Latest Expert Opinions

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
April 13, 2010
Growing aggressively in emerging markets. Very cheap. Has chronically under performed and trading at its lowest valuations. Will benefit if interest rates rise, as he expects them to. Will be a very stable, low growth company.
Growing aggressively in emerging markets. Very cheap. Has chronically under performed and trading at its lowest valuations. Will benefit if interest rates rise, as he expects them to. Will be a very stable, low growth company.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$19.800
Owned
Yes
DON'T BUY
DON'T BUY
April 13, 2010
Comes up on the screen all the time because fundamentally it looks cheap but he can't find the catalyst. Fold funds is basically negative every quarter. Very competitive industry.
Comes up on the screen all the time because fundamentally it looks cheap but he can't find the catalyst. Fold funds is basically negative every quarter. Very competitive industry.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$17.850
Owned
Yes
DON'T BUY
DON'T BUY
April 13, 2010
Somewhere in the middle between cheap and expensive. He can come up with better oil stocks. Prefers natural gas to oil. Cheap natural gas prices are unsustainable.
Somewhere in the middle between cheap and expensive. He can come up with better oil stocks. Prefers natural gas to oil. Cheap natural gas prices are unsustainable.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$34.820
Owned
Unknown
STRONG BUY
STRONG BUY
April 13, 2010
Absolutely puzzled by the valuation the company gets. No debt, about $5 a share in cash, grows at 30% a year and trades at only 12X earnings. Very competitive sector but the market itself is growing substantially.
BlackBerry (BB-T)
April 13, 2010
Absolutely puzzled by the valuation the company gets. No debt, about $5 a share in cash, grows at 30% a year and trades at only 12X earnings. Very competitive sector but the market itself is growing substantially.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$72.540
Owned
Yes
COMMENT
COMMENT
April 13, 2010
Prefers RIM (RIM-T). If he owned Apple, he would be tempted to Sell it and buy RIM. Would consider shorting Apple and going Long Rim.
Apple (AAPL-Q)
April 13, 2010
Prefers RIM (RIM-T). If he owned Apple, he would be tempted to Sell it and buy RIM. Would consider shorting Apple and going Long Rim.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$242.430
Owned
No
DON'T BUY
DON'T BUY
April 13, 2010
Struggled a lot because they did a couple of dilutive deals in a horrible market when they needed cash. Prefers Southern Pacific Resources (STP-X), which has a property next door and trades at half the valuation.
Struggled a lot because they did a couple of dilutive deals in a horrible market when they needed cash. Prefers Southern Pacific Resources (STP-X), which has a property next door and trades at half the valuation.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$1.680
Owned
Unknown
STRONG BUY
STRONG BUY
April 13, 2010
Beautifully well run. Oil sands. Need to raise money but doing it at a good time.
Beautifully well run. Oil sands. Need to raise money but doing it at a good time.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$1.300
Owned
Yes