Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 24, 2004
The stock has been strong for so long and is probably getting close to the end of it.
The stock has been strong for so long and is probably getting close to the end of it.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$44.950
Owned
Unknown
DON'T BUY
DON'T BUY
June 24, 2004
It used to be the clear leader in their area, but there are many alternatives in this space. A lot of competition.
BEA Systems (BEAS-Q)
June 24, 2004
It used to be the clear leader in their area, but there are many alternatives in this space. A lot of competition.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$8.060
Owned
Unknown
BUY
BUY
June 24, 2004
Doing quite well. Have done a lot of restructuring. There is an opportunity for operating margins, which have been depressed, to come in line with the group at about 4/5%. Trading at only a 20 multiple.
Celestica Inc (CLS-T)
June 24, 2004
Doing quite well. Have done a lot of restructuring. There is an opportunity for operating margins, which have been depressed, to come in line with the group at about 4/5%. Trading at only a 20 multiple.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$26.500
Owned
Unknown
DON'T BUY
DON'T BUY
June 24, 2004
Has been under pressure because the real market is the LCD drivers for LCD TV's and monitors which have been taken off as expected. Samsung is reducing prices which should create volumes and will be good for them. Technology is easily copied.
Has been under pressure because the real market is the LCD drivers for LCD TV's and monitors which have been taken off as expected. Samsung is reducing prices which should create volumes and will be good for them. Technology is easily copied.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$13.480
Owned
Unknown