COMMENT
Gold. You have to be a little bit wary now, as a lot of the easy money has already been made. Can see gold going up further but won't continue forever.
TOP PICK
High risk but same store sales went up 5.1%.
HOLD
Have been issuing a lot of stock. When you keep diluting stock and taking on more debt, it puts out more danger signals. Has some confidence in management. As interest rates go up, this company will reprice mark to market, which will mean more profits. Would like to see it under $11.50.
BUY
Likes this company. In a good field. Management seems competent. Have a debt load they have to deal with. Over time, could see the stock back over $20. Kind of a company that should turn with the economy.
COMMENT
Have questioned their technology in terms of “what's next” for a long time. This is absolutely key in this kind of a company. Amount of cash and the clean balance sheet is an indication of good management.
COMMENT
This company is on his stock watch list. There is a possibility of them being delisted.
BUY
Likes this and thinks it can go up quite a distance. Seems to be turning around. Have some good products. In a field with a lot of competition.
COMMENT
Natural gas. Great contrarian play however too many companies have large debt loads. Normally goes up approaching winter. Feels there is a home run but can't see exactly where it is.
BUY
Still on his buy list. And see it doing a triple from this level. Pays a reasonable dividend.
DON'T BUY
Would like to see it cheaper. There are a lot more companies that are of greater interest to him than this one.
COMMENT
Recently bought this one back but is still not completely clear in some ways because Yellow Pages as paper is pretty much done. Have gravitated to the web and seem to be doing a pretty good job with it.
WEAK BUY
Has it in his personal portfolio. Could see it possibly going into receivership and how it could take a haircut because of the Greek bonds but it is the leading bank in Greece and government employees salaries go through this. Highly risky.
COMMENT
Pays a nice distribution. Management is very seasoned. US properties can be picked up at very reasonable prices and they are quite adept at doing this.
COMMENT
Interesting company. Seem to be getting their house in order. Big debt load. Continuing getting orders. A contrarian play. His hesitancy is that it has moved up a fair bit so he thinks there are companies that are of greater interest for him
WEAK BUY
Very risky but he has it in his personal portfolio.