Stock Opinions by David Garrity - Stockchase Experts
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David Garrity @

On Stockchase since : Jun 2008

Director of Research at Dinosaur Securities

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David Garrity Latest Top Picks...

Stock Opinions by David Garrity - Stockchase Experts

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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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$31.510
Owned Owned
Yes

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TOP PICK
Nokia(NOK-N) 

June 2, 2008

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$27.900
Owned Owned
Yes

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TOP PICK
Cisco(CSCO-Q) 

June 2, 2008

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$26.350
Owned Owned
Yes

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TOP PICK
World's largest freestanding uranium play. The alternative energy that has been most proven out is nuclear.
integrated mines
0 0 0 0 0
0 comments
World's largest freestanding uranium play. The alternative energy that has been most proven out is nuclear.
integrated mines
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$41.160
Owned Owned
Yes

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DON'T BUY
Microsoft(MSFT-Q) 

June 2, 2008

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$27.800
Owned Owned
No

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BUY
Amazon.com(AMZN-Q) 

June 2, 2008

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$80.230
Owned Owned
No

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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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$17.990
Owned Owned
No

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DON'T BUY
Bank of America(BAC-N) 

June 2, 2008

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$33.580
Owned Owned
No

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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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$35.870
Owned Owned
No

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SELL
Pfizer Inc(PFE-N) 

June 2, 2008

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$19.180
Owned Owned
No

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DON'T BUY
Visa Inc.(V-N) 

June 2, 2008

Seems to have gotten ahead of itself. Would like to have this one season at little bit longer after its IPO.
other services
0 0 0 0 0
0 comments
Seems to have gotten ahead of itself. Would like to have this one season at little bit longer after its IPO.
other services
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$86.070
Owned Owned
No

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DON'T BUY
Deutsche Bank AG(DB-N) 

June 2, 2008

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
David Garrity

Director o, Dinosaur Securities...

Price Price
$104.500
Owned Owned
No

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