Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 20, 2012

When a stock price rises, it really rises on 2 things. Underlying fundamentals of the company including revenues, cash flow, earnings and they basically forced the value of your company up. The other way is on confidence and that is on how many dollars we are willing to pay on each dollar of earnings. This one always seem to be trading undervalued but is now trading at about 20X earnings. Good holding, but he doesn’t think we are going to get a revision of the multiple upward.

When a stock price rises, it really rises on 2 things. Underlying fundamentals of the company including revenues, cash flow, earnings and they basically forced the value of your company up. The other way is on confidence and that is on how many dollars we are willing to pay on each dollar of earnings. This one always seem to be trading undervalued but is now trading at about 20X earnings. Good holding, but he doesn’t think we are going to get a revision of the multiple upward.

Gordon Reid
President, GoodReid Investment Counsel
Price
$728.117
Owned
Yes
DON'T BUY
DON'T BUY
September 20, 2012

Turning into a serial disappointer. Just can’t seem to get a lot of traction. Part of it is that they are really a proxy for the economy, which has been struggling. Has some real good potential and a lot of it is built on the new economy of the practice of buying online.

FedEx (FDX-N)
September 20, 2012

Turning into a serial disappointer. Just can’t seem to get a lot of traction. Part of it is that they are really a proxy for the economy, which has been struggling. Has some real good potential and a lot of it is built on the new economy of the practice of buying online.

Gordon Reid
President, GoodReid Investment Counsel
Price
$85.170
Owned
Unknown
BUY
BUY
September 20, 2012

They aren’t the old stodgy chemical company any more. They are really a science and technology company. About 20%-25% of their business comes through the agricultural side. Well managed. Well priced. Pays a decent dividend.

DuPont (DD-N)
September 20, 2012

They aren’t the old stodgy chemical company any more. They are really a science and technology company. About 20%-25% of their business comes through the agricultural side. Well managed. Well priced. Pays a decent dividend.

Gordon Reid
President, GoodReid Investment Counsel
Price
$51.870
Owned
Yes
DON'T BUY
DON'T BUY
September 20, 2012

That class of companies that always seems to do pretty well but he has never been able to pull the trigger on it because it is too expensive.

That class of companies that always seems to do pretty well but he has never been able to pull the trigger on it because it is too expensive.

Gordon Reid
President, GoodReid Investment Counsel
Price
$99.390
Owned
No
SELL
SELL
September 20, 2012

2008 was very tough on this and the other banks. Coming out of that, it is a weakened company against its competitors. Has great exposure to Europe. Has more exposure to the fixed income market. If you own, he would move elsewhere.

Morgan Stanley (MS-N)
September 20, 2012

2008 was very tough on this and the other banks. Coming out of that, it is a weakened company against its competitors. Has great exposure to Europe. Has more exposure to the fixed income market. If you own, he would move elsewhere.

Gordon Reid
President, GoodReid Investment Counsel
Price
$17.210
Owned
No
PAST TOP PICK
PAST TOP PICK
September 20, 2012

(A Top Pick Aug 31/11. Up 82.35%.) Estimates are that close to 50 million units of the new phone will be sold in the 1st quarter of their fiscal year, which is a big jump from 35 million that they did last year.

Apple (AAPL-Q)
September 20, 2012

(A Top Pick Aug 31/11. Up 82.35%.) Estimates are that close to 50 million units of the new phone will be sold in the 1st quarter of their fiscal year, which is a big jump from 35 million that they did last year.

Gordon Reid
President, GoodReid Investment Counsel
Price
$698.700
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 20, 2012

(A Top Pick Aug 31/11. Up 6.72%.) $300 billion backlog. Into full production of the Dream Liner 787, which is very, very important. Even though there are global issues on economic growth, airlines globally have to update their equipment because it is more fuel efficient. Also, have the 737 Refresh, which is in full production. Will spin off of a lot of cash over the next 5-10 years.

Boeing (BA-N)
September 20, 2012

(A Top Pick Aug 31/11. Up 6.72%.) $300 billion backlog. Into full production of the Dream Liner 787, which is very, very important. Even though there are global issues on economic growth, airlines globally have to update their equipment because it is more fuel efficient. Also, have the 737 Refresh, which is in full production. Will spin off of a lot of cash over the next 5-10 years.

Gordon Reid
President, GoodReid Investment Counsel
Price
$69.850
Owned
Yes