John Weatherall
President and Chief Investment Strategist at Scarthingmoor Asset Management
Member since: Jun '04 · 15 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by John Weatherall
WEAK BUY
At the moment, the price of steel is short so profits are very good. Long-term, they will have a difficult time.
steel
WEAK BUY
If everything worked out, it could be a very successful investment. At this time, it's not certain that they will. Significant risks.
computer software
processing
HOLD
The difficulty is, there is almost no limit to the amount of aluminum that can be produced in the world. At the moment, the prices are good and the earnings are good.
integrated mines
TOP PICK
Current inventories are selling very well and profits are very large. Stock has been off the map but is now rising. Selling at 6/7 X this year's earnings.
clothing stores
BUY
Well-run. Has significant operations globally. Earnings this year are extraordinarily good.
banks
TRADE
In a very difficult business.
transportation equip & components
BUY
Feels that political risks are limited. Not too speculative.
oil
gas
BUY
Currently doing very well. Revenues are rising in the sector. Outlook is reasonably favorable.
electrical
electronic
BUY
Has had a very volatile history. Earnings are unknown. Their strength is their engineering and will the questions on accounting upset them. High volatility and risk, but the odds are it will go higher.
Telecommunications
TRADE
Market capitalization is very big and shares are not that cheap. Everything else about the company is superb.
integrated mines
BUY
Engineering may be more shallower than Nortel but US investors are more comfortable with it. The whole electronic industry is rising so odds are the price will rise.
Telecommunications
TOP PICK
The company is profitable and growing revenues between 30% and 40% on an annual basis. Relatively neglected.
computer software
processing
BUY
Copper prices are currently good and the company is making money.
metal mines
BUY
The industry has been in severe recession for a number of years because of cheap pulp of Asia. Outlook in the near-term looks more favorable.
pulp trust
TRADE
The big question is, Will their stent covering continue to hold a major share of the market.
biotechnology
pharmaceutical
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