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| PAST TOP PICK | 87.430 | Charles Lannon | (A Top Pick Feb 23/11. Down 1.23%.) Still one of the preeminent American industrial companies. Still likes. | 2012-02-02 | |
| PAST TOP PICK | 85.650 | Karl Berger | (A Top Pick Feb 11/11. Down 4.11%.) Still solid and still likes. | 2012-01-20 | |
| WAIT | 83.770 | Gordon Reid | Another industrial choice. Last quarter they warned of global weakness. Thinks they are having some execution issues and would wait a quarter. | 2012-01-11 | |
| BUY | 82.180 | Gordon Reid | Assumption of marketplace is too negative and he thinks it is too negative. Expects good revenue growth. | 2011-10-24 | |
| WAIT | 77.700 | Stan Wong | Industrial name and probably one of the worst performing sector this year. Doesn’t know if it will weather the storm in the economy. Long term it probably has a 10% growth rate but right now, no. | 2011-10-19 | |
| DON'T BUY | 70.930 | Ron Meisels | Has broken down through its upward trend line. The forty day moving average has now turned down. Has also broken through its support. This is a falling knife. | 2011-10-03 | |
| BUY | 76.340 | Don Lato | Trades at a pretty reasonable multiple. Macro issues have brought the price down where it is very attractive. Earning $6 a share plus with the potential to make $10 a share 10 years down the road. | 2011-09-21 | |
| DON'T BUY | 97.620 | Brian Acker, CA | This is bang on his model price of $96.36. It will probably grow from here and he'll have a price of $110. That plus your yield gives you 10%-12%. | 2011-07-08 | |
| TOP PICK | 90.260 | Charles Lannon | Have a multi deckered track record of annual dividend increases. Very diversified products. Good vehicle to access global economics. | 2011-02-23 | |
| TOP PICK | 91.800 | Karl Berger | Well positioned to benefit from a continued economic recovery. Good mix of businesses globally. Good product diversification. 2.5% dividend. | 2011-02-11 | |
| BUY | 85.300 | Mike Lyons CA, CFA | Large cap, high quality company that is reasonably valued. If the economy picks up, you can anticipate that their earnings will improve as well. Would benefit from a weaker US$. | 2010-11-03 | |
| Comment | 84.220 | Gavin Graham | One of the leading diversified consumer products companies. Has a wonderful track record of inventions. Large portions of its sales are in the US and there could be a drag because of a weaker US currency. | 2010-10-29 | |
| WAIT | 80.680 | Barry Schwartz | This is like a barometer on the US economy. Earnings are very good; lots of international growth. Name he would look at when the Canadian $ goes higher. He is avoiding US stocks right now. | 2010-02-22 | |
| BUY | 81.630 | Charles Lannon | Some segments will respond more quickly to a change in the economy. Fantastically well run. Some of the highest margins and organic growth rates. Has higher margins in Europe than in the US. | 2010-01-26 | |
| BUY | 77.960 | Gordon Reid | Well diversified with a lot of cash. Well managed. Weak US$ will help them as a large percentage of their revenues come from foreign sources. | 2009-11-11 | |
| WEAK BUY | 73.180 | Gordon Reid | Good play for a multinational. | 2009-09-09 | |
| BUY | 69.900 | Stan Wong | Had a great earnings surprise in the last quarter. Have very interesting prospects. Analysts have been raising on a quarterly and annual basis. Ranks very well in his model. | 2009-07-30 | |
| BUY | 60.630 | Karl Berger | Really nice profile. Good portion of their business is outside of the US. In the event the US$ does weaken, they'll do well. | 2009-07-14 | |
| BUY | 58.200 | Karl Berger | Loves their international diversification. More than half their revenues are from outside the US. 3.5% dividend. | 2009-05-20 | |
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| DON'T BUY | 57.920 | David Burrows | Very good assets. Trading at 15X next year's estimates. Missed the most recent quarter by 6%. If the market does well, this will do okay but there are better spots you can put your money. 3% yield. | 2009-05-15 | |
| PAST TOP PICK | 54.210 | Charles Lannon | (Top Pick Jun 07/07 Down 34%) 2/3’rds of business over seas. One of the strongest balance sheets and highest margins in their space. Target depends on economic reoovery. | 2009-04-23 | |
| Comment | 50.840 | Andrew Guy, CFA | Very strong management team. Disciplined approach to reinventing their business regularly. Grown its dividends steadily. | 2009-02-04 | |
| DON'T BUY | 62.360 | David Baskin | (Market Call Minute.) A proxy for the US economy. Would wait until the recession bottoms out. | 2008-11-06 | |
| HOLD | 54.260 | Matthew McCall | Shorting is not for the individual investor. | 2008-10-10 | |
| PAST TOP PICK | 68.920 | Laura Wallace | (A Top Pick Aug 2/07. Down 19%.) Great long-term investment. Technologically driven in all of its areas. Latest concerns have to do with LCD pricing, which she thinks is temporary. More than 60% of revenue is outside of North America. Still a Buy. | 2008-07-10 | |
| PAST TOP PICK | 75.810 | Laura Wallace | (A Top Pick Aug 2/07. Down 11%.) Disappointing performance. Very well positioned to benefit from Asia growth. While diversified product line. Research innovators. Cheap on any historical multiple basis. High ROE and good balance sheet. | 2008-05-23 | |
| Comment | 77.670 | Norman Levine | (Market Call Minute.) This, like General Electric, is the US economy. Probably won't go anywhere for the next while. | 2008-05-12 | |
| Comment | 80.630 | Laura Wallace | A terrific company with great global exposure. Close to 65% of its operations are outside of North America. After coming off sharply, it has started to recover. | 2008-04-23 | |
| Comment | 79.940 | Charles Bobrinskoy | 2 reasons to buy the stock. 1) George Buckley, the CEO is a great manager. 2) Their history of innovations. They continue to produce great products. Hasn't checked the numbers for the multiples yet. | 2008-02-20 | |
| DON'T BUY | 78.020 | Norman Levine | Historically it was an excellent company. Had some management issues in the last couple of years, which they replaced. The immediate problem for them is that they are the US economy and as it slides into recession, they can't escape. | 2008-01-29 | |
| SELL | 79.510 | Kenneth P. Norquay, CMT | This one is not in an uptrend. Has being going sideways since 2004. Do not own stocks like this. | 2007-11-09 | |
| HOLD | 85.050 | Alex Ruus | Very solid company. Well-managed. Can't comment on the valuation level, as he hasn't evaluated the company for a number of months. Expect they are having good upside on their earnings with their global holdings. | 2007-11-05 | |
| DON'T BUY | 86.100 | David Baskin | It echos the US economy. If you think the US is heading for a recession, you don't want to buy it. He wouldn't buy it right now. | 2007-10-23 | |
| DON'T BUY | 89.080 | John Zechner | This is the quintessential play on the US economy. If the US economy is slowing down in the next couple of quarters, earnings growth will be impacted negatively. | 2007-09-12 | |
| TOP PICK | 89.120 | Laura Wallace | Great way to get exposure in Brazil, Russia, India and China with the comfort and security of having a US company with their accounting standards. Great way to play a weakening US$. | 2007-08-02 | |
| BUY | 89.690 | Brendan Caldwell | Has been a better stock than GE (GE-N) as a proxy for the US economy. | 2007-07-24 | |
| TOP PICK | 84.880 | Charles Lannon | value investing in action. They've had a miserable 2006, a good entry point. They sell 2/3'd of their product outside the states, so the State's dollar isn't as big a factor, highest margins in Asia. Huge buyback program. This stock is selling at a very steep discount to it's intrinsic value. | 2007-06-07 | |
| PAST TOP PICK | 87.940 | Laura Wallace | (A Top Pick June 19/06. Up 11%.) Derives more than 60% of its revenues and earnings outside of North America. Known for its innovations. Well diversified in products. | 2007-05-23 | |
| HOLD | 80.450 | Pat Naccarato | Fully valued. Prefers to buy companies when they're dirt-cheap. When the price comes down, that is the time to take a hard look at it. | 2007-04-26 | |
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| BUY | 76.710 | Paul Harris, CFA | Historically at one of its lowest multiples. Participates in global growth. Some very unique products. | 2007-04-12 | |
| DON'T BUY | 74.500 | Norman Levine | This is a proxy on the US economy. Had problems with profitability as well as some turnover in management. Would prefer General Electric (GE-N). | 2007-02-27 | |
| Comment | 76.910 | David Driscoll | Most recent purchase in high-end consumer buying. 80% of their revenues are foreign. We'll probably go sideways for a while until they start to pick up the margins again. | 2007-02-15 | |
| BUY | 76.430 | David Baskin | Considered a proxy for the US economy, but they are a global company. Stock price is pretty reasonable right now. A good, core US holding. | 2007-02-13 | |
| PAST TOP PICK | 74.300 | Laura Wallace | (A Top Pick Sept 22/06. No change.) Got whacked on its recent earnings announcement. Quite a messy quarter. Still feels it's a great way to get international diversification with the safety of a New York listing. | 2007-01-31 | |
| HOLD | 77.850 | David Baskin | This is considered as a proxy for the US economy because it isn't so many sectors. Is less concerned about the US economy that he was in November. 3M should continue to plod along. | 2007-01-10 | |
| DON'T BUY | 78.260 | Steve MacMillan | Long-term prospects are not as rosy as he would like. Under the last CEO, the company was starved for R&D but were more focused on current margins rather than long-term sales. Huge producer of glass and flat screen TV's and there is concern about growing competition. | 2007-01-03 | |
| TOP PICK | 79.890 | Laura Wallace | Technologically very innovative. 60% of its revenues and cash flow come from outside of North America. Trading well below its average P/E of the last 10 years. Strong earnings growth. | 2006-10-24 | |
| DON'T BUY | 76.400 | David Burrows | Somewhat dependent on the US economy. And economically sensitive company. There has been an deceleration in the earnings expectations. | 2006-10-19 | |
| TOP PICK | 73.070 | Laura Wallace | She has owned this stock for a long time. 60% of revenue for this company come from outside N. America. The stock is trading 14 times earnings. Great value for long term. | 2006-09-22 | |
| SELL | 71.350 | Norman Levine | This is not the right time to buy or hold this stock. The products it manufactures represent all sectors of the US economy. | 2006-09-05 | |
| BUY | 71.290 | Paul Harris, CFA | Had some bad earnings in the last little while, but it was only in one division. A global slowdown will hurt them a little bit but not dramatically. Good cost control. | 2006-08-22 | |
| PAST TOP PICK | 71.120 | Laura Wallace | (A Top Pick May 17/06. Down 17.8%.) Reported very disappointing 2nd quarter results today due to a onetime event. This represents a good buying opportunity. Trading at about 13 X earnings versus a historical 19. We'll still show good double-digit growth. | 2006-08-21 | |
| BUY | 71.200 | Jonathen Wellum, B. Comm, B. Sc | Very well run. Has come back down to more realistic levels. Have exceptionally strong market positions in a number of areas. Growing high single digits to low double digits. | 2006-08-17 | |
| TOP PICK | 68.620 | Laura Wallace | Very focused on innovation. Missed 2nd quarter earnings. Was a one-time event. Trades at a discount at 13 X earnings while its average is 19 X. | 2006-08-14 | |
| HOLD | 68.300 | Brad Willock | Had a huge drop from its peak in March and a really huge drop in July. This was because they missed earnings expectations. At this price, you get a pretty good dividend yield. Good management. | 2006-08-09 | |
| SELL | 69.280 | Ross Healy | Was looking pretty good, but gave him a sell signal. Doesn't see an imminent bottom for the stock. | 2006-08-03 | |
| DON'T BUY | 69.610 | Brian Acker, CA | A lot of these tech areas had been very overvalued and he wouldn’t consider going into them yet. His model price is $62.76, a negative 10% differential. Would like to buy at $59. | 2006-08-02 | |
| BUY | 69.750 | David Baskin | Some people think this is a proxy for the US economy. He is a little dubious about prospects for the US economy in the spring. The recent pullback has been overdone and this is a good entry point. | 2006-07-27 | |
| DON'T BUY | 70.720 | Brian Acker, CA | One of the most overvalued stocks on the market. His model price is $60.46 which is a -14.5% differential. | 2006-07-21 | |
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| PAST TOP PICK | 71.100 | Laura Wallace | (A Top Pick May 17/06. Down 16%.) Dropped when they warned on earnings. The warning was a combination of onetime things. Trading at about 15 X earnings with a growth rate in the 10% range. A great buying opportunity. | 2006-07-20 | |
| DON'T BUY | 70.660 | Bill Carrigan | There was a nice uptrend but, when it failed to make a new high, that was the tip off. | 2006-07-17 | |
| TOP PICK | 79.430 | Laura Wallace | One of the most diversified companies. It derives more than 60% of its revenues outside of North America. Believes the growth story for Asia is intact. This company, with its wide variety of products and market leading position, is going to be a major beneficiary. Good price. | 2006-06-19 | |
| TOP PICK | 84.420 | Laura Wallace | Wide diversity of products. When it looks like the US$ is going to be under some pressure, this company generates 60% of its revenues outside of North America. Very strong presence in China and a growing presence in India. | 2006-05-17 | |
| DON'T BUY | 84.310 | Brian Acker, CA | A great company, but very expensive. His model price is $68. That is a negative 22% differential. | 2006-05-10 | |
| BUY | 84.500 | Bill Carrigan | Likes DOW stocks. Likes this one a lot. Has a good long-term uptrend. Short-term chart shows a double bottom. | 2006-05-02 | |
| TOP PICK | 80.980 | Laura Wallace | Good global diversification. Strong positions in China, India and Eastern Europe. Earns 35% on its equity. Earnings are expected to grow 10/12%. Trading at only 16.5 X earnings. | 2006-04-10 | |
| TOP PICK | 81.380 | Laura Wallace | Has 60% of its revenues coming in from outside of North America. Return is 35% on equity. Has a record of increasing its dividends. Trading at about 16.5 X earnings. Thinks it can grow in the 10/12% range. | 2006-04-06 | |
| BUY | 74.790 | Paul Harris, CFA | Has new management, but is solid company and will continue to do well. Is currently a buying opportunity, if you have a long term view, and forsee growth in the US. | 2006-03-18 | |
| DON'T BUY | 77.630 | Brad Willock | Has a fair bit of exposure to the consumer and he has tried to orient his portfolio taway from consumer oriented companies. | 2005-11-14 | |
| DON'T BUY | 70.980 | Norman Levine | Have had a couple of things go against them and the stock has acted poorly lately. Its growth rate has been declining and its CEO left in July. | 2005-08-30 | |
| DON'T BUY | 71.300 | David Burrows | Had a tremendous rally over the 1st part of this bull market, the spring of 2003. A lot of that growth came out of the demand for the film that they use in LTD flat panel TV's. This has been slowing down. Also have a health division which is doing quite well. | 2005-08-25 | |
| PAST TOP PICK | 71.320 | Laura Wallace | (A Top Pick May 2/05. Down 7.5%.) Continuing to buy. No concerns over the longer term. Likes the exposure to global growth. Latest quarterly profits were down, but that's a short term noise. | 2005-08-24 | |
| BUY | 74.170 | Laura Wallace | Not a pure tech, but makes good use of technology in their products. Trading at pretty reasonable multiples. | 2005-07-25 | |
| PAST TOP PICK | 74.290 | Laura Wallace | (A Top Pick May2/05. Down 3%.) Stock came off with the CEO moving over to Boeing. Temporary. Continues to be well positioned to benefit from global growth. A couple of divisions in the health care sector are under analyzed and will make a major contribution. | 2005-07-19 | |
| TOP PICK | 76.880 | Laura Wallace | A great example of a company where the market over reacts on slightly disappointing news and it presents an opportunity to buy a stock at a good price and out away for the longer term. | 2005-05-02 | |
| TOP PICK | 86.650 | John Embry | It's extrodinarily cheap at this price. "I would buy this thing blind at the current price" | 2005-03-10 | |
| BUY | 84.360 | Laura Wallace | (Top pick on Market Call Tonight Nov 1/04. Up 9%.) Still likes and continues to buy for new clients. Well diversified and well managed comany. Especially likes its exposure in Asia. Will benefit from a weaker US$. | 2005-01-31 | |
| TOP PICK | 82.680 | Christine Callies | Involved in so many different product areas. Has good sustainability of growth. A good way to participate in the economic expansion. | 2004-11-12 | |
| TOP PICK | 76.910 | Laura Wallace | A really well diversified industrial with good global exposure. In a high growth area in the medical specialties area. Well positioned in Asia. Stock has dropped, so a good buying opportunity. | 2004-11-01 | |
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| TOP PICK | 77.570 | Mary Farrell | Looking for slower growth in 2005, so fundamentals become crucially important. A very diversified company, possibly 20% next year. | 2004-10-29 | |
| DON'T BUY | 76.220 | Brian Acker, CA | Too pricey to buy. | 2004-10-26 | |
| TOP SHORT | 75.880 | David Chapman | A shoulder/head/shoulder pattern. | 2004-10-22 | |
| TOP PICK | 76.800 | Laura Wallace | Trading near a 52 week low. Earnings were in line, but the market wasn't enamoured with them. Cyclical, but feels the cycle is going to be positive. Well diversified. | 2004-10-20 | |
| PAST TOP PICK | 79.450 | Laura Wallace | (Past top pick Mar 18/04. No change.) Still likes it. A well diversified industrial company. Sold off on the earnings release because they didn't exceed their guidance. | 2004-08-09 | |
| TOP PICK | 88.580 | Paul O'Neil | Has been an underperforming company for many years. They are now getting more products through the R&D pipeline. Margins are going up. Benefits from a weaker US dollar. | 2004-06-24 | |
| PAST TOP PICK | 82.310 | Laura Wallace | (A top pick Mar 18/04. Up 4%.) Likes the exposure they have to Asia. With the general global recovery, this company continues to generate greater earnings. | 2004-05-19 | |
| PAST TOP PICK | 86.500 | Laura Wallace | (A top pick Feb 25/04. Up 11%.) Well positioned in an economic recovery and very well-positioned in Asia. | 2004-05-04 | |
| TOP PICK | 79.880 | Laura Wallace | Good exposure to Asia. Have a very strong medical technology side. | 2004-03-18 | |
| TOP PICK | 78.570 | Laura Wallace | Globally diversified. Has been in China for a decade, a high-growth area. Expect Asia will be the engine of growth. | 2004-02-25 | |
| DON'T BUY | 122.610 | David Driscoll | Yield + 2%. Expensive. Will benefit from sales overseas. | 2002-06-25 | |
| TOP PICK | 125.140 | Noah Blackstein, B.A., CFA | Has good new management/products. Should have a lot of cost cutting which will increase margins. | 2002-04-10 | |
| BUY | 113.790 | Noah Blackstein, B.A., CFA | 2002-01-11 | ||
| STRONG BUY | 117.300 | David Baskin | Should benefit with a general economic pick up. | 2001-12-17 | |
| BUY on WEAKNESS | 115.250 | Noah Blackstein, B.A., CFA | Stock rose on mngmnt changes. Mngmnt has a big job. BUY below $100 | 2001-01-08 |