David Goodman
President at Dynamic Mutual Funds
Member since: Oct '00 · 42 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by David Goodman
BUY ON WEAKNESS
Skeptical. Don't expect a big bump. A lot of negativity now, so buy on dips
BUY
Too highly valued. Prefers to own this through Onex. On Risk/Reward, more risk. OK for long term holding
electrical
electronic
DON'T BUY
Sold insurances to go into banks. MFC did well. A premier company, but a little high now
insurance
DON'T BUY
Still feel its too high
Telecommunications
DON'T BUY
Money shifted to this sector during tech melt down, but feels pipelines are too high now
oil
gas pipelines
BUY
A phenomenal asset base (Oil Sands). Reasonable value. A ripe stock
integrated oils
WATCH
Not a value stock, but could have some trading value in the short term
computer software
processing
DON'T BUY
If you own there is limited downside, so hold. If you don't own there are better plays
steel
BUY
A fan of banks. Well run. Moved from real estate to wealth management
banks
WATCH
So much negativity. It may be great if US$ drops
precious metals
WATCH
So much negativity. It may be great if US$ drops
precious metals
WATCH
So much negativity. It may be great if US$ drops
precious metals
WATCH
So much negativity. May be great if US$ drops, but better buys than Kinross
precious metals
WATCH
So much negativity. It may be great if US$ drops
precious metals
WATCH
So much negativity. It may be great if US$ drops
precious metals
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