SELL
Can't stand how they have executed. Rumors of a financial restructuring are hitting the stock. Just raised $40 million.
BUY
Have sold a lot of businesses and the remaining one is pretty well tied to the economy. New management has turned it around nicely.
BUY
Just reported and their earnings were fine but the stock didn't do much. Great balance sheet with $2 a share in cash. Just a matter of time. Good risk return.
BUY
Just signed a big 10 year contract in the Middle East. Seems to be paid a dividend each quarter.
WAIT
Likes some of their businesses, but not others because of competition. Would look at it at a lower price.
HOLD
Johnson and Johnson have come back as a competitive threat on their stents. Long-term will be good. Multiple may be a bit rich.
BUY
Protein commodities have been very strong and this is a way of participating.
DON'T BUY
All of the metal stocks have come off sharply. Nickel probably has the worst fundamentals of the major commodities. Expect nickel to lag.
WAIT
The government change has caused a panic overnight in India. The fear of the Communist party is probably unfounded. An overreaction.
DON'T BUY
Would not go near this company until there is real change.
WAIT
Metal prices have gone parabolic, but feels that they will stay high for a long time once they stabilize.
DON'T BUY
Tend to favor oil stocks right now, especially internationally diversified companies.
BUY
Likes the longer-term outlook for pharmaceuticals. Historically, they have performed relatively well when interest rates are going up.
DON'T BUY
A takeover is a pure gamble/speculation. More important to look at a company's fundamentals. Still losing market share. Its stores are struggling.
DON'T BUY
The airline business is the worst business in the world. The stock has been going down and thinks the trend will continue. Strong competition. High fuel costs.