Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 21, 2004
One of the best chip companies around. Has great technology. In the right area. There was a huge run-up in the semiconductor area and there is now a pullback. A good stock for a long-term hold.
One of the best chip companies around. Has great technology. In the right area. There was a huge run-up in the semiconductor area and there is now a pullback. A good stock for a long-term hold.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$24.940
Owned
Unknown
TOP PICK
TOP PICK
May 21, 2004
During the summer, there will be a reason for gold to rise again. The stock is very volatile and moves with gold.
During the summer, there will be a reason for gold to rise again. The stock is very volatile and moves with gold.
Robert Stovall
Chief Investment Officer, Wood Asset Management
Price
$32.080
Owned
Yes
TOP PICK
TOP PICK
May 21, 2004
A steady earner. Single-digit growth in earnings year after year. Dividend is OK.
A steady earner. Single-digit growth in earnings year after year. Dividend is OK.
Robert Stovall
Chief Investment Officer, Wood Asset Management
Price
$36.230
Owned
Yes
TOP PICK
TOP PICK
May 21, 2004
Operates around the world. Stock has not soared. A modest price earnings multiple. Pays a dividend. A leader in its field.
Fluor Corp. (FLR-N)
May 21, 2004
Operates around the world. Stock has not soared. A modest price earnings multiple. Pays a dividend. A leader in its field.
Robert Stovall
Chief Investment Officer, Wood Asset Management
Price
$38.650
Owned
Yes
TOP PICK
TOP PICK
May 21, 2004
Has corrected because investors are concerned about auto production, but they have great diversification. Into high end entertainment systems. 15% revenue grower. 25% earnings grower.
Has corrected because investors are concerned about auto production, but they have great diversification. Into high end entertainment systems. 15% revenue grower. 25% earnings grower.
C. Kim Goodwin
Chief Investment Officer, State Street Research
Price
$73.770
Owned
Yes
TOP PICK
TOP PICK
May 21, 2004
They are going to take back their brands such as Polo and Lauren and manage them much more effectively.
They are going to take back their brands such as Polo and Lauren and manage them much more effectively.
C. Kim Goodwin
Chief Investment Officer, State Street Research
Price
$33.330
Owned
Yes
TOP PICK
TOP PICK
May 21, 2004
Wall Street is underestimating their pipeline, new drug for multiple sclerosis and their opportunities because of their merger with IDEC.
Wall Street is underestimating their pipeline, new drug for multiple sclerosis and their opportunities because of their merger with IDEC.
C. Kim Goodwin
Chief Investment Officer, State Street Research
Price
$61.390
Owned
Yes