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Semiconductor industry

Expert Insights on Stocks: CACI International, Research in Motion, and More

Strategic Insights

— 1 min read

The panel of financial experts, including Stephen Leeb of Leeb Capital Management, Pat Kiernan, and Ali Velshi, of CNNfn's The Money Gang, discussed various stocks and their potential investments. The conversation centered around CACI International, Research in Motion, FPL Group, Intel, Toll Brothers, and American International Group (AIG).

Key Takeaways:

  • Leeb defended CACI International, stating that the stock is extremely cheap and that the company is not going out of business due to controversy surrounding its involvement in prisoner interrogation. He believes the company's chairman, Jack London, is "as straight as can be" and that the stock is a "critical company in the whole defense, homeland security infrastructure."
  • Leeb expressed concerns about Research in Motion, stating that the company needs to prove it can do more than just sell Blackberries, and that the stock could struggle if they fail to do so.
  • Leeb is bullish on FPL Group, calling it a solid utility with a 4% yield and the potential for significant growth if energy prices continue to rise.
  • Leeb highlighted Intel's dominance in the technology sector and believes the company is preparing for a major shift in technology, requiring significant manufacturing, financial, and marketing skills.
  • Leeb sees Toll Brothers as a contrarian play, citing the company's growth potential and low valuation.

Statistics:

  • CACI International's stock price has taken a hit due to controversy, but Leeb believes it is extremely cheap.
  • Research in Motion's stock price has corrected from a high of 124 to the mid-50s.
  • FPL Group has a 4% yield and is growing at 4% a year.
  • Intel's stock price is poised for a significant increase as the company prepares for a major shift in technology, requiring significant manufacturing, financial, and marketing skills.

Sources:

  • CNNfn's The Money Gang
  • Leeb Capital Management
  • CACI International Inc. (CAI)
  • Research In Motion Ltd. (RIMM)
  • FPL Group Inc. (FPL)
  • Intel Corporation (INTC)
  • Toll Brothers Inc. (TOL)
  • American International Group Inc. (AIG)

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