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Stock Opinions by Don Reed

N/A
There is not enough information on the stocks that they own to make a decision on how to react to the situation in Japan. He thought the commodities prices were getting a little high anyway. Oil was due for a correction and it only corrected a little bit. He owns several big holdings in China as his biggest holdings in emerging markets.
Unknown
HOLD
It’s a good stock that he likes and it is a keeper. There was a problem with reserves and accounting differences and that was all straightened away years ago.
integrated oils
DON'T BUY
No big yield – it is getting expensive. A well positioned company bit getting a but expensive.
oil / gas field services
WEAK BUY
It’s in the emerging markets in Telecom. French government owns 27% and he wonders when they will get rid of it. Nice yield. It will not do a major sprint.
Utilities
DON'T BUY
If he bought it a month ago he would expect to sell it 5 years from now. Not really cheap. Would not buy it today and sell in 30 days. Would look at averaging the price.
Consumer Products
WEAK BUY
Big Indian bank. Tying to expand and grow business in Canada. A well-run bank but not really cheap. More than 2 times book value.
banks
BUY
Still a great organization and now they are getting their act together on the environmental side. Well positioned. Still 4% yield.
integrated oils
HOLD
Since 1993 did 120 acquisitions. They know how to do it. He is happy to hold it.
electrical / electronic
TOP PICK
Biggest food services firm in the world. They always have the ability to use their scale to drive down their cost. It gives you a base when things are in rough shape.
food services
TOP PICK
589 Million subscribers. Great growth. Growing a subscriber base at 5 Million a month. Signed contract with Blackberry and once they get that out in their system (modify system), it is another wave for them. Good growth.
Telecommunications
BUY
They purchased INCO not so long ago. One of the largest producers of Iron Ore. Nickel and Iron Ore produce stainless steel. Likes it at this level and it is a keeper.
other mines
COMMENT
Are breaking themselves up after a string of acquisitions. He sees this happening. Want to get rid of their generics.
biotechnology / pharmaceutical
WEAK BUY
Great company. Aluminum. Totally integrated – Iron, Smelting – everything. Likes the fact they are integrated.
non-base metal mining
TOP PICK
Laptops. Produce 90% of all notebooks on a global basis. Will be getting into the tablet producers. There were 80 different tablets in Las Vegas at the show. Low multiple.
computer parts mnfctr
PAST TOP PICK
(Top Pick Nov 23/10, Up 13.49%) They produce cancer drugs. They produce LCD crystals. Interesting company. Descent pipeline on the pharma side.
Pharma & Healthcare
Showing 1 to 15 of 148 entries