- Page 1/3
- Next Page
N/A
Japan: Wonders about the long-term affect on Oil. What about the number of reactors being taken out by one nuclear reactor. Price of Natural Gas is quite low and will stay low if our fields are allowed to develop, or if nuclear reactors are allowed to developed that they don’t get washed away so easily. It depends on what is really happening in Japan. Wonders if metal prices are squeezed because it is not in their best interests to see metal prices increase.
DON'T BUY
He held it for a long time. It should have been positioned to participate, but look at how all the tech stocks have done. If it hasn’t run during this big tech stock rally, when it IS going to rally. He would prefer to own companies that CSCO might want to take out – the second tier tech stocks.
electrical
electronic
TOP PICK
He is looking for a way to participate in the energy sector with companies that have not yet moved. This is a company that provides equipment to drilling companies. Looks good technically. No exposure to the North Africa. Because of the difficulties in Japan, there may be less Nuclear going on.
oil
gas field services
TOP PICK
He has been invested in the bigger names like Apples, Ebay and Google, but as be looks at the run up they have had and the combined cash they have on the books, they are particularly positioned to make acquisitions. This is a large supplier to apple (third of their sales). He thinks this one has a greater capacity to grow than a larger one.
electrical
electronic
PAST TOP PICK
(Top Pick Nov 25/10, Up 11.15%) Doesn’t look at it as falling into the hands of London. It could be a good deal. Doesn’t know what the politicians should do. The banks putting together the alpha was really a re-mutualization of the business. The regulators could theoretically block the deal. It could mean longer trading hours, trans-continental listings, exposure of the largest mining and venture capital market to the world.
other services
