Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
May 20, 2011
CEO, who is normally very optimistic, said sales outlook did not look great for this year, the stock got pummelled. A very profitable, successful company and is gushing cash and they are paying a 2% yield. It will be a survivor. Cheap.
Cisco (CSCO-Q)
May 20, 2011
CEO, who is normally very optimistic, said sales outlook did not look great for this year, the stock got pummelled. A very profitable, successful company and is gushing cash and they are paying a 2% yield. It will be a survivor. Cheap.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$16.530
Owned
No
COMMENT
COMMENT
May 20, 2011
Very well diversified chemical play. In essence it’s your view on US GDP growth as it has such a wide exposure to so many sectors. If you own, you might want to consider taking some profits.
DuPont (DD-N)
May 20, 2011
Very well diversified chemical play. In essence it’s your view on US GDP growth as it has such a wide exposure to so many sectors. If you own, you might want to consider taking some profits.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$52.740
Owned
Unknown
COMMENT
COMMENT
May 20, 2011
Biggest steel company globally. Up 10%-11% over the last year. Putting $1.2 billion in their iron ore mine in Quebec. When the world goes into a recession, steel companies go to heck in a hand basket as they are an exceptionally leveraged play on global growth. 1.9% yield.
ArcelorMittal (MT-N)
May 20, 2011
Biggest steel company globally. Up 10%-11% over the last year. Putting $1.2 billion in their iron ore mine in Quebec. When the world goes into a recession, steel companies go to heck in a hand basket as they are an exceptionally leveraged play on global growth. 1.9% yield.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$32.480
Owned
Unknown
HOLD
HOLD
May 20, 2011
Depends on your view on the Indian car market in the next 3 to 5 years. Expects it will be much higher. Makes Tata cars and owns Jaguar Land rover. Good time to buy is after the Bank of India decides to stop raising interest rates.
Depends on your view on the Indian car market in the next 3 to 5 years. Expects it will be much higher. Makes Tata cars and owns Jaguar Land rover. Good time to buy is after the Bank of India decides to stop raising interest rates.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$25.500
Owned
Unknown
COMMENT
COMMENT
May 20, 2011
Peaked at the end of February and it’s been selling off ever since. If you think that growth is going to hold up an be fairly respectable, it will do fine. On any weakness at all it will go down a lot further.
Peaked at the end of February and it’s been selling off ever since. If you think that growth is going to hold up an be fairly respectable, it will do fine. On any weakness at all it will go down a lot further.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$44.960
Owned
Unknown
TOP PICK
TOP PICK
May 20, 2011
Likes its international exposure in Latin America, Caribbean and increasingly Asia. Gets a third of its earnings from outside Canada. Not in the US. Addressed its weakness in asset management with the Dundee acquisition. Also has emerging market exposure. Just raised its dividend again. 3.6% dividend
Likes its international exposure in Latin America, Caribbean and increasingly Asia. Gets a third of its earnings from outside Canada. Not in the US. Addressed its weakness in asset management with the Dundee acquisition. Also has emerging market exposure. Just raised its dividend again. 3.6% dividend
Gavin Graham
Trustee, Pointbreak ETFs
Price
$58.490
Owned
Yes
TOP PICK
TOP PICK
May 20, 2011
The dominant dollar store brand in Canada. Increased their sales to include $1.50 and $2 in addition to $1, which has boosted same store sales. Also brought in scanning and taking debit cards. Generating so much cash that they could easily start paying dividends.
The dominant dollar store brand in Canada. Increased their sales to include $1.50 and $2 in addition to $1, which has boosted same store sales. Also brought in scanning and taking debit cards. Generating so much cash that they could easily start paying dividends.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$31.480
Owned
Yes