Jim O'Shaughnessy
Portfolio Manager at RBC O'Shaughnessy Funds
Member since: May '05 · 43 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Jim O'Shaughnessy
TOP PICK
Posko - A steel company out of South Korea. Has very reasonable valuation metrics, good earnings quality and really good growth characteristics.
TOP PICK
Doesn't own, but a showing it as a good example of a great growth name. It is in bankruptcy, but looking at the underlying characteristics, it is very compelling. Dirt cheap in terms of what you are paying for every $1 of sales.
Unknown
TOP PICK
Deutsche Lufthansa (airline) - Underlying factors were very compelling. A very cheap stock with reasonable valuation characteristics and good earnings. Most importantly, investors are buying it. Has great 3, 6 and 12 month price appreciation.
WATCH
Possible takeover target. If you own, wait and see.
oil
gas
BUY
Epitome of a market leader that has both high shareholder and high dividend yields. Profitability has remained extraordinarily strong in spite of declining oil prices. Not a growth name, but a conservative, core blue chip holding that has a value profile. Does business in virtually every country, so limited currency risk.
integrated oils
PAST TOP PICK
(A Top Pick Feb 2/06. Up 11.6%.) Still likes.
Automotive
PAST TOP PICK
(A Top Pick Feb 2/06. Down 5%.)
integrated oils
COMMENT
Will be very attractive when it has a very compelling yield. Have a dominant and Premier position in the world of banking. Focus on when its yield is going high which is a great entry point.
banks
COMMENT
This is a stock you want to buy when it has a very attractive dividend yield. A market leading blue chip company.
banks
HOLD
Had some troubles in Japan, but he got into this when its underlying numbers were very compelling. Not currently a “Buy”.
banks
COMMENT
A large-cap value name. Use the dividend yield as the determination as to whether you want to buy it or not.
machinery
HOLD
Has had tremendous performance. Not currently a “Buy”. He bought it because it was a market leading company with a high dividend yield.
lodging
COMMENT
Classic example of a monster company that tends to pay an above average dividend yield. Also very attractive when they are doing any buyback activity. Use net buyback activity and dividend yield and if it scores high in large-cap stocks, it's a good time to buy.
integrated oils
COMMENT
2 things to watch. Look at its price to cash flow. If it's low, it is in buying territory. 2nd, how has it been doing in price appreciation? Check this out for 3, 6 and 12 month price appreciation and if it is in the top of that category, that's the time to think about buying.
Telecommunications
TOP PICK
Still within his valuation.
integrated oils
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