Stock Opinions by Don Reed - Stockchase Experts
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Don Reed

On Stockchase since : Oct 2004

President and Chief Executive Officer at Franklin Templeton Investments

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Stock Opinions by Don Reed - Stockchase Experts

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General Market Comment 

March 15, 2011

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.
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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
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0 comments
Don Reed

President , Franklin Templeton I...

Price Price
$0.020
Owned Owned
Unknown

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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
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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
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0 comments
Don Reed

President , Franklin Templeton I...

Price Price
$68.130
Owned Owned
Yes

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DON'T BUY
Halliburton Co(HAL-N) 

March 15, 2011

No big yield – it is getting expensive. A well positioned company bit getting a but expensive.
oil/gas field services
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No big yield – it is getting expensive. A well positioned company bit getting a but expensive.
oil/gas field services
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Don Reed

President , Franklin Templeton I...

Price Price
$44.010
Owned Owned
Unknown

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WEAK BUY
Orange SA(ORAN-N) 

March 15, 2011

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
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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
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0 comments
Don Reed

President , Franklin Templeton I...

Price Price
$20.880
Owned Owned
Unknown

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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
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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
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0 comments
Don Reed

President , Franklin Templeton I...

Price Price
$15.330
Owned Owned
Unknown

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WEAK BUY
ICICI Bank Ltd.(IBN-N) 

March 15, 2011

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
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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
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Don Reed

President , Franklin Templeton I...

Price Price
$44.610
Owned Owned
Unknown

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BUY
BP PLC(BP-N) 

March 15, 2011

Still a great organization and now they are getting their act together on the environmental side. Well positioned. Still 4% yield.
integrated oils
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Still a great organization and now they are getting their act together on the environmental side. Well positioned. Still 4% yield.
integrated oils
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Don Reed

President , Franklin Templeton I...

Price Price
$43.770
Owned Owned
Yes

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HOLD
Cisco(CSCO-Q) 

March 15, 2011

Since 1993 did 120 acquisitions. They know how to do it. He is happy to hold it.
electrical/electronic
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Since 1993 did 120 acquisitions. They know how to do it. He is happy to hold it.
electrical/electronic
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0 comments
Don Reed

President , Franklin Templeton I...

Price Price
$17.390
Owned Owned
Yes

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TOP PICK
Compass Group(CPG-LSE) 

March 15, 2011

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
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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
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Don Reed

President , Franklin Templeton I...

Price Price
$0.010
Owned Owned
Yes

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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
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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
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0 comments
Don Reed

President , Franklin Templeton I...

Price Price
$46.950
Owned Owned
Yes

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BUY
Vale S.A.(VALE-N) 

March 15, 2011

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
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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
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0 comments
Don Reed

President , Franklin Templeton I...

Price Price
$31.910
Owned Owned
Yes

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COMMENT
Pfizer Inc(PFE-N) 

March 15, 2011

Are breaking themselves up after a string of acquisitions. He sees this happening. Want to get rid of their generics.
biotechnology/pharmaceutical
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Are breaking themselves up after a string of acquisitions. He sees this happening. Want to get rid of their generics.
biotechnology/pharmaceutical
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0 comments
Don Reed

President , Franklin Templeton I...

Price Price
$19.760
Owned Owned
Unknown

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WEAK BUY
Alcoa(AA-N) 

March 15, 2011

Great company. Aluminum. Totally integrated – Iron, Smelting – everything. Likes the fact they are integrated.
non-base metal mining
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Great company. Aluminum. Totally integrated – Iron, Smelting – everything. Likes the fact they are integrated.
non-base metal mining
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0 comments
Don Reed

President , Franklin Templeton I...

Price Price
$16.040
Owned Owned
Unknown

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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
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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
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Don Reed

President , Franklin Templeton I...

Price Price
$0.010
Owned Owned
Unknown

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PAST TOP PICK
Merck KGAA(MKGAY-GR) 

March 15, 2011

(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
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(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
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0 comments
Don Reed

President , Franklin Templeton I...

Price Price
$0.010
Owned Owned
Unknown

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