DON'T BUY
Lack of growth is a killer in technology and they have no growing applications. Doesn't expect much downside.
DON'T BUY
Earnings growth has slowed rigt down. Valuations of telecom companies in general have dropped very low. You won't get a big return of the stock. More for value/dividend investors.
BUY
Likes the deal they are doing with Aur. Also likes their positioning in zinc and copper. Likes the metal markets over the next couple of years.
STRONG BUY
A great story. The collaboration market that they are centered on is growing better. A big deployment in their software. Good valuation and good growth.
BUY
Trading right now at the some of its pieces. Usually holding companies trade at a discount. Well-managed. Good dividend. Have a lot of cash.
DON'T BUY
Feels that it is very expensive in the mid-$40's relative to a lot of the financials and to the growth rate.
DON'T BUY
Market was taken back when Mr. Brown was named to run this company after his problems with bombardier. Balance sheet is still a bit of a mess.
BUY
Have missed their earnings numbers in the past couple of quarters. They have cut enough costs that there should be a nice lift in earnings over the next year or so. Likes the aluminum business in general.
PAST TOP PICK
(Past top pick May 6/04. Up 20%. ) Uranium market looks great. The story is still undiscovered in the US.
PAST TOP PICK
(Past top pick May 6/04. Up 6%.) The big risk with this stock is Intel and how quickly they move in to this market. A good chance they will beat the earnings expectations. Cheap and in a good space.
PAST TOP PICK
(Past top pick May 6/04. Up 3%.) Too many unknowns right now. They issued 10 million shares as they want to buy the rest of the wireless from AT&T. Will they be going after microcell?
DON'T BUY
Restructured and got their costs down but there is some margin pressure in the business. Doesn't expect a quick turnaround.
BUY
Hard to justify the stock on a valuation basis. No earnings and no cash generation, however it is a fantastic business to be in. Should have a huge future. Will the volatile.
BUY
A good point of entry. Have seen a big pickup in advertising. Great demand for paper. Well-run company.
DON'T BUY
No earnings generation. Product will not be in large-scale commercial deployment for 4, 5, six years plus.