Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 24, 2012
UK Government just forced new CEO to give back his 1,000,000 pounds bonus, which was in stocks. European banks are not something you should be investing in.
UK Government just forced new CEO to give back his 1,000,000 pounds bonus, which was in stocks. European banks are not something you should be investing in.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$9.040
Owned
No
DON'T BUY
DON'T BUY
February 24, 2012
Mexican cement company. This was one of the leading emerging market stocks. Stumble very badly due to over expansion ahead of the global financial crisis. Has recovered somewhat. Until it is able to unload the acquisitions made, particularly in the US, this is likely to be dead money.
Cemex SA (CX-N)
February 24, 2012
Mexican cement company. This was one of the leading emerging market stocks. Stumble very badly due to over expansion ahead of the global financial crisis. Has recovered somewhat. Until it is able to unload the acquisitions made, particularly in the US, this is likely to be dead money.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$7.360
Owned
Unknown
COMMENT
COMMENT
February 24, 2012
Hopes that they will start paying dividends in the fall as many other tech companies have done. Probably reasonably valued but the difficulty is that it is now so large that unless it comes up with an absolutely stunning success in the lines of new products, it won't be able to grow at the same rate.
Apple (AAPL-Q)
February 24, 2012
Hopes that they will start paying dividends in the fall as many other tech companies have done. Probably reasonably valued but the difficulty is that it is now so large that unless it comes up with an absolutely stunning success in the lines of new products, it won't be able to grow at the same rate.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$522.410
Owned
Unknown
BUY
BUY
February 24, 2012
If you are a believer in the improving diets of the emerging market middle class, this is one of the major players in that space. Seeds. One of the few stocks that is substantially higher than it was 5 years ago.
Syngenta AG (SYT-N)
February 24, 2012
If you are a believer in the improving diets of the emerging market middle class, this is one of the major players in that space. Seeds. One of the few stocks that is substantially higher than it was 5 years ago.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$66.630
Owned
Unknown
BUY
BUY
February 24, 2012
Cars. Have done a great job and their new models are excellent. Making lots of money but the largest part of their sales is in India where car sales were off due to high inflation and high interest rates. Good long-term buy.
Tata Motors Ltd. (TTM-N)
February 24, 2012
Cars. Have done a great job and their new models are excellent. Making lots of money but the largest part of their sales is in India where car sales were off due to high inflation and high interest rates. Good long-term buy.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$27.360
Owned
Unknown
COMMENT
COMMENT
February 24, 2012
Auto parts manufacturer, primarily seats and electric motors. Had a big selloff last year but has started to recover as North American auto sales have started to recover. Real difficulty will be as to what the car sales will be for this year. High gasoline prices may be a bit of a damper.
Johnson Controls (JCI-N)
February 24, 2012
Auto parts manufacturer, primarily seats and electric motors. Had a big selloff last year but has started to recover as North American auto sales have started to recover. Real difficulty will be as to what the car sales will be for this year. High gasoline prices may be a bit of a damper.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$33.190
Owned
Unknown
BUY
BUY
February 24, 2012
(Market Call Minute.) Rail company. It is seeing improving volumes.
CSX Corp (CSX-Q)
February 24, 2012
(Market Call Minute.) Rail company. It is seeing improving volumes.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$21.660
Owned
Unknown