Rob Mikalachki
Member since: Apr '01
Portfolio Manager at
InvescoTrimark
InvescoTrimark
7 Opinions
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BUY WEAKNESS
BUY WEAKNESS
April 27, 2001
Could give above average growth. Has peaks and valleys. Good price now.
Could give above average growth. Has peaks and valleys. Good price now.
misc industrial products
DON'T BUY
DON'T BUY
Probably at a high now.
oil/gas
TOP PICK
TOP PICK
Vertically integrated.Retailers have exclusivity. 7 X earnings.
household goods
TOP PICK
TOP PICK
April 27, 2001
Exclusive stores in remote areas, so no competition. Good growth. 10% yield.
Exclusive stores in remote areas, so no competition. Good growth. 10% yield.
merchandising/lodging
TOP PICK
TOP PICK
April 27, 2001
Great business. Branching out in to general injection molding which is 5 X its present market.
Great business. Branching out in to general injection molding which is 5 X its present market.
misc industrial products
DON'T BUY
DON'T BUY
Good business. A little pricey now.
misc industrial products
BUY
BUY
Good business.
electrical/electronic
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