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Stock Opinions by Jim Doak

TOP PICK

US retailer that competes with J. C. Penney and Macy’s. Been struggling lately. Tries to buy companies when they are going through a bit of a rough patch because she can pick them up at a pretty cheap price. Trading at less than 10X earnings. Management is aware of where they need to improve. December 2012 same-store sales were up 3.5%. Dividend of 3.02%.

department stores
DON'T BUY
A bit expensive. Expect it to run out of steam.
Telecommunications
WEAK BUY
Bad corporate governance.
other services
TOP PICK
Has been oversold. Cheap.
banks
BUY on WEAKNESS
Expects oil to stabilize in mid $20's. Market has priced oil stocks under this amount.
oil / gas
DON'T BUY
Not a fan of management.
insurance
DON'T BUY
Doesn't like the outlook for the industry.
Unknown
DON'T BUY
Too expensive. Poor assets.
electrical utilities
TOP PICK
Cheap. Bad corporate governance. Good high quality asset mix.
Mining
DON'T BUY
Low margins. Worth $12/15.
electrical / electronic
TOP PICK
Expects US $ to drop which would give an enormous earnings boost to Cdn. commodities.
east coast forestry
BUY
Likes the company and the new CEO. Too much capacity, but has good electricity assets.
integrated mines
BUY on WEAKNESS
Would have a temporary drop in case of an Iraq war.
oil / gas
BUY
Has a long reserve life.
oil / gas
DON'T BUY
Has a narrow based asset. Not a favourite trust.
investment companies / funds
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