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David McLean
Portfolio Manager at McLean AssetMngmnt
Member since: Mar '01 · 14 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
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.
computer parts mnfctr
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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