My three decades of experience in finance have taught me that you can’t underestimate the value of having an inside edge. When someone who has been on the inside knows how the system works and wants to use that knowledge to help the individual investor, I’m all for it. It’s what I’ve dedicated my life’s work to, and we have another powerful ally doing the same.
That’s why I recently wrote the foreword to Hilary Kramer’s book, The Little Book of Big Profits from Small Stocks. She’s done tours of duty with Morgan Stanley (NYSE:MS) and Lehman Brothers during their heydays, and she knows how things work from the inside. And, while we approach stock-picking from different angles, we sometimes find ourselves on common ground.
So, after spending some time talking stocks at the Chicago Money Show, we decided to sound off on five stocks to see what we can agree on — and what we’ll have to agree to disagree on.
As a special feature for my loyal What’s Working on Wall Street Now readers, we’re teaming up to share our views on each of the following stocks:
- Novo Nordisk (NYSE:NVO)
- Allot Communications Ltd. (NASDAQ:ALLT)
- Darling International Inc. (NYSE:DAR)
- Panera Bread Co. (NASDAQ:PNRA)
- Bank of America Corp. (NYSE:BAC)
Let’s see where we agree and disagree on these five stocks.