Noah Blackstein, B.A., CFA
Member since: Oct '00
Prtf Mngr (Goodman & Company, Investment Counsel) at
Dynamic Funds
Dynamic Funds
193 Opinions
Latest Top Picks
Top Short Overvalued at 32 X earnings.
Spanish media group is growing 3 X faster than Anglo.
Will spin off property and casualty holdings making it a fast grower.
Has good new management/products. Should have a lot of cost cutting which will increase margins.
(Was a top pick on June 14 down 5%) Has the best patent protection folio. Should grow 25% in 2002 and 15% for the next two years.
Signal
Opinion
Expert
Chart
TOP PICK
TOP PICK
Top Short Overvalued at 32 X earnings.
E.T.F.'s
BUY WEAKNESS
BUY WEAKNESS
April 10, 2002
Restaurent sector is doing well. Still has some upside. Inexpensive.
Show full opinionHide full opinion
Restaurent sector is doing well. Still has some upside. Inexpensive.
food services
DON'T BUY
DON'T BUY
April 10, 2002
No growth yet. May not come until the latter part of the year.
Show full opinionHide full opinionNo growth yet. May not come until the latter part of the year.
electrical/electronic
DON'T BUY
DON'T BUY
April 10, 2002
Expects a PC refresh cycle by the end of the year. Wait
Show full opinionHide full opinionExpects a PC refresh cycle by the end of the year. Wait
electrical/electronic
DON'T BUY
DON'T BUY
April 10, 2002
Good company and has done well, but a very expensive stock right now.
Show full opinionHide full opinionGood company and has done well, but a very expensive stock right now.
electrical/electronic
DON'T BUY
DON'T BUY
April 10, 2002
Have a new product cycle. Will have a better 3rd/4th quarter. Wait.
Show full opinionHide full opinionHave a new product cycle. Will have a better 3rd/4th quarter. Wait.
electrical/electronic
BUY
BUY
April 10, 2002
A good play on the emerging market. Earnings should be good.
Show full opinionHide full opinionA good play on the emerging market. Earnings should be good.
cement/concrete
BUY
BUY
April 10, 2002
Good play on the emerging market. Expects media/advertising sector to pick up.
Show full opinionHide full opinionGood play on the emerging market. Expects media/advertising sector to pick up.
Broadcasting
STRONG BUY
STRONG BUY
Expects media/advertising sector to pick up.
computer software/processing
DON'T BUY
DON'T BUY
April 10, 2002
Has a good pipeline. Should improve towards the end of the year.
Show full opinionHide full opinionHas a good pipeline. Should improve towards the end of the year.
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
Not a fan. Prefers GM.
Automotive
BUY
BUY
Auto sector is turning around.
Automotive
BUY
BUY
Auto sector is turning around.
Automotive
BUY
BUY
Likes.
specialty stores
BUY WEAKNESS
BUY WEAKNESS
Expects future big growth. May be a little high.
department stores
Comments
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Top Short Overvalued at 32 X earnings.