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.
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.
Gordon Reid
President, GoodReid Investment Counsel
Price
$15.700
Owned
Yes
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.
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.
Gordon Reid
President, GoodReid Investment Counsel
Price
$54.080
Owned
Yes
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.)
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.)
Gordon Reid
President, GoodReid Investment Counsel
Price
$4.520
Owned
No
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%.
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%.
Gordon Reid
President, GoodReid Investment Counsel
Price
$22.410
Owned
Yes
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.
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.
Gordon Reid
President, GoodReid Investment Counsel
Price
$12.200
Owned
No
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.
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.
Gordon Reid
President, GoodReid Investment Counsel
Price
$19.590
Owned
No
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.
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.
Gordon Reid
President, GoodReid Investment Counsel
Price
$65.520
Owned
Yes