Stock Opinions by Charles Bobrinskoy - Stockchase Experts
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131
Charles Bobrinskoy @

On Stockchase since : Dec 2007

Director of Research at Ariel Mutual Funds

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Charles Bobrinskoy Latest Top Picks...

Stock Opinions by Charles Bobrinskoy - Stockchase Experts

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DON'T BUY
CitiGroup(C-N) 

August 13, 2009

Good news is that they have taken the risk of bankruptcy almost away by doing a big conversion of preferred stocks into common stocks so the balance sheet is in much better shape. However a lot of the easy money has already been made.
insurance
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Good news is that they have taken the risk of bankruptcy almost away by doing a big conversion of preferred stocks into common stocks so the balance sheet is in much better shape. However a lot of the easy money has already been made.
insurance
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0 comments
Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$4.060
Owned Owned
Yes

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WEAK BUY
Walmart Inc(WMT-N) 

August 13, 2009

A stock that everybody goes to when they’re panicked. Defensive stock as people believe there is more shopping here during a recession. In an upswing in the economy, this company tends to lag. Good value, but not a great value.
department stores
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A stock that everybody goes to when they’re panicked. Defensive stock as people believe there is more shopping here during a recession. In an upswing in the economy, this company tends to lag. Good value, but not a great value.
department stores
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Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$51.880
Owned Owned
No

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COMMENT
Bank of America(BAC-N) 

August 13, 2009

There is no longer any danger of it going to zero but it will be very volatile. Have a lot of commercial real estate, leveraged buyout loans and credit cards on the books. Would prefer JP Morgan (JPM-N), which is a better bank with better management.
banks
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There is no longer any danger of it going to zero but it will be very volatile. Have a lot of commercial real estate, leveraged buyout loans and credit cards on the books. Would prefer JP Morgan (JPM-N), which is a better bank with better management.
banks
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Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$17.000
Owned Owned
Unknown

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DON'T BUY
General Electric(GE-N) 

August 13, 2009

A lot of the story is about the finance subsidiary. This is much more of a financial company than most people think. Huge financial arm that made a lot of investments. Loaned money for companies to buy their aircraft parts, utility equipment, railcars, etc. A lot of the easy money’s been made.
electrical/electronic
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A lot of the story is about the finance subsidiary. This is much more of a financial company than most people think. Huge financial arm that made a lot of investments. Loaned money for companies to buy their aircraft parts, utility equipment, railcars, etc. A lot of the easy money’s been made.
electrical/electronic
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0 comments
Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$14.100
Owned Owned
No

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BUY
Medtronic Inc(MDT-N) 

August 13, 2009

Likes med-tech space. Space has historically traded at 20 PE’s and up. Growth is very good. Demographics are very positive. Currently out of favour because of fears of what the government will do to the industry. Trading at one of the lowest multiples in its 20-year history.
biotechnology/pharmaceutical
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Likes med-tech space. Space has historically traded at 20 PE’s and up. Growth is very good. Demographics are very positive. Currently out of favour because of fears of what the government will do to the industry. Trading at one of the lowest multiples in its 20-year history.
biotechnology/pharmaceutical
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Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$36.540
Owned Owned
No

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BUY
ConocoPhillips(COP-N) 

August 13, 2009

Oil has rallied a lot from its lows so some of the money has already been made in this stock. However, oil stocks have not recovered in the way that oil has so at this point they are cheap. He prefers Exxon Mobil (XOM-N). (See Top Picks.)
integrated oils
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Oil has rallied a lot from its lows so some of the money has already been made in this stock. However, oil stocks have not recovered in the way that oil has so at this point they are cheap. He prefers Exxon Mobil (XOM-N). (See Top Picks.)
integrated oils
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Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$44.210
Owned Owned
No

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COMMENT
Alphabet Inc (C)(GOOG-Q) 

August 13, 2009

This one has traded up a lot and is back up to a 20 plus multiple. Made a huge move basically on the idea that media advertising is coming back. Too expensive for him but has some nice momentum now.
Business Services
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This one has traded up a lot and is back up to a 20 plus multiple. Made a huge move basically on the idea that media advertising is coming back. Too expensive for him but has some nice momentum now.
Business Services
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Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$462.280
Owned Owned
No

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PARTIAL BUY
CIT Group Inc.(CIT-N) 

August 13, 2009

Very risky and can still go bankrupt but could double, triple or quadruple from here. If you wanted to put a small portion of your investment in on the bet that the economy is going to be better than it is a reasonable thing to do.
finance/leasing
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Very risky and can still go bankrupt but could double, triple or quadruple from here. If you wanted to put a small portion of your investment in on the bet that the economy is going to be better than it is a reasonable thing to do.
finance/leasing
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Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$1.450
Owned Owned
No

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TOP PICK
Johnson & Johnson(JNJ-N) 

August 13, 2009

Sector most out of favour right now is healthcare. This is one of the most respected companies in the world with a very strong balance sheet. A leader in all its businesses. Wonderful consumer business. Very cheap with a 14 multiple.
biotechnology/pharmaceutical
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Sector most out of favour right now is healthcare. This is one of the most respected companies in the world with a very strong balance sheet. A leader in all its businesses. Wonderful consumer business. Very cheap with a 14 multiple.
biotechnology/pharmaceutical
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0 comments
Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$60.320
Owned Owned
Yes

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TOP PICK
Exxon Mobil(XOM-N) 

August 13, 2009

Oil has rallied from $30 to $70 but this stock has not and is actually down about 10%. Very strong balance sheet. A most favoured partner for people like Brazil and China who want an international oil company to help in explorations.
integrated oils
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Oil has rallied from $30 to $70 but this stock has not and is actually down about 10%. Very strong balance sheet. A most favoured partner for people like Brazil and China who want an international oil company to help in explorations.
integrated oils
0 0 0 0 0
0 comments
Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$68.750
Owned Owned
Yes

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TOP PICK
IMS Health Inc(RX-N) 

August 13, 2009

Relatively small company but the leading dominant provider of data to the pharmaceutical industry. When a drug company wants information about how its drugs are selling, what doctors are prescribing those drugs they go to this company. Great value at about 9X earnings.
other services
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Relatively small company but the leading dominant provider of data to the pharmaceutical industry. When a drug company wants information about how its drugs are selling, what doctors are prescribing those drugs they go to this company. Great value at about 9X earnings.
other services
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Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$13.230
Owned Owned
Yes

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PAST TOP PICK
Carnival Corp.(CCL-N) 

August 13, 2009

(A Top Pick Aug 27/08. Down 14.22%.) Has had a very nice run lately.
Transportation
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(A Top Pick Aug 27/08. Down 14.22%.) Has had a very nice run lately.
Transportation
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Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$30.340
Owned Owned
Yes

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PAST TOP PICK
Omnicom Group(OMC-N) 

August 13, 2009

(A Top Pick Aug 27/08. Down 13.9%.) An OK performer. Advertising market has been softer.
Advertising Agencies
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(A Top Pick Aug 27/08. Down 13.9%.) An OK performer. Advertising market has been softer.
Advertising Agencies
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Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$35.790
Owned Owned
Yes

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PAST TOP PICK
Toyota(TM-N) 

August 13, 2009

(A Top Pick Aug 27/08. Up .14%.) Has outperformed the market.
Automotive
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(A Top Pick Aug 27/08. Up .14%.) Has outperformed the market.
Automotive
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Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$85.890
Owned Owned
Yes

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DON'T BUY
MGM Mirage(MGM-N) 

August 13, 2009

Has run up because people have got much more optimistic about the consumer and consumer discretionary spending. Very leveraged company with a lot of debt. Has run up too far for him.
entertainment services
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Has run up because people have got much more optimistic about the consumer and consumer discretionary spending. Very leveraged company with a lot of debt. Has run up too far for him.
entertainment services
0 0 0 0 0
0 comments
Charles Bobrins

Director o, Ariel Mutual Funds...

Price Price
$8.770
Owned Owned
No

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