| WEAK BUY | | China Mobile Hong Kong | CHL-N | 71.560 | A great company, one of the blue chip companies in China. Consumption in China will pick up and this company is well positioned for it. Almost a monopoly. Worried that competition may catch up. Very good 3-year view. | 2008-03-18 | |
| VAGUE | | Arian Silver | AGQ-X | 0.375 | Banks are very out of favour right now. Very exposed to infrastructure. Infrastructure is growing and a really liked asset class. If you can get over the aggressiveness of this bank then it’s a buy. | 2008-03-18 | |
| DON'T BUY | | Unilever NV | UN-N | 32.220 | A high quality European company. Their issue right now is the very strong Euro, it’s a problem. They have decent margins, they are a strong company, they are cutting costs. It’s fairly valued right now, not a sell. Wouldn’t buy. | 2008-03-18 | |
| PAST TOP PICK | | Ericsson LM Telephone | ERIC-Q | 19.390 | (Top pick, February 28, 2007. Down 46%) The margins disappointed. The competition from China became much fiercer. Has become a value stock instead of a growth stock. The price of this stock is reflecting its environment. A buy for a 3-year view. | 2008-03-18 | |
| PAST TOP PICK | | Royal Bank Scotland Group PLC (Pref.) | RBS.PR.F-N | 20.730 | (Top pick, February 28, 2007. Down 48%) Made an acquisition they didn’t need to which stretched the balance sheet. | 2008-03-18 | |
| PAST TOP PICK | | Ibiden | 4062-JP | 0.001 | (Top pick, February 28, 2007. Down 35%) The growth in their market was slower than hoped. Their product (diesel filters) will be required in Europe in the next while. This is a good company. Will do well in the next 3 years. | 2008-03-18 | |
| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | ISHARES Aerospace- Not a believer in ISHARES. Would rather pick individual names out there. United Technologies is one of the best in this sector. | 2008-03-18 | |
| BUY | | United Technologies | UTX-N | 69.830 | Good company. Favourite in the sector. | 2008-03-18 | |
| VAGUE | | Motorola | MOT-N | 9.740 | Up against some very good competition. Nokia has taken a lot of their market share. Has a ways to go before you see a recovery. | 2008-03-18 | |
| SELL | | Siemens | SI-N | 113.080 | It’s hard to know if management is trustworthy. | 2008-03-18 | |
| WEAK BUY | | Diageo PLC | DEO-N | 82.100 | It’s a good space to be in. people will always want to drink, maybe now mores so. | 2008-03-18 | |
| DON'T BUY | | Posco | PKX-N | 115.490 | Not a buyer of steel stocks right now. | 2008-03-18 | |
| HOLD | | Waste Management | WMI-N | 34.100 | Like the industry. It will continue to grow. | 2008-03-18 | |
| TOP PICK | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | 330 HK- 70% of business is in Europe. Their costs are in Hong Kong currency, and their revenue is in Euros. | 2008-03-18 | |
| VAGUE | | Macquarie Group | MQG-AU | 0.001 | Aggressive bank in Asia and Australia. They have a hedge fund mentality. In their favour they have a lot of infrastructure funds, which he really likes.
He doesn't own it because he finds it too aggressive. | 2008-03-18 | |
| WEAK BUY | | CitiGroup | C-N | 20.710 | Doesn't own many banks, but thinks by looking at the chart thinks it might be at the bottom.
He deals with growth, where this is more of a recovery opportunity. | 2008-03-18 | |
| VAGUE | | Lehman Brothers Holdings | LEH-N | 46.490 | Question was why the big jump? Stated their finances where in order, and showed financial statements which reassured the investors. Thinks they will survive, and the market was just correcting.
| 2008-03-18 | |
| WATCH | | ICICI Bank Ltd. | IBN-N | 39.560 | A retail bank. In the last little while is starting to look good from an investment point of view. Getting close to an entry point.
| 2008-03-18 | |
| PAST TOP PICK | | Royal Bank of Scotland PLC | RBS-N | 6.790 | Then 670.00 GBP Down 48%
Guilty by association. The big issue is the ABN acquisition, which he doesn't like.
Has sold some, wishes he had sold it all. | 2008-03-18 | |
| BUY | | India Fund Inc. | IFN-N | 45.850 | Question was should he stay in for the next 3 years.
Answer: Yes
Democratic country in India, which has a government deficit (which is a concern).
It has sold off and so there are more opportunities. Infrastructure in India will grow because they are so far behind. | 2008-03-18 | |
| WEAK BUY | | HSBC Holdings P L C | HBC-N | 80.910 | Two global banks that have a really good global foot print, are City and HBC, he would choose HBC over City.
On a long term view, it's a pretty good bank to own. | 2008-03-18 | |
| DON'T BUY | | Pepsi | PEP-N | 70.020 | Question is now a good time to buy in.
Has issues outside the US market like competition and bottling.
When he looks at staples of the consumer market, this one doesn't come to mind.
It's possible that they will expand into India and China, but would rather wait until there is traction before jumping in. | 2008-03-18 | |
| DON'T BUY | | IShares Aero & Def. ETF | ITA-N | 59.620 | Not a believer in ISHARES because it's so specific. He'd rather just pick the best names out there. If you like the AERO space pick the best. He likes United, because they've got good exposure to defence.
| 2008-03-18 | |
| DON'T BUY | | U.S. Airways | LCC-N | 8.700 | Is inversely matching the price of oil. They've been hurt by the increase in oil prices and the slowing of the economy.
He doesn't invest in airline stocks, because he looks for growth stocks | 2008-03-18 | |
| DON'T BUY | | Bear Sterns | BSC-N | 5.910 | They are going to be bought by JP Morgan. (JPM-N)
Look instead at JP Morgan. | 2008-03-18 | |
| BUY | | JP Morgan | JPM-N | 42.710 | Are looking to buy Bear Stearns. They may be getting something out of bargin basement price. | 2008-03-18 | |
| HOLD | | International Game Technology | IGT-N | 45.430 | Market Call Minute
Has the head wind of the weak US dollar.
Gambling Industry has outgrown itself. | 2008-03-18 | |
| TOP PICK | | Corning Inc | GLW-N | 24.390 | The weak US dollar has really helped Corning, because of the YEN. Significant increase in their profits. Even without the US dollar they have great margins.
Some concern in the LCD will slow.
They additionally have some fledgling businesses which will increase their growth in time. (Diesel filter, and silicon for solar cells companies).
| 2008-03-18 | |
| TOP PICK | | ABB Ltd. | ABB-N | 25.340 | 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 | | Esprit | 330-HK | 0.001 | Based in HongKong, but 70% of it's business (retail) is based in Europe. But the costs are in HongKong Dollars (which means US dollars) but they are selling in Europe, which is very high relativity. They are making huge profits due to the difference in dollar values. | 2008-03-18 | |
| DON'T BUY | | Dell Computers | DELL-Q | 24.950 | Has suffered in the last little while because of competition. Initially, their business model was fantastic. Consumers have now migrated back to the retailers again. Sees some positives in what they are doing, but still they are suffering. | 2007-12-06 | |
| BUY | | Ericsson LM Telephone | ERIC-Q | 24.770 | Had a very disappointing quarter. Margins got severely hit. Stock is very cheap right now and believes over the next several quarters the margin will normalize. Looking at least 6 months out before seeing an improvement in margins. 3% dividend. | 2007-12-06 | |
| Comment | | Bunge Ltd. | BG-N | 123.020 | Agricultural business. Soft commodities have done extremely well this year. Outlook for agri stocks is very good. China population is urbanizing, becoming wealthier, looking for better and more food. | 2007-12-06 | |
| BUY | | Trina Solar Limited | TSL-N | 48.800 | Has been a very good performer, but everything in this space has been. They manufacture photovoltaic (solar cells). Demand for these has grown rapidly, as it is renewable energy and very clean. | 2007-12-06 | |
| BUY | | Standard Chartered Bank | STAN-LSE | 0.001 | Has done reasonably well when compared to some of the other banks in the UK. This is not just a UK bank, but has a big component in emerging Asia. Has been fairly resilient on the sub prime issue. | 2007-12-06 | |
| BUY | | Diageo PLC | DEO-N | 87.310 | Likes the industry. This is the biggest player in the market. Have a strong business in both North America and Europe and are building their business in China. | 2007-12-06 | |
| TOP PICK | | Ibiden | 4062-JP | 0.001 | Manufacture diesel particulate filters. Under the Euro5 regulations, which start in 2008, by 2010 all passenger vehicles and commercial vehicles will have to have particulate filters. This company has 70% market share and 30% operating margins. | 2007-12-06 | |
| TOP PICK | | Cisco | CSCO-Q | 27.790 | Was oversold by the market. Company's growth is right on track. Over half the revenues come from outside the US. Very good value. | 2007-12-06 | |
| TOP PICK | | Royal Bank of Scotland PLC | RBS-N | 0.001 | Has been a Top Pick before but hasn't worked out but he is sticking with it. Just gave an outlook for their earnings and their CDO exposure and sub prime were much lower than expected. Historically has grown 15% a year. Their ADN acquisition is already ahead of expectations. | 2007-12-06 | |
| DON'T BUY | | Mitsubishi Tokyo Financial Grp | MTU-N | 11.050 | Japanese banks are inextricably tied to the Japanese economy and their economy is not growing that rapidly. He is not bullish on the Japanese banks. | 2007-12-06 | |
| BUY | | Royal Bank Scotland Group PLC (Pref.) | RBS.PR.F-N | 22.140 | Facing problem with sub-prime mortgages. Very well diversified bank. Not feeling pain from fundamental view. Mortgages have done well. Grown yearly in earnings 10-15% in last 7 years, will continue over next 5. Given mass stock sell-off the opportunity is strong. | 2007-09-19 | |
| BUY on WEAKNESS | | Baidu.com | BIDU-Q | 275.950 | Chinese search engine. Rapidly growing business. Well placed. Looks to be overbought from technical view. Wait for pullback. Good company. | 2007-09-19 | |
| WEAK BUY | | Toyoto | TM-N | 115.460 | Price come off quite a bit. Avoided auto space for last 18 months. Concerned with U.S slow down. Very well positioned company, especially with hybrid. Great balance sheet, lots of cash, well managed. One of better companies to own in sector. | 2007-09-19 | |
| HOLD | | iShares Japan | EWJ-N | 13.800 | Japan has disappointed from political view. Will see 10% earnings growth this year. More likelihood market will go up rather than down. Unlikely to reach $16 | 2007-09-19 | |
| BUY | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Biggest producer of LCD panels. Low cost producer. On high end. Better than average margins. Like it, cheap enough to buy. | 2007-09-19 | |
| PAST TOP PICK | | Ericsson LM Telephone | ERIC-Q | 40.490 | (A top pick Sept 29/06. Up 18%) Definitely holding. Very comfortable with it. Doing very well in emerging markets. Leading market share in 3rd generation. Not consolidating, they’re growing. Made very strategic acquisitions. Really like the stock. | 2007-09-19 | |
| PAST TOP PICK | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Sumitomo Trust and Banking (A top pick Sept 29/06. Down 31%) Good opportunity | 2007-09-19 | |
| PAST TOP PICK | | Workbrain Corp | WB-T | 12.500 | (A top pick Sept 29/06. Up 29%) Acquired in the spring. Invest in S.A.P, it’s cheap. | 2007-09-19 | |
| BUY | | Suez | SZE-N | 55.000 | Opportunities for contracts in China. Very well run company. Good company in good space. Could get between 10-20% return in next year. | 2007-09-19 | |
| WEAK BUY | | Nokia | NOK-N | 36.580 | More on handset side than networking side. Seen demands for handsets, if your interested in sector this is a buy. Well run company. | 2007-09-19 | |
| VAGUE | | Deutsche Telekom AG | DT-N | 19.400 | Telecom stocks have had good run in last quarter. Like wireless more than fixed. HSDPA will be nail in fixed coffin. Concerned for long-term fixed line. | 2007-09-19 | |
| VAGUE | | Deutsche Telekom AG | DT-N | 19.400 | Telecom stocks have had good run in last quarter. Like wireless more than fixed. HSDPA will be nail in fixed coffin. Concerned for long-term fixed line. | 2007-09-19 | |
| VAGUE | | Greater China Fd Inc | GCH-N | 38.860 | Fantastic run, better than expected. Strong economy in China. Chinese government worried about bubble forming in Chinese stocks. May see cooling off period in Chinese stocks. Looks overbought, hesitant to buy. | 2007-09-19 | |
| WEAK BUY | | Canon Inc. | CAJ-N | 54.510 | A leader. 70% of sales sold outside of Japan, strengthening Yen not good for business. In a very strong position. Strong in SLR cameras which are popular. | 2007-09-19 | |
| WEAK BUY | | General Motors Corporation | GM-N | 34.980 | Won’t see a split. Good job done of turning company around. Will be survivor. Positive turn in opinion towards cars. Buy if you like American auto stocks. | 2007-09-19 | |
| WEAK BUY | | Macquarie Group | MQG-AU | 0.001 | Good job done with packaging infrastructure plays around the world. Makes nice fee from funds. Very aggressive bank. Best bank at doing infrastructure deals. You’ll do well if you can absorb volatility over next few years. | 2007-09-19 | |
| BUY | | PetroChina | PTR-N | 155.670 | Biggest upstream oil company in China. Major find in China. Very strong company. | 2007-09-19 | |
| BUY | | Goldcorp Inc | G-T | 29.340 | Going to break through all time high. | 2007-09-19 | |
| BUY | | ICICI Bank Ltd. | IBN-N | 48.020 | Very rapidly growing. Well run company. Interesting bank to own. | 2007-09-19 | |
| WEAK BUY | | Macquarie Group | MQG-AU | 0.001 | Been sold off a lot, you want to own long term. | 2007-09-19 | |
| TOP PICK | | Corning Inc | GLW-N | 24.020 | Leader in LCD glass. Leading edge. Have different technology process, more effective. Announced they will be at high end of forecast. Stronger yen is big benefit to them, Japanese are customers/ competitors. | 2007-09-19 | |
| TOP PICK | | Reckitt Benckiser | RB-London | 0.000 | Household care. One of best players in market. Done a tremendous job of managing business. Extremely impressed with management. Very cognisant of cash flow. | 2007-09-19 | |
| TOP PICK | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Esprit - Clothing, based in Hong Kong. Market cap could double in next 3 years. Very profitable company, generate tremendous cash flow. Grown dividend by 50% in last 5 years. | 2007-09-19 | |
| TOP PICK | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Esprit - Clothing, based in Hong Kong. Market cap could double in next 3 years. Very profitable company, generate tremendous cash flow. Grown dividend by 50% in last 5 years. | 2007-09-19 | |
| TOP PICK | | Corning Inc | GLW-N | 23.680 | Growing much faster than the market. Trading at a slight premium to the market at 17 X earnings. Has 60% growth margins on its glass side. About 80% of its profits come from glass used in LCD screens. The other side of their business has been improving. | 2007-08-13 | |
| TOP PICK | | Reckitt Benckiser | RB-London | 0.001 | (Not listed in North America.) Lysol, Air Wick, Easy off, French's Mustard. Business is growing and they have very stable margins. Historically have been able to cut costs 14% per annum. Tremendous amount of cash flow. | 2007-08-13 | |
| TOP PICK | | Thai Oil PCL | TOP-TB | 0.001 | (Not listed in North America.) One of the cheapest complex refineries in the world at about 7 X earnings. Has had 15%-20% growth over the last few years and will probably grow faster going forward. Gross refining margins are very high right now. 4.5% div | 2007-08-13 | |
| Comment | | Ahold N V Adr | AHO-N | 12.300 | Have a pretty good grip on their US business and are looking to grow it. Have some cash now. Expect there will be some acquisitions. Prefers Tesco, a UK company. | 2007-08-13 | |
| BUY | | Cisco | CSCO-Q | 30.830 | Very optimistic on their prospects. Have upped their guidance for sales growth from 10%-15% to 12%-17% on the long-term. Have a dominant market share with both the carriers and enterprise. Very high profit margins. Extremely well run. A boatload of cash. | 2007-08-13 | |
| Comment | | Barclays Bank PLC | BCS-N | 52.640 | Banks around the world have fallen pretty steeply in the last 3 or 4 weeks. That will continue as long as there is a fear that there may be a liquidity crisis. The other issue for banks is the fear that there is contagion in the mortgage sector. | 2007-08-13 | |
| BUY | | Royal Bank of Scotland PLC | RBS-N | 0.001 | Banks around the world have been aggressively sold off. Has also been impacted by their bid on ABN AMRO against Barclays (BCS-N). Very cheap. | 2007-08-13 | |
| Comment | | Mitsubishi Tokyo Financial Grp | MTU-N | 9.740 | It has been a miserable ride for the Japanese banks for the last 18 months. The big issue is that the interest rate spreads in Japan are so low. It had been expected that interest rates in Japan would rise, but it looks like they won't go up for another 60 or 8 months. | 2007-08-13 | |
| BUY | | China Petroleum & Chemical Corp. | SNP-N | 96.020 | 2nd largest distributor and manufacturer of petroleum products in China. Have the biggest market share on the retail side. Had a major find in China. 3% dividend. | 2007-08-13 | |
| BUY | | ABB Ltd. | ABB-N | 21.310 | 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 | |
| BUY | | Royal Bank of Scotland PLC | RBS-N | 0.001 | Fundamentals are very strong.
Are trying to buy the La Salle bank in America which is giving it some problems, but a very good stock to hold. | 2007-06-06 | |
| BUY on WEAKNESS | | ING Groep NV | ING-N | 44.450 | The one catalyst is if it becomes a take over candidate.
Relatively cheap bank.
Nothing negative to say about it. If it pulls back to around $40, it's probably worth looking at. | 2007-06-06 | |
| WATCH | | Barclays Bank PLC | BCS-N | 58.280 | He likes the Royal Bank of Scotland, and thinks that this bank will be "in a bit of a dogfight" with the RBS consortium over the ABN
If they win the bid (25% chance) then he feels they will loose their focus.
If the don't win the bid, he feels they may become a takeover target themselves which will spike the stock. | 2007-06-06 | |
| HOLD | | Canon Inc. | CAJ-N | 58.230 | Have been able to consistently commercialize their R & D, which is very hard to do.
The weak Yen has also benefited them, because the bulk of their sales is outside of Japan. | 2007-06-06 | |
| SELL | | Apple | AAPL-Q | 123.640 | He likes the company.
It's an innovator, it has great products, and it has very high margins because it's perceived to be high end.
The iphone won't make a big difference.
He would take profits considering the strong run the stock has had.
| 2007-06-06 | |
| PAST TOP PICK | | Ericsson LM Telephone | ERIC-Q | 37.890 | last on Sept 28 2006
Then 35.05
It's up 8%, but he's not happy with that. Would rather it was up 31%. Thinks it's undervalued.
It's in the top 5 of his portfolio.
No chance for this company to be taken over. | 2007-06-06 | |
| PAST TOP PICK | | Sumitomo Trust and Banking | 8403-JP | 0.001 | Then 1220
Up less then 1 %
He still owns it, thinks that it's one of the best financial services in Japan.
We need to see the interest rates go up.
Japaneese banks are currently very cheap. | 2007-06-06 | |
| PAST TOP PICK | | Workbrain Corp | WB-T | 12.500 | Then 9.55
Was acquired on June 6.
No longer active. | 2007-06-06 | |
| BUY on WEAKNESS | | Siemens | SI-N | 130.200 | It's on his working list, and if it was the right price he would buy it. (It's close now).
Has gone through a scandal and changed the CEO because of it.
Were trying to be all things to all people, now are reining in their focus.
| 2007-06-06 | |
| HOLD | | Toyoto | TM-N | 123.360 | The problem with the YEN is that the Japanese investors have little faith in their own economy, due to low interest rates. (for example Japan government bonds are offering less then 2% return, and bond yields are lower then any other major market.)
The fundamentals of the Japanese economy is not that bad, so it shouldn't be weak, but it is because so much of the domestic money is going abroad.
Nothing wrong with Toyota. The only problem with Toyota is the YEN, as well as concerns with the US.
Fundamentals are fine. | 2007-06-06 | |
| PARTIAL SELL | | Enel Societa Per Azioni | EN-N | 56.940 | European Utilities have been strong performers for the last 3 or 4 years. Interest rates are starting to move up, which raise the question of if they can continue as they have been.
From a fundamental point of view, it's likely that these utilities will do well.
These are defensive stocks, so it might be smart to move some money out, take some profits. | 2007-06-06 | |
| BUY | | Diageo PLC | DEO-N | 84.830 | There is good growth in this sector. Likes the management. They are moving into China.
High margins, for drinks, in China.
| 2007-06-06 | |
| Comment | | Macquarie Group | MQG-AU | 0.001 | Extremely sharp managers. Utilities infrastructure. They deal with the 407, which is known world wide as the "modal toll road". | 2007-06-06 | |
| BUY | | Cemex SA | CX-N | 39.200 | A good cash generator. They've locked up the Mexican market.
A pure play cement company. Exposure to South America.
Not a bad entry point at all, for a long term investment. | 2007-06-06 | |
| Comment | | Novartis AG | NVS-N | 56.080 | Prefers Rosch (ROCM-Q) over this one. | 2007-06-06 | |
| Comment | | ROCHESTER MEDICAL CORP. | ROCM-Q | 14.850 | Prefers this over Novartis | 2007-06-06 | |
| TOP PICK | | Ericsson LM Telephone | ERIC-Q | 37.890 | It is trading on about 12 times next years earnings. It has consistently grown it's earnings at double digit rates. Has a strong joint venture with Sony-Ericson.
Many of their competitors have consolidated because Ericson is such a stong competitor.
They are now building their business in the servicing side, which will help sell more of their equipment.
| 2007-06-06 | |
| TOP PICK | | Corning Inc | GLW-N | 25.670 | Seeing a big increase in fiber optics and LCD. Biggest manufacture of wafers for solar cells. | 2007-06-06 | |
| TOP PICK | | Ibiden | 4062-JP | 0.001 | He's a big bull on diesel. Great mileage on his European Saube (800 km on a tank). This company makes the filters that are used to remove the black smoke from the exhaust. European Union is putting in environmental requirements for this, North America may get it.
50% of European market, 3% of North American market, it's going to grow.
30% upside over one year, and should double over 2 years. | 2007-06-06 | |
| TOP PICK | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Ibiden - A ceramic packaging company. A really exciting part of their business is the diesel particulate filter business. (Ed. - Could not find it listed on exchanges.) | 2007-02-28 | |
| Comment | | iShares Japan | EWJ-N | 14.760 | His fund has a significant overweight in Japan. This is a 5-year secular story. Japanese companies have done a very good job of improving their profitability. | 2007-02-28 | |
| TOP PICK | | Ericsson LM Telephone | ERIC-Q | 35.760 | (A Top Pick (A year ago?) Up 1.1%.) Margins are double their next largest competitor, Nokia (NOK-N). Changing their model to a more sustainable service model. Feels the growth rate will be at least double the industry. | 2007-02-28 | |
| PAST TOP PICK | | China Petroleum & Chemical Corp. | SNP-N | 79.650 | (A Top Pick (A year ago?) Up 21%.) Long term prospects are very good. Earnings are coming out in March and he feels they will be better than expected. | 2007-02-28 | |
| PAST TOP PICK | | Mitsubishi Tokyo Financial Grp | MTU-N | 12.220 | (A Top Pick (A year ago?) Down 24%.) Japanese banks had a tough year in general. Expectations where that interest rates would go up much faster than they did. Likes Japanese banks longer term. | 2007-02-28 | |
| BUY on WEAKNESS | | Taiwan Semiconductor MFG. | TSM-N | 11.100 | A pretty volatile stock, but the trend has been up. Very well run company. They are the leader on the technology curve. Pick your time for buying. | 2007-02-28 | |
| BUY | | Honda Motor Ltd. | HMC-N | 37.150 | Both Honda (HMC-N) and Toyota (TM-N) are two of the best automotive stocks in the world. They are both pretty close to their all-time highs. You could make a case for either of these companies. He has no automotive companies. | 2007-02-28 | |
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