Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 24, 2010
Growing subscriber base at about 5 million a month. Recently got the franchise to sell Blackberry in China. Well managed company.
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Growing subscriber base at about 5 million a month. Recently got the franchise to sell Blackberry in China. Well managed company.
TOP PICK
TOP PICK
August 24, 2010
Showing strong growth in iron ore. Totally integrated with their own railroad and ships. Well managed.
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Vale S.A. (VALE-N)
August 24, 2010
Showing strong growth in iron ore. Totally integrated with their own railroad and ships. Well managed.
TOP PICK
TOP PICK
August 24, 2010
(Singapore stock market) Prudent lender. Well managed. 70% of their business is in Singapore. Good balance sheet.
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(Singapore stock market) Prudent lender. Well managed. 70% of their business is in Singapore. Good balance sheet.
BUY
BUY
August 24, 2010
Data networking. Half their business comes of switching and routing. Reasonable multiple. Could be a little bit of short-term pain but not a whole lot.
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Cisco (CSCO-Q)
August 24, 2010
Data networking. Half their business comes of switching and routing. Reasonable multiple. Could be a little bit of short-term pain but not a whole lot.
BUY
BUY
August 24, 2010
Good, solid Spanish bank and is looking at this one very closely.
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Good, solid Spanish bank and is looking at this one very closely.
DON'T BUY
DON'T BUY
August 24, 2010
UK banks have been a difficult place to put money in the last couple of years and he hasn't been in them.
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UK banks have been a difficult place to put money in the last couple of years and he hasn't been in them.
BUY
BUY
August 24, 2010
World's largest food company and do about 1/3 of their business in North America and 1/3 in Europe.
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Nestle (NSRGY-OTC)
August 24, 2010
World's largest food company and do about 1/3 of their business in North America and 1/3 in Europe.