Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 29, 2008
(A Top Pick Dec 6/07. Down 42%.) Dominant market share in IP. Internet is absolutely essential for the functioning of the business and consumer worlds. $20 billion cash on the balance sheet so will be able to make necessary acquisitions. Very cheap at 10 X next year's earnings. ROE 20% to 25% consistently over the last decade.
Show full opinionHide full opinion
Cisco (CSCO-Q)
December 29, 2008
(A Top Pick Dec 6/07. Down 42%.) Dominant market share in IP. Internet is absolutely essential for the functioning of the business and consumer worlds. $20 billion cash on the balance sheet so will be able to make necessary acquisitions. Very cheap at 10 X next year's earnings. ROE 20% to 25% consistently over the last decade.
TOP PICK
TOP PICK
December 29, 2008
Nestles. Dominant in milk, chocolate, pet food and water brands. Top quality management. Not expensive at 13X earnings and 15% to 18% ROE.
Show full opinionHide full opinion
Nestle (NSRGY-OTC)
December 29, 2008
Nestles. Dominant in milk, chocolate, pet food and water brands. Top quality management. Not expensive at 13X earnings and 15% to 18% ROE.
TOP PICK
TOP PICK
December 29, 2008
(Hong Kong Exch.) Manages the biggest port in southern China. Significant interest in port operations in Shanghai. Also build containers. Well run. Good infrastructure play. Trades at under 10X earnings. Good ROE in the mid-teens. No debt. Good dividend.
Show full opinionHide full opinion
(Hong Kong Exch.) Manages the biggest port in southern China. Significant interest in port operations in Shanghai. Also build containers. Well run. Good infrastructure play. Trades at under 10X earnings. Good ROE in the mid-teens. No debt. Good dividend.
PAST TOP PICK
PAST TOP PICK
December 29, 2008
(A Top Pick Dec 6/07. Down 79%.) Manufactures automobile and semiconductor products. 2 products you don't want to be in these days. Having a very difficult time right now. No debt.
Show full opinionHide full opinion
Ibiden (4062-JP)
December 29, 2008
(A Top Pick Dec 6/07. Down 79%.) Manufactures automobile and semiconductor products. 2 products you don't want to be in these days. Having a very difficult time right now. No debt.
PAST TOP PICK
PAST TOP PICK
December 29, 2008
(A Top Pick Dec 6/07. Down 88%.) Overpaid on the ABN Amro acquisition. Sold most of his holdings.
Show full opinionHide full opinion
(A Top Pick Dec 6/07. Down 88%.) Overpaid on the ABN Amro acquisition. Sold most of his holdings.
COMMENT
COMMENT
December 29, 2008
Has no direct exposure to this area. He doesn't like investing in capital-intensive industries. Can't see the outlook getting any worse and this industry may have bottomed. China will start importing iron ore and other commodities as well as exporting their products again. Prefers ports companies. (See Top Picks.)
Show full opinionHide full opinion
Dryships (DRYS-Q)
December 29, 2008
Has no direct exposure to this area. He doesn't like investing in capital-intensive industries. Can't see the outlook getting any worse and this industry may have bottomed. China will start importing iron ore and other commodities as well as exporting their products again. Prefers ports companies. (See Top Picks.)
DON'T BUY
DON'T BUY
December 29, 2008
Had a very tough time over the last several years. Losing market share. Can't see a big turnaround. In a very competitive marketplace.
Show full opinionHide full opinion
Motorola (MSI-N)
December 29, 2008
Had a very tough time over the last several years. Losing market share. Can't see a big turnaround. In a very competitive marketplace.