Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 1, 2011
Companies that are price takers are at risk, i.e. if input costs can go higher margins can get squeezed. This one has 3%-4% growth but inflation would be a concern. There has been a change of senior management. Generic profitability has been under pressure.
Companies that are price takers are at risk, i.e. if input costs can go higher margins can get squeezed. This one has 3%-4% growth but inflation would be a concern. There has been a change of senior management. Generic profitability has been under pressure.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$40.890
Owned
Unknown
HOLD
HOLD
March 1, 2011
This is a stock where you are getting a little bit of appreciation as well as some yield. Telecom stocks are behaving all right. Wireless business is good but there is growing competition. (Prefers companies that are supplying infrastructure for telecoms.)
Telus Corp (T-T)
March 1, 2011
This is a stock where you are getting a little bit of appreciation as well as some yield. Telecom stocks are behaving all right. Wireless business is good but there is growing competition. (Prefers companies that are supplying infrastructure for telecoms.)
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$47.620
Owned
No
BUY
BUY
March 1, 2011
Energy and energy equipment/service companies have had a very good move. There is a shift underway in how energy companies are going out to find and develop oil reserves and this company falls right in the middle of it. Stock is consolidating. This is an area you want to focus on.
Energy and energy equipment/service companies have had a very good move. There is a shift underway in how energy companies are going out to find and develop oil reserves and this company falls right in the middle of it. Stock is consolidating. This is an area you want to focus on.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$33.510
Owned
No
DON'T BUY
DON'T BUY
March 1, 2011
After a really good lift off the 2009 bottom, US banks generally under performed. Haven’t gone down but have not participated in the rally. Will likely under perform going forward. Could be a short bounce when dividends are declared.
After a really good lift off the 2009 bottom, US banks generally under performed. Haven’t gone down but have not participated in the rally. Will likely under perform going forward. Could be a short bounce when dividends are declared.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$13.930
Owned
No
DON'T BUY
DON'T BUY
March 1, 2011
This is a great bull market in networking stocks and this company is not participating. Built their business when they had tremendous pricing power because of their dominance. Since then there have been a lot of companies that have come up with very competent products and willing to sell them at much lower margins. Also their government contracts are being squeezed.
Cisco (CSCO-Q)
March 1, 2011
This is a great bull market in networking stocks and this company is not participating. Built their business when they had tremendous pricing power because of their dominance. Since then there have been a lot of companies that have come up with very competent products and willing to sell them at much lower margins. Also their government contracts are being squeezed.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$18.560
Owned
No
BUY
BUY
March 1, 2011
Go where the money is going and silver is one of those spaces. Will probably come out with very good numbers.
Go where the money is going and silver is one of those spaces. Will probably come out with very good numbers.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$42.530
Owned
No
WEAK BUY
WEAK BUY
March 1, 2011
Likes palladium but doesn’t like that it has recently become more volatile. Also prefers metals that have more industrial applications.
Likes palladium but doesn’t like that it has recently become more volatile. Also prefers metals that have more industrial applications.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$6.830
Owned
No