Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 22, 2004
Will benefit from the increasing trend towards mail order subscription. Will also be increasing some generics. Could propel their earnings up 20% in the foreseeable future. Good price.
Caremark RX (CMX-N)
October 22, 2004
Will benefit from the increasing trend towards mail order subscription. Will also be increasing some generics. Could propel their earnings up 20% in the foreseeable future. Good price.
C. Kim Goodwin
Chief Investment Officer, State Street Research
Price
$29.140
Owned
Yes
TOP PICK
TOP PICK
October 22, 2004
Just made an acquisition which, if turned around successfully, will double their resources over the next few years.
Just made an acquisition which, if turned around successfully, will double their resources over the next few years.
C. Kim Goodwin
Chief Investment Officer, State Street Research
Price
$61.980
Owned
Yes
TOP PICK
TOP PICK
October 22, 2004
The fact that they have not been able to pass along their fuel costs is well known and management has already set the bar in expectations. Can increases their prices and shorten their price term contract.
Union Pacific Corp (UNP-N)
October 22, 2004
The fact that they have not been able to pass along their fuel costs is well known and management has already set the bar in expectations. Can increases their prices and shorten their price term contract.
C. Kim Goodwin
Chief Investment Officer, State Street Research
Price
$61.000
Owned
Yes
TOP PICK
TOP PICK
October 22, 2004
New entity called spoken audio content which downloads newspaper, textbooks, radio programming. A really good growth story.
Audible Inc (ADBL-Q)
October 22, 2004
New entity called spoken audio content which downloads newspaper, textbooks, radio programming. A really good growth story.
Elizabeth Dater
Senior Portfolio Manager, Forstmann Leff Assoc
Price
$18.520
Owned
Yes
TOP PICK
TOP PICK
October 22, 2004
Had a big correction so there is a buying opportunity. A story thats growing by about 20% a year. Trading at 15 X earnings.
Had a big correction so there is a buying opportunity. A story thats growing by about 20% a year. Trading at 15 X earnings.
Elizabeth Dater
Senior Portfolio Manager, Forstmann Leff Assoc
Price
$24.750
Owned
Yes
TOP PICK
TOP PICK
October 22, 2004
A turn around energy story. Great, new, very proven management. Expects them to really increase their pace of exploration.
A turn around energy story. Great, new, very proven management. Expects them to really increase their pace of exploration.
Elizabeth Dater
Senior Portfolio Manager, Forstmann Leff Assoc
Price
$26.300
Owned
Yes
TOP PICK
TOP PICK
October 22, 2004
A classic market penetration in unserved regional markets.
Viacom Inc. (B) (VIA.B-N)
October 22, 2004
A classic market penetration in unserved regional markets.
John T. Connor
Portfolio Manager, Third Millennium Russia Fund
Price
$33.840
Owned
Yes