Opinions by Alan Kral , CFA, CIC | StockChase
86
Alan Kral , CFA, CIC

Vice President

ON STOCKCHASE SINCE Sep 2007

Trevor Stewart Burton & Jacobsen Inc.
405 Lexington AveNew York, NY10174
T: 212-972-8150 F: 212-557-0215
http://www.tsbjinc.com/


Opinions by Alan Kral , CFA, CIC


Signal Opinion Expert Chart

2009-04-21

COMMENT
A Comment -- General Comments From an Expert 
What we have seen over the last two months is a change in the psychology. We are not seeing stocks fall like dominos. People are building some confidence. Thinks manufacturers’ inventories have bottomed out and production will have to resume.
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $0.020
Owned: Unknown

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2009-04-21

DON'T BUY
American International Group (AIG-N)
On it’s way to a liquidation and without any care to the shareholders.
insurance
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $1.460
Owned: No

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2009-04-21

BUY
American Express (AXP-N)
Has a great deal of strength. Revenue in transaction business and brokerage.
investment companies/funds
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $19.570
Owned: Unknown

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2009-04-21

VAGUE
Bank of America (BAC-N)
Stock is not very far from its low. Thinks there will be a turnaround in this stock.
banks
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $8.760
Owned: Unknown

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2009-04-21

DON'T BUY
CitiGroup (C-N)
Always had the problem of putting together all there pieces. Can’t short the common stock. Is a prime candidate for a massive re-organization, possibly breaking it up.
insurance
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $3.240
Owned: Unknown

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2009-04-21

HOLD
Ford Motor (F-N)
Entire auto industry is a hold until the end of June. Then we will know what shape the companies are in. Need to reset their relationships with their unions. Ford has family ownership.
Automotive
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $3.800
Owned: No

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2009-04-21

VAGUE
Freddie Mac (FMCC-OTC)
Was a Gov’t agency, had access to treasurer. Maybe some residual value in that company.
Financial Services
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $0.860
Owned: Yes

Must be logged in to use chart

2009-04-21

BUY
General Electric (GE-N)
Likes it. Dropped dramatically and there was an over emphasis in what was going on in this company. Thinks it will do well going forward.
electrical/electronic
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $11.700
Owned: Yes

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2009-04-21

TOP PICK
Kansas City Southern (KSU-N)
As inventories bottom, there will be a sharp increase in transportation. This is the exclusive carrier out of Mexico. A Canadian railroad may want to buy one of the US ones.
Transportation
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $16.070
Owned: Yes

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2009-04-21

TOP PICK
Monsanto Company (MON-N)
Agricultural chemicals and seeds are very well placed in the world economy. Will come back well when the economy recovers. Biggest risk would be trade barriers.
agriculture
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $79.500
Owned: Yes

Must be logged in to use chart

2009-04-21

BUY
A T & T US (T-N)
Transition from landlines to cell phones will be the driving force going forward. Pretty well positioned going forward.
Telecommunications
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $25.280
Owned: Yes

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2009-04-21

TOP PICK
Toyota (TM-N)
Short and long term problems in industry will all work out. Not sure that domestic manufacturers will be able to satisfy the demand. Toyota is pretty well positioned. Risk is that it is too big. One of the others could come in and undercut them.
Automotive
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $76.470
Owned: Yes

Must be logged in to use chart

2009-04-21

DON'T BUY
UnitedHealth Group Inc (UNH-N)
Political environment for health insurers is going to be very clouded. Insurance companies are going to be the whipping boys for the reforms that are going to come. They are going to be tough.
medical services
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $22.800
Owned: No

Must be logged in to use chart

2008-12-09

COMMENT
A Comment -- General Comments From an Expert 
Feels that the market is totally in the hands of the US Congress. Feels that the money will be provided to the big three automakers, but there will be conditions, restrictions and performance goals. They need conditions that will let them compete. Feels government caused the problems that they have today and they have to fix it. In favour of the new administration because it will boost confidence in the economy. But there may be problems down the road for Canadians as some of the accords may not be followed. Protectionism is a real risk. Problem is that the banks are not lending, we need to get the economy going.
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $0.020
Owned: Unknown

Must be logged in to use chart

2008-12-09

COMMENT
A Comment -- General Comments From an Expert 
Pharmaceuticals: The (US) government is not healthcare friendly. There are cost problems keeping it affordable. A lot of pressure in pharmaceuticals.
Alan Kral , CFA, CIC

Vice President, Trevor Stewart Burton & Jacobsen Inc.

Price: $0.020
Owned: Unknown

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