0 0 0 0 0
0 comments
You will see good numbers out of this company as there is good demand for business intelligence software. Hard to put a valuation on this.
computer software/processing
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$44.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

TOP PICK
IBM(IBM-N) 

June 18, 2004

Corporations have the earnings now and IP spending is coming back. Service bookings are growing quite nicely. Buy when it's at a discount to the market and sell at a 10/15% premium to the market.
electrical/electronic
0 0 0 0 0
0 comments
Corporations have the earnings now and IP spending is coming back. Service bookings are growing quite nicely. Buy when it's at a discount to the market and sell at a 10/15% premium to the market.
electrical/electronic
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$90.060
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
Solectron Corp(SLR-N) 

June 18, 2004

Has been a perennial disappointer, but likes it here. Back on track.
electrical/electronic
0 0 0 0 0
0 comments
Has been a perennial disappointer, but likes it here. Back on track.
electrical/electronic
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$5.720
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Sun Microsystems(JAVA-Q) 

June 18, 2004

Not a fan of this company. A move to Linux is a positive step.
electrical/electronic
0 0 0 0 0
0 comments
Not a fan of this company. A move to Linux is a positive step.
electrical/electronic
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$4.040
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

WAIT
ATI Technologies(ATY-T) 

June 18, 2004

Expanding into the marketplace such as mobile phones, game consoles, digital TV, settop boxes, etc. Could take a little bit of a breather at this time. Wait for after the quarter.
electrical/electronic
0 0 0 0 0
0 comments
Expanding into the marketplace such as mobile phones, game consoles, digital TV, settop boxes, etc. Could take a little bit of a breather at this time. Wait for after the quarter.
electrical/electronic
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$21.670
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

TOP PICK
General Market Comment 

June 18, 2004

A lot of competition and the market is afraid margins will be squeezed. Feels they will defend their position and put the competition to rest. Cash flow will then be generated.
0 0 0 0 0
0 comments
A lot of competition and the market is afraid margins will be squeezed. Feels they will defend their position and put the competition to rest. Cash flow will then be generated.
Unknown
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$29.940
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
Microsoft(MSFT-Q) 

June 18, 2004

Has been stuck in a range but feels there are a couple of catalysts. Expects to see a dividend increase. Feels that money will move from the more aggressive smaller companies back into large and safer companies such as this.
computer software/processing
0 0 0 0 0
0 comments
Has been stuck in a range but feels there are a couple of catalysts. Expects to see a dividend increase. Feels that money will move from the more aggressive smaller companies back into large and safer companies such as this.
computer software/processing
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$28.350
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS
Cisco(CSCO-Q) 

June 18, 2004

A great company. The growth is going to come from outside the core router market. Should see double-digit growth rate in earnings.
electrical/electronic
0 0 0 0 0
0 comments
A great company. The growth is going to come from outside the core router market. Should see double-digit growth rate in earnings.
electrical/electronic
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$23.420
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

TOP PICK
Sina Corporation(SINA-Q) 

June 18, 2004

A high risk return selection. A big opportunity in China with limited competition.
Broadcasting
0 0 0 0 0
0 comments
A high risk return selection. A big opportunity in China with limited competition.
Broadcasting
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$36.060
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Leitch Tech(LTV-T) 

June 18, 2004

Would prefer more mature, higher growth companies.
electrical/electronic
0 0 0 0 0
0 comments
Would prefer more mature, higher growth companies.
electrical/electronic
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$8.880
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

WATCH
3COM(COMS-Q) 

June 23, 2003

A lot of cash. Stock is not expensive. Wild card is the joint venture out of China which looks reasonable. Could be some competition.
electrical/electronic
0 0 0 0 0
0 comments
A lot of cash. Stock is not expensive. Wild card is the joint venture out of China which looks reasonable. Could be some competition.
electrical/electronic
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$4.915
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

DON'T BUY
GEAC Computer(GAC-T) 

June 23, 2003

Gets growth through acquisitions. Not sure they have any competitive advantage. Prefers Oracle or SAP.
computer software/processing
0 0 0 0 0
0 comments
Gets growth through acquisitions. Not sure they have any competitive advantage. Prefers Oracle or SAP.
computer software/processing
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$5.500
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
About 60% order growth this year and that should continue. A diverse customer base.
electrical/electronic
0 0 0 0 0
0 comments
About 60% order growth this year and that should continue. A diverse customer base.
electrical/electronic
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$10.130
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
UTStarcom(UTSI-Q) 

June 23, 2003

Lots of cash and no debt. Targeting international markets on DSL and fixed wireless. Rapid growth. Could take a drop and would buy in the $20's.
Telecommunications
0 0 0 0 0
0 comments
Lots of cash and no debt. Targeting international markets on DSL and fixed wireless. Rapid growth. Could take a drop and would buy in the $20's.
Telecommunications
0 0 0 0 0
0 comments
Stephen Masson

Portfolio , Altamira Investment ...

Price Price
$31.530
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 20 entries
Successfully Saved Company
Successfully Saved Company