COMMENT
Being tied to oil, growth and the overall view of the commodity cycle, it is a real challenge to see it moving up.
COMMENT
Great technologic company. Focus is storage. Two areas companies are reluctant to pull back on are security and storage. They always have a need for both of these products. Good exposure to VM Ware, a virtualization software suite. In a space that will continue to grow.
COMMENT
In past recessions have acquired companies at cheap valuations and integrated them very well. Even though they guided down for the 1st quarter and pulled guidance for the rest of the year, stock was up significantly. Margins are still quite strong. Well positioned for the other side of the recession.
DON'T BUY
Sales numbers for January fell off the cliff. This was actually the best of the big three. Even Japanese makers wear down. Would stay away from the whole auto industry.
BUY
(Market Call Minute.) Going forward it is well positioned. Has the Atom chip. Margins are going to be a little bit compressed but you will benefit longer-term.
SELL
(Market Call Minute.) A challenge. A Middle East investor put some capital in but it will be challenged to keep up with Intel (INTC-Q).
HOLD
(Market Call Minute.) Just completing an acquisition.
COMMENT
(Market Call Minute.) Doesn't know this as well as its competitor Bunge (BG-N) but on the fertilizer side there will be continued pressure going forward.
BUY
(Market Call Minute.) Commanding the market share in terms of search. They will continue to monetize this. Their products are “top of breed”.
HOLD
(Market Call Minute.) A fantastic company. Unfortunately given the commodity outlook and currency it is just a Hold.
PARTIAL BUY
Never felt the Wall Street investment banks where all that thick. When push came to shove, they were illiquid. A small position might be very interesting.
DON'T BUY
Companies that recover from a recession first are 1) suppliers of necessities such as pipelines, telcos and utilities 2) blue-chip banks, insurers 3) consumer durables and 4) finally consumer luxuries.
BUY
When people get really nervous, they buy gold and gold stocks. When it became evident there would be major stimulus packages it was clear there would be more inflation down the road.
HOLD
Expects the new US administration will be friendlier to Cuba. If they could get rid of the legislature stopping US companies from investing there, anything could happen. Need an uptick in commodity prices before stock takes off.
DON'T BUY
Zinc mines are closing all over. Large debt. Coal started to fall right after they bought Fording. They need to see global steel making get strong again and that people feel the base metal story has legs. Will be a while.