Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 30, 2008
Governments will be spending a lot of money on infrastructure. Single biggest problem with global infrastructure is electrical grids. Most technology used in substations and across transmission and distribution, dates from the 1940's. This company makes high-end networking gear. They have 60% market share.
RuggedCom Inc. (RCM-T)
December 30, 2008
Governments will be spending a lot of money on infrastructure. Single biggest problem with global infrastructure is electrical grids. Most technology used in substations and across transmission and distribution, dates from the 1940's. This company makes high-end networking gear. They have 60% market share.
Duncan Stewart
Director of Research & Analysis, DSAM Consulting
Price
$12.700
Owned
No
TOP PICK
TOP PICK
December 30, 2008
Top Short Losing market share. New products coming out and the rumour is that they are terrible. Losing money and has debt. Could be in chapter 11 a year from now.
Palm Inc. (PALM-Q)
December 30, 2008
Top Short Losing market share. New products coming out and the rumour is that they are terrible. Losing money and has debt. Could be in chapter 11 a year from now.
Duncan Stewart
Director of Research & Analysis, DSAM Consulting
Price
$3.160
Owned
No
TOP PICK
TOP PICK
December 30, 2008
Doesn't like semiconductors or the PC business but feels they are going to continue picking up share from Advanced Micro Devices (AMD-N). Have 45 nm process architecture. Able to supply 25 to 50 million new chips for the new netbooks.
Intel (INTC-Q)
December 30, 2008
Doesn't like semiconductors or the PC business but feels they are going to continue picking up share from Advanced Micro Devices (AMD-N). Have 45 nm process architecture. Able to supply 25 to 50 million new chips for the new netbooks.
Duncan Stewart
Director of Research & Analysis, DSAM Consulting
Price
$14.690
Owned
No
PAST TOP PICK
PAST TOP PICK
December 30, 2008
(A Top Pick Apr 25/08. Up 55%.) Specialize in power converters that get electricity onto the electrical grid from green power applications. Wound down all of his funds at the end of October.
(A Top Pick Apr 25/08. Up 55%.) Specialize in power converters that get electricity onto the electrical grid from green power applications. Wound down all of his funds at the end of October.
Duncan Stewart
Director of Research & Analysis, DSAM Consulting
Price
$14.980
Owned
No
PAST TOP PICK
PAST TOP PICK
December 30, 2008
Preferred A's. (A Top Pick Apr 25/08. Down 10%.) Now that they have sold their bakery division, it is not known what the company is going to do. Yields about 8.6%.
George Weston Ltd. (WN-T)
December 30, 2008
Preferred A's. (A Top Pick Apr 25/08. Down 10%.) Now that they have sold their bakery division, it is not known what the company is going to do. Yields about 8.6%.
Duncan Stewart
Director of Research & Analysis, DSAM Consulting
Price
$19.990
Owned
No
PAST TOP PICK
PAST TOP PICK
December 30, 2008
(A Top Pick Apr 25/08. Down 9%.) The challenge is that so much of their revenue comes from the financial services, which is the deeply contracting industry. The legal side is really hanging in there.
(A Top Pick Apr 25/08. Down 9%.) The challenge is that so much of their revenue comes from the financial services, which is the deeply contracting industry. The legal side is really hanging in there.
Duncan Stewart
Director of Research & Analysis, DSAM Consulting
Price
$35.090
Owned
No
DON'T BUY
DON'T BUY
December 30, 2008
Solar is in a bit of an eclipse. Across the board in the solar sector there are capacity cuts and supply cuts and companies are downgrading guidance. Solar will be massively in overcapacity in 2009 based on fundamentals. This company has some new interesting technology but it is not ready yet. A wildcard is what governments do.
Solar is in a bit of an eclipse. Across the board in the solar sector there are capacity cuts and supply cuts and companies are downgrading guidance. Solar will be massively in overcapacity in 2009 based on fundamentals. This company has some new interesting technology but it is not ready yet. A wildcard is what governments do.
Duncan Stewart
Director of Research & Analysis, DSAM Consulting
Price
$0.540
Owned
No