Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 25, 2009
ArcelorMittal (MT-N) or US Steel (X-N)? Arcelor is a global play while US is an American play. Depends on your view of the global economy versus the US economy. He thinks the US will probably lead because they were the first to start stimulus.
ArcelorMittal (MT-N) or US Steel (X-N)? Arcelor is a global play while US is an American play. Depends on your view of the global economy versus the US economy. He thinks the US will probably lead because they were the first to start stimulus.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$44.320
Owned
Unknown
SELL
SELL
August 25, 2009
Had consistent disappointments and operational issues. Have not been great on execution. If you own, consider taking your profits and waiting to see if their recent recovery is for real.
Cott Corp (BCB-T)
August 25, 2009
Had consistent disappointments and operational issues. Have not been great on execution. If you own, consider taking your profits and waiting to see if their recent recovery is for real.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$6.610
Owned
Unknown
BUY
BUY
August 25, 2009
Believes that food prices are likely to go higher as diets improve in the emerging markets. This one has been depressed because of its attempted acquisition of CF Industries. Once that is completed it could very well move ahead.
Agrium (AGU-T)
August 25, 2009
Believes that food prices are likely to go higher as diets improve in the emerging markets. This one has been depressed because of its attempted acquisition of CF Industries. Once that is completed it could very well move ahead.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$52.590
Owned
Unknown
DON'T BUY
DON'T BUY
August 25, 2009
Selling systems is a very lumpy business. Getting competition. Near the top end of its trading range.
I Max (IMX-T)
August 25, 2009
Selling systems is a very lumpy business. Getting competition. Near the top end of its trading range.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$10.150
Owned
Unknown
COMMENT
COMMENT
August 25, 2009
Great industrial operations. The difficulty is, it has a big financial arm. Essentially you are getting a quasi-financial, which is going to be a drag over the next few years. You probably won't get a decent dividend anytime soon because they will want to reinvest their cash into the business.
General Electric (GE-N)
August 25, 2009
Great industrial operations. The difficulty is, it has a big financial arm. Essentially you are getting a quasi-financial, which is going to be a drag over the next few years. You probably won't get a decent dividend anytime soon because they will want to reinvest their cash into the business.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$14.300
Owned
Yes
COMMENT
COMMENT
August 25, 2009
Even cutting dividend in half was not enough to drive the stock down to where it had been. Could see it getting back into the low $30’s in 2 or 3 years.
Even cutting dividend in half was not enough to drive the stock down to where it had been. Could see it getting back into the low $30’s in 2 or 3 years.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$23.090
Owned
Yes
COMMENT
COMMENT
August 25, 2009
This is the management that got everything absolutely right. US housing market was a house of cards and they bet against it and it paid off in spades. Took a dive in March when the market turned around however way ahead of where they where 5 years ago. This is a play on management and the long-term strategic positioning of the stock.
This is the management that got everything absolutely right. US housing market was a house of cards and they bet against it and it paid off in spades. Took a dive in March when the market turned around however way ahead of where they where 5 years ago. This is a play on management and the long-term strategic positioning of the stock.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$367.840
Owned
Unknown