Nice rebound because there is a little more certainty about the financial system around the world. No huge returns on the markets in the short term. Question is whether with the stimulus off, will there be growth. We’ll end up with a positive return, but not sure if it will be a huge return. Thinks Greece, Portugal or whoever needs it will be bailed out by the EU. Lots of staples and healthcare in his portfolio. Is selling some stocks with a full valuation.
Now is the time to own this stock because they have done their acquisitions and you are getting the synergy on all of the work they have done. Healthy dividend.
Thinks banks can maintain their spreads in a raising interest rate environment. Much more regional than some of the majors so the market takes that into account and it trades at a discount. Was impressed with management when he met with them. You could see some healthy growth out of them.
Finally delivered profit after a long downslide. Not sure if their parts sales can be sustainable for the long term. It looks like a one-quarter event. High-risk business.
Interesting company, very well managed. An interesting part of the market. Their clients are not as risky as you would think. For a long-term investor, it is a good investment.
Based on Valuation, this is preferred over Apple. They will catch up with the browser. Huge install base. Very good device. Management is excellent. Risk/returns make a lot of sense here. Rim is cheaper than Apple (earnings to growth). He buys it in the 60’s.
For long-term investor, these guys have a lot of opportunities in front of them – real estate as well as infrastructure. They will probably continue to be in distressed real estate.
Outsourcing infrastructure is a way for companies to cut costs. They have been steadily growing in the US. It’s a sleep-at-night stock. They have long life contracts and can survive market volatility. The biggest risk is that the stock will be lumpy.