Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 25, 2005
Liked their acquisitions of Adams. Stock has been a moonshot since and has done very, very well. Known as the high quality company in confectionaries. Well managed. Great distribution. Trading at 15 X forward earnings.
Liked their acquisitions of Adams. Stock has been a moonshot since and has done very, very well. Known as the high quality company in confectionaries. Well managed. Great distribution. Trading at 15 X forward earnings.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$37.890
Owned
Yes
BUY
BUY
July 25, 2005
Very strong company. Good management. Looking out 5 years, it looks like it's got good growth.
ING Groep NV (ING-N)
July 25, 2005
Very strong company. Good management. Looking out 5 years, it looks like it's got good growth.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$29.850
Owned
Yes
WEAK BUY
WEAK BUY
July 25, 2005
Great company. Production of nickel is important to the infrastructure. A lot of nickle gets exported to China. Over the long and intermediate term, the company looks alright, but on the shorter term basis, with the metals having done what they've done, you have to be a little bit cautious and pick your spots.
Inco (N-T)
July 25, 2005
Great company. Production of nickel is important to the infrastructure. A lot of nickle gets exported to China. Over the long and intermediate term, the company looks alright, but on the shorter term basis, with the metals having done what they've done, you have to be a little bit cautious and pick your spots.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$51.920
Owned
Unknown
DON'T BUY
DON'T BUY
July 25, 2005
Well managed. A company that is very nicely diversified in metals. Have been benefiting recently from the increases in the price of metals. Starting to get a little bit rich here.
Well managed. A company that is very nicely diversified in metals. Have been benefiting recently from the increases in the price of metals. Starting to get a little bit rich here.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$29.200
Owned
Yes
BUY
BUY
July 25, 2005
Particularily good at processing. Have transfer agency services, fund account services, etc. and have recently been expanding into North America. Good on the technology side.
Particularily good at processing. Have transfer agency services, fund account services, etc. and have recently been expanding into North America. Good on the technology side.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$25.330
Owned
Yes
DON'T BUY
DON'T BUY
July 25, 2005
Into pharmaceuticals and chemicals. Things seem to be moving along very well. Getting a little overpriced at these levels.
Bayer AG (BAYRY-OTC)
July 25, 2005
Into pharmaceuticals and chemicals. Things seem to be moving along very well. Getting a little overpriced at these levels.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$35.570
Owned
Yes
DON'T BUY
DON'T BUY
July 25, 2005
Has had a heck of a run, pretty well doublng over the last 24 months. One of the lowest cost producers of steel in the world. Well managed and very up to date on the technology for steel production. Starting to see some competition coming in. Watching closely with the possibility of lightening up his position.
Posco (PKX-N)
July 25, 2005
Has had a heck of a run, pretty well doublng over the last 24 months. One of the lowest cost producers of steel in the world. Well managed and very up to date on the technology for steel production. Starting to see some competition coming in. Watching closely with the possibility of lightening up his position.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$49.390
Owned
Yes