Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
October 14, 2010
Just reported good earnings. Foreclosure issues would be the one thing that would stop him from saying this is a great buy at these levels. Would prefer Goldman Sachs (GS-N). Wait for more clarification.
Just reported good earnings. Foreclosure issues would be the one thing that would stop him from saying this is a great buy at these levels. Would prefer Goldman Sachs (GS-N). Wait for more clarification.
Don Lato
President, Padlock Investment Management
Price
$38.720
Owned
No
WAIT
WAIT
October 14, 2010
A victim of the concerns about foreclosure problem and the refunding that the major banks may have to do. Presents a great opportunity but there is still too much risk. Probably has earning power 2-3 years out of $2.50 a share. Wait for clarification.
Bank of America (BAC-N)
October 14, 2010
A victim of the concerns about foreclosure problem and the refunding that the major banks may have to do. Presents a great opportunity but there is still too much risk. Probably has earning power 2-3 years out of $2.50 a share. Wait for clarification.
Don Lato
President, Padlock Investment Management
Price
$12.600
Owned
Yes
DON'T BUY
DON'T BUY
October 14, 2010
Fine company and reasonably valued but not as cheap as others that he owns. Decent dividend but not anything he would rush into. Still a little uncertainty over the healthcare sector and particularly with this one's pipeline area. Consider Abbott Labs (ABT-N), which has more growth potential.
Merck & Company (MRK-N)
October 14, 2010
Fine company and reasonably valued but not as cheap as others that he owns. Decent dividend but not anything he would rush into. Still a little uncertainty over the healthcare sector and particularly with this one's pipeline area. Consider Abbott Labs (ABT-N), which has more growth potential.
Don Lato
President, Padlock Investment Management
Price
$37.150
Owned
No
STRONG BUY
STRONG BUY
October 14, 2010
Great Junior oil/gas company with about 70% natural gas. Well positioned with some good exploration properties. Hurt by the falling natural gas prices. On risk NAV in the high $20's-low $30's.
Nuvista Energy Ltd (NVA-T)
October 14, 2010
Great Junior oil/gas company with about 70% natural gas. Well positioned with some good exploration properties. Hurt by the falling natural gas prices. On risk NAV in the high $20's-low $30's.
Don Lato
President, Padlock Investment Management
Price
$9.680
Owned
Yes
BUY
BUY
October 14, 2010
Have disposed of some of the Petrocan assets and have gotten oil sands operations back on stream. Lots of growth and production coming over the next 3-4 years. Good value.
Suncor Energy Inc (SU-T)
October 14, 2010
Have disposed of some of the Petrocan assets and have gotten oil sands operations back on stream. Lots of growth and production coming over the next 3-4 years. Good value.
Don Lato
President, Padlock Investment Management
Price
$34.720
Owned
Yes
BUY
BUY
October 14, 2010
Continued to delay the launch of the Dreamliner but are looking at the 1st quarter. When that happens, there should be a run-up in the stock. Thinks there is quite a bit left in this stock.
Boeing (BA-N)
October 14, 2010
Continued to delay the launch of the Dreamliner but are looking at the 1st quarter. When that happens, there should be a run-up in the stock. Thinks there is quite a bit left in this stock.
Don Lato
President, Padlock Investment Management
Price
$71.360
Owned
Yes
BUY
BUY
October 14, 2010
Up about 20% this year. Continues to generate lots of good cash flow. Have had dividend increases the last 2 years and wouldn't be surprised if there were another one next year. Lots of competition but a lot more product that is available too.
Up about 20% this year. Continues to generate lots of good cash flow. Have had dividend increases the last 2 years and wouldn't be surprised if there were another one next year. Lots of competition but a lot more product that is available too.
Don Lato
President, Padlock Investment Management
Price
$40.040
Owned
Yes