Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
March 9, 2011
Has huge exposure to the infrastructure build-out. $35 is a good entry point. On a cash flow multiple it is pretty inviting. The US exposure has always been a cause for concern, but the concern about infrastructure stocks has been put behind them. Every time it drops he gets back into the name.
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Has huge exposure to the infrastructure build-out. $35 is a good entry point. On a cash flow multiple it is pretty inviting. The US exposure has always been a cause for concern, but the concern about infrastructure stocks has been put behind them. Every time it drops he gets back into the name.
DON'T BUY
DON'T BUY
March 9, 2011
The problem is that they need to hit at least 12-13% return on equity to get back into their glory days of growth. The regulatory overhang needs to be resolved.
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The problem is that they need to hit at least 12-13% return on equity to get back into their glory days of growth. The regulatory overhang needs to be resolved.
BUY
BUY
March 9, 2011
Used to be his top pick. He has always liked the name. They need to watch for $7 corn because the spread within Corn/Ethanol will be problematic is corn starts to creep up. They are the top ethanol producer in the US. It’s always a great stock to get on pullbacks. It’s a good name to own as a defense against grain prices.
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Used to be his top pick. He has always liked the name. They need to watch for $7 corn because the spread within Corn/Ethanol will be problematic is corn starts to creep up. They are the top ethanol producer in the US. It’s always a great stock to get on pullbacks. It’s a good name to own as a defense against grain prices.
WAIT
WAIT
March 9, 2011
They have a history of missing guidance and the price has always dropped afterwords. They had problems spending money at the wrong time. They had this massive buildup in inventories but this has fallen back nicely. If it breaks $70-75 Million, next year, you could see a turnaround in this name.
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They have a history of missing guidance and the price has always dropped afterwords. They had problems spending money at the wrong time. They had this massive buildup in inventories but this has fallen back nicely. If it breaks $70-75 Million, next year, you could see a turnaround in this name.
BUY
BUY
March 9, 2011
They had excellent resource updates. It is a junior that stands out right now. The management team needs to pull up their socks. Is this a junior that is looking to get bought or not. This is a name that looks very strong to him.
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They had excellent resource updates. It is a junior that stands out right now. The management team needs to pull up their socks. Is this a junior that is looking to get bought or not. This is a name that looks very strong to him.
WAIT
WAIT
March 9, 2011
Had a good run and then pulled back with the market. The market is waiting for a price settlement for the Potash with the Indians. He keeps adding to it on pullbacks.
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Had a good run and then pulled back with the market. The market is waiting for a price settlement for the Potash with the Indians. He keeps adding to it on pullbacks.