Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 3, 2004
Have turned around ABC with good programming. Disney Connection benefits from the weaker US$ because they'll have more foreign $'s into their theme parks.
Walt Disney (DIS-N)
December 3, 2004
Have turned around ABC with good programming. Disney Connection benefits from the weaker US$ because they'll have more foreign $'s into their theme parks.
C. Kim Goodwin
Chief Investment Officer, State Street Research
Price
$27.370
Owned
Yes
TOP PICK
TOP PICK
December 3, 2004
Gaining market share. They own their space. 30% market share and moving into the Japanese market.
Getty Images Inc. (GYI-N)
December 3, 2004
Gaining market share. They own their space. 30% market share and moving into the Japanese market.
C. Kim Goodwin
Chief Investment Officer, State Street Research
Price
$59.690
Owned
Yes
TOP PICK
TOP PICK
December 3, 2004
A great demographic play. Probably a good Christmas play also. Moving into grooming, training and pet hotels.
Petsmart Inc. (PETM-Q)
December 3, 2004
A great demographic play. Probably a good Christmas play also. Moving into grooming, training and pet hotels.
C. Kim Goodwin
Chief Investment Officer, State Street Research
Price
$34.430
Owned
Yes
TOP PICK
TOP PICK
December 3, 2004
Likes high growth companies that are still relatively cheap. Deal closed on the merger with Anthem. Trading around 13 X '05 numbers. Had a big spike, but there is more to go.
Anthem Inc (ANTM-N)
December 3, 2004
Likes high growth companies that are still relatively cheap. Deal closed on the merger with Anthem. Trading around 13 X '05 numbers. Had a big spike, but there is more to go.
Francis Gannon
Portfolio Manager, AIG SunAmerica
Price
$106.470
Owned
Yes
TOP PICK
TOP PICK
December 3, 2004
Likes high growth companies that are still relatively cheap. A defence play.Has done well, but as you see a move away from consumers to producers, companies like this should benefit.
Likes high growth companies that are still relatively cheap. A defence play.Has done well, but as you see a move away from consumers to producers, companies like this should benefit.
Francis Gannon
Portfolio Manager, AIG SunAmerica
Price
$74.620
Owned
Yes
TOP PICK
TOP PICK
December 3, 2004
Likes high growth companies that are still relatively cheap. Will continue to gain market share. Has some wonderful new products coming out.
Nokia (NOK-N)
December 3, 2004
Likes high growth companies that are still relatively cheap. Will continue to gain market share. Has some wonderful new products coming out.
Francis Gannon
Portfolio Manager, AIG SunAmerica
Price
$16.370
Owned
Yes
TOP PICK
TOP PICK
December 3, 2004
Looks for companies that are ahead of the curve and driving the change in China. The dominant provider of mobile phones. Has struggled with a lot of competition, but it will survive.
Looks for companies that are ahead of the curve and driving the change in China. The dominant provider of mobile phones. Has struggled with a lot of competition, but it will survive.
Mark Headley
Portfolio Manager, Matthews Asian Funds
Price
$17.260
Owned
Yes