Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 10, 2010
Thermal coal. About half the electricity in the US comes from coal-fired plants. China is building these plants at an amazing rate also. Need/demand for coal is going to be there for many years to come.
Thermal coal. About half the electricity in the US comes from coal-fired plants. China is building these plants at an amazing rate also. Need/demand for coal is going to be there for many years to come.
Gordon Reid
President, GoodReid Investment Counsel
Price
$49.410
Owned
Yes
DON'T BUY
DON'T BUY
March 10, 2010
This has been used in the past few years as a proxy for global expansion. Very leveraged balance sheet and very cyclical. Would prefer playing the straight commodities.
Dryships (DRYS-Q)
March 10, 2010
This has been used in the past few years as a proxy for global expansion. Very leveraged balance sheet and very cyclical. Would prefer playing the straight commodities.
Gordon Reid
President, GoodReid Investment Counsel
Price
$6.140
Owned
No
BUY
BUY
March 10, 2010
Dealer inventories are still quite low so this has to be built up. Stimulus program will create a lot of work in 2010-2011. China is also a big part of the business.
Caterpillar (CAT-N)
March 10, 2010
Dealer inventories are still quite low so this has to be built up. Stimulus program will create a lot of work in 2010-2011. China is also a big part of the business.
Gordon Reid
President, GoodReid Investment Counsel
Price
$58.780
Owned
Yes
DON'T BUY
DON'T BUY
March 10, 2010
Similar to a lot of Pharma companies in that they have to find some growth. Will have patent expiries in 2011, which will create falling sales. Looks cheap and has a great dividend but it is a shrinking situation.
Eli Lilly & Co. (LLY-N)
March 10, 2010
Similar to a lot of Pharma companies in that they have to find some growth. Will have patent expiries in 2011, which will create falling sales. Looks cheap and has a great dividend but it is a shrinking situation.
Gordon Reid
President, GoodReid Investment Counsel
Price
$35.340
Owned
Unknown
BUY
BUY
March 10, 2010
This is an area that is highly volatile and cyclical but this is a senior company in this area. Pays a very nice dividend.
Intel (INTC-Q)
March 10, 2010
This is an area that is highly volatile and cyclical but this is a senior company in this area. Pays a very nice dividend.
Gordon Reid
President, GoodReid Investment Counsel
Price
$21.190
Owned
No
BUY
BUY
March 10, 2010
The new advertising model and is working extremely well. Expecting about $26.50 a share in earnings this year. Taking into account the cash (about $70 a share) it is pretty good value at this time.
The new advertising model and is working extremely well. Expecting about $26.50 a share in earnings this year. Taking into account the cash (about $70 a share) it is pretty good value at this time.
Gordon Reid
President, GoodReid Investment Counsel
Price
$576.450
Owned
Yes
DON'T BUY
DON'T BUY
March 10, 2010
Going through a pretty healthy product cycle with their Windows 7. This is helping their earnings. Over the last decade, nothing has really happened with their stock price yet their earnings have doubled. Prefers other companies in the tech area.
Microsoft (MSFT-Q)
March 10, 2010
Going through a pretty healthy product cycle with their Windows 7. This is helping their earnings. Over the last decade, nothing has really happened with their stock price yet their earnings have doubled. Prefers other companies in the tech area.
Gordon Reid
President, GoodReid Investment Counsel
Price
$28.970
Owned
No