Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 26, 2010
A purely retail bank in the UK. First-half numbers had revenues of little bit higher, margins are stabilizing and loan losses were down considerably. Expect they will start paying a dividend in the 2nd half of 2011. Trades below Book.
A purely retail bank in the UK. First-half numbers had revenues of little bit higher, margins are stabilizing and loan losses were down considerably. Expect they will start paying a dividend in the 2nd half of 2011. Trades below Book.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$4.150
Owned
Yes
TOP PICK
TOP PICK
August 26, 2010
Think they have settled their issues with the SEC. Trades at 1.1X Book. Has one of the best investment banking franchises in the world.
Goldman Sachs (GS-N)
August 26, 2010
Think they have settled their issues with the SEC. Trades at 1.1X Book. Has one of the best investment banking franchises in the world.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$141.810
Owned
Yes
TOP PICK
TOP PICK
August 26, 2010
Probably not a lot of growth but what is really key is that these companies wanted to be Internet companies, made acquisitions, and then sold them all and have now reverted to being a utility. Throwing off lots of free cash. Great dividend.
BCE Inc. (BCE-T)
August 26, 2010
Probably not a lot of growth but what is really key is that these companies wanted to be Internet companies, made acquisitions, and then sold them all and have now reverted to being a utility. Throwing off lots of free cash. Great dividend.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$32.650
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 26, 2010
(A Top Pick Sept 1/09. Up 1%.) Had very strong numbers and Windows 7 is a very good product but the stock does not go up. There should be some change at the top before the stock moves up
Microsoft (MSFT-Q)
August 26, 2010
(A Top Pick Sept 1/09. Up 1%.) Had very strong numbers and Windows 7 is a very good product but the stock does not go up. There should be some change at the top before the stock moves up
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$23.820
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 26, 2010
(A Top Pick Sept 1/09. Up 47%.) Sold his holdings at about $74. Fairly valued at these levels.
(A Top Pick Sept 1/09. Up 47%.) Sold his holdings at about $74. Fairly valued at these levels.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$82.190
Owned
No
PAST TOP PICK
PAST TOP PICK
August 26, 2010
(A Top Pick Sept 1/09. Down 24%.) Had run up to about $20 but has come back down again. Still likes the story and the US banking industry as a whole. They don't lend money, buy treasuries and the balance sheets are going to look fantastic in a year or two.
Bank of America (BAC-N)
August 26, 2010
(A Top Pick Sept 1/09. Down 24%.) Had run up to about $20 but has come back down again. Still likes the story and the US banking industry as a whole. They don't lend money, buy treasuries and the balance sheets are going to look fantastic in a year or two.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$12.470
Owned
No
BUY
BUY
August 26, 2010
(Market Call Minute.) Good time to buy this one. Great company.
Royal Bank (RY-T)
August 26, 2010
(Market Call Minute.) Good time to buy this one. Great company.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$48.950
Owned
Unknown