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Stock Opinions by Michael Yoshikami

COMMENT
BNN Show was cancelled due to technical difficulties. Sorry Bill
Unknown
SELL
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
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
BUY
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
BUY
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
COMMENT
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
BUY
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
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
COMMENT
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
BUY
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
BUY
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
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
TOP PICK
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
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
COMMENT
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
Showing 1 to 15 of 36 entries