Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
November 14, 2005
Potentially the company might earn $8 next year which is a multiple of 50 X next year's earnings. This makes it one of the most expensive stocks in the market, but it's growing at a prodigious rate. If you own, you have to believe that $8 ie wrong and it's going to be more like $9/10 and hope it will be $11/12 by NOv/06.
Potentially the company might earn $8 next year which is a multiple of 50 X next year's earnings. This makes it one of the most expensive stocks in the market, but it's growing at a prodigious rate. If you own, you have to believe that $8 ie wrong and it's going to be more like $9/10 and hope it will be $11/12 by NOv/06.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$396.970
Owned
No
DON'T BUY
DON'T BUY
November 14, 2005
Have been hurt by fuel costs. Nice dividend, but you won't get a lot of capital appreciation. Would prefer Kellog's (K-N).
H. J. Heinz Co. (HNZ-N)
November 14, 2005
Have been hurt by fuel costs. Nice dividend, but you won't get a lot of capital appreciation. Would prefer Kellog's (K-N).
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$35.500
Owned
No
BUY
BUY
November 14, 2005
Input costs of grains have been coming down. Buy at around $44 and then sell at around $50 in the spring.
Kellog (K-N)
November 14, 2005
Input costs of grains have been coming down. Buy at around $44 and then sell at around $50 in the spring.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$44.700
Owned
Yes
BUY
BUY
November 14, 2005
An interesting company. Has kind of a hodge podge of businesses. If housing were to slow, a lot of people would make the link that the sale of bobcat machinery would slow. A cheap company. Its eaarnings are not valued very highly. Good dividend. Doesn't have any significant risk at this price.
Ingersoll-Rand Co (IR-N)
November 14, 2005
An interesting company. Has kind of a hodge podge of businesses. If housing were to slow, a lot of people would make the link that the sale of bobcat machinery would slow. A cheap company. Its eaarnings are not valued very highly. Good dividend. Doesn't have any significant risk at this price.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$39.020
Owned
Unknown
DON'T BUY
DON'T BUY
November 14, 2005
Their AOL asset is a decent asset but the Time/Warner property is part of their problem. Large TV networks advertising is a difficult model to run and their CBS is no exception. The whole media sector, television, newspapers and radio is undergoing a tremendous transformation. Internet assets are growing at their expense.
Time Warner Inc (TWX-N)
November 14, 2005
Their AOL asset is a decent asset but the Time/Warner property is part of their problem. Large TV networks advertising is a difficult model to run and their CBS is no exception. The whole media sector, television, newspapers and radio is undergoing a tremendous transformation. Internet assets are growing at their expense.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$17.760
Owned
No
BUY WEAKNESS
BUY WEAKNESS
November 14, 2005
The largest financial and a big part of the index. The financials have been the best perfoming sector in the US in the last 6 weeks because the market was afraid of inflation earlier. At this point you have missed the good move in it. Wait for a little bit of weakness.
CitiGroup (C-N)
November 14, 2005
The largest financial and a big part of the index. The financials have been the best perfoming sector in the US in the last 6 weeks because the market was afraid of inflation earlier. At this point you have missed the good move in it. Wait for a little bit of weakness.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$48.240
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
November 14, 2005
Good management and has a very good dividend yield. What bothers him is that they seem determined to acquire other companies, but they are pretty good at it.
Bank of America (BAC-N)
November 14, 2005
Good management and has a very good dividend yield. What bothers him is that they seem determined to acquire other companies, but they are pretty good at it.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$45.620
Owned
Yes