Latest Expert Opinions

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DON'T BUY
DON'T BUY
December 5, 2013

The only near-term catalyst that he sees is that China Mobile, which has billions of subscribers, is talking about launching the iPhone, which would be a big deal for the company. He is not a fan of this company.

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Apple (AAPL-Q)
December 5, 2013

The only near-term catalyst that he sees is that China Mobile, which has billions of subscribers, is talking about launching the iPhone, which would be a big deal for the company. He is not a fan of this company.

COMMENT
COMMENT
December 5, 2013

Merging with Aastra Technologies (AAH-T). This combination will be accretive. This is an astute management. Thinks it will work longer-term but because it is a small company in the space they work in, it is going to be rocky.

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Mitel Networks (MITL-Q)
December 5, 2013

Merging with Aastra Technologies (AAH-T). This combination will be accretive. This is an astute management. Thinks it will work longer-term but because it is a small company in the space they work in, it is going to be rocky.

TOP PICK
TOP PICK
December 5, 2013

New CEO effectively sold off some products and sort of right sized the company and improved the balance sheet. This is a play on the recovery of middle and upper income demographics.

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Callaway Golf (ELY-N)
December 5, 2013

New CEO effectively sold off some products and sort of right sized the company and improved the balance sheet. This is a play on the recovery of middle and upper income demographics.

TOP PICK
TOP PICK
December 5, 2013

An industrial gas company. There are 4 global competitors and this one is more US centric. A serial dividend increaser that has done it for a substantial period of time. It will benefit from the price of shale gas in the US. Good, long-term story.

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An industrial gas company. There are 4 global competitors and this one is more US centric. A serial dividend increaser that has done it for a substantial period of time. It will benefit from the price of shale gas in the US. Good, long-term story.