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Walter Gerasimowicz
Chairman and CEO at Meditron Asset Management
Member since: Nov '08 · 9 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Walter Gerasimowicz
TOP PICK
Manufacturers nuts, bolts and fasteners. Over the last 5 years earnings have increased on an average of 27% per year. Will benefit from infrastructure coming out of the recession.
misc industrial products
TOP PICK
Diagnostic equipment stents and some new blockbuster drugs. Drug industry and healthcare services might come under some pressure with the new administration, which is the risk they may face.
biotechnology
pharmaceutical
TOP PICK
Largest defence contractor globally. $90 billion order backlog. There will be a huge call for replacement of weaponry, military aircraft, etc. Recently bought back $30 million shares. Earnings are growing and management has recently raised guidance.
Transportation
COMMENT
Broken along with the other auto manufacturers. It is felt that the government will come to some agreement but the manufacturers will have to respond with a specific plan. Chapter 11 would allow them to reorganize in all areas.
Automotive
BUY
Has the capital strength and has been a relatively good performer during this chaos. Would suggest call options and pick up some premium if you sold a call forward. Good security for the long haul.
banks
BUY
Took over Bear Sterns and continues to be among the better capitalized and more stable bank. Would suggest call options and pick up some premium if you sold a call forward.
Financial Services
COMMENT
US$: Has been bullish on the US$ for quite some time and being short other currencies. The dollar has run quite a ways and will ultimately have to back off.
DON'T BUY
Major bulk polymer producers have had their prices falling drastically and as well, deflation is happening in terms of commodity prices. They don't have the pricing power to increase margins. This could result in a lower dividend.
chemicals
COMMENT
Doesn't think they yield is realistic and expects it will fall. Thinks the current price will hold. Dealing with internal organization issues.
banks
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