Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 14, 2010
Room for more than one player in the market. Been in the penalty box for better than 2 years. Still producing tremendous earnings and revenue growth. Trading at 8X next year's earnings. Blackberry Messenger (BBM) has been a huge win for them in keeping their customer base and expanding into the consumer market.
BlackBerry (BB-T)
October 14, 2010
Room for more than one player in the market. Been in the penalty box for better than 2 years. Still producing tremendous earnings and revenue growth. Trading at 8X next year's earnings. Blackberry Messenger (BBM) has been a huge win for them in keeping their customer base and expanding into the consumer market.
Don Lato
President, Padlock Investment Management
Price
$49.450
Owned
Yes
TOP PICK
TOP PICK
October 14, 2010
Mining equipment (Both underground and surface mining.) Big China play. 35% of revenues come out of global coal mining. China has enough coal generated electricity plants planned that equals total amount of currently established coal plants in the US. 14X earnings.
Mining equipment (Both underground and surface mining.) Big China play. 35% of revenues come out of global coal mining. China has enough coal generated electricity plants planned that equals total amount of currently established coal plants in the US. 14X earnings.
Don Lato
President, Padlock Investment Management
Price
$74.120
Owned
Yes
TOP PICK
TOP PICK
October 14, 2010
Reported earnings beat estimates by $1 a share. Expects to see earnings estimates going up for 2011. Getting $2.5 billion of annualized revenues out of the non-search display market.
Reported earnings beat estimates by $1 a share. Expects to see earnings estimates going up for 2011. Getting $2.5 billion of annualized revenues out of the non-search display market.
Don Lato
President, Padlock Investment Management
Price
$540.930
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 14, 2010
(A Top Pick Oct 21/09. Up 47%.) Still a very cheap stock. Reporting earnings Monday and he expects them to blow the numbers away. Short-term target of $325.
Apple (AAPL-Q)
October 14, 2010
(A Top Pick Oct 21/09. Up 47%.) Still a very cheap stock. Reporting earnings Monday and he expects them to blow the numbers away. Short-term target of $325.
Don Lato
President, Padlock Investment Management
Price
$302.310
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 14, 2010
(A Top Pick Oct 21/09. Down 4%.) Didn't go as expected despite an increase in earnings year-over-year. Great global presence. Cheap at 13X earnings and looking at 17%-20% earnings growth down the road. Still a Buy.
Cisco (CSCO-Q)
October 14, 2010
(A Top Pick Oct 21/09. Down 4%.) Didn't go as expected despite an increase in earnings year-over-year. Great global presence. Cheap at 13X earnings and looking at 17%-20% earnings growth down the road. Still a Buy.
Don Lato
President, Padlock Investment Management
Price
$23.070
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 14, 2010
(A Top Pick Oct 21/09. Down 10%.) Ontario legislation on generic drugs took the wind out of this one. Managed to fight its way back off the lows. Will probably be dead money for a bit longer. Still a Hold.
(A Top Pick Oct 21/09. Down 10%.) Ontario legislation on generic drugs took the wind out of this one. Managed to fight its way back off the lows. Will probably be dead money for a bit longer. Still a Hold.
Don Lato
President, Padlock Investment Management
Price
$38.810
Owned
Yes
SELL
SELL
October 14, 2010
Caller looking to get out of this and into Inter Pipeline (IPL.UN-T) or Pembina Pipeline (PPL-T). Not a bad strategy but prefers Inter Pipeline of the two. 5% yield was great. 4% is OK but thinks capital appreciation will be limited.
TC Energy (TRP-T)
October 14, 2010
Caller looking to get out of this and into Inter Pipeline (IPL.UN-T) or Pembina Pipeline (PPL-T). Not a bad strategy but prefers Inter Pipeline of the two. 5% yield was great. 4% is OK but thinks capital appreciation will be limited.
Don Lato
President, Padlock Investment Management
Price
$38.310
Owned
No