Latest Expert Opinions

Signal
Opinion
Expert
VAGUE
VAGUE
July 25, 2005
Well managed company. Because of high shipping costs, you have to make surfe that there are things going on locally that can take the cement.
Cemex SA (CX-N)
July 25, 2005
Well managed company. Because of high shipping costs, you have to make surfe that there are things going on locally that can take the cement.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$44.480
Owned
No
BUY
BUY
July 25, 2005
Things are coming together. Very strong well run German conglomerate. Likes at these levels.
Siemens (SI-N)
July 25, 2005
Things are coming together. Very strong well run German conglomerate. Likes at these levels.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$79.260
Owned
Yes
BUY
BUY
July 25, 2005
A great value at this time. Has underperformed for the last little while because of a basic misunderstanding of their business, i.e., they're not a consumer oriented bank. Particularily good at making acquisitions and putting them into their system.
A great value at this time. Has underperformed for the last little while because of a basic misunderstanding of their business, i.e., they're not a consumer oriented bank. Particularily good at making acquisitions and putting them into their system.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$25.640
Owned
Yes
VAGUE
VAGUE
July 25, 2005
Primarily involved in the generic pharmaceuticals. Well managed company. Have to be very conscious of the price. A lot of patents are coming off now which is affording an opportunity to the generic companies.
Primarily involved in the generic pharmaceuticals. Well managed company. Have to be very conscious of the price. A lot of patents are coming off now which is affording an opportunity to the generic companies.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$31.230
Owned
No
VAGUE
VAGUE
July 25, 2005
Copper is considered a very good indicator of economic strength because it's used so much in building. You also have the nickle which gives youy a double exposure, so, if she bought, would prefer this one over Inmet (IMN-T).
Copper is considered a very good indicator of economic strength because it's used so much in building. You also have the nickle which gives youy a double exposure, so, if she bought, would prefer this one over Inmet (IMN-T).
Laura Wallace
Managing Director, Coleford Investment Management
Price
$24.800
Owned
No
VAGUE
VAGUE
July 25, 2005
Copper is considered a very good indicator of economic strength because it's used so much in building. Between this and Falconbridge (FAL.LV-T), if she bought, would prefer Falconbridge because of the nickel exposure.
Inmet Mining (IMN-T)
July 25, 2005
Copper is considered a very good indicator of economic strength because it's used so much in building. Between this and Falconbridge (FAL.LV-T), if she bought, would prefer Falconbridge because of the nickel exposure.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$18.210
Owned
No
HOLD
HOLD
July 25, 2005
A great company. Very well diversified. Its recent strength has been its coal exposure and the outlook for coal reamins very positive. This time of year is the weakest for mining and metals stocks and tend to strengthen later in the year and early part of the new year.
A great company. Very well diversified. Its recent strength has been its coal exposure and the outlook for coal reamins very positive. This time of year is the weakest for mining and metals stocks and tend to strengthen later in the year and early part of the new year.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$48.490
Owned
Yes