Latest Expert Opinions

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Opinion
Expert
TOP PICK
TOP PICK
April 11, 2006
(A Top Pick Aug 22/05. Down 20%.) Made a big acquisition of a data storage management company and the market s be has taken a wait and see a approach. Even better value than it was before. Very compelling value.
Symantec Corp (SYMC-Q)
April 11, 2006
(A Top Pick Aug 22/05. Down 20%.) Made a big acquisition of a data storage management company and the market s be has taken a wait and see a approach. Even better value than it was before. Very compelling value.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$16.850
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 11, 2006
(A Top Pick Aug 22/05. Up 43%.) Still owns some of it. Took a very bit off the table at around $40. Worth in the mid-$40.
Adobe Systems (ADBE-Q)
April 11, 2006
(A Top Pick Aug 22/05. Up 43%.) Still owns some of it. Took a very bit off the table at around $40. Worth in the mid-$40.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$37.280
Owned
Yes
TOP PICK
TOP PICK
April 11, 2006
(A Top Pick Aug 22/05. Down 13%.) A semiconductor manufacturer in analog technology. Well diversified. No debt. Operating margins are in the 40% range. Buying back stock right now. The backlog is showing a lot of strength.
(A Top Pick Aug 22/05. Down 13%.) A semiconductor manufacturer in analog technology. Well diversified. No debt. Operating margins are in the 40% range. Buying back stock right now. The backlog is showing a lot of strength.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$36.520
Owned
Yes
DON'T BUY
DON'T BUY
April 11, 2006
They have been on the downside in the trend in technology. They were in a niche for information sharing but the need for that niche is disappearing.
Open Text (OTEX-T)
April 11, 2006
They have been on the downside in the trend in technology. They were in a niche for information sharing but the need for that niche is disappearing.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$18.510
Owned
No
DON'T BUY
DON'T BUY
April 11, 2006
Has gone sideways for the last little while. Their core product, database management software, is a great product and continues to produce all kinds of cash. Have made a lot of acquisitions which has made the market nervous.
Oracle (ORCL-N)
April 11, 2006
Has gone sideways for the last little while. Their core product, database management software, is a great product and continues to produce all kinds of cash. Have made a lot of acquisitions which has made the market nervous.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$13.840
Owned
Unknown
DON'T BUY
DON'T BUY
April 11, 2006
Prefers Cisco (CSCO-Q). In this market, you want to stay with the industry leaders. A decent company, but doesn't make his core holding list. Has been through some financial uncertainty.
Prefers Cisco (CSCO-Q). In this market, you want to stay with the industry leaders. A decent company, but doesn't make his core holding list. Has been through some financial uncertainty.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$18.860
Owned
No
DON'T BUY
DON'T BUY
April 11, 2006
There are higher quality businesses at better values. Too expensive.
There are higher quality businesses at better values. Too expensive.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$3.590
Owned
No