Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 10, 2010
Good value and will overcome their problems. Trades at about 60% of BVand 1X tangible Book Value. Good earning power and looking for $1.50 next year. Can earn $2-$3 a share on its current asset base.
Show full opinionHide full opinion
Bank of America (BAC-N)
November 10, 2010
Good value and will overcome their problems. Trades at about 60% of BVand 1X tangible Book Value. Good earning power and looking for $1.50 next year. Can earn $2-$3 a share on its current asset base.
TOP PICK
TOP PICK
November 10, 2010
2nd largest theatre chain in the US. 400 theatres and 5,000 screens. Growth industry. Digital and 3D are coming on, which are premium products for them. 4.6% dividend. Trading at about 13X next year’s earnings.
Show full opinionHide full opinion
Cinemark Holdings (CNK-N)
November 10, 2010
2nd largest theatre chain in the US. 400 theatres and 5,000 screens. Growth industry. Digital and 3D are coming on, which are premium products for them. 4.6% dividend. Trading at about 13X next year’s earnings.
TOP PICK
TOP PICK
November 10, 2010
Well diversified global industrial with 50% of revenues from outside of North America. Do Otis Elevators, Carrier air conditioners, Pratt & Whitney engines and control almost 40% of the jet business. Reasonable multiple.
Show full opinionHide full opinion
United Technologies (UTX-N)
November 10, 2010
Well diversified global industrial with 50% of revenues from outside of North America. Do Otis Elevators, Carrier air conditioners, Pratt & Whitney engines and control almost 40% of the jet business. Reasonable multiple.
PAST TOP PICK
PAST TOP PICK
November 10, 2010
(A Top Pick Nov 11/09. Down 27%.)Business consulting in bankruptcies, forensic accounting, etc and the assumption was that do well in any kind of market. Didn’t make as much money as expected. Coming back and still likes.
Show full opinionHide full opinion
FTI Consulting Inc. (FCN-N)
November 10, 2010
(A Top Pick Nov 11/09. Down 27%.)Business consulting in bankruptcies, forensic accounting, etc and the assumption was that do well in any kind of market. Didn’t make as much money as expected. Coming back and still likes.
PAST TOP PICK
PAST TOP PICK
November 10, 2010
(A Top Pick Nov 11/09. Down 5%.) Home health care and were affected by health care reform. Long term a good company and industry.
Show full opinionHide full opinion
LHC Group (LHCG-Q)
November 10, 2010
(A Top Pick Nov 11/09. Down 5%.) Home health care and were affected by health care reform. Long term a good company and industry.
PAST TOP PICK
PAST TOP PICK
November 10, 2010
(A Top Pick Nov 11/09. Up 8%.) Expect they will earn $21.50 in 2011 so trading at a very low multiple. No debt and lots of cash.
Show full opinionHide full opinion
(A Top Pick Nov 11/09. Up 8%.) Expect they will earn $21.50 in 2011 so trading at a very low multiple. No debt and lots of cash.
COMMENT
COMMENT
November 10, 2010
Just reported very disappointing results. Guided down on the back of the US domestic market, specifically consumer and government sector.
Show full opinionHide full opinion
Cisco (CSCO-Q)
November 10, 2010
Just reported very disappointing results. Guided down on the back of the US domestic market, specifically consumer and government sector.