Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 10, 2010
Biggest of the semi-conductors. High margin business in the 60% range. Good dividend. Reasonable multiple. Prefers others.
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Intel (INTC-Q)
November 10, 2010
Biggest of the semi-conductors. High margin business in the 60% range. Good dividend. Reasonable multiple. Prefers others.
BUY
BUY
November 10, 2010
Just a transaction company so no credit risks involved. Sold off on the financial regulation bill that was passing in the US but have come back. Can be volatile but will do well in an up market. Expect them to grow their bottom line by 20% over the next 3-5 years.
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Mastercard Inc. (MA-N)
November 10, 2010
Just a transaction company so no credit risks involved. Sold off on the financial regulation bill that was passing in the US but have come back. Can be volatile but will do well in an up market. Expect them to grow their bottom line by 20% over the next 3-5 years.
SELL
SELL
November 10, 2010
Good time to take some profits. Done very well but getting expensive at 17X earnings.
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Coca-Cola Company (KO-N)
November 10, 2010
Good time to take some profits. Done very well but getting expensive at 17X earnings.
BUY
BUY
November 10, 2010
Good diversification with beverages and snacks. Frito-Lay is about 30% of their business. Will be investing about $2.5 billion in China over the next few years. Bought their bottlers, which has been accretive to earnings.
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PepsiCo (PEP-Q)
November 10, 2010
Good diversification with beverages and snacks. Frito-Lay is about 30% of their business. Will be investing about $2.5 billion in China over the next few years. Bought their bottlers, which has been accretive to earnings.
BUY
BUY
November 10, 2010
Have been quietly restructuring and streamlining over the last few years. Getting back to their knitting as a global industrial company. (GE Capital made money last quarter.) Can grow at 12%-13% and will earn about $1.30 next year.
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General Electric (GE-N)
November 10, 2010
Have been quietly restructuring and streamlining over the last few years. Getting back to their knitting as a global industrial company. (GE Capital made money last quarter.) Can grow at 12%-13% and will earn about $1.30 next year.
BUY
BUY
November 10, 2010
Caterpillar (CAT-N) or Deere (DE-N)? Caterpillar has about 70% foreign exposure and Deere has about 40%-45%. Deere relies on farmers to be able to afford equipment. Deere is good and trades at a good multiple, a couple of points higher than Caterpillar. (Prefers Caterpillar.)
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Caterpillar (CAT-N)
November 10, 2010
Caterpillar (CAT-N) or Deere (DE-N)? Caterpillar has about 70% foreign exposure and Deere has about 40%-45%. Deere relies on farmers to be able to afford equipment. Deere is good and trades at a good multiple, a couple of points higher than Caterpillar. (Prefers Caterpillar.)
BUY
BUY
November 10, 2010
Caterpillar (CAT-N) or Deere (DE-N)? Caterpillar has about 70% foreign exposure and Deere has about 40%-45%. Deere relies on farmers to be able to afford equipment. Deere is good and trades at a good multiple, a couple of points higher than Caterpillar. (Prefers Caterpillar.)
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Deere & Co. (DE-N)
November 10, 2010
Caterpillar (CAT-N) or Deere (DE-N)? Caterpillar has about 70% foreign exposure and Deere has about 40%-45%. Deere relies on farmers to be able to afford equipment. Deere is good and trades at a good multiple, a couple of points higher than Caterpillar. (Prefers Caterpillar.)