Thread: Pro stock picks: What portfolio managers think

Results 1 to 4 of 4

  1. #1
    Donaldnix
    Guest

    Default Pro stock picks: What portfolio managers think

    I'm going to add a portfolio manager's stock pick every day and I'd love your feedback if you agree or disagree:

    Paul Harris, CFA of Avenue Investment Management has BUY on Hewlett-Packard.

    "Not enamored. It was a company in disarray and didn’t know what to do with PC business. Printer business is fantastic for them. It is worth more than the company. It may take a couple of years to sort itself out completely. They have a good servicing business. At these levels it is a good thing to buy."
  2. #2

    Default

    I'm going to add a portfolio manager's stock pick every day and I'd love your feedback if you agree or disagree:



    Paul Harris of Avenue Investment has BUY on Goldman Sachs

    "People love to hate it and that is why I likes it. One of the top 3 investment banks in the world. Trades at .9 times book. I think it should at least trade at book. Thinks it will continue to grow market share."
  3. #3
    Donnaldgok
    Guest

    Default

    Benj Gallander of Contra the Heard has DON'T BUY on Disney.

    Amazing advertising. Likes that they are a leader in the field and have been around forever. He doesn’t like their debt load. He would pay down the debt to zero. Seems to be a debt heavy company for a company that makes so much money. He would see it if he held it.

    Yenny: I saw John Carter - and I can't believe Disney wasted so much money on such a piece of....
  4. #4
    diegoCib
    Guest

    Default

    Didn't see John Carter but heard Disney lost around 200mil.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts