DON'T BUY
A very high beta stock. Growing nicely and has some new product. Expensive.
BUY
If you are interested in technology and want a defensive stock this is relatively cheap. Expect a big increase in dividends in July.
DON'T BUY
Getting pricey. Have great products. Have done a good job in restructuring.
WAIT
Feels commodities are in a bull market but in the near term, will see continued weakness. Wait for it to settle down.
WAIT
Feels commodities are in a bull market but in the near term, will see continued weakness. Wait for it to settle down.
WAIT
Feels commodities are in a bull market but in the near term, will see continued weakness. Wait for it to settle down.
DON'T BUY
A great company. Drilling looks good for 2004 so sees some support for the stock price but not sure how sustainable it is.
WEAK BUY
May be getting too big to grow. Very good business model and strong cash flow. Not cheap, but they will continue to grow their earnings for the next few quarters.
BUY
In a very large and growing market. A technology that is getting more and more accepted. Expecting very large revenue growth out of them this year. New products coming out in the third quarter. Could eventually be a takeover target.
BUY
Offers reasonable value. Not cheap. Higher interest rates will hurt somewhat. A defensive play and looking at an upside of 10/15%.
BUY
Starting to look interesting. Has had a pretty significant fall due to a lack of product offering and margins have been weak. The wireless sector will continue to be a big growing area. No near-term big moves but the price is good.
BUY ON WEAKNESS
The price is looking more reasonable and would consider at under $15. Wait for the next quarter and look at the commentary on issues they have been facing.
PAST TOP PICK
(A top pick Jan 28/04. Up 5.3%.) New products coming on. An acquisition that will accretive to earnings.
PAST TOP PICK
(A top pick Jan 28/04. Down 5.7%.) Still likes. Great management team. Auto industry is starting to look at little healthier. We continue to buy under $6.50.
PAST TOP PICK
(A top pick Jan 28/04. Up 4%.) Very well run company. Huge amount of cash flow is going to come out in the next few years which they will use to buy back shares.