Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 21, 2010
Sold off a little in the last week or so. Great global technology company with $4 a share in cash. Next years earnings at about $1.70-$1.80. Trades at just over 10X earnings.
Show full opinionHide full opinion
Cisco (CSCO-Q)
July 21, 2010
Sold off a little in the last week or so. Great global technology company with $4 a share in cash. Next years earnings at about $1.70-$1.80. Trades at just over 10X earnings.
BUY
BUY
July 21, 2010
Pure iron ore play in Canada. Just starting shipments out of their mines and will be about 8 million tons this year, expanding in phase 2 to 16 million 2-3 years down the road. Eventually has a earning powers of $1.50-$2 a share. Likes the future demand for iron ore, particularly from China.
Show full opinionHide full opinion
Pure iron ore play in Canada. Just starting shipments out of their mines and will be about 8 million tons this year, expanding in phase 2 to 16 million 2-3 years down the road. Eventually has a earning powers of $1.50-$2 a share. Likes the future demand for iron ore, particularly from China.
DON'T BUY
DON'T BUY
July 21, 2010
On the surface it looks pretty good, trading at a pretty reasonable multiple. Best of management among the US automakers. Decent product line. Trillion dollars of debt scares him away as they could come back to the market with a new issue to pay it off.
Show full opinionHide full opinion
Ford Motor (F-N)
July 21, 2010
On the surface it looks pretty good, trading at a pretty reasonable multiple. Best of management among the US automakers. Decent product line. Trillion dollars of debt scares him away as they could come back to the market with a new issue to pay it off.
COMMENT
COMMENT
July 21, 2010
“A” shares versus “B” shares? B shares have one vote per share while the A shares have 10 votes per share. Since both prices are so close to each other, if you buy gold for the A shares because of the extra votes you get.
Show full opinionHide full opinion
“A” shares versus “B” shares? B shares have one vote per share while the A shares have 10 votes per share. Since both prices are so close to each other, if you buy gold for the A shares because of the extra votes you get.
DON'T BUY
DON'T BUY
July 21, 2010
Company will survive, but it will be a while before they start paying dividends again. Still have a lot of problems. This is not something he would own within the financial services sector. There are a lot better bets in the Canadian market.
Show full opinionHide full opinion
Citigroup Inc. (C-N)
July 21, 2010
Company will survive, but it will be a while before they start paying dividends again. Still have a lot of problems. This is not something he would own within the financial services sector. There are a lot better bets in the Canadian market.
BUY
BUY
July 21, 2010
They were the operators of the rig during the Gulf spill. Could see it into the mid-$60's in 12 months. Less than 10% of their fleet operates in the Gulf. About 5% yield.
Show full opinionHide full opinion
They were the operators of the rig during the Gulf spill. Could see it into the mid-$60's in 12 months. Less than 10% of their fleet operates in the Gulf. About 5% yield.
BUY
BUY
July 21, 2010
Stock has dropped by about 50% since May. Should recover. Not the best operator, but underlying assets of real estate and brands leave a lot of potential for the gap between current share price and assets to narrow.
Show full opinionHide full opinion
Stock has dropped by about 50% since May. Should recover. Not the best operator, but underlying assets of real estate and brands leave a lot of potential for the gap between current share price and assets to narrow.