Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 22, 2005
(A Top Pick Apr 19/05 Up 11.5%.) Security software. Good franchise and strong brand name. Made an acquisition of Veritas software which is storage software and the market didn't think it was a natural synergy. Likes the idea of the 2 combined. Good valuation.
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Symantec Corp (SYMC-Q)
August 22, 2005
(A Top Pick Apr 19/05 Up 11.5%.) Security software. Good franchise and strong brand name. Made an acquisition of Veritas software which is storage software and the market didn't think it was a natural synergy. Likes the idea of the 2 combined. Good valuation.
PAST TOP PICK
PAST TOP PICK
August 22, 2005
(A Top Pick Apr 19/05 Up 21%.) Still likes this one a lot. Have executed well and sees good things ahead of them.
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(A Top Pick Apr 19/05 Up 21%.) Still likes this one a lot. Have executed well and sees good things ahead of them.
TOP PICK
TOP PICK
August 22, 2005
(A Top Pick Apr 19/05 Up 6.7%.) No company in the world gets growth and profitability better than this one. Very diversified. A semi-conductor manufacturer.
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(A Top Pick Apr 19/05 Up 6.7%.) No company in the world gets growth and profitability better than this one. Very diversified. A semi-conductor manufacturer.
BUY
BUY
August 22, 2005
A great franchise. The growth is there. They have pledged double digit earnings growth over the next 5 years. Lots of opportunities ahead. Their recent acquisitions are working out well. Good price.
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Cisco (CSCO-Q)
August 22, 2005
A great franchise. The growth is there. They have pledged double digit earnings growth over the next 5 years. Lots of opportunities ahead. Their recent acquisitions are working out well. Good price.
HOLD
HOLD
August 22, 2005
A great tech story over the long term. A solid franchise and you are safe holding it. They continue to evolve and want to go in and run the businesses that are their customers. Continue to be a leader in semi-conductor manufacturing. Likes it below $80.
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IBM (IBM-N)
August 22, 2005
A great tech story over the long term. A solid franchise and you are safe holding it. They continue to evolve and want to go in and run the businesses that are their customers. Continue to be a leader in semi-conductor manufacturing. Likes it below $80.
BUY
BUY
August 22, 2005
Have recently added this to his fund. Good free cash flow, strong balance sheet. There is some risk right now with their Lipitor drug. A group in India is making a generic version.
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Pfizer Inc (PFE-N)
August 22, 2005
Have recently added this to his fund. Good free cash flow, strong balance sheet. There is some risk right now with their Lipitor drug. A group in India is making a generic version.
DON'T BUY
DON'T BUY
August 22, 2005
Management team has done an extraordinary job. Possibility of cash flow and growth is there. It is an $80 billion market cap company which he is not sure is justified. The easy part is done and now they are banging up against the competition. Getting more market share of the internet advertising pie is going to become increasingly challenging.
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Management team has done an extraordinary job. Possibility of cash flow and growth is there. It is an $80 billion market cap company which he is not sure is justified. The easy part is done and now they are banging up against the competition. Getting more market share of the internet advertising pie is going to become increasingly challenging.