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Stephen Masson
Portfolio Manager at Altamira Investment Services
Member since: Jun '03 · 20 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Stephen Masson
DON'T BUY
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
BUY ON WEAKNESS
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
TOP PICK
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
BUY
Has been a perennial disappointer, but likes it here. Back on track.
electrical
electronic
DON'T BUY
Not a fan of this company. A move to Linux is a positive step.
electrical
electronic
WAIT
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
TOP PICK
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.
BUY
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
BUY ON WEAKNESS
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
TOP PICK
A high risk return selection. A big opportunity in China with limited competition.
Broadcasting
DON'T BUY
Would prefer more mature, higher growth companies.
electrical
electronic
WATCH
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
DON'T BUY
Gets growth through acquisitions. Not sure they have any competitive advantage. Prefers Oracle or SAP.
computer software
processing
BUY
About 60% order growth this year and that should continue. A diverse customer base.
electrical
electronic
BUY
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
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