DON'T BUY
His model price is $18.36. Has always seemed expensive.
BUY
His model price is $40, but doesn't think it will ever reach this. Has a short term taget of about $32.
PAST TOP PICK
(A Top Pick Jun 9/05. Up 11.5%.) Sold it and took his profit.
TOP PICK
(A Top Pick Jun 9/05. Up 4%.) Has a model price of $40 for some time and the stock is going up. There is value here. The stock gets no respect. Looking at earnings estimates, going out in '05 and '06, it's a cheap stock.
PAST TOP PICK
(A Top Pick Jun 9/05. Up 11%.) Was a mispriced stock. Sold it at a profit.
BUY
Has a model price of $38.43.
HOLD
Trading at a valuation that it has never traded at before. A good quality position to hold. Feels that it should be trading at $70.50, but that is based on a short history since its IPO. There is $10 of risk. Has a model price of $86.
BUY
By selling off Blockbuster they have ended up with a smaller balance sheet which is positive. His model price is $36.69 which is a 9% potential.
BUY
His model price is substantially above its curent price at around $20.
DON'T BUY
He has the new balance sheet in and his model price, based on that, is $28. His model price has always been below the stock price.
DON'T BUY
Sold their position when they did their August re-balance. His model price is $47.46.
HOLD
(Preferred A)Thinks there may be rating consequences to this settlement. Doesn't think the preferreds are in any danger.
DON'T BUY
Was a top pick 2 years ago when it was $22 and it stayed there for a long while. His model price is now $56.64 which is a 10% negative differential. Thinks oil sands are very expensive here.
DON'T BUY
His model price is $26.60 which is a negative 2% differential.
BUY
His model price is $17 which is a 60% potential. Name is controversial, but still the fundamentals and earnings still hold up.