Advertising

Rating Card

Unlock Expert's Rating and Top Picks Portfolio

Become a member Or, Sign In
Latest Top Picks

Stock Opinions by Paul O'Neil

DON'T BUY
The warning issued by the Company is the nail in the coffin. Long-distance calling will cease to exist. Competition in long-distance is brutal and will continue to be so.
Telecommunications
BUY on WEAKNESS
At this level, the valuation is more reasonable. Cell phone sector is a very competitive space. Have a phenomenal balance sheet. $3 a share in cash. Look at it as a value play. Buy at $12/13 for a long-term hold.
Telecommunications
DON'T BUY
Has a very storied history. Does not trust management. A very difficult, high risk name.
telephone utilities
BUY
Gaming sector seems to be doing very well. Outlook is positive.
entertainment services
DON'T BUY
Speculative stock and he does not speculate. Very volatile. A high priced stock.
misc industrial products
BUY on WEAKNESS
Very well-positioned in the hand set market. We'll have a 20% hit on earnings once they expense their options. Based on this, their valuation is not as attractive as Intel's. Would be interested at $1/2 lower.
electrical / electronic
PAST TOP PICK
(Past top pick Mar 19/04. Up 7%.) Still likes. Can't see their market share slowing down. Printers will be a huge business for them.
electrical / electronic
PAST TOP PICK
(Past top pick Mar 19/04. Up 6%.) Still likes. Valuation is very attractive. The weakness of the US dollar works for them, not against them.
misc consumer products
PAST TOP PICK
(Past top pick Mar 19/04. Up 76%.) Still likes. Earnings estimates have gone up dramatically. Would be expensive at $45.
medical services
WAIT
AOL is still an issue with investor's and until it gets cleared up, the stock will remain stagnant. A great business.
Broadcasting
DON'T BUY
Has been a basket case of a company for a while. Had accounting problems. Up against very strong competition.
misc industrial products
SELL
Secondary companies are going to have a more difficult time and it is better to move into the major companies.
electrical / electronic
BUY
A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.
electrical / electronic
TOP PICK
Has been an underperforming company for many years. They are now getting more products through the R&D pipeline. Margins are going up. Benefits from a weaker US dollar.
mngmnt / diversified
TOP PICK
$70 billion in cash but won't give it back to shareholders. Earnings and revenue have been slowing down because of worries of lawsuits. That is now coming to an end. They are starting to rebuy infrastructure.
computer software / processing
Showing 1 to 15 of 277 entries