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DON'T BUY
His model price is $15.29 which is a negative of about 17%. Has never really liked this stock for years and still doesn't. They need to do a restructuring and a lot of that has to do with GE Capital. Thinks the stock still goes to $20.80. Stock has a beta of 1 so if the market goes up, this one goes up in sympathy. There are better companies elsewhere.
electrical
electronic
BUY
Likes this one. His model price is $59.89, which is a 30% positive differential. On these pullbacks, it looks attractive. We could be in a period here where these stocks underperform while the gold price goes up. Feels that as stocks get cheaper, you want them in the portfolio. On the downside, it could get down to the $40 level but he would be more of a buyer there.
precious metals
DON'T BUY
Why has it taken off so suddenly and what do you think will happen if European financials go down the drain? His model price is $50.28 giving it a negative of 4%-5%. People in US and Canada are looking for yield now so all banks will have some sort of lift because of that. Regarding Europe, we have already seen the results.
banks
HOLD
If you own, he would hang on to this only because this is where the money flow is going. To him it is big-time overpriced. His model price is $30.09 almost a negative 30% differential. If there was any kind of threat, it would pull back to $37. Feels that money flows are so strong that a 5% yield people are willing to buy it no matter what. He would be a seller at $46.51.
telephone utilities
