Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 24, 2004
$70 billion in cash but won't give it back to shareholders. Earnings and revenue have been slowing down because of worries of lawsuits. That is now coming to an end. They are starting to rebuy infrastructure.
Microsoft (MSFT-Q)
June 24, 2004
$70 billion in cash but won't give it back to shareholders. Earnings and revenue have been slowing down because of worries of lawsuits. That is now coming to an end. They are starting to rebuy infrastructure.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$28.390
Owned
Yes
TOP PICK
TOP PICK
June 24, 2004
The price of education goes up every year and students are borrowing more money. Trades at a 12 multiple.
The price of education goes up every year and students are borrowing more money. Trades at a 12 multiple.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$139.980
Owned
Yes
STRONG BUY
STRONG BUY
June 24, 2004
There is benefit from them buying back shares. There's also a reacceleration of their business.
Microsoft (MSFT-Q)
June 24, 2004
There is benefit from them buying back shares. There's also a reacceleration of their business.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$28.390
Owned
Yes
BUY
BUY
June 24, 2004
Will see gross margin expansion in the back half of the year. Things look pretty good. Longer term, the company has to transition from a manufacturing company to more of a design company.
Intel (INTC-Q)
June 24, 2004
Will see gross margin expansion in the back half of the year. Things look pretty good. Longer term, the company has to transition from a manufacturing company to more of a design company.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$27.950
Owned
Unknown
TOP PICK
TOP PICK
June 24, 2004
A very good, high profitable business. Have recently restructured to scale the business better. Pipeline looks very strong. Limited competition.
Acxiom Corp (ACXM-Q)
June 24, 2004
A very good, high profitable business. Have recently restructured to scale the business better. Pipeline looks very strong. Limited competition.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$24.500
Owned
Yes
DON'T BUY
DON'T BUY
June 24, 2004
An inexpensive stock, but there are issues with the company. Struggling to find out what's working. Wait to see some traction in one of the areas.
An inexpensive stock, but there are issues with the company. Struggling to find out what's working. Wait to see some traction in one of the areas.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$4.280
Owned
No
WEAK BUY
WEAK BUY
June 24, 2004
Well-positioned in both HDTV and RFID but these areas are relatively small. To get a pure play, would look at others. Likes it for the long term. Short term, there is some concern on the wireless side.
Well-positioned in both HDTV and RFID but these areas are relatively small. To get a pure play, would look at others. Likes it for the long term. Short term, there is some concern on the wireless side.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$24.110
Owned
Unknown