Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 23, 2004
They have been doing a better job of replacing production than their peers. Valuation looks cheap. Likes oil at this time.
They have been doing a better job of replacing production than their peers. Valuation looks cheap. Likes oil at this time.
John Zechner
Chairman, J. Zechner & Assoc
Price
$29.700
Owned
Yes
TOP PICK
TOP PICK
June 23, 2004
Price has dropped and looks at this as an opportunity. Competition is not strong. Lots of cash. Well-positioned.
Price has dropped and looks at this as an opportunity. Competition is not strong. Lots of cash. Well-positioned.
John Zechner
Chairman, J. Zechner & Assoc
Price
$27.960
Owned
Unknown
WEAK BUY
WEAK BUY
June 23, 2004
At the moment, the price of steel is short so profits are very good. Long-term, they will have a difficult time.
Algoma Steel (AGA-T)
June 23, 2004
At the moment, the price of steel is short so profits are very good. Long-term, they will have a difficult time.
John Weatherall
President and Chief Investment Strategist, Scarthingmoor Asset Management
Price
$10.850
Owned
Unknown
WEAK BUY
WEAK BUY
June 23, 2004
If everything worked out, it could be a very successful investment. At this time, it's not certain that they will. Significant risks.
If everything worked out, it could be a very successful investment. At this time, it's not certain that they will. Significant risks.
John Weatherall
President and Chief Investment Strategist, Scarthingmoor Asset Management
Price
$4.070
Owned
No
HOLD
HOLD
June 23, 2004
The difficulty is, there is almost no limit to the amount of aluminum that can be produced in the world. At the moment, the prices are good and the earnings are good.
Alcan Aluminum (AL-T)
June 23, 2004
The difficulty is, there is almost no limit to the amount of aluminum that can be produced in the world. At the moment, the prices are good and the earnings are good.
John Weatherall
President and Chief Investment Strategist, Scarthingmoor Asset Management
Price
$56.400
Owned
No
TOP PICK
TOP PICK
June 23, 2004
Current inventories are selling very well and profits are very large. Stock has been off the map but is now rising. Selling at 6/7 X this year's earnings.
Current inventories are selling very well and profits are very large. Stock has been off the map but is now rising. Selling at 6/7 X this year's earnings.
John Weatherall
President and Chief Investment Strategist, Scarthingmoor Asset Management
Price
$17.400
Owned
Yes
BUY
BUY
June 23, 2004
Well-run. Has significant operations globally. Earnings this year are extraordinarily good.
Well-run. Has significant operations globally. Earnings this year are extraordinarily good.
John Weatherall
President and Chief Investment Strategist, Scarthingmoor Asset Management
Price
$36.450
Owned
Yes