| TOP PICK | 31.310 | Cameron Webster | A global play on electricity infrastructure. Over a full third of their revenues is in the high growth emerging markets. Also, their developed markets are growing at mid-double digits so you are getting a 20% earnings growth stock for about 17X earnings. Strong dividend growth. Anywhere around $28 would be a comfortable level to buy. | 2008-05-08 | |
| TOP PICK | 25.340 | Mark Grammer | They have a slight concern with the automation part of the business, if corporate buyers buy less. But the transmission and distribution part of the business is doing very well. 25% grown in North America closer to 40% in emerging markets, which accounts for almost 50% of the electricity part of their business. Margins are going up. | 2008-03-18 | |
| TOP PICK | 28.790 | Cameron Webster | Basically a play on power infrastructure and productivity across the globe. Likes its emerging-market exposure. Getting almost 30% of its revenue out of emerging markets. Also getting 12%-15% growth out of the developed world. Buy under $20-$29. | 2007-11-14 | |
| BUY | 21.310 | Mark Grammer | Heavy equipment business. A better performer then it's counterparts. Sell to Western and a bit of Eastern Europe.
No catalyst, just good solid growth.
| 2007-06-06 | |
| SELL | 12.420 | David Driscoll | Had been in the doghouse for a long time but turned it around and have escalated upwards. Were in the midst of doing a lot of asset sales and keeping their higher margin business. At these levels, he would start taking profits. Still has some issues outstanding, such as debt loads and issuing too many shares. | 2006-07-26 | |
| HOLD | 13.970 | Ron Meisels | Its move from $8 to $14 was quite sudden, so there is always the chance of a pullback. If you own, keep your eye on the $12 level and if the stock goes below that, takes on profit. | 2006-04-24 | |
| DON'T BUY | 6.420 | Paul Harris, CFA | One of the largest producers of electrical power lines, transformers, etc. Has restructured a great deal. Used to be a large conglomerate and sold off a lot things in which they had a lot of problems. New management and they missed their numbers and stock has pulled back. Will be a volatile stock. Have had a lot of lawsuits on asbestos problems. | 2005-06-30 | |
Experts that have talked about ABB Ltd.
