Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 29, 2009
Market is concerned about the delay in the 787, which is a critical component to their growth story going forward. Cost overruns have continued. Their defence business has been going quite strongly. On a 3-year time horizon they should be in full production.
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Boeing (BA-N)
July 29, 2009
Market is concerned about the delay in the 787, which is a critical component to their growth story going forward. Cost overruns have continued. Their defence business has been going quite strongly. On a 3-year time horizon they should be in full production.
DON'T BUY
DON'T BUY
July 29, 2009
The issues are surrounding their industrial side but the financial side was actually not that bad over the last quarter although part of the gain was because they reduced provisions for losses. There has also been some weakness on the healthcare side. Would look at other stocks.
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The issues are surrounding their industrial side but the financial side was actually not that bad over the last quarter although part of the gain was because they reduced provisions for losses. There has also been some weakness on the healthcare side. Would look at other stocks.
COMMENT
COMMENT
July 29, 2009
Refiners have had a very challenging period. Going forward there are other opportunities to put your money, as he doesn't see a dramatic recovery in the sector.
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Refiners have had a very challenging period. Going forward there are other opportunities to put your money, as he doesn't see a dramatic recovery in the sector.
BUY
BUY
July 29, 2009
Deepwater oil drilling play. Have a lot of growing opportunities in the deep waters off Brazil. Day rates have held up relatively strongly.
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Deepwater oil drilling play. Have a lot of growing opportunities in the deep waters off Brazil. Day rates have held up relatively strongly.
COMMENT
COMMENT
July 29, 2009
Chevron (CVX-N) and Exxon (XOM-N) major integrateds have so many opportunities to grow through acquisition, upstream through downstream and chemicals. Also have stable dividends and great cash flow.
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Chevron (CVX-N) and Exxon (XOM-N) major integrateds have so many opportunities to grow through acquisition, upstream through downstream and chemicals. Also have stable dividends and great cash flow.
COMMENT
COMMENT
July 29, 2009
Chevron (CVX-N) and Exxon (XOM-N) major integrateds have so many opportunities to grow through acquisition, upstream through downstream and chemicals. Also have stable dividends and great cash flow. This one is one of the premier ones but because of its size is becoming more challenging to increase production growth.
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Exxon Mobil (XOM-N)
July 29, 2009
Chevron (CVX-N) and Exxon (XOM-N) major integrateds have so many opportunities to grow through acquisition, upstream through downstream and chemicals. Also have stable dividends and great cash flow. This one is one of the premier ones but because of its size is becoming more challenging to increase production growth.
DON'T BUY
DON'T BUY
July 29, 2009
2nd tier integrated oil company with good exposure to retail outlets as well as a lot of international plays on the E&P side. At this point there are better plays than this one.
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Hess Corp. (HES-N)
July 29, 2009
2nd tier integrated oil company with good exposure to retail outlets as well as a lot of international plays on the E&P side. At this point there are better plays than this one.