Matt Barasch
Member since: Aug '03
US Portfolio Advisor at
RBC Asset Management
RBC Asset Management
42 Opinions
Latest Top Picks
(A top pick Aug 22/03. Up 16%.) Sold their holdings, but still on their radar screen. If you own, hold.
(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.
(A top pick Aug 22/03. Up 22.5%.) Still likes. Have some good, new products. Would consider again at $35.
Longer-term, thinks there is a great amount of potential in this name. Trades by low some of its peers. And improving balance sheet.
Has been a laggard. Love the assets. Media stocks should do well with the election and Olympics this year. Good price.
Signal
Opinion
Expert
Chart
VAGUE
VAGUE
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.
Show full opinionHide full opinion
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
DON'T BUY
DON'T BUY
February 19, 2004
Has substantially lagged other defense stocks. An interesting turnaround story but short-term, doesn't expect great things. Nice dividend yield.
Show full opinionHide full opinionHas substantially lagged other defense stocks. An interesting turnaround story but short-term, doesn't expect great things. Nice dividend yield.
Defense
WAIT
WAIT
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.
Show full opinionHide full opinionOne 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
HOLD
HOLD
February 19, 2004
Valuation is getting a little high. Their pipeline is still a "show me" story.
Show full opinionHide full opinionValuation is getting a little high. Their pipeline is still a "show me" story.
biotechnology/pharmaceutical
WEAK BUY
WEAK BUY
February 19, 2004
Has been a lot of questions regarding the earnings quality. OK for a long-term value play. Would prefer others.
Show full opinionHide full opinionHas been a lot of questions regarding the earnings quality. OK for a long-term value play. Would prefer others.
agriculture
HOLD
HOLD
February 19, 2004
A quality company, but expensive. Pays a reasonable dividend. As safe investment.
Show full opinionHide full opinionA quality company, but expensive. Pays a reasonable dividend. As safe investment.
food processing
BUY WEAKNESS
BUY WEAKNESS
February 19, 2004
Getting a little expensive. Would prefer to buy under $50.
Show full opinionHide full opinionGetting a little expensive. Would prefer to buy under $50.
department stores
DON'T BUY
DON'T BUY
February 19, 2004
Not cheap. Would like to see something fundamentally before getting interested at these levels.
Show full opinionHide full opinionNot cheap. Would like to see something fundamentally before getting interested at these levels.
computer software/processing
DON'T BUY
DON'T BUY
February 19, 2004
Not a fan of North American auto manufacturers. A lot of pension concerns.
Show full opinionHide full opinionNot a fan of North American auto manufacturers. A lot of pension concerns.
Automotive
DON'T BUY
DON'T BUY
February 19, 2004
Trades at a very low multiple because of problems over the last few years. Volatile.
Show full opinionHide full opinionTrades at a very low multiple because of problems over the last few years. Volatile.
Consumer Products
PAST TOP PICK
PAST TOP PICK
February 19, 2004
(A top pick Aug 22/03. Up 16%.) Sold their holdings, but still on their radar screen. If you own, hold.
Show full opinionHide full opinion(A top pick Aug 22/03. Up 16%.) Sold their holdings, but still on their radar screen. If you own, hold.
banks
PAST TOP PICK
PAST TOP PICK
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.
Show full opinionHide full opinion(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
PAST TOP PICK
PAST TOP PICK
February 19, 2004
(A top pick Aug 22/03. Up 22.5%.) Still likes. Have some good, new products. Would consider again at $35.
Show full opinionHide full opinion(A top pick Aug 22/03. Up 22.5%.) Still likes. Have some good, new products. Would consider again at $35.
food services
DON'T BUY
DON'T BUY
February 19, 2004
Generally are cautious on airlines. They have a tremendous amount of debt and very little equity value.
Show full opinionHide full opinionGenerally are cautious on airlines. They have a tremendous amount of debt and very little equity value.
Transportation
DON'T BUY
DON'T BUY
February 19, 2004
Prefers Freddie Mac as their accounting issues are behind him. Doesn't know what is in store for Fannie Mae.
Show full opinionHide full opinionPrefers Freddie Mac as their accounting issues are behind him. Doesn't know what is in store for Fannie Mae.
Financial Services
DON'T BUY
DON'T BUY
February 19, 2004
Its drug coated stent is driving the price up, but other competitors are lurking on the horizon. Not cheap.
Show full opinionHide full opinionIts drug coated stent is driving the price up, but other competitors are lurking on the horizon. Not cheap.
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
February 19, 2004
Hasn't performed very well for the last few years. Doesn't expect a whole lot of life. A sleepy stock. A lot of competition.
Show full opinionHide full opinionHasn't performed very well for the last few years. Doesn't expect a whole lot of life. A sleepy stock. A lot of competition.
household goods
DON'T BUY
DON'T BUY
February 19, 2004
Priced quite high at this point. A great innovator. Expects their successful international growth story will continue.
Show full opinionHide full opinionPriced quite high at this point. A great innovator. Expects their successful international growth story will continue.
food services
DON'T BUY
DON'T BUY
February 19, 2004
Have a very good pipeline. Faces significant generic exposure for the next few years because of patent exposure. On his focus list and will probably stay there for some time.
Show full opinionHide full opinionHave a very good pipeline. Faces significant generic exposure for the next few years because of patent exposure. On his focus list and will probably stay there for some time.
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
February 19, 2004
A consumer driven stock. Getting a little expensive. May be a little bit of money left to make, but be cautious.
Show full opinionHide full opinionA consumer driven stock. Getting a little expensive. May be a little bit of money left to make, but be cautious.
specialty stores
TOP PICK
TOP PICK
February 19, 2004
Longer-term, thinks there is a great amount of potential in this name. Trades by low some of its peers. And improving balance sheet.
Show full opinionHide full opinionLonger-term, thinks there is a great amount of potential in this name. Trades by low some of its peers. And improving balance sheet.
misc industrial products
TOP PICK
TOP PICK
February 19, 2004
Has been a laggard. Love the assets. Media stocks should do well with the election and Olympics this year. Good price.
Show full opinionHide full opinionHas been a laggard. Love the assets. Media stocks should do well with the election and Olympics this year. Good price.
entertainment services
BUY
BUY
August 22, 2003
Doesn't have the potential high growth of some other tech names.For a long-term perspective can grow the top line 8/9% and can still generate bottom-line growth in the mid teens range. Incredible balance sheet.
Show full opinionHide full opinionDoesn't have the potential high growth of some other tech names.For a long-term perspective can grow the top line 8/9% and can still generate bottom-line growth in the mid teens range. Incredible balance sheet.
computer software/processing
BUY
BUY
August 22, 2003
Pharmaceutical stocks are defensive in nature.In this environment, nobody's buying them.Will be dead money in the short term.The strongest of the drug companies and the deepest pipeline.A good price to buy out for the long-term.
Show full opinionHide full opinionPharmaceutical stocks are defensive in nature.In this environment, nobody's buying them.Will be dead money in the short term.The strongest of the drug companies and the deepest pipeline.A good price to buy out for the long-term.
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
August 22, 2003
Long-term outlook does not appear to be very good.Their costs are very high compared to similar companies because their work is done in-house.A lot of competition.Strong balance sheet.
Show full opinionHide full opinionLong-term outlook does not appear to be very good.Their costs are very high compared to similar companies because their work is done in-house.A lot of competition.Strong balance sheet.
electrical/electronic
BUY
BUY
August 22, 2003
Pharmaceutical stocks are defensive in nature.In this environment, nobody's buying them.Will be dead money in the short term.A good price to buy out for the long-term.
Show full opinionHide full opinionPharmaceutical stocks are defensive in nature.In this environment, nobody's buying them.Will be dead money in the short term.A good price to buy out for the long-term.
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
August 22, 2003
Not a fan for the short or long term.Quite a bit of leverage on the balance sheet.Pays a rich dividend relative to what it looks like its capable of.
Show full opinionHide full opinionNot a fan for the short or long term.Quite a bit of leverage on the balance sheet.Pays a rich dividend relative to what it looks like its capable of.
electrical/electronic
DON'T BUY
DON'T BUY
August 22, 2003
A broken business model in a lot of ways.Close to $8 billion of debt repayments between 2004 and 2006.Not cheap.
Show full opinionHide full opinionA broken business model in a lot of ways.Close to $8 billion of debt repayments between 2004 and 2006.Not cheap.
misc industrial products
WEAK BUY
WEAK BUY
August 22, 2003
Generic drug makers have been on quite a role.A good group to have exposure to.This company has FCC and business model problems.Risky.
Show full opinionHide full opinionGeneric drug makers have been on quite a role.A good group to have exposure to.This company has FCC and business model problems.Risky.
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
August 22, 2003
No longer a high flier.Acquisitions used to fuel their growth.No longer have the balance sheet to make acquisitions.Will have decent growth, but nothing exciting.Not cheap.
Show full opinionHide full opinionNo longer a high flier.Acquisitions used to fuel their growth.No longer have the balance sheet to make acquisitions.Will have decent growth, but nothing exciting.Not cheap.
misc industrial products
DON'T BUY
DON'T BUY
August 22, 2003
Getting a little pricey.Growth has come from cost cutting and there's not a lot of room left for any more.Can't see how they can grow the top line.
Show full opinionHide full opinionGetting a little pricey.Growth has come from cost cutting and there's not a lot of room left for any more.Can't see how they can grow the top line.
electrical/electronic
DON'T BUY
DON'T BUY
August 22, 2003
There are still way too many companies in its sector and not enough buyers for its products.
Show full opinionHide full opinionThere are still way too many companies in its sector and not enough buyers for its products.
Telecommunications
WEAK BUY
WEAK BUY
August 22, 2003
Has turned into a momentum play.September 23 is going to be a big day when they will debut their 64-bit chip.An interesting bet but still a lot of"show me".Cheap on a price to sales basis.Put a tight stop loss on it.
Show full opinionHide full opinionHas turned into a momentum play.September 23 is going to be a big day when they will debut their 64-bit chip.An interesting bet but still a lot of"show me".Cheap on a price to sales basis.Put a tight stop loss on it.
electrical/electronic
BUY
BUY
August 22, 2003
Generates tremendous amounts of free cash flow, which bodes well for the dividend story.Focused on paying down debt.4% dividend.Wireless is producing top and bottom-line growth.
Show full opinionHide full opinionGenerates tremendous amounts of free cash flow, which bodes well for the dividend story.Focused on paying down debt.4% dividend.Wireless is producing top and bottom-line growth.
telephone utilities
DON'T BUY
DON'T BUY
August 22, 2003
Generates tremendous amounts of free cash flow.Prefers Verizon.
Show full opinionHide full opinionGenerates tremendous amounts of free cash flow.Prefers Verizon.
Telecommunications
WEAK BUY
WEAK BUY
August 22, 2003
Has been a laggard in this rally.As a big problem with earnings quality.On a valuation bases, it looks interesting.It might be of value trap.
Show full opinionHide full opinionHas been a laggard in this rally.As a big problem with earnings quality.On a valuation bases, it looks interesting.It might be of value trap.