Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 24, 2004
The warning issued by the Company is the nail in the coffin. Long-distance calling will cease to exist. Competition in long-distance is brutal and will continue to be so.
A T & T US (T-N)
June 24, 2004
The warning issued by the Company is the nail in the coffin. Long-distance calling will cease to exist. Competition in long-distance is brutal and will continue to be so.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$14.810
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
June 24, 2004
At this level, the valuation is more reasonable. Cell phone sector is a very competitive space. Have a phenomenal balance sheet. $3 a share in cash. Look at it as a value play. Buy at $12/13 for a long-term hold.
Nokia (NOK-N)
June 24, 2004
At this level, the valuation is more reasonable. Cell phone sector is a very competitive space. Have a phenomenal balance sheet. $3 a share in cash. Look at it as a value play. Buy at $12/13 for a long-term hold.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$14.130
Owned
Yes
DON'T BUY
DON'T BUY
June 24, 2004
Has a very storied history. Does not trust management. A very difficult, high risk name.
Has a very storied history. Does not trust management. A very difficult, high risk name.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$3.520
Owned
No
BUY
BUY
June 24, 2004
Gaming sector seems to be doing very well. Outlook is positive.
Gaming sector seems to be doing very well. Outlook is positive.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$36.700
Owned
Unknown
DON'T BUY
DON'T BUY
June 24, 2004
Speculative stock and he does not speculate. Very volatile. A high priced stock.
Speculative stock and he does not speculate. Very volatile. A high priced stock.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$35.420
Owned
No
BUY WEAKNESS
BUY WEAKNESS
June 24, 2004
Very well-positioned in the hand set market. We'll have a 20% hit on earnings once they expense their options. Based on this, their valuation is not as attractive as Intel's. Would be interested at $1/2 lower.
Very well-positioned in the hand set market. We'll have a 20% hit on earnings once they expense their options. Based on this, their valuation is not as attractive as Intel's. Would be interested at $1/2 lower.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$24.110
Owned
No
PAST TOP PICK
PAST TOP PICK
June 24, 2004
(Past top pick Mar 19/04. Up 7%.) Still likes. Can't see their market share slowing down. Printers will be a huge business for them.
(Past top pick Mar 19/04. Up 7%.) Still likes. Can't see their market share slowing down. Printers will be a huge business for them.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$34.920
Owned
Yes