Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 3, 2010
(Top Pick May 11/09, Up 28%) Controversial name. Thinks they can earn enough money to justify valuation. Has been buying more and more stock back.
(Top Pick May 11/09, Up 28%) Controversial name. Thinks they can earn enough money to justify valuation. Has been buying more and more stock back.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$71.410
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 3, 2010
(Top Pick May 11/09, Up 91%) This had a strong balance sheet. It took off because of the market and because they had a hot product. Still considers it a dirt-cheap stock.
Skechers USA Inc. (SKX-N)
November 3, 2010
(Top Pick May 11/09, Up 91%) This had a strong balance sheet. It took off because of the market and because they had a hot product. Still considers it a dirt-cheap stock.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$19.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 3, 2010
(Top Pick May 11/09, Up 40%) Every name in the defense sector that he looked at was cheap so he got this. Still very comfortable with it.
(Top Pick May 11/09, Up 40%) Every name in the defense sector that he looked at was cheap so he got this. Still very comfortable with it.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$57.240
Owned
Yes
DON'T BUY
DON'T BUY
November 3, 2010
If they turn it around, it probably will be a good investment. Not hedging variable annuity products was an unforgivable mistake. He owns Allstate.
Manulife Financial (MFC-T)
November 3, 2010
If they turn it around, it probably will be a good investment. Not hedging variable annuity products was an unforgivable mistake. He owns Allstate.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$12.900
Owned
No
DON'T BUY
DON'T BUY
November 3, 2010
Great company with great products but a great valuation. It is difficult to earn enough money to justify that evaluation consistently. Has trouble pulling the buy trigger. Companies that don't pay dividends frustrates him.
Apple (AAPL-Q)
November 3, 2010
Great company with great products but a great valuation. It is difficult to earn enough money to justify that evaluation consistently. Has trouble pulling the buy trigger. Companies that don't pay dividends frustrates him.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$312.800
Owned
No
BUY
BUY
November 3, 2010
Large cap, high quality company that is reasonably valued. If the economy picks up, you can anticipate that their earnings will improve as well. Would benefit from a weaker US$.
3M Co. (MMM-N)
November 3, 2010
Large cap, high quality company that is reasonably valued. If the economy picks up, you can anticipate that their earnings will improve as well. Would benefit from a weaker US$.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$85.300
Owned
No
COMMENT
COMMENT
November 3, 2010
Has trouble owning gold, but when every country in the world is trying to devalue its currency, this is a very attractive environment for gold. It is not more attractive than value producing companies. There is no sign that gold will change direction.
SPDR Gold ETF (GLD-N)
November 3, 2010
Has trouble owning gold, but when every country in the world is trying to devalue its currency, this is a very attractive environment for gold. It is not more attractive than value producing companies. There is no sign that gold will change direction.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$131.570
Owned
No