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Stock Opinions by Brett Hryb

BUY
Almost a proxy for the US industrial base. Very diverse and across very many product platforms. Dividend is poised for an increase. Good price. Their financial division is on a slow recovery mode.
electrical / electronic
BUY
Generally likes travel companies because of consumers starting to come back. Biggest concern he can see is a slowdown in Europe travel.
merchandising / lodging
BUY
New product coming out in September. Also announced a tablet for January. With product cycle behind them, they have definite advantages with a change in the tiering system for mobile broadband in US from AT&T, which would favour this company over an iPhone. Only trading around 11 times.
electrical / electronic
PARTIAL BUY
Pure play in expansion of broadband. Strategy has become more aggressive attacking the data centre and getting into areas that they traditionally didn't get into such as blade servers. Relatively cheap and growth looks fantastic. Start establishing a position now.
electrical / electronic
DON'T BUY
A really challenging stock. Cash flow generation and earnings ex the Gulf is great and is more than enough right now is more than enough to cover expected expenses of the spill. However, headline risks continue to accelerate. Would be extremely cautious.
integrated oils
TOP PICK
Tied in to basically all cell phone manufacturers globally. Wide breadth of products. Provide chips that enable a lot of cell phone functions and features. With the news coming out from Rim (RIM-T) and Apple (AAPL-Q), demand for the product has increased.
electrical / electronic
TOP PICK
Management skill avoided a lot of the issues, especially with the subprime. All US financials are getting hit with headline risks because of financial regulation discussions.
Financial Services
TOP PICK
Relatively stable store growth in North America but the big growth is Europe, Asia, China and India. Launching a new product, single serve coffee, for the home, which has great potential.
food services
PAST TOP PICK
(A Top Pick May 13/09. Up 28.38%.) Very solid company and good dividend growth.
electrical / electronic
PAST TOP PICK
(A Top Pick May 13/09. Up 63.4%.)
clothing stores
PAST TOP PICK
(A Top Pick May 13/09. Up 38.39%.)
food services
COMMENT
Gaming stocks, as well as electronic arts, have been challenged recently. Has a new product, Star Craft II coming out and it looks like demand will be pretty strong for it. Because it is subscription based, it has an ongoing recurring revenue stream. If you own, take profits when the Christmas numbers start coming out.
computer software / processing
BUY
Benefited when consumer was concerned about the future. As consumers started to get more confidence, they began moving to branded names. Good core position though.
department stores
BUY
Longer term, the Cadbury acquisition makes sense. Food industry is relatively stable at this point. Commodity prices have dropped, which has helped their margins. 3.9% dividend.
food processing
BUY
Security in general is a good place to be. Has had its challenges but going forward you could own the stock.
computer software / processing
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