Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 9, 2012

Cisco (CSCO-Q)
April 9, 2012

James Paulsen
Chief Investment Strategist, Wells Capital Management
Price
$24.430
Owned
Unknown
TOP PICK
TOP PICK
James Paulsen
Chief Investment Strategist, Wells Capital Management
Price
$31.060
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
April 9, 2012
Fantastic Canadian company in terms of groundbreaking, global technology. This is part of the problem of all the gas we have. As always found it a lot more cyclical than what it should be. Incredibly cheap at 4 or 5 times cash flow. He is very close to buying at but it is right in the middle of the US market saying “we're not drilling any more gas wells”.
Fantastic Canadian company in terms of groundbreaking, global technology. This is part of the problem of all the gas we have. As always found it a lot more cyclical than what it should be. Incredibly cheap at 4 or 5 times cash flow. He is very close to buying at but it is right in the middle of the US market saying “we're not drilling any more gas wells”.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$13.600
Owned
No
BUY
BUY
April 9, 2012
5 to 10 years from now this will be a much bigger company and the stock price will be significantly higher. Trading at 4.5X cash flow. Great growth prospects. You want to buy this when the world is negative.
5 to 10 years from now this will be a much bigger company and the stock price will be significantly higher. Trading at 4.5X cash flow. Great growth prospects. You want to buy this when the world is negative.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$31.680
Owned
Yes
COMMENT
COMMENT
April 9, 2012
3 years ago it was becoming one of the higher oil sands operations. Right when they were in the process of getting their costs down, they bought Petrocan. Have done a pretty good job and is on his list but prefers Canadian Natural Resources (CNQ-T).
3 years ago it was becoming one of the higher oil sands operations. Right when they were in the process of getting their costs down, they bought Petrocan. Have done a pretty good job and is on his list but prefers Canadian Natural Resources (CNQ-T).
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$30.310
Owned
No
DON'T BUY
DON'T BUY
April 9, 2012
Great, Canadian, mid tier producer but is suffering from all the things in the industry. The amount of oil is being caught up in the differential issue. Natural gas prices are so low it is hard to justify owning anything. It has to be “Best in Class”, almost no debt and, lowest cost producer. Good company but not the best.
Great, Canadian, mid tier producer but is suffering from all the things in the industry. The amount of oil is being caught up in the differential issue. Natural gas prices are so low it is hard to justify owning anything. It has to be “Best in Class”, almost no debt and, lowest cost producer. Good company but not the best.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$17.620
Owned
No
COMMENT
COMMENT
April 9, 2012
Copper has not come off that much but there is the expectation that it is about to roll over and the stocks have rolled over. This company has already been bought and no one can take over Rio Tinto’s position. It has one of the great resource deposits on the planet and is going into production. When it is up and running and they can prove it works, it should trade at $20-$25. Probably not a bad pick.
Copper has not come off that much but there is the expectation that it is about to roll over and the stocks have rolled over. This company has already been bought and no one can take over Rio Tinto’s position. It has one of the great resource deposits on the planet and is going into production. When it is up and running and they can prove it works, it should trade at $20-$25. Probably not a bad pick.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$13.510
Owned
No