Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 10, 2004
Better strength in software. Enterprise software is more attractive than other areas. Based n their quantitative models, this comapony stacks up better than any other. They are seeing strong sales in business intelligence software.
Cognos (CSN-T)
December 10, 2004
Better strength in software. Enterprise software is more attractive than other areas. Based n their quantitative models, this comapony stacks up better than any other. They are seeing strong sales in business intelligence software.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$51.630
Owned
Yes
TOP PICK
TOP PICK
December 10, 2004
Has the capacity to increase their shipping, while virtually all the rails in North America are operating close to capacity. Margins are good and generating lots of cash.
Has the capacity to increase their shipping, while virtually all the rails in North America are operating close to capacity. Margins are good and generating lots of cash.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$71.000
Owned
Yes
TOP PICK
TOP PICK
December 10, 2004
In an area where TV stations are upgrading eqipment and software. Accelerating revenues and gross margins.
In an area where TV stations are upgrading eqipment and software. Accelerating revenues and gross margins.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$58.440
Owned
Yes
HOLD
HOLD
December 10, 2004
Property/casualty part of the market is doing well. Have 3 significant brands that are doing very well.
Property/casualty part of the market is doing well. Have 3 significant brands that are doing very well.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$29.000
Owned
No
DON'T BUY
DON'T BUY
December 10, 2004
Recently there has been some concern about the strength of their claim in Venezuela. Stopped themselves out of the stock. Also has a more cautious view on gold than he did a month ago.
Recently there has been some concern about the strength of their claim in Venezuela. Stopped themselves out of the stock. Also has a more cautious view on gold than he did a month ago.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$4.310
Owned
No
DON'T BUY
DON'T BUY
December 10, 2004
This and XM Radio are very exciting growth plays in the US market, but there are no earnings. It's all blue sky. There's no doubt that these radios will be installed into cars. Have gone up, but would prefer them to have some earnings. Fairly speculative.
This and XM Radio are very exciting growth plays in the US market, but there are no earnings. It's all blue sky. There's no doubt that these radios will be installed into cars. Have gone up, but would prefer them to have some earnings. Fairly speculative.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$7.590
Owned
No
DON'T BUY
DON'T BUY
December 10, 2004
This and Sirius are very exciting growth plays in the US market, but there are no earnings. It's all blue sky. There's no doubt that these radios will be installed into cars. Have gone up, but would prefer them to have some earnings. Fairly speculative.
This and Sirius are very exciting growth plays in the US market, but there are no earnings. It's all blue sky. There's no doubt that these radios will be installed into cars. Have gone up, but would prefer them to have some earnings. Fairly speculative.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$38.640
Owned
No