Pro stock picks: What portfolio managers think

[Donaldnix]

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."

[Donaldvaf]

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."

[Donnaldgok]

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....

[diegoCib]

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