Greg A. Taylor, CFA, BBA
Member since: Aug '07
Portfolio Manager at
Aurion Capital Management

Latest Top Picks

(A Top Pick July 22/09. Down 22%.)
(A Top Pick July 22/09. Up 16.21%.)
(A Top Pick July 22/09. Up 103.4%.) Locked in his gains.
Last few quarters have been OK but have been late getting some products out and the street has lost all confidence in management. Trading under 8X earnings. If they execute and get some of their new products out in the 2nd half of the year, get confidence back on their operating system, and it should get back closer to the market multiple.
Good, safe play on the global tech story. Trading at under 10X earnings and has a 3.5% dividend yield. A lot of the CapX has been done so margins should expand over the next few years. Good play on global technology growth.