Noah Blackstein, B.A., CFA
Prtf Mngr (Goodman & Company, Investment Counsel) at Dynamic Funds
Member since: Oct '00 · 193 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Noah Blackstein, B.A., CFA
TOP PICK
BUY ON WEAKNESS
Restaurent sector is doing well. Still has some upside. Inexpensive.
food services
DON'T BUY
No growth yet. May not come until the latter part of the year.
electrical
electronic
DON'T BUY
Expects a PC refresh cycle by the end of the year. Wait
computer parts mnfctr
DON'T BUY
Good company and has done well, but a very expensive stock right now.
electrical
electronic
DON'T BUY
Have a new product cycle. Will have a better 3rd/4th quarter. Wait.
electrical
electronic
BUY
A good play on the emerging market. Earnings should be good.
cement
concrete
BUY
Good play on the emerging market. Expects media/advertising sector to pick up.
Broadcasting
STRONG BUY
Expects media/advertising sector to pick up.
computer software
processing
DON'T BUY
Has a good pipeline. Should improve towards the end of the year.
biotechnology
pharmaceutical
DON'T BUY
Not a fan. Prefers GM.
Automotive
BUY
Auto sector is turning around.
Automotive
BUY
Auto sector is turning around.
Automotive
BUY
Likes.
specialty stores
BUY ON WEAKNESS
Expects future big growth. May be a little high.
department stores
Advertising
Top Short Overvalued at 32 X earnings.