Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
August 21, 2008
(Market Call Minute.)
(Market Call Minute.)
Robert Floyd
President, R A Floyd Management
Price
$34.250
Owned
Unknown
DON'T BUY
DON'T BUY
August 21, 2008
A lot of companies put in highs in January, rallied again into March but with lower highs. Technically that is concerning. Making an acquisition of Aurelian Resources (ARU-T), which is either going to be great acquisition or it will be a tough. Could be political risks. Good business and a growth company but would like to see more follow-through on the precious metal rally. This has been one of the poorer performers of the group.
Kinross Gold (K-T)
August 21, 2008
A lot of companies put in highs in January, rallied again into March but with lower highs. Technically that is concerning. Making an acquisition of Aurelian Resources (ARU-T), which is either going to be great acquisition or it will be a tough. Could be political risks. Good business and a growth company but would like to see more follow-through on the precious metal rally. This has been one of the poorer performers of the group.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$18.040
Owned
No
DON'T BUY
DON'T BUY
August 21, 2008
Pharmaceutical group is behaving better. This one is less attractive and is facing drugs coming off patent. Prefers others.
Pfizer Inc (PFE-N)
August 21, 2008
Pharmaceutical group is behaving better. This one is less attractive and is facing drugs coming off patent. Prefers others.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$19.370
Owned
No
DON'T BUY
DON'T BUY
August 21, 2008
In the infrastructure space and heavily tied to energy. If energy continued to rally, this would probably participate. The real question is reduced growth outlook in emerging markets and growth markets. Thinks there will be more money in infrastructure but currently there is negative psychology around this area.
In the infrastructure space and heavily tied to energy. If energy continued to rally, this would probably participate. The real question is reduced growth outlook in emerging markets and growth markets. Thinks there will be more money in infrastructure but currently there is negative psychology around this area.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$50.610
Owned
No
DON'T BUY
DON'T BUY
August 21, 2008
Basics material group had enormous pullback in June. Steel group has more difficult concerns around pricing power, which up until very recently has been very strong. Emerging markets and China markets has pulled back substantially. Would want to see the stock trade above $58/$59 before he would be entering.
Nucor Corp. (NUE-N)
August 21, 2008
Basics material group had enormous pullback in June. Steel group has more difficult concerns around pricing power, which up until very recently has been very strong. Emerging markets and China markets has pulled back substantially. Would want to see the stock trade above $58/$59 before he would be entering.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$52.330
Owned
No
DON'T BUY
DON'T BUY
August 21, 2008
There is a very good fundamental case to be made for offshore drillers. If the U.S. Congress allows offshore drilling, these companies are in a great spot. Technically this group has been badly broken in the last few weeks. He would like to see it trade above the 50-day and 200-day moving averages.
There is a very good fundamental case to be made for offshore drillers. If the U.S. Congress allows offshore drilling, these companies are in a great spot. Technically this group has been badly broken in the last few weeks. He would like to see it trade above the 50-day and 200-day moving averages.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$112.960
Owned
No
DON'T BUY
DON'T BUY
August 21, 2008
There is a very good fundamental case to be made for offshore drillers. If the U.S. Congress allows offshore drilling, these companies are in a great spot. Technically this group has been badly broken in the last few weeks. He would like to see it trade above the 50-day and 200-day moving averages.
Transocean Inc. (RIG-N)
August 21, 2008
There is a very good fundamental case to be made for offshore drillers. If the U.S. Congress allows offshore drilling, these companies are in a great spot. Technically this group has been badly broken in the last few weeks. He would like to see it trade above the 50-day and 200-day moving averages.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$131.710
Owned
No