Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 19, 2012
Feels that in large part of the tremendous growth of the banks is behind them. You are looking at much more moderate growth. 8%-9% in terms of earnings. Banks are trading at 11-12 times earnings.
Show full opinionHide full opinion
Feels that in large part of the tremendous growth of the banks is behind them. You are looking at much more moderate growth. 8%-9% in terms of earnings. Banks are trading at 11-12 times earnings.
COMMENT
COMMENT
April 19, 2012
Most cars in North America are 11-12 years old so he expects money will go into the purchase of cars. He would prefer something like Tata Motors (TTM-N), which has a stronger growth prospects.
Show full opinionHide full opinion
Ford Motor (F-N)
April 19, 2012
Most cars in North America are 11-12 years old so he expects money will go into the purchase of cars. He would prefer something like Tata Motors (TTM-N), which has a stronger growth prospects.
DON'T BUY
DON'T BUY
April 19, 2012
There is a lot of headwinds facing natural gas prices at this point. Supply is very plentiful and there are many different alternatives.
Show full opinionHide full opinion
Encana Corp (ECA-T)
April 19, 2012
There is a lot of headwinds facing natural gas prices at this point. Supply is very plentiful and there are many different alternatives.
DON'T BUY
DON'T BUY
April 19, 2012
Outside of North America, market share has been relatively firm, mostly because most markets outside of North America are still on 2G and I'm not going on to the 3G but they will be at some point. Market share has been very tough for this company in North America. Earnings are quite murky.
Show full opinionHide full opinion
BlackBerry (BB-T)
April 19, 2012
Outside of North America, market share has been relatively firm, mostly because most markets outside of North America are still on 2G and I'm not going on to the 3G but they will be at some point. Market share has been very tough for this company in North America. Earnings are quite murky.
COMMENT
COMMENT
April 19, 2012
You always need more of data storage and it is always going to grow over time. This stock is growing at around 15% earnings long-term with a 16X forward earnings. Valuation is not bad. Trend lines are still above the 200 day moving average. Longer-term he likes the stock but that pattern on the pricing has been strange.
Show full opinionHide full opinion
EMC Corp (EMC-N)
April 19, 2012
You always need more of data storage and it is always going to grow over time. This stock is growing at around 15% earnings long-term with a 16X forward earnings. Valuation is not bad. Trend lines are still above the 200 day moving average. Longer-term he likes the stock but that pattern on the pricing has been strange.
COMMENT
COMMENT
April 19, 2012
Relatively safe stock but it has done so well. Valuation is slightly high at 19-20 times earnings. Growth rate is around 12%. Prefers others with more reasonable valuations.
Show full opinionHide full opinion
Relatively safe stock but it has done so well. Valuation is slightly high at 19-20 times earnings. Growth rate is around 12%. Prefers others with more reasonable valuations.
TOP PICK
TOP PICK
April 19, 2012
A leader in online advertising with 40% market share of US advertising revenues and growing globally as it has one of the world's most recognized brands. Should continue to generate very strong growth from display advertising. Will continue to monetization within their U tube holding. Mobile search is what the next big thing is. Growing at 15%-20% long-term growth earnings estimated. Trades at 14X earnings. Earnings and revenues are moving up.
Show full opinionHide full opinion
A leader in online advertising with 40% market share of US advertising revenues and growing globally as it has one of the world's most recognized brands. Should continue to generate very strong growth from display advertising. Will continue to monetization within their U tube holding. Mobile search is what the next big thing is. Growing at 15%-20% long-term growth earnings estimated. Trades at 14X earnings. Earnings and revenues are moving up.