Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 20, 2010
Very profitable company with a strong franchise. Global distribution network is very hard for competition to replicate. Highly cyclical and depends on the level of shipments, which is dependent on the economy.
FedEx (FDX-N)
August 20, 2010
Very profitable company with a strong franchise. Global distribution network is very hard for competition to replicate. Highly cyclical and depends on the level of shipments, which is dependent on the economy.
Philip Doyle
Portfolio Manager, Artemis Investment Management
Price
$81.230
Owned
Unknown
HOLD
HOLD
August 20, 2010
Dreamliner is due for delivery early next year and they are getting orders. With recent talk from US Congress about reducing defence spending, he would have concerns on their military side. About 3% yield.
Boeing (BA-N)
August 20, 2010
Dreamliner is due for delivery early next year and they are getting orders. With recent talk from US Congress about reducing defence spending, he would have concerns on their military side. About 3% yield.
Philip Doyle
Portfolio Manager, Artemis Investment Management
Price
$64.600
Owned
Unknown
DON'T BUY
DON'T BUY
August 20, 2010
A player in a commodity business where margins are limited and potential competition. Range bound in the $40-$45 area, which could be underpinned by deals for companies. Could be a little extended but not overly extended. CEO has announced retirement.
Sandisk Corp (SNDK-Q)
August 20, 2010
A player in a commodity business where margins are limited and potential competition. Range bound in the $40-$45 area, which could be underpinned by deals for companies. Could be a little extended but not overly extended. CEO has announced retirement.
Philip Doyle
Portfolio Manager, Artemis Investment Management
Price
$41.500
Owned
Unknown
DON'T BUY
DON'T BUY
August 20, 2010
Volatility Index is calculated by figuring out how much volatility option traders expect in the next month in the equity markets. Historically it tends to be a little too pessimistic. He finds it difficult to use as a forecasting tool.
Volatility Index is calculated by figuring out how much volatility option traders expect in the next month in the equity markets. Historically it tends to be a little too pessimistic. He finds it difficult to use as a forecasting tool.
Philip Doyle
Portfolio Manager, Artemis Investment Management
Price
$25.490
Owned
Unknown