David McLean
Portfolio Manager at McLean AssetMngmnt
Member since: Mar '01 · 14 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 0 | 0 0.00% | 0 0.00% | 0 0.00% | 0 0.00% | 0 0.00% |
Stock Opinions by David McLean
BUY
In the short term still has problems but long term, very attractive. No debt
computer software / processing
$60.688
Unknown
HOLD
Would consider buying at this level.
Telecommunications
DON'T BUY
30 X earnings is too high to buy.
electrical / electronic
WAIT
In a good sector. Trading at 40 X earnings. Well valued and would buy at 30/35 X earnings
computer software / processing
TOP PICK
Drop in interest rate did not result in rise in share price because of poor loan quality going into a possible recession.
Financial Services
HOLD
Well run. Great company. Expensive now.
electrical / electronic
HOLD
Likes this stock long term. Would buy at $14
computer software / processing
TOP PICK
High margins. Has value. Should grow 20/25% earnings
Telecommunications
TOP PICK
Great earnings. In a good aerospace niche.
transportation equip & components
HOLD
Expensive, but well run.
misc consumer products
HOLD
Not cheap, but good growth. Good holdings on patents.
biotechnology / pharmaceutical
DON'T BUY
Too much competition. Not a fan of telecoms
Telecommunications
DON'T BUY
Too much competition. Not a fan of telecoms
Telecommunications
DON'T BUY
Losing too much and in need of cash which is scarce.
Telecommunications
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