Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 3, 2010
Make nuts. Small cap, thinly traded. Annual sales over 500 million. Will probably grow. Likes it for 25% sales ratio, and 6.5 times cash flow. Just finished plant expansion, which should increase cash flow.
Make nuts. Small cap, thinly traded. Annual sales over 500 million. Will probably grow. Likes it for 25% sales ratio, and 6.5 times cash flow. Just finished plant expansion, which should increase cash flow.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$13.000
Owned
Yes
BUY
BUY
November 3, 2010
Reasonably valued on an earnings basis. Very well run basis. Really likes the dividend that was instituted a few years ago and has really grown. The dividend forces the management to ensure positive cash flow. 10x cash flow – a good multiple.
Intel (INTC-Q)
November 3, 2010
Reasonably valued on an earnings basis. Very well run basis. Really likes the dividend that was instituted a few years ago and has really grown. The dividend forces the management to ensure positive cash flow. 10x cash flow – a good multiple.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$20.480
Owned
No
DON'T BUY
DON'T BUY
November 3, 2010
The gov’t decision is very negative for stocks in the sector. If market start to believe that no bid will go through, then it would be very negative for other companies.
The gov’t decision is very negative for stocks in the sector. If market start to believe that no bid will go through, then it would be very negative for other companies.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$146.210
Owned
No
DON'T BUY
DON'T BUY
November 3, 2010
Does not have a price he would buy at. There is so many problems in the industry. North American auto companies are like airlines. They have trouble making money over complete business cycles. The debts because of the unions scare him away with these companies.
Ford Motor (F-N)
November 3, 2010
Does not have a price he would buy at. There is so many problems in the industry. North American auto companies are like airlines. They have trouble making money over complete business cycles. The debts because of the unions scare him away with these companies.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$15.180
Owned
Unknown
DON'T BUY
DON'T BUY
November 3, 2010
The problem with US institutions is that they are large, leveraged entitles. There are so many assets of questionable value. There is so much uncertainty as to what assets on the balance sheet are worth that it is hard to get a comfort level as to what the true book value of these institutions is.
CitiGroup (C-N)
November 3, 2010
The problem with US institutions is that they are large, leveraged entitles. There are so many assets of questionable value. There is so much uncertainty as to what assets on the balance sheet are worth that it is hard to get a comfort level as to what the true book value of these institutions is.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$4.190
Owned
No
HOLD
HOLD
November 3, 2010
Canadian banks made it through the financial crisis in much better shape than the rest of the world. Has been sitting on the sidelines. It is still a period of uncertainty. If there is a problem it will be in credit quality of assets. He has a 1.7% (half) holding in BMO.
Canadian banks made it through the financial crisis in much better shape than the rest of the world. Has been sitting on the sidelines. It is still a period of uncertainty. If there is a problem it will be in credit quality of assets. He has a 1.7% (half) holding in BMO.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$54.250
Owned
Unknown
HOLD
HOLD
November 3, 2010
Canadian banks made it through the financial crisis in much better shape than the rest of the world. Has 1.7% (half) holding. Has been sitting on the sidelines. It is still a period of uncertainty. If there is a problem it will be in credit quality of assets.
Bank of Montreal (BMO-T)
November 3, 2010
Canadian banks made it through the financial crisis in much better shape than the rest of the world. Has 1.7% (half) holding. Has been sitting on the sidelines. It is still a period of uncertainty. If there is a problem it will be in credit quality of assets.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$60.250
Owned
Yes