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| Michael Yoshikami of YCMNET Advisors |
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| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | BNN Show was cancelled due to technical difficulties. Sorry Bill | 2009-08-14 | ||
| SELL | Baidu.com | BIDU-Q | 304.070 | Has had an amazing run. There is definite concern that the Chinese market has overheated a bit and share prices have got ahead of the fundamentals. He would take profits. | 2009-06-05 | ||
| Comment | GOOG-Q | 444.320 | In a great position because of its search business. The new phone will not be a big money maker for them for some time. | 2009-06-05 | |||
| BUY | Wal-Mart Stores Inc. | WMT-N | 51.070 | A little bit of an uncertain picture right now because they've stopped giving out their same store sales numbers. Well positioned because people will be shopping in places that are more economical. Probably best of breed from a retail standpoint. Have authorized a $15 billion share buyback. | 2009-06-05 | ||
| BUY | Microsoft | MSFT-Q | 22.140 | Has been languishing for quite some time. Have 2 things that are possibly trigger points for the stock to move forward. 1) Their Xbox franchise is getting to a point where it is just about to break even. 2) There is a new operating system coming out in October (Windows 7) that will replace the Vista. It has gotten very positive reviews. | 2009-06-05 | ||
| Comment | Visa Inc. | V-N | 69.280 | Between Visa (V-N) and MasterCard (MA-N), MasterCard is the cheaper of the stocks from a valuation standpoint. Both of these companies are in the right spot. There will be a huge increase in the use of debit cards and both companies have a huge position in this area. | 2009-06-05 | ||
| BUY | Mastercard Inc. | MA-N | 167.680 | Between Visa (V-N) and MasterCard (MA-N), MasterCard is the cheaper of the stocks from a valuation standpoint. Both of these companies are in the right spot. There will be a huge increase in the use of debit cards and both companies have a huge position in this area. | 2009-06-05 | ||
| BUY | Johnson & Johnson | JNJ-N | 55.930 | Very well positioned. A defensive name so has held up very well. Consistent in their earnings streams so you don't have to be concerned about dividends. Starting to expand into growing areas i.e. medical devices as well as having a fairly large international expansion plan. | 2009-06-05 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Market: Doesn’t think it is a bear market rally but there could very well be a correction of between 5% and 15%. Fairly unlikely that we are going to retest lows. | 2009-06-05 | ||
| BUY | India Fund Inc. | IFN-N | 31.530 | Thinks that India in general is a Buy. Recent election was significant as it was a game changer for the Indian economy. Government is business friendly. | 2009-06-05 | ||
| BUY | General Electric | GE-N | 13.540 | They were really dependent on the GE Financial Services, which is what drove the stock down. At this price, he likes it. When there is a recovery in media they will be participating in it. They are also very big in infrastructure and alternative energy. | 2009-06-05 | ||
| TOP PICK | Apollo Group Inc. | APOL-Q | 62.980 | “For-profit” adult education. Can include night school and online courses. Their most well known brand is University of Phoenix. Unemployment in the US will probably be an average of between 6% and 7.5% and many of those will go back to school. Have just rolled out a major initiative for a 2-year degree rather than 4-years. | 2009-06-05 | ||
| TOP PICK | Walt Disney | DIS-N | 24.950 | Consumer's product so is a bet on reflation (stimulation of economy by increasing money supply) trade as well as international trade. Has a great international presence. Also derive a tremendous amount of the revenue from advertising. On the rebound in ads, they will participate. | 2009-06-05 | ||
| TOP PICK | Costco Wholesale | COST-Q | 47.640 | Trade down by the consumers and they will be more efficient on how they spend money. Expect they will capture market share from the consumer with the tighter wallet. | 2009-06-05 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Bank stress test is just as much a public relations campaign as a real test. Following tests, there might be a run on the worst of them. | 2009-04-24 | ||
| WAIT | Ford Motor | F-N | 5.000 | Has had the run that is going to have. Going to be some headwind if there is restructuring in GM and Chrysler. Troubles in the short term, but well positioned for the long term. | 2009-04-24 | ||
| DON'T BUY | CitiGroup | C-N | 3.190 | You are buying a survival premium. Owned 30% by government. Gigantic balance sheet issues. Not optimistic. USB would be a better choice. | 2009-04-24 | ||
| BUY | Visa Inc. | V-N | 60.380 | Is a credit card company but don’t make loans – they are a network system. Visa and MC are great companies. Visa is more attractive. | 2009-04-24 | ||
| BUY | Vodafone Group PLC | VOD-Q | 18.190 | Wireless company without problems that AT&T has with collapsing land-line margins. Very appealing stock. Dividend is probably reasonably safe. | 2009-04-24 | ||
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| DON'T BUY | Merck & Company | MRK-N | 23.450 | Has opportunities as a defensive stock. There is significant government regulation coming. There will likely be price controls. There is some risk. Might buy for the dividend. | 2009-04-24 | ||
| WEAK BUY | Apple | AAPL-Q | 123.900 | Had an incredible run. Steve is about $10-$20 in the price of the stock. You don’t buy the stock because of him. Buy it for the iPhone. | 2009-04-24 | ||
| TOP PICK | Western Union Co. | WU-N | 17.470 | Rapidly growing business. They are all about transfer of money. Well positioned to capitalized upon the core of eCommerce. Less repatriation of money. Much of business involves people working abroad and sending money back. | 2009-04-24 | ||
| TOP PICK | General Electric | GE-N | 12.110 | Fairly controversial name. Held it for a long time. Added insignificantly at $8. Not a lot of fans of the CEO – he has some credibility issues. Enough core businesses to overcome what is happening in the financial business. | 2009-04-24 | ||
| TOP PICK | Vodafone Group PLC | VOD-Q | 18.190 | Helped that some of the low cost providers are getting squeezed by the economy. | 2009-04-24 | ||
| DON'T BUY | Manulife Financial | MFC-T | 20.690 | Outlook is difficult. Still have issues to contend with. Balance sheet issues. Possible home run but there are dangers. | 2009-04-24 | ||
| SELL | Bank of America | BAC-N | 6.190 | Have fewer problems than CitiGroup (C-N). If you own and have some profits it would be wise to take some out. You have to watch and make sure that all the bad news is out on their investment portfolios. | 2009-03-20 | ||
| DON'T BUY | CitiGroup | C-N | 2.620 | Will be having a reverse split. Price of this is not based on the company, but is more an option on survival. Would be very careful before buying anymore of this. | 2009-03-20 | ||
| BUY | Microsoft | MSFT-Q | 17.060 | Tech stocks have held up fairly well and he thinks their prospects are pretty good. The one thing that will help them in their fight against Apple (AAPL-Q) is their new operating system that will replace Vista and put them back on the map. Xbox still has a dominant place in the industry and is still growing, | 2009-03-20 | ||
| Comment | Intel | INTC-Q | 14.650 | A pretty cheap stock right now as long as you understand we could be in a prolonged economic downturn and that could hold back earnings for quite some time. At this point, it is virtually a monopoly against AMD (AMD-N). | 2009-03-20 | ||
| BUY | BP PLC | BP-N | 39.400 | Dividends in the energy sector are pretty resilient and are likely to stick around. Oil in the next 3 or 4 years is likely going to be higher. | 2009-03-20 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | European Equities: The dramatic issues that are affecting Eastern Europe right now are not getting a lot of press regarding insolvencies in businesses and real estate and the huge impact that is having on Western European banking. | 2009-03-20 | ||
| Comment | Visa Inc. | V-N | 52.530 | Prefers MasterCard (MC-N), which is less expensive valuation wise. If it where 10%-15% cheaper he would be more interested. The entire space has great opportunity. | 2009-03-20 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | US$ over the next 6 months? Has taken a major hit with what the federal reserve announced this week. On the short term (months), it is likely to be under pressure but then likely to see stabilization. | 2009-03-20 | ||
| TOP PICK | McDonalds | MCD-N | 53.200 | 3.25% dividend. In a space that he thinks that in an overall theme is going to do well. People don't have the money that they had in the past so this might be an alternative in eating. Have some very aggressive plans in China with a goal of having more restaurants than what is currently in North America. They are also moving into coffee. | 2009-03-20 | ||
| TOP PICK | Wal-Mart Stores Inc. | WMT-N | 49.590 | In a tough economy you are going to see efficient operators do well. They do well not just because they can buy on scale but many years ago they decided to pull people in for groceries and sell other products when they are there. | 2009-03-20 | ||
| TOP PICK | Costco Wholesale | COST-Q | 44.830 | All about scale. You come in for the milk, which is always at the back of the store, and you have to pass all the other stuff that they sell. Very disciplined and they don't over expand. | 2009-03-20 |
