Stock Opinions by Walter Gerasimowicz - Stockchase Experts
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Walter Gerasimowicz

On Stockchase since : Nov 2008

Chairman and CEO at Meditron Asset Management

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Walter Gerasimowicz Latest Top Picks...

Stock Opinions by Walter Gerasimowicz - Stockchase Experts

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TOP PICK
Fastenal Company(FAST-Q) 

November 21, 2008

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
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0 comments
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
0 0 0 0 0
0 comments
Walter Gerasimo

Chairman a, Meditron Asset Manag...

Price Price
$35.590
Owned Owned
Yes

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TOP PICK
Abbott Labs(ABT-N) 

November 21, 2008

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Walter Gerasimo

Chairman a, Meditron Asset Manag...

Price Price
$51.520
Owned Owned
Yes

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TOP PICK
Lockheed Martin(LMT-N) 

November 21, 2008

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
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0 comments
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
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0 comments
Walter Gerasimo

Chairman a, Meditron Asset Manag...

Price Price
$72.680
Owned Owned
Yes

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COMMENT
Ford Motor(F-N) 

November 21, 2008

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
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0 comments
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
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0 comments
Walter Gerasimo

Chairman a, Meditron Asset Manag...

Price Price
$1.430
Owned Owned
No

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BUY
Wells Fargo(WFC-N) 

November 21, 2008

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.
investment companies/funds
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0 comments
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.
investment companies/funds
0 0 0 0 0
0 comments
Walter Gerasimo

Chairman a, Meditron Asset Manag...

Price Price
$21.760
Owned Owned
No

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BUY
JP Morgan Chase & Co(JPM-N) 

November 21, 2008

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Walter Gerasimo

Chairman a, Meditron Asset Manag...

Price Price
$22.720
Owned Owned
Yes

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COMMENT
General Market Comment 

November 21, 2008

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.
0 0 0 0 0
0 comments
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.
Unknown
0 0 0 0 0
0 comments
Walter Gerasimo

Chairman a, Meditron Asset Manag...

Price Price
$0.020
Owned Owned
Unknown

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DON'T BUY
DuPont(DD-N) 

November 21, 2008

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
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0 comments
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
0 0 0 0 0
0 comments
Walter Gerasimo

Chairman a, Meditron Asset Manag...

Price Price
$23.030
Owned Owned
No

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COMMENT
Bank of America(BAC-N) 

November 21, 2008

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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0 comments
Doesn't think they yield is realistic and expects it will fall. Thinks the current price will hold. Dealing with internal organization issues.
banks
0 0 0 0 0
0 comments
Walter Gerasimo

Chairman a, Meditron Asset Manag...

Price Price
$11.470
Owned Owned
Unknown

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