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Stock Opinions by David Garrity

HOLD
Did a wonderful job over the years in serving the middle market in terms of financing. Good management team. Over the long run, this will actually work out to be a very good investment. Feels they can sustain their dividend of about 12%.
finance / leasing
TOP PICK
Dominant position in global cell phone market. It will be the company that is going to help fulfill the demand that is being created for the higher end product. Selling at about 11X earnings.
Telecommunications
TOP PICK
Provides the infrastructure that powers the Internet. With concerns about inflation/high energy prices people will want to find the fastest way and least expensive to communicate and do business.
electrical / electronic
TOP PICK
World's largest freestanding uranium play. The alternative energy that has been most proven out is nuclear.
integrated mines
DON'T BUY
Any time a company of this size says they need to spend $45 billion to remake their business model, it raises questions as to how robust is their business. Their Vista product has not been very successful.
computer software / processing
BUY
Where gasoline prices are going ever higher, this company has found the delivery mechanism to give people an increasingly ever wider range of products.
specialty stores
DON'T BUY
Possible that this could become attractive to an acquirer. Would be more comfortable buying this after it had moved up 10%, which would indicate they were off their lows. Dividends are very much at risk in many of the names in this sector.
banks
DON'T BUY
Earnings growth over the last 12 weeks has been cut in half. There have been a number of questions raised around their balance sheet, particularly with their exposure to Countrywide. Not sure the dividend is safe.
banks
COMMENT
The news that came out on their raising capital is quite compelling as to how attractive investors have found this company. Still have derivative exposures. Looking at where they are geographically in very significant growth markets such as China, he might start looking at this.
insurance
SELL
Product portfolio continues to undergo greater competition from generics. New products are declining. Still haven't turned the corner. Generics such as Teva Pharmaceutical (TEVA-Q) would be more attractive.
biotechnology / pharmaceutical
DON'T BUY
Seems to have gotten ahead of itself. Would like to have this one season at little bit longer after its IPO.
other services
DON'T BUY
Company had thought they were through the problems with subprimes, etc. but the business environment is more difficult. It will be going through its own restructuring so the outlook for 2008 remains problematic. 6.68% yield is somewhat suspect.
banks
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