Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
November 8, 2010
Sell immediately. Not a big fan. Model $24.40 and he is short it. Earnings will come in $.61 this year. People are going crazy for yield, but he is the lone voice. The numbers don’t add up. People point to cash flow but it is the earnings that matter.
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Sell immediately. Not a big fan. Model $24.40 and he is short it. Earnings will come in $.61 this year. People are going crazy for yield, but he is the lone voice. The numbers don’t add up. People point to cash flow but it is the earnings that matter.
BUY
BUY
November 8, 2010
(Top Pick Nov 30/09, Down 4.77%) $28.23 model price. 64% upside. He keeps on buying it. Held for 4 years in his fund. There is value there and major consolidation going on there. It’s a changing landscape – they are getting together with generics.
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Pfizer Inc (PFE-N)
November 8, 2010
(Top Pick Nov 30/09, Down 4.77%) $28.23 model price. 64% upside. He keeps on buying it. Held for 4 years in his fund. There is value there and major consolidation going on there. It’s a changing landscape – they are getting together with generics.
TOP PICK
TOP PICK
November 8, 2010
When you look at the top 100 of S&P500 in terms of differential to model price, this is number 1. 36.10, 91% difference. $37.94 model price next year. Recession is the biggest risk.
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Corning Inc (GLW-N)
November 8, 2010
When you look at the top 100 of S&P500 in terms of differential to model price, this is number 1. 36.10, 91% difference. $37.94 model price next year. Recession is the biggest risk.
TOP PICK
TOP PICK
November 8, 2010
Opportunistic. They are the first financial that cracked into his top 10 in the last 2 years. Model price $53.80, 31% differential. Could fatten up dividend. Lots of room in the income forecasts for more distribution.
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Opportunistic. They are the first financial that cracked into his top 10 in the last 2 years. Model price $53.80, 31% differential. Could fatten up dividend. Lots of room in the income forecasts for more distribution.
TOP PICK
TOP PICK
November 8, 2010
Great quarter. Model price $50.59 based on consensus oil price. 41.5% up side. Next year is $56.72. Environmental risk: we all see the commercials on TV. The US needs oil.
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Suncor Energy Inc (SU-T)
November 8, 2010
Great quarter. Model price $50.59 based on consensus oil price. 41.5% up side. Next year is $56.72. Environmental risk: we all see the commercials on TV. The US needs oil.
PAST TOP PICK
PAST TOP PICK
November 8, 2010
(Top Pick Nov 30/09, Up 10.36%) Still loves it.
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Intel (INTC-Q)
November 8, 2010
(Top Pick Nov 30/09, Up 10.36%) Still loves it.
PAST TOP PICK
PAST TOP PICK
November 8, 2010
(Top Pick Nov 30/09, Up 4.63%) Still loves it.
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CGI Group (A) (GIB.A-T)
November 8, 2010
(Top Pick Nov 30/09, Up 4.63%) Still loves it.