Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 8, 2010
Constantly developing new seeds and tremendous new productivity for farmers globally. Great company. Too rich for his values at 20X this year's earnings and 18X next year’s.
Monsanto Company (MON-N)
September 8, 2010
Constantly developing new seeds and tremendous new productivity for farmers globally. Great company. Too rich for his values at 20X this year's earnings and 18X next year’s.
Don Lato
President, Padlock Investment Management
Price
$55.600
Owned
No
TOP PICK
TOP PICK
September 8, 2010
Manufactures carbonated carbon for use in scrubbers in coal fired electricity plants. Also have a UV water purification business. Green initiatives that are gaining steam. Expecting US emissions standards to be tightened further in 2012, which could lead to a doubling or tripling in demand for granulated carbon. Trades at around 15X earnings.
Calgon Carbon (CCC-N)
September 8, 2010
Manufactures carbonated carbon for use in scrubbers in coal fired electricity plants. Also have a UV water purification business. Green initiatives that are gaining steam. Expecting US emissions standards to be tightened further in 2012, which could lead to a doubling or tripling in demand for granulated carbon. Trades at around 15X earnings.
Don Lato
President, Padlock Investment Management
Price
$12.890
Owned
Yes
TOP PICK
TOP PICK
September 8, 2010
Oil services. Although drilling is still on the slow side in the Western Canadian basin, they are involved in fracturing where demand is still up over last year. Grown tremendously since its IPO of about 4 years ago. Looking at earnings of $.70 plus this year.
Oil services. Although drilling is still on the slow side in the Western Canadian basin, they are involved in fracturing where demand is still up over last year. Grown tremendously since its IPO of about 4 years ago. Looking at earnings of $.70 plus this year.
Don Lato
President, Padlock Investment Management
Price
$5.520
Owned
Yes
TOP PICK
TOP PICK
September 8, 2010
Were concerns about FinReg and fees that car companies were going to be able to charge so it sold off and hasn't recovered since. Trading at 14.5-15 times earnings. Still lots of global growth for this company.
Mastercard Inc. (MA-N)
September 8, 2010
Were concerns about FinReg and fees that car companies were going to be able to charge so it sold off and hasn't recovered since. Trading at 14.5-15 times earnings. Still lots of global growth for this company.
Don Lato
President, Padlock Investment Management
Price
$194.400
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 8, 2010
(A Top Pick Oct 21/09. Up 25.81%.) Still a Buy. One of the cheapest stocks out there.
Apple (AAPL-Q)
September 8, 2010
(A Top Pick Oct 21/09. Up 25.81%.) Still a Buy. One of the cheapest stocks out there.
Don Lato
President, Padlock Investment Management
Price
$262.920
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 8, 2010
(A Top Pick Oct 21/09. Down 14.11%.) Recently announced 18% growth and hitting their objective but the stock sold off to 11-12 times earnings. Still a Buy.
Cisco (CSCO-Q)
September 8, 2010
(A Top Pick Oct 21/09. Down 14.11%.) Recently announced 18% growth and hitting their objective but the stock sold off to 11-12 times earnings. Still a Buy.
Don Lato
President, Padlock Investment Management
Price
$20.640
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 8, 2010
(A Top Pick Oct 21/09. Down 14.92%.) Still a Buy.
(A Top Pick Oct 21/09. Down 14.92%.) Still a Buy.
Don Lato
President, Padlock Investment Management
Price
$36.600
Owned
Yes