List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-09 | WEAK BUY | David Burrows |
Tech has underperformed this year. But in the last few weeks it has shown improvement. Strong balance sheet and willingness to return capital. 2.8% dividend. 11 times earnings. 30% payout. It is being bought for the dividend. Tweet finance |
Price: $32.660 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: Unknown |
| 2013-05-08 | DON'T BUY | Gordon Reid |
If you go back 10 or 12 years you have seen profits triple but multiple has dropped 2/3rds because it is not seen as a growth story. Tweet finance |
Price: $32.990 Subject: US EQUITIES Bias: SELECTIVE Owned: No |
| 2013-05-02 | HOLD | Rick Stuchberry |
Looks like it is trying again to get a head of steam up. Use a trailing stop behind it 7-10%. Tweet finance |
Price: $33.160 Subject: CANADIAN LARGE & iNTERNATIONAL ADR's Bias: SELECTIVE Owned: Yes |
| 2013-05-02 | BUY | Alex Ruus |
Thinks the stock is roughly worth $40 a share. This is a free cash flow machine. Has a huge business selling software to businesses. Even if the PC disappeared, which is not going to happen, they would still have a very valuable franchise. Tweet finance |
Price: $33.160 Subject: NORTH AMERICAN Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2013-04-25 | PAST TOP PICK | Paul Harris, CFA |
(Top Pick Apr 17/12, Up 4.27%) Still likes it. A cheap company with good dividend. People think of it as a retail company but they are an enterprise company. Thinks it has a lot of upside. Tweet finance |
Price: $31.940 Subject: NORTH AMERICAN - LARGE & GLOBAL EQUITIES Bias: SELECTIVE Owned: Yes |
| 2013-04-24 | DON'T BUY | Darren Sissons |
Transitioning from a growth story into a slow, steady, moderate growth story so you will get a transition of shareholders. Really hasn’t done much since 2000. It has introduced a dividend and has tons and tons of cash. If they can get a real strong foothold in the broader home office through PlayStation and the home networking market could be a big win. The monopoly on the desktop is working but where do they go from here. Going to be dead money for quite a few years. Tweet finance |
Price: $31.760 Subject: GLOBAL Bias: OPTIMISTIC Owned: Unknown |
| 2013-04-18 | DON'T BUY | Jennifer Radman |
The PC overhang is a bit more than you want to be exposed to at this point. 60% of business attributed to PCs. They are doing a good job on the server side of the business however. Tweet finance |
Price: $28.790 Subject: US EQUITIES Bias: SELECTIVE Owned: No |
| 2013-04-15 | WATCH | Larry Berman CFA, CMT, CTA |
Suspects they will miss. Expects they will pull back. Not a huge downside risk but some correction risk and he would want to see what happens before going in. Not a huge growth story. Tweet finance |
Price: $28.690 Subject: N/A Bias: UNKNOWN Owned: Unknown |
| 2013-03-28 | PAST TOP PICK | Paul Harris, CFA |
(A Top Pick March 21/12. Down 7.85%.) Their business is doing very well. Thinks that Pro will do very, very well. Have a lot of great products. Just takes a little bit of time. Great dividend and great balance sheet. Feels the stock is worth $35-$40 and you’re getting paid to hold the stock. Tweet finance |
Price: $28.605 Subject: GLOBAL Bias: BULLISH Owned: Yes |
| 2013-03-12 | PAST TOP PICK | David Burrows |
(A Top Pick March 6/12. Down 9.13%.) Was stopped out at $31.25. Tweet finance |
Price: $27.910 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US MARKET Owned: No |
| 2013-02-28 | PAST TOP PICK | Paul Harris, CFA |
(Top Pick Feb 15/12, Down 4.51%) Certainly they have lots of products. It’s an enterprise company and Windows 8 is driven by what happens in enterprise. The second half of this year you will see greater gains. The Surface is a great product. It is a working tool. Have lots of cash and made a lot of good acquisitions. Nice dividend and it is not expensive. Lots of downside protection. Tweet finance |
Price: $27.810 Subject: NORTH AMERICAN/GLOBAL Bias: BULLISH Owned: Yes |
| 2013-02-26 | BUY | Barry Schwartz |
Unloved and yet a great earnings growing company. Has grown its earnings by 44% since 2007. Very low valuation. 7X PE ex-cash is outrageously low. Tweet finance |
Price: $27.370 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-02-20 | DON'T BUY | Don Vialoux |
Historically stocks like this don’t do very well at this time of year. As you get into the month of March, most of the technology stocks tend to come under some pressure. Preferred strategy is to take advantage of any kind of strength you might see in the next short period of time. Tweet finance |
Price: $27.870 Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING Bias: UNKNOWN Owned: Unknown |
| 2013-02-14 | PAST TOP PICK | David Burrows |
(Top Pick Mar 6/12, Down 9.23%) Tweet finance |
Price: $28.040 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: No |
| 2013-02-04 | DON'T BUY | Ian Ainsworth |
Has not been a great stock for the last little while. Great cash flow yield of about 11%, but is not paying that out by dividend. Just can’t seem to get their act together in the mobile space. Under pressure as PCs have less and less share. Tweet finance |
Price: $27.440 Subject: GROWTH & TECHNOLOGY Bias: UNKNOWN Owned: No |