Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
August 18, 2010
Quietly restructuring and the latest earnings release showed an increase in earnings. Also building out their industrial and infrastructure business to take advantage of the emerging market. Expect they will earn $1.25-$1.30 next year. Have plans to increase dividends over time.
Show full opinionHide full opinion
General Electric (GE-N)
August 18, 2010
Quietly restructuring and the latest earnings release showed an increase in earnings. Also building out their industrial and infrastructure business to take advantage of the emerging market. Expect they will earn $1.25-$1.30 next year. Have plans to increase dividends over time.
STRONG BUY
STRONG BUY
August 18, 2010
Hurt by the tragedy in the Gulf. Financial liability is limited. Trading at about half before disaster but earnings will probably be hit by only 16%. Trading at 5 or 6 times this year's earnings. Exposure in the Gulf is relatively limited.
Show full opinionHide full opinion
Transocean Inc. (RIG-N)
August 18, 2010
Hurt by the tragedy in the Gulf. Financial liability is limited. Trading at about half before disaster but earnings will probably be hit by only 16%. Trading at 5 or 6 times this year's earnings. Exposure in the Gulf is relatively limited.
DON'T BUY
DON'T BUY
August 18, 2010
Wouldn't play global expansion through a company like this. Speculative and you take on far too much company specific risks. Would prefer a more direct commodity play. (See Top Picks.)
Show full opinionHide full opinion
Dryships (DRYS-Q)
August 18, 2010
Wouldn't play global expansion through a company like this. Speculative and you take on far too much company specific risks. Would prefer a more direct commodity play. (See Top Picks.)
STRONG BUY
STRONG BUY
August 18, 2010
Liked this company for a long time and feels it is currently undervalued. Thought the recent earnings report was very good but market sold off on CEO’s comments. Improved revenues by 27% and earnings by 36%.
Show full opinionHide full opinion
Cisco (CSCO-Q)
August 18, 2010
Liked this company for a long time and feels it is currently undervalued. Thought the recent earnings report was very good but market sold off on CEO’s comments. Improved revenues by 27% and earnings by 36%.
DON'T BUY
DON'T BUY
August 18, 2010
Have done a great job. Avoided bankruptcy through good management. Unfortunately competitors under bankruptcy protection come out stronger. Balance sheet is pretty ugly with about $140 billion of total debt, about 107% of capital.
Show full opinionHide full opinion
Ford Motor (F-N)
August 18, 2010
Have done a great job. Avoided bankruptcy through good management. Unfortunately competitors under bankruptcy protection come out stronger. Balance sheet is pretty ugly with about $140 billion of total debt, about 107% of capital.
COMMENT
COMMENT
August 18, 2010
Most senior of the semiconductors but this business tends to be more cyclical than other parts of the technology area. Would prefer something with longer-term or stability.
Show full opinionHide full opinion
Intel (INTC-Q)
August 18, 2010
Most senior of the semiconductors but this business tends to be more cyclical than other parts of the technology area. Would prefer something with longer-term or stability.
TOP PICK
TOP PICK
August 18, 2010
Stable, traditional growth vehicle. Bought back 2 of the largest bottlers to create some streamlining in the business. Made a $2.5 billion commitment to invest in China. Snack business is growing at a faster rate than beverages. 2.9% yield.
Show full opinionHide full opinion
PepsiCo (PEP-Q)
August 18, 2010
Stable, traditional growth vehicle. Bought back 2 of the largest bottlers to create some streamlining in the business. Made a $2.5 billion commitment to invest in China. Snack business is growing at a faster rate than beverages. 2.9% yield.