Latest Top Picks

Stock Opinions by Brian Milner

DON'T BUY
IBM Common Stock
Not a fan at these prices and at this point in the market. Hoped-for stronger indication of improved sales going forward. Feels there's better ways to play the tech market.
electrical / electronic
BUY
Apple Inc
Doing quite well with the i-pod.
electrical / electronic
WEAK BUY
Sun Microsystems
If you're looking for something cheap and dangerous, this is a stock.
electrical / electronic
WEAK BUY
Canadian Oil Sands
The oil stands is a terrific development. Feels they have the cost problems under control now. Not sure of the growth potential for the Syncrude project.
oil / gas
TOP PICK
Harley Davidson
Not price or recession sensitive. A global brand.
household goods
TOP PICK
North Fork Bankcorp
Likes their expansion into Manhattan. Does well on the retail and small business customers. A potential takeover.
banks
TOP PICK
PetroChina
PE is under 10. Yield is about 7.5%. Good price. Has reasonable corporate governance.
integrated oils
TOP PICK
Incredibly well run company.
insurance
BUY
Forest Laboratories
Buy, stick away and don't look at it for quite awhile. Costs are low on R & D because they tend to buy compounds that have already been researched. Not cheap.
biotechnology / pharmaceutical
BUY
First Data Corp
They are into the debit system business which will steal a lot of business from Master Card and Visa.
computer software / processing
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