Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 26, 2010
(Market Call Minute.) A great company. If you're comfortable with cigarettes and has a great yield. Good margins.
Altria Group Inc (MO-N)
August 26, 2010
(Market Call Minute.) A great company. If you're comfortable with cigarettes and has a great yield. Good margins.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$22.610
Owned
Unknown
BUY
BUY
August 26, 2010
(Market Call Minute.) Great global franchise in banking. Very good company and well run.
(Market Call Minute.) Great global franchise in banking. Very good company and well run.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$48.930
Owned
Unknown
DON'T BUY
DON'T BUY
August 26, 2010
(Market Call Minute.)
Nokia (NOK-N)
August 26, 2010
(Market Call Minute.)
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$8.720
Owned
Unknown
DON'T BUY
DON'T BUY
August 26, 2010
(Market Call Minute.) The only problem is that organic growth is only 2%. Spent about 14% in marketing. Good thing is they throw off $2 billion in free cash flow and increased their dividend by 6%. Fairly valued.
Diageo PLC (DEO-N)
August 26, 2010
(Market Call Minute.) The only problem is that organic growth is only 2%. Spent about 14% in marketing. Good thing is they throw off $2 billion in free cash flow and increased their dividend by 6%. Fairly valued.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$65.260
Owned
No
BUY
BUY
August 26, 2010
Great story at these levels. Double-digit earnings growth going into 2011. Smart phone and the phone business is going to grow so is expecting higher margins. 6.5% yield.
A T & T US (T-N)
August 26, 2010
Great story at these levels. Double-digit earnings growth going into 2011. Smart phone and the phone business is going to grow so is expecting higher margins. 6.5% yield.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$26.700
Owned
Unknown
BUY
BUY
August 26, 2010
Unique company because not only does it have a franchise on wireless and wire line in Spain, but have the largest franchise in Latin America, one of the fastest growing areas globally. Yield of 7.6%.
Telefonica S.A. (TEF-N)
August 26, 2010
Unique company because not only does it have a franchise on wireless and wire line in Spain, but have the largest franchise in Latin America, one of the fastest growing areas globally. Yield of 7.6%.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$64.650
Owned
Yes
DON'T BUY
DON'T BUY
August 26, 2010
GE Capital was driving them for many years and that hurt them in 2008. Other parts of the business are very good. Doesn't think it will ever get the valuation that it had 5 years ago. Recent acquisitions have been higher risk.
General Electric (GE-N)
August 26, 2010
GE Capital was driving them for many years and that hurt them in 2008. Other parts of the business are very good. Doesn't think it will ever get the valuation that it had 5 years ago. Recent acquisitions have been higher risk.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$14.500
Owned
Unknown