Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 26, 2010
3.47% due 2014 bond. From a credit standpoint this company has, and will continue to do very well. The real question is, where are interest rates going as well as currency exposure. Corporate bond spreads have narrowed but might have a little bit more to go so doesn't expect a lot of performance from this.
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Goldman Sachs (GS-N)
January 26, 2010
3.47% due 2014 bond. From a credit standpoint this company has, and will continue to do very well. The real question is, where are interest rates going as well as currency exposure. Corporate bond spreads have narrowed but might have a little bit more to go so doesn't expect a lot of performance from this.
DON'T BUY
DON'T BUY
January 26, 2010
Wouldn’t look at this. Prefers more traditional miners.
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Wouldn’t look at this. Prefers more traditional miners.
DON'T BUY
DON'T BUY
January 26, 2010
Brutally competitive industry with tones of excess capacity. A better entry price would be south of $10. He would ‘consider’ buying less than $10.
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Tata Motors Ltd. (TTM-N)
January 26, 2010
Brutally competitive industry with tones of excess capacity. A better entry price would be south of $10. He would ‘consider’ buying less than $10.
BUY
BUY
January 26, 2010
Had a pretty good ’09. He keeps an eye on this because it has a nice dividend. They proved to be good retail operators and good at managing inventory.
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Had a pretty good ’09. He keeps an eye on this because it has a nice dividend. They proved to be good retail operators and good at managing inventory.
BUY
BUY
January 26, 2010
Fairly valued at these levels. The success has been about revenue growth and gross margin expansion. Yesterday’s release showed a slip in gross margin growth. If you see this happen repeatedly, the stock could slip. The key to go from here is to show they can maintain those margins.
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Apple (AAPL-Q)
January 26, 2010
Fairly valued at these levels. The success has been about revenue growth and gross margin expansion. Yesterday’s release showed a slip in gross margin growth. If you see this happen repeatedly, the stock could slip. The key to go from here is to show they can maintain those margins.
BUY
BUY
January 26, 2010
Has owned for years. Telecom is at the top of the list of sectors that lagged behind last year. This is a way of using a northern hemisphere stock to access emerging markets (Brazil). Debt load is not unusually high and being paid down aggressively. Entry price is a decent entry point. It’s a well run company.
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Telefonica S.A. (TEF-N)
January 26, 2010
Has owned for years. Telecom is at the top of the list of sectors that lagged behind last year. This is a way of using a northern hemisphere stock to access emerging markets (Brazil). Debt load is not unusually high and being paid down aggressively. Entry price is a decent entry point. It’s a well run company.
DON'T BUY
DON'T BUY
January 26, 2010
Brazilian stocks are too expensive right now. Fantastic resource base. Consider BHP instead.
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Vale S.A. (VALE-N)
January 26, 2010
Brazilian stocks are too expensive right now. Fantastic resource base. Consider BHP instead.