Stock Opinions by Matt Barasch - Stockchase Experts
WATCH LIST
42
Matt Barasch

On Stockchase since : Aug 2003

US Portfolio Advisor at RBC Asset Management

Reveal Expert Performance

Matt Barasch hasn’t left any messages.


Matt Barasch Latest Top Picks...

Stock Opinions by Matt Barasch - Stockchase Experts

Signal Opinion Expert Chart
VAGUE
Nortel(NT-T) 

February 19, 2004

With the improvements that had taken place, there will have been a $5/6 stock-price taken out of the equation. Risk level has dropped even though the price is up.
Telecommunications
0 0 0 0 0
0 comments
With the improvements that had taken place, there will have been a $5/6 stock-price taken out of the equation. Risk level has dropped even though the price is up.
Telecommunications
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$10.270
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Raytheon(RTN-N) 

February 19, 2004

Has substantially lagged other defense stocks. An interesting turnaround story but short-term, doesn't expect great things. Nice dividend yield.
electrical/electronic
0 0 0 0 0
0 comments
Has substantially lagged other defense stocks. An interesting turnaround story but short-term, doesn't expect great things. Nice dividend yield.
electrical/electronic
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$32.060
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

WAIT
First Data Corp(FDC-N) 

February 19, 2004

One of the few tech stocks that continues to trade at a reasonable multiple. They are in the process of acquiring Concorde EFS and will have to divest some operations sold in the near term, there will be some hiccups.
computer software/processing
0 0 0 0 0
0 comments
One of the few tech stocks that continues to trade at a reasonable multiple. They are in the process of acquiring Concorde EFS and will have to divest some operations sold in the near term, there will be some hiccups.
computer software/processing
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$40.020
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

HOLD
Bristol Myers Squibb(BMY-N) 

February 19, 2004

Valuation is getting a little high. Their pipeline is still a "show me" story.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Valuation is getting a little high. Their pipeline is still a "show me" story.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$28.520
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

WEAK BUY
Fresh Del Monte Produce(FDP-N) 

February 19, 2004

Has been a lot of questions regarding the earnings quality. OK for a long-term value play. Would prefer others.
agriculture
0 0 0 0 0
0 comments
Has been a lot of questions regarding the earnings quality. OK for a long-term value play. Would prefer others.
agriculture
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$25.180
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

HOLD
Hershy Foods Corp(HSY-N) 

February 19, 2004

A quality company, but expensive. Pays a reasonable dividend. As safe investment.
food processing
0 0 0 0 0
0 comments
A quality company, but expensive. Pays a reasonable dividend. As safe investment.
food processing
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$80.160
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS
Walmart Inc(WMT-N) 

February 19, 2004

Getting a little expensive. Would prefer to buy under $50.
department stores
0 0 0 0 0
0 comments
Getting a little expensive. Would prefer to buy under $50.
department stores
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$58.380
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
EMC Corp(EMC-N) 

February 19, 2004

Not cheap. Would like to see something fundamentally before getting interested at these levels.
computer software/processing
0 0 0 0 0
0 comments
Not cheap. Would like to see something fundamentally before getting interested at these levels.
computer software/processing
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$14.270
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Ford Motor(F-N) 

February 19, 2004

Not a fan of North American auto manufacturers. A lot of pension concerns.
Automotive
0 0 0 0 0
0 comments
Not a fan of North American auto manufacturers. A lot of pension concerns.
Automotive
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$14.450
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Valeant Pharmaceuticals(VRX-T) 

February 19, 2004

Trades at a very low multiple because of problems over the last few years. Volatile.
Consumer Products
0 0 0 0 0
0 comments
Trades at a very low multiple because of problems over the last few years. Volatile.
Consumer Products
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$26.100
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
Wells Fargo(WFC-N) 

February 19, 2004

(A top pick Aug 22/03. Up 16%.) Sold their holdings, but still on their radar screen. If you own, hold.
investment companies/funds
0 0 0 0 0
0 comments
(A top pick Aug 22/03. Up 16%.) Sold their holdings, but still on their radar screen. If you own, hold.
investment companies/funds
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$57.570
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
General Electric(GE-N) 

February 19, 2004

(A top pick Aug 22/03. Up 9.5%.) Still likes at this price. Investors will start looking at this in the last half of 2004 because the company will start reaping the benefits in 2005. Good dividend.
electrical/electronic
0 0 0 0 0
0 comments
(A top pick Aug 22/03. Up 9.5%.) Still likes at this price. Investors will start looking at this in the last half of 2004 because the company will start reaping the benefits in 2005. Good dividend.
electrical/electronic
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$32.600
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
Wendy's(WEN-Q) 

February 19, 2004

(A top pick Aug 22/03. Up 22.5%.) Still likes. Have some good, new products. Would consider again at $35.
food services
0 0 0 0 0
0 comments
(A top pick Aug 22/03. Up 22.5%.) Still likes. Have some good, new products. Would consider again at $35.
food services
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$38.770
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Delta Air Lines Inc(DAL-N) 

February 19, 2004

Generally are cautious on airlines. They have a tremendous amount of debt and very little equity value.
Transportation
0 0 0 0 0
0 comments
Generally are cautious on airlines. They have a tremendous amount of debt and very little equity value.
Transportation
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$9.600
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Fannie Mae(FNMA-OTC) 

February 19, 2004

Prefers Freddie Mac as their accounting issues are behind him. Doesn't know what is in store for Fannie Mae.
Financial Services
0 0 0 0 0
0 comments
Prefers Freddie Mac as their accounting issues are behind him. Doesn't know what is in store for Fannie Mae.
Financial Services
0 0 0 0 0
0 comments
Matt Barasch

US Portfol, RBC Asset Management...

Price Price
$79.880
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 42 entries
Successfully Saved Company
Successfully Saved Company
4+
JOIN THE DISCUSSION
4 comments in the last 7 days