| Date | Signal | Company | Expert | Opinion | Price |
|---|---|---|---|---|---|
| 2003-06-13 | TOP PICK |
Berkshire-Hathaway-Inc---B- BRK.B-N |
Brian Milner | Incredibly well run company. |
Price: $2450.000 Subject: NOT APPLICABLE Bias: UNKNOWN Owned: Unknown |
| 2001-03-29 | TOP PICK |
Berkshire-Hathaway-Inc---B- BRK.B-N |
Jonathen Wellum, B. Comm, B. Sc | A disciplined management. A lot of cash so will be able to buy low. |
Price: $2115.000 Subject: NORTH AMERICAN - LARGE Bias: BULL on FINANCIALS Owned: Unknown |
| 2013-02-05 | TOP PICK |
Google GOOG-Q |
Gordon Reid |
Reasonably priced trading at around 15-16 times earnings. Monetized all the areas that people were worried about. Mobility is really the key for them. Activating somewhere around 1.2 million phones a day. Unbelievable what they are doing with Android. Mobile margins have started to stabilize. Ad revenues are still strong. |
Price: $765.740 Subject: US EQUITIES Bias: BULLISH Owned: Yes |
| 2013-02-04 | TOP PICK |
Google GOOG-Q |
Ian Ainsworth |
Trading at 15X earnings and feels earnings are going to grow at 30% over the next few years. Thinks it is breaking out here and suspects it will continue to do so. Dominant in franchise and Internet searches and is moving into mobile and has the rapid video platform. |
Price: $759.020 Subject: GROWTH & TECHNOLOGY Bias: UNKNOWN Owned: Yes |
| 2013-04-11 | TOP PICK |
Priceline-com-Inc- PCLN-Q |
Gordon Reid |
Expects earnings to grow in excess of 20% for foreseeable future. Trading at 23X historical earnings and 18X 2013 estimates, which he thinks will be $38. Fantastic growth story. |
Price: $733.990 Subject: US EQUITIES Bias: OPTIMISTIC Owned: Yes |
| 2007-11-08 | TOP PICK |
Google GOOG-Q |
Don Lato | High priced, but not a high value stock. Trading at 35X next year’s earnings, but growing at 35% - 40%. |
Price: $693.840 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2012-08-29 | TOP PICK |
Google GOOG-Q |
Ian Ainsworth |
Has been an underperformer for awhile. Facebook (FB-Q) has shown that this stock is actually the King. European business was actually up. Have the better business model. Have the ability to tweak the search algorithm and as they do this, they improve the efficiency of the advertising. As this goes up, the $’s that people will pay will go up. This stock is cheap. |
Price: $688.010 Subject: LARGE CAP GROWTH & TECHNOLOGY Bias: OPTIMISTIC Owned: Yes |
| 2012-04-03 | TOP PICK |
Apple AAPL-Q |
Derek Webb, CFA | It is still at the same PE as it was a year ago. Earnings have gone up that much. Still 13x. Highest revisions in the market. Last summer AAPL did not correct much. AAPL is a large portion of indexes and a lot of money is going into indexes. |
Price: $629.320 Subject: OPTIONS & TECHNICAL ANALYSIS Bias: CAUTIOUS Owned: Yes |
| 2012-08-07 | TOP PICK |
Apple AAPL-Q |
David Baskin |
Continues to be an innovative product leader. You are buying this ex-cash at about 9X earnings. Tremendous growth potential. Potential to pay a tremendous dividend if it decides it wants to. New iPhone is probably coming out this quarter. |
Price: $620.914 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2011-12-14 | TOP PICK |
Google GOOG-Q |
Gordon Reid | Getting a great deal of traction and growing at a very fast rate. Trades at about 13X earnings. The exciting thing is that they have changed the way we think about advertising with a big piece being mobility. Number of people looking at their ads and clicking through is increasing. |
Price: $618.070 Subject: US EQUITIES Bias: UNKNOWN Owned: Yes |
| 2012-10-23 | TOP PICK |
Apple AAPL-Q |
Barry Schwartz |
As an investor he likes companies that have strong profit margins and are able to raise prices, which they have done. Dirt cheap for the top branded company in the world. Thinks they will earn $50 a share next year. Have a huge pile of cash that will continue to grow. Hopefully there will be more dividend increases and a share buyback next year. |
Price: $613.355 Subject: NORTH AMERICAN - LARGE Bias: BEARISH on ENERGY Owned: Yes |
| 2012-02-07 | TOP PICK |
Google GOOG-Q |
Colin Stewart | Facebook IPO is a catalyst. Will highlight how cheap Google is. Growing social media business. |
Price: $606.770 Subject: LONG-SHORT STRATEGIES Bias: UNKNOWN Owned: Yes |
| 2012-07-18 | TOP PICK |
Apple AAPL-Q |
Don Lato | Analysts are calling for a 30% earnings growth year over year, which he feels could be conservative. China has become a more and more important market for them and even though there is a slowdown, the demand for their products seems to be accelerating. |
Price: $606.260 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: Yes |
| 2012-07-06 | TOP PICK |
Apple AAPL-Q |
Chyanne Fickes | (A Top Pick Aug 22/11. Up 69.53%.) There is a lot of speculation about a smaller iPad coming out for the lower end of the market. Feels this is a very good strategy. It seems like there is no area of the market they don't want to go after. There is a new iPhone coming in September. Stock trades at 11X earnings and estimates have high teen growth rate in earnings for the next couple of years. Apple always seems to lowball and estimates and they like to beat them by wide margins. |
Price: $605.880 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2012-10-29 | TOP PICK |
Apple AAPL-Q |
Richard Croft |
Bull Put Spread. Sell Feb 600 Puts @ $44 and Buy Feb 550 Puts @ $22.20 |
Price: $604.000 Subject: OPTION STRATEGIES & E.T.F.S Bias: UNKNOWN Owned: No |