Stock Opinions by David Abella - Stockchase Experts
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36
David Abella

On Stockchase since : Oct 2008

Portfolio Manager at Rochdale Investment Management

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Stock Opinions by David Abella - Stockchase Experts

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General Electric(GE-N) 

March 18, 2009

Big dividend cut along with a ratings downgrade hit them hard. Their trouble stems out of their financial services unit. Meeting tomorrow with analysts on their real estate holdings and could go a long way in how they are going to survive the credit crisis. If they survived, it is certainly undervalued on what their business would be in a more stable economy, which would be a good 3 to 5 years. Wait and see.
electrical/electronic
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0 comments
Big dividend cut along with a ratings downgrade hit them hard. Their trouble stems out of their financial services unit. Meeting tomorrow with analysts on their real estate holdings and could go a long way in how they are going to survive the credit crisis. If they survived, it is certainly undervalued on what their business would be in a more stable economy, which would be a good 3 to 5 years. Wait and see.
electrical/electronic
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0 comments
David Abella

Portfolio , Rochdale Investment ...

Price Price
$10.320
Owned Owned
Yes

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DON'T BUY
Bank of America(BAC-N) 

March 18, 2009

On a 5-year hold, if the global economy was better, this could turn out to be better also. Probably true, but not for sure because of the possibility that it is so badly damaged they may under perform the market. Would wait to see if things got a little brighter.
banks
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On a 5-year hold, if the global economy was better, this could turn out to be better also. Probably true, but not for sure because of the possibility that it is so badly damaged they may under perform the market. Would wait to see if things got a little brighter.
banks
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David Abella

Portfolio , Rochdale Investment ...

Price Price
$7.670
Owned Owned
No

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DON'T BUY
CitiGroup(C-N) 

March 18, 2009

On a 5-year hold, if the global economy was better, this could turn out to be better also. Probably true, but not for sure because of the possibility that it is so badly damaged they may under perform the market. Would wait to see if things got a little brighter.
insurance
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On a 5-year hold, if the global economy was better, this could turn out to be better also. Probably true, but not for sure because of the possibility that it is so badly damaged they may under perform the market. Would wait to see if things got a little brighter.
insurance
0 0 0 0 0
0 comments
David Abella

Portfolio , Rochdale Investment ...

Price Price
$3.080
Owned Owned
No

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DON'T BUY
Freddie Mac(FMCC-OTC) 

March 18, 2009

He prefers much steadier companies. This is effectively nationalized so it is no longer run in the best interest of the shareholders. With government not aggressively foreclosing and rewriting mortgages, it will be less profitable and could be permanently impaired.
Financial Services
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He prefers much steadier companies. This is effectively nationalized so it is no longer run in the best interest of the shareholders. With government not aggressively foreclosing and rewriting mortgages, it will be less profitable and could be permanently impaired.
Financial Services
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0 comments
David Abella

Portfolio , Rochdale Investment ...

Price Price
$0.820
Owned Owned
No

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BUY on WEAKNESS
Visa Inc.(V-N) 

March 18, 2009

Solid name. There is definitely a driver that more and more people are using. Has been held back because of lower retail sales. Long-term steady story and a way to play the transactional volume without worrying about any particular retailer or taking credit risks.
other services
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Solid name. There is definitely a driver that more and more people are using. Has been held back because of lower retail sales. Long-term steady story and a way to play the transactional volume without worrying about any particular retailer or taking credit risks.
other services
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0 comments
David Abella

Portfolio , Rochdale Investment ...

Price Price
$56.310
Owned Owned
No

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DON'T BUY
Pfizer Inc(PFE-N) 

March 18, 2009

A former glory growth stock. A lot of healthcare products and there is the issue of aging in America but that is offset by many of their expensive premier drugs going generic. Just cut their dividends. Would prefer other pharmaceutical stocks.
biotechnology/pharmaceutical
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A former glory growth stock. A lot of healthcare products and there is the issue of aging in America but that is offset by many of their expensive premier drugs going generic. Just cut their dividends. Would prefer other pharmaceutical stocks.
biotechnology/pharmaceutical
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David Abella

Portfolio , Rochdale Investment ...

Price Price
$14.250
Owned Owned
No

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BUY
Johnson & Johnson(JNJ-N) 

March 18, 2009

Have a very strong consumer product business and thinks they could weather pharmacy pipeline issues. 11 PE.
biotechnology/pharmaceutical
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0 comments
Have a very strong consumer product business and thinks they could weather pharmacy pipeline issues. 11 PE.
biotechnology/pharmaceutical
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David Abella

Portfolio , Rochdale Investment ...

Price Price
$50.660
Owned Owned
Yes

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PAST TOP PICK
McDonalds(MCD-N) 

March 18, 2009

(A Top Pick Oct 22/08. Up 3.5%.)
food services
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(A Top Pick Oct 22/08. Up 3.5%.)
food services
0 0 0 0 0
0 comments
David Abella

Portfolio , Rochdale Investment ...

Price Price
$55.420
Owned Owned
Yes

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PAST TOP PICK
Walmart Inc(WMT-N) 

March 18, 2009

(A Top Pick Oct 22/08. Down 1.6%.)
department stores
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0 comments
(A Top Pick Oct 22/08. Down 1.6%.)
department stores
0 0 0 0 0
0 comments
David Abella

Portfolio , Rochdale Investment ...

Price Price
$50.440
Owned Owned
Yes

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PAST TOP PICK
Amerigas Partners(APU-N) 

March 18, 2009

(A Top Pick Oct 22/08. Up 1.8%.)
integrated oils
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0 comments
(A Top Pick Oct 22/08. Up 1.8%.)
integrated oils
0 0 0 0 0
0 comments
David Abella

Portfolio , Rochdale Investment ...

Price Price
$28.690
Owned Owned
Yes

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TOP PICK
Exxon Mobil(XOM-N) 

March 18, 2009

Very defensive. Doesn't particularly like energy right now but if you are going to be in energy this is the way to go. Outstanding balance sheet. AAA rating. 3.2% dividend.
integrated oils
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0 comments
Very defensive. Doesn't particularly like energy right now but if you are going to be in energy this is the way to go. Outstanding balance sheet. AAA rating. 3.2% dividend.
integrated oils
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0 comments
David Abella

Portfolio , Rochdale Investment ...

Price Price
$69.170
Owned Owned
Yes

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TOP PICK
A T & T US(T-N) 

March 18, 2009

6.38% dividend. Stock has been really beaten up and is down 40%. Blue-chip stock (fair amount of debt) on a distressed sale. Some people are cancelling landlines or not getting as much cell phone or add-ons as they used to but it is still a major company.
Telecommunications
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0 comments
6.38% dividend. Stock has been really beaten up and is down 40%. Blue-chip stock (fair amount of debt) on a distressed sale. Some people are cancelling landlines or not getting as much cell phone or add-ons as they used to but it is still a major company.
Telecommunications
0 0 0 0 0
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David Abella

Portfolio , Rochdale Investment ...

Price Price
$20.350
Owned Owned
Yes

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TOP PICK
Hershy Foods Corp(HSY-N) 

March 18, 2009

Stock has been beaten up and company has been mismanaged with a horrible chart. But it has food defensive characteristics with not a lot of private label company competition. Expectations are low for unit volumes so all they have to do is beat a little bit.
food processing
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0 comments
Stock has been beaten up and company has been mismanaged with a horrible chart. But it has food defensive characteristics with not a lot of private label company competition. Expectations are low for unit volumes so all they have to do is beat a little bit.
food processing
0 0 0 0 0
0 comments
David Abella

Portfolio , Rochdale Investment ...

Price Price
$35.200
Owned Owned
Yes

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COMMENT
Thinks the dividend is safe. Has growth in the international cigarette market without the same litigation issues as the US.
tobacco
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0 comments
Thinks the dividend is safe. Has growth in the international cigarette market without the same litigation issues as the US.
tobacco
0 0 0 0 0
0 comments
David Abella

Portfolio , Rochdale Investment ...

Price Price
$38.280
Owned Owned
Unknown

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HOLD
General Electric(GE-N) 

January 21, 2009

A lot of great assets as well as some distressed assets. Great assets are somewhat recession prone but if economy improves they should do better. However GE capital side may have further problems. Risky stock at this point. Yield of 9.25%.
electrical/electronic
0 0 0 0 0
0 comments
A lot of great assets as well as some distressed assets. Great assets are somewhat recession prone but if economy improves they should do better. However GE capital side may have further problems. Risky stock at this point. Yield of 9.25%.
electrical/electronic
0 0 0 0 0
0 comments
David Abella

Portfolio , Rochdale Investment ...

Price Price
$13.030
Owned Owned
Yes

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