Stock Opinions by Michael Yoshikami - Stockchase Experts
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Michael Yoshikami

On Stockchase since : Mar 2009

President & Chief Investment Strategist at YCMNET Advisors

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Stock Opinions by Michael Yoshikami - Stockchase Experts

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COMMENT
General Market Comment 

August 14, 2009

BNN Show was cancelled due to technical difficulties. Sorry Bill
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BNN Show was cancelled due to technical difficulties. Sorry Bill
Unknown
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Michael Yoshika

President , YCMNET Advisors...

Price Price
$0.020
Owned Owned
Unknown

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SELL
Baidu.com(BIDU-Q) 

June 5, 2009

Has had an amazing run. There is definite concern that the Chinese market has overheated a bit and share prices have got ahead of the fundamentals. He would take profits.
other services
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Has had an amazing run. There is definite concern that the Chinese market has overheated a bit and share prices have got ahead of the fundamentals. He would take profits.
other services
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Michael Yoshika

President , YCMNET Advisors...

Price Price
$304.070
Owned Owned
No

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COMMENT
In a great position because of its search business. The new phone will not be a big money maker for them for some time.
Business Services
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In a great position because of its search business. The new phone will not be a big money maker for them for some time.
Business Services
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Michael Yoshika

President , YCMNET Advisors...

Price Price
$444.320
Owned Owned
No

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BUY
Walmart Inc(WMT-N) 

June 5, 2009

A little bit of an uncertain picture right now because they've stopped giving out their same store sales numbers. Well positioned because people will be shopping in places that are more economical. Probably best of breed from a retail standpoint. Have authorized a $15 billion share buyback.
department stores
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A little bit of an uncertain picture right now because they've stopped giving out their same store sales numbers. Well positioned because people will be shopping in places that are more economical. Probably best of breed from a retail standpoint. Have authorized a $15 billion share buyback.
department stores
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Michael Yoshika

President , YCMNET Advisors...

Price Price
$51.070
Owned Owned
Yes

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BUY
Microsoft(MSFT-Q) 

June 5, 2009

Has been languishing for quite some time. Have 2 things that are possibly trigger points for the stock to move forward. 1) Their Xbox franchise is getting to a point where it is just about to break even. 2) There is a new operating system coming out in October (Windows 7) that will replace the Vista. It has gotten very positive reviews.
computer software/processing
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Has been languishing for quite some time. Have 2 things that are possibly trigger points for the stock to move forward. 1) Their Xbox franchise is getting to a point where it is just about to break even. 2) There is a new operating system coming out in October (Windows 7) that will replace the Vista. It has gotten very positive reviews.
computer software/processing
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Michael Yoshika

President , YCMNET Advisors...

Price Price
$22.140
Owned Owned
Yes

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COMMENT
Visa Inc.(V-N) 

June 5, 2009

Between Visa (V-N) and MasterCard (MA-N), MasterCard is the cheaper of the stocks from a valuation standpoint. Both of these companies are in the right spot. There will be a huge increase in the use of debit cards and both companies have a huge position in this area.
other services
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Between Visa (V-N) and MasterCard (MA-N), MasterCard is the cheaper of the stocks from a valuation standpoint. Both of these companies are in the right spot. There will be a huge increase in the use of debit cards and both companies have a huge position in this area.
other services
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0 comments
Michael Yoshika

President , YCMNET Advisors...

Price Price
$69.280
Owned Owned
No

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BUY
Mastercard Inc.(MA-N) 

June 5, 2009

Between Visa (V-N) and MasterCard (MA-N), MasterCard is the cheaper of the stocks from a valuation standpoint. Both of these companies are in the right spot. There will be a huge increase in the use of debit cards and both companies have a huge position in this area.
other services
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0 comments
Between Visa (V-N) and MasterCard (MA-N), MasterCard is the cheaper of the stocks from a valuation standpoint. Both of these companies are in the right spot. There will be a huge increase in the use of debit cards and both companies have a huge position in this area.
other services
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0 comments
Michael Yoshika

President , YCMNET Advisors...

Price Price
$167.680
Owned Owned
Yes

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BUY
Very well positioned. A defensive name so has held up very well. Consistent in their earnings streams so you don't have to be concerned about dividends. Starting to expand into growing areas i.e. medical devices as well as having a fairly large international expansion plan.
biotechnology/pharmaceutical
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Very well positioned. A defensive name so has held up very well. Consistent in their earnings streams so you don't have to be concerned about dividends. Starting to expand into growing areas i.e. medical devices as well as having a fairly large international expansion plan.
biotechnology/pharmaceutical
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Michael Yoshika

President , YCMNET Advisors...

Price Price
$55.930
Owned Owned
Yes

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COMMENT
General Market Comment 

June 5, 2009

Market: Doesn’t think it is a bear market rally but there could very well be a correction of between 5% and 15%. Fairly unlikely that we are going to retest lows.
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Market: Doesn’t think it is a bear market rally but there could very well be a correction of between 5% and 15%. Fairly unlikely that we are going to retest lows.
Unknown
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Michael Yoshika

President , YCMNET Advisors...

Price Price
$0.020
Owned Owned
Unknown

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BUY
India Fund Inc.(IFN-N) 

June 5, 2009

Thinks that India in general is a Buy. Recent election was significant as it was a game changer for the Indian economy. Government is business friendly.
investment companies/funds
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Thinks that India in general is a Buy. Recent election was significant as it was a game changer for the Indian economy. Government is business friendly.
investment companies/funds
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Michael Yoshika

President , YCMNET Advisors...

Price Price
$31.530
Owned Owned
No

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BUY
General Electric(GE-N) 

June 5, 2009

They were really dependent on the GE Financial Services, which is what drove the stock down. At this price, he likes it. When there is a recovery in media they will be participating in it. They are also very big in infrastructure and alternative energy.
electrical/electronic
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They were really dependent on the GE Financial Services, which is what drove the stock down. At this price, he likes it. When there is a recovery in media they will be participating in it. They are also very big in infrastructure and alternative energy.
electrical/electronic
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Michael Yoshika

President , YCMNET Advisors...

Price Price
$13.540
Owned Owned
Yes

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TOP PICK
“For-profit” adult education. Can include night school and online courses. Their most well known brand is University of Phoenix. Unemployment in the US will probably be an average of between 6% and 7.5% and many of those will go back to school. Have just rolled out a major initiative for a 2-year degree rather than 4-years.
other services
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“For-profit” adult education. Can include night school and online courses. Their most well known brand is University of Phoenix. Unemployment in the US will probably be an average of between 6% and 7.5% and many of those will go back to school. Have just rolled out a major initiative for a 2-year degree rather than 4-years.
other services
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0 comments
Michael Yoshika

President , YCMNET Advisors...

Price Price
$62.980
Owned Owned
Yes

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TOP PICK
Walt Disney(DIS-N) 

June 5, 2009

Consumer's product so is a bet on reflation (stimulation of economy by increasing money supply) trade as well as international trade. Has a great international presence. Also derive a tremendous amount of the revenue from advertising. On the rebound in ads, they will participate.
entertainment services
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Consumer's product so is a bet on reflation (stimulation of economy by increasing money supply) trade as well as international trade. Has a great international presence. Also derive a tremendous amount of the revenue from advertising. On the rebound in ads, they will participate.
entertainment services
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Michael Yoshika

President , YCMNET Advisors...

Price Price
$24.950
Owned Owned
Yes

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TOP PICK
Trade down by the consumers and they will be more efficient on how they spend money. Expect they will capture market share from the consumer with the tighter wallet.
department stores
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Trade down by the consumers and they will be more efficient on how they spend money. Expect they will capture market share from the consumer with the tighter wallet.
department stores
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Michael Yoshika

President , YCMNET Advisors...

Price Price
$47.640
Owned Owned
Yes

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COMMENT
General Market Comment 

April 24, 2009

Bank stress test is just as much a public relations campaign as a real test. Following tests, there might be a run on the worst of them.
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Bank stress test is just as much a public relations campaign as a real test. Following tests, there might be a run on the worst of them.
Unknown
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0 comments
Michael Yoshika

President , YCMNET Advisors...

Price Price
$0.020
Owned Owned
Unknown

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