DON'T BUY
A very fine company. Coming out with far too many models and the competition is hot and heavy at the low end of the market, especially in Asia. Would prefer to play cellulars through Samsung Electronics.
BUY
Likes their Adams acquisition which gives them new areas with the ability to gain share. Cutting costs.
BUY
Very strong company and strong diversfication.
DON'T BUY
Has done reasonably well, but would not be his first choice. Would rather own a China Mobile, China Telecom, Telefonica or Telemex. They are in the right industry but have had troubles with their costs.
BUY
Good company.
BUY
Good company.
DON'T BUY
Has declined because of a recall of one of their drugs. Will probably have a bounce.
DON'T BUY
Prefers others.
HOLD
Report of another stunningly good quarter is due Nov 2. Building up cash at a rapid rate. Will possibly pay out a special dividend. May want to take some cash off the table.
BUY ON WEAKNESS
Yields about 5%. A good stock.
TOP PICK
A value and seasonal play. Expectations are low and they will probably have a decent Christmas. For free you may get the possibility that the parent in the US may take them in. Low risk.
BUY
For uranium, you either buy this which looks expensive, or buy small cap.
WEAK BUY
Interesting because you get coal, oil and nickel exposure. Sold his holdings to have a more direct play in the commodities.
TOP PICK
Has an ROE of over 20%. Trades at 12 X earnings. 3% yield.