Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 25, 2009
This is not the one to bet on in this sector. Very cheap, up for a reason. Drug pipeline is not impressive. Have patent issues. (See Top Picks.)
Pfizer Inc (PFE-N)
August 25, 2009
This is not the one to bet on in this sector. Very cheap, up for a reason. Drug pipeline is not impressive. Have patent issues. (See Top Picks.)
Karl Berger
Partner, Toron Investment Management
Price
$16.800
Owned
No
BUY
BUY
August 25, 2009
Florida utility that has a portion of their power from both wind and solar. If Obama is successful in bringing in a “cap and trade” system on emissions, it would be a huge win for them. 3.25% yield.
NextEra Energy (NEE-N)
August 25, 2009
Florida utility that has a portion of their power from both wind and solar. If Obama is successful in bringing in a “cap and trade” system on emissions, it would be a huge win for them. 3.25% yield.
Karl Berger
Partner, Toron Investment Management
Price
$57.820
Owned
Yes
DON'T BUY
DON'T BUY
August 25, 2009
A fascinating company because of the range of products and areas that they touch on. His concern is that such a large percentage of their earnings comes from their financial side. For a long-term investment he would prefer 3M (MMM-N).
General Electric (GE-N)
August 25, 2009
A fascinating company because of the range of products and areas that they touch on. His concern is that such a large percentage of their earnings comes from their financial side. For a long-term investment he would prefer 3M (MMM-N).
Karl Berger
Partner, Toron Investment Management
Price
$14.300
Owned
No
BUY WEAKNESS
BUY WEAKNESS
August 25, 2009
Distributor of spirits and alcohol. Reasonably recession proof but have had some challenges from their higher end booze. Fantastic market innovators. Will need to cut costs over the next little while in order to offset some of their margin compressions. Not expensive but would try to get it at a lower price.
Diageo PLC (DEO-N)
August 25, 2009
Distributor of spirits and alcohol. Reasonably recession proof but have had some challenges from their higher end booze. Fantastic market innovators. Will need to cut costs over the next little while in order to offset some of their margin compressions. Not expensive but would try to get it at a lower price.
Karl Berger
Partner, Toron Investment Management
Price
$63.500
Owned
Yes