Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 26, 2010
Some inroads in China and India but stuck in an awkward situation with their joint deal with Verizon (VZ-N). Grew in Europe but didn't substantially grow in other parts of the world. 7.5% yield.
Some inroads in China and India but stuck in an awkward situation with their joint deal with Verizon (VZ-N). Grew in Europe but didn't substantially grow in other parts of the world. 7.5% yield.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$23.060
Owned
Unknown
BUY
BUY
August 26, 2010
Currency is an important aspect when buying a US stock but you also want to look for a higher rate of return to compensate for the currency risk. This is a great company with a great ROE and a decent yield. Long-term hold.
Currency is an important aspect when buying a US stock but you also want to look for a higher rate of return to compensate for the currency risk. This is a great company with a great ROE and a decent yield. Long-term hold.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$57.800
Owned
Yes
DON'T BUY
DON'T BUY
August 26, 2010
Very cheap at almost 8X next year's earnings. Make lots of money and lots of free cash flow. Product selling price continues to go down. Was a great enterprise company but didn't make a great product for retail.
BlackBerry (BB-T)
August 26, 2010
Very cheap at almost 8X next year's earnings. Make lots of money and lots of free cash flow. Product selling price continues to go down. Was a great enterprise company but didn't make a great product for retail.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$49.450
Owned
Yes
BUY
BUY
August 26, 2010
Basically buys mortgages. A risk is if short-term interest rates go up substantially. Also bought mortgages at premiums so the BV of mortgages is higher and people will pay down higher rates first. 15.9% yield.
Basically buys mortgages. A risk is if short-term interest rates go up substantially. Also bought mortgages at premiums so the BV of mortgages is higher and people will pay down higher rates first. 15.9% yield.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$17.020
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
August 26, 2010
Difficult story. Would probably buy if it got to $10 again. Missed their capital ratios and investors feel they are very much tied to the equity market. Very hard for insurance companies to operate in this low interest-rate environment.
Difficult story. Would probably buy if it got to $10 again. Missed their capital ratios and investors feel they are very much tied to the equity market. Very hard for insurance companies to operate in this low interest-rate environment.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$11.680
Owned
Yes
DON'T BUY
DON'T BUY
August 26, 2010
Likes gold but prefers Agnico-Eagle (AEM-T) as there is a better opportunity for growth.
Goldcorp Inc (G-T)
August 26, 2010
Likes gold but prefers Agnico-Eagle (AEM-T) as there is a better opportunity for growth.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$45.850
Owned
No
BUY
BUY
August 26, 2010
Largest coal terminal on the west coast. A play on China. This is really a tollbooth, as it doesn't run on the price of coal. Almost $100 million in cash and no debt. 9.1% yield.
Largest coal terminal on the west coast. A play on China. This is really a tollbooth, as it doesn't run on the price of coal. Almost $100 million in cash and no debt. 9.1% yield.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$18.050
Owned
Yes