Brad Willock
Member since: Sep '01
Vice President and Senior Portfolio Manager at
RBC Asset Management
RBC Asset Management
Reveal Expert Rating
464 Opinions
Latest Top Picks
(A Top Pick Aug 9/06. Up 48%.) Still likes. Well-positioned and make good products.
(A Top Pick Aug 9/06. Up 25.1%.) Yield at the time he bought was over 7%. Took profits when the stock went up making the yield drop and replaced it with Windstream (WIN-N) that yields close to 7%.
(A Top Pick Aug 9/06. Up 19.7%.) This was his way of getting exposure to the technology sector.
Clinical labs. 2 big players own most of the market. Expects volume will increase because of aging population needing more and more tests. Very profitable.
An institutional money manager. Whatever money they make each quarter, they give it back to you in the form of a dividend. Very profitable. International.
Signal
Opinion
Expert
Chart
BUY
BUY
March 22, 2007
Had a big jump in December with a correction in February. Was attractive at that point with a 4% yield.
Show full opinionHide full opinion
Had a big jump in December with a correction in February. Was attractive at that point with a 4% yield.
banks
BUY
BUY
March 22, 2007
Nice dividend yield. There is room for the stock to go higher. Getting some price increases in their enterprise business. Starting to push out a TV service that is having some traction. Looking for a dividend increase this year.
Show full opinionHide full opinionNice dividend yield. There is room for the stock to go higher. Getting some price increases in their enterprise business. Starting to push out a TV service that is having some traction. Looking for a dividend increase this year.
Telecommunications
DON'T BUY
DON'T BUY
March 22, 2007
Doesn't like many of the big pharmaceuticals. Has a great deal of revenue at risk with Lipitor coming off patent and they don't have a lot to replace it.
Show full opinionHide full opinionDoesn't like many of the big pharmaceuticals. Has a great deal of revenue at risk with Lipitor coming off patent and they don't have a lot to replace it.
biotechnology/pharmaceutical
BUY
BUY
March 22, 2007
Demand for silver and gold is increasing with foreign economies becoming more wealthy.
Show full opinionHide full opinionDemand for silver and gold is increasing with foreign economies becoming more wealthy.
precious metals
BUY
BUY
March 22, 2007
Likes the trend towards 3G phones and CDMA technology. A very profitable company.
Show full opinionHide full opinionLikes the trend towards 3G phones and CDMA technology. A very profitable company.
Telecommunications
DON'T BUY
DON'T BUY
March 22, 2007
Just warned and the stock dropped over 6%. Chinese handset manufacturers are coming out with $25 phones, which is tough to compete with.
Show full opinionHide full opinionJust warned and the stock dropped over 6%. Chinese handset manufacturers are coming out with $25 phones, which is tough to compete with.
communications/media
BUY
BUY
March 22, 2007
Likes this bank. Have very little exposure to sub-prime mortgages.
Show full opinionHide full opinionLikes this bank. Have very little exposure to sub-prime mortgages.
banks
HOLD
HOLD
A good company. Prospects are good.
entertainment services
PAST TOP PICK
PAST TOP PICK
December 11, 2006
(A Top Pick Aug 9/06. Up 22.6%.) Wireless in Alaska. Not much competition and they can grow their dividend. Had a nice run, so would treat it as a Hold. Good dividend.
Show full opinionHide full opinion(A Top Pick Aug 9/06. Up 22.6%.) Wireless in Alaska. Not much competition and they can grow their dividend. Had a nice run, so would treat it as a Hold. Good dividend.
telephone utilities
TOP PICK
TOP PICK
December 11, 2006
Pharmacy Benefit Manager. Manage drug plans of big companies. Dropped from $60 in September. Caused by Wal-Mart’s $4 generic program, which he thinks is a non-issue. Good value.
Show full opinionHide full opinionPharmacy Benefit Manager. Manage drug plans of big companies. Dropped from $60 in September. Caused by Wal-Mart’s $4 generic program, which he thinks is a non-issue. Good value.
medical services
TOP PICK
TOP PICK
December 11, 2006
Clinical testing lab. About 40% of US tests by doctors go to either this or Quest Diagnostics (DGX-N). With an aging population, there is more testing giving more revenue. Very predictable, high cash flow driven model.
Show full opinionHide full opinionClinical testing lab. About 40% of US tests by doctors go to either this or Quest Diagnostics (DGX-N). With an aging population, there is more testing giving more revenue. Very predictable, high cash flow driven model.
biotechnology/pharmaceutical
TOP PICK
TOP PICK
December 11, 2006
Cell phones. Very cheap at 13 X 2007 earnings estimates. Produces a lot of cash and has a good deal on its balance sheet.
Show full opinionHide full opinionCell phones. Very cheap at 13 X 2007 earnings estimates. Produces a lot of cash and has a good deal on its balance sheet.
communications/media
PAST TOP PICK
PAST TOP PICK
December 11, 2006
(A Top Pick Aug 9/06. Up 39.1%.) Picked it when technology took a big dip in July. Still has a long way to go over the next several years. Not cheap.
Show full opinionHide full opinion(A Top Pick Aug 9/06. Up 39.1%.) Picked it when technology took a big dip in July. Still has a long way to go over the next several years. Not cheap.
electrical/electronic
PAST TOP PICK
PAST TOP PICK
December 11, 2006
(A Top Pick Aug 9/06. Up 19.3%.) Had picked as a call on the technology sector.
Show full opinionHide full opinion(A Top Pick Aug 9/06. Up 19.3%.) Had picked as a call on the technology sector.
E.T.F.'s
BUY
BUY
December 11, 2006
Very cheap at this price. A loot of its demand comes from outside North America. Concerns on US housing and economy has pushed it lower. Global demand will move it higher.
Show full opinionHide full opinionVery cheap at this price. A loot of its demand comes from outside North America. Concerns on US housing and economy has pushed it lower. Global demand will move it higher.
machinery
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