WEAK BUY
A great company, one of the blue chip companies in China. Consumption in China will pick up and this company is well positioned for it. Almost a monopoly. Worried that competition may catch up. Very good 3-year view.
TRADE
Banks are very out of favour right now. Very exposed to infrastructure. Infrastructure is growing and a really liked asset class. If you can get over the aggressiveness of this bank then it’s a buy.
DON'T BUY
A high quality European company. Their issue right now is the very strong Euro, it’s a problem. They have decent margins, they are a strong company, they are cutting costs. It’s fairly valued right now, not a sell. Wouldn’t buy.
PAST TOP PICK
(Top pick, February 28, 2007. Down 46%) The margins disappointed. The competition from China became much fiercer. Has become a value stock instead of a growth stock. The price of this stock is reflecting its environment. A buy for a 3-year view.
PAST TOP PICK
(Top pick, February 28, 2007. Down 48%) Made an acquisition they didn’t need to which stretched the balance sheet.
PAST TOP PICK
(Top pick, February 28, 2007. Down 35%) The growth in their market was slower than hoped. Their product (diesel filters) will be required in Europe in the next while. This is a good company. Will do well in the next 3 years.
DON'T BUY
ISHARES Aerospace- Not a believer in ISHARES. Would rather pick individual names out there. United Technologies is one of the best in this sector.
BUY
Good company. Favourite in the sector.
TRADE
Up against some very good competition. Nokia has taken a lot of their market share. Has a ways to go before you see a recovery.
SELL
It’s hard to know if management is trustworthy.
WEAK BUY
It’s a good space to be in. people will always want to drink, maybe now mores so.
DON'T BUY
Not a buyer of steel stocks right now.
HOLD
Like the industry. It will continue to grow.
TOP PICK
330 HK- 70% of business is in Europe. Their costs are in Hong Kong currency, and their revenue is in Euros.
TRADE
This is a stable income company. It is undervalued. The media may be partly responsible.