Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 29, 2009
(A Top Pick Feb 9/09. Up 20.9%.) Beat earnings estimates handily by $.30. Revenue side was a little light but not unexpected. Earnings guidance was raised. Still a Buy.
IBM (IBM-N)
July 29, 2009
(A Top Pick Feb 9/09. Up 20.9%.) Beat earnings estimates handily by $.30. Revenue side was a little light but not unexpected. Earnings guidance was raised. Still a Buy.
Brett Hryb
Vice President & Senior Portfolio Manager, MFC Global Investment Management
Price
$117.260
Owned
Yes
TOP PICK
TOP PICK
July 29, 2009
(A Top Pick Feb 9/09. Up 38.3%.) Discount retailer of random names. Stable in a recession. Also has growth potential in opening stores and new markets.
(A Top Pick Feb 9/09. Up 38.3%.) Discount retailer of random names. Stable in a recession. Also has growth potential in opening stores and new markets.
Brett Hryb
Vice President & Senior Portfolio Manager, MFC Global Investment Management
Price
$44.400
Owned
Yes
TOP PICK
TOP PICK
July 29, 2009
Strong management team. Essentially skated through the banking problems of 2007/2008. Have paid TARP off and are looking to get the warrants back from the government.
Strong management team. Essentially skated through the banking problems of 2007/2008. Have paid TARP off and are looking to get the warrants back from the government.
Brett Hryb
Vice President & Senior Portfolio Manager, MFC Global Investment Management
Price
$37.770
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 29, 2009
(A Top Pick Feb 9/09. Up 6.04%.) Waste management focused on healthcare. Compared to its group it is a little on the high side but not out of its realm.
(A Top Pick Feb 9/09. Up 6.04%.) Waste management focused on healthcare. Compared to its group it is a little on the high side but not out of its realm.
Brett Hryb
Vice President & Senior Portfolio Manager, MFC Global Investment Management
Price
$51.970
Owned
Yes
HOLD
HOLD
July 29, 2009
Semiconductor player in network and wireless space. Supplies Cisco (CSCO-Q) and Motorola (MOT-N). Latter has struggled over the last year or so but supposed to change in the 2nd half because of new management. Although this has done well he would use caution going forward and perhaps take a little bit, not all, off the table.
Qorvo Inc (QRVO-Q)
July 29, 2009
Semiconductor player in network and wireless space. Supplies Cisco (CSCO-Q) and Motorola (MOT-N). Latter has struggled over the last year or so but supposed to change in the 2nd half because of new management. Although this has done well he would use caution going forward and perhaps take a little bit, not all, off the table.
Brett Hryb
Vice President & Senior Portfolio Manager, MFC Global Investment Management
Price
$5.040
Owned
Unknown
DON'T BUY
DON'T BUY
July 29, 2009
Some disappointment earnings and guidance was very conservative. Continue to struggle against Google (GOOG-Q). Being acquired by Microsoft (MSFT-Q) but there is no upfront fee being paid.
Altaba Inc (AABA-Q)
July 29, 2009
Some disappointment earnings and guidance was very conservative. Continue to struggle against Google (GOOG-Q). Being acquired by Microsoft (MSFT-Q) but there is no upfront fee being paid.
Brett Hryb
Vice President & Senior Portfolio Manager, MFC Global Investment Management
Price
$15.140
Owned
Unknown
BUY
BUY
July 29, 2009
Large-cap fully integrated global pharmaceutical. Earnings beat expectations. Competition from generics but their pipeline going forward looks extremely robust.
Large-cap fully integrated global pharmaceutical. Earnings beat expectations. Competition from generics but their pipeline going forward looks extremely robust.
Brett Hryb
Vice President & Senior Portfolio Manager, MFC Global Investment Management
Price
$61.160
Owned
Yes