Roger Mortimer
Member since: Jul '01
Portfolio Manager at
Aim Investments
Aim Investments
49 Opinions
Latest Top Picks
(Was a top pick Nov 14. Up 1.2%) Still likes. Yields 9.25%.
(Was a top pick Nov 14. Up 41%) Took some money off the table ata profit. Still likes.
(Was a top pick Nov 14. Down 7%) Still likes. Good price.
Has net cash of $6 a share over the present share price.
Has been sold off by the market. As a contrarian view, its very cheap and should do well.
Signal
Opinion
Expert
Chart
STRONG BUY
STRONG BUY
July 29, 2002
A bargain. CEO was buying a large amount in the low $40's. Well managed.
Show full opinionHide full opinion
A bargain. CEO was buying a large amount in the low $40's. Well managed.
integrated mines
WEAK BUY
WEAK BUY
Making good purchases, but may be paying too much.
entertainment services
DON'T BUY
DON'T BUY
July 29, 2002
Looking for equity, so it may put a lid on the stock.
Show full opinionHide full opinionLooking for equity, so it may put a lid on the stock.
transportation equip & components
BUY
BUY
At a good price now. Has $1.75 in cash per share.
INDUSTRIAL PRODUCTS
WEAK BUY
WEAK BUY
Well run. Have to believe the economy will recover.
wholesale distributors
BUY
BUY
Expects gas prices will pick up.
oil/gas field services
WEAK BUY
WEAK BUY
July 29, 2002
Hotel sector is down. Should pick up in a strong economy. Prefers Orient Express Hotels.
Show full opinionHide full opinionHotel sector is down. Should pick up in a strong economy. Prefers Orient Express Hotels.
lodging
BUY
BUY
Risk/return is good.
lodging
DON'T BUY
DON'T BUY
Still too much capacity.
Telecommunications
WEAK BUY
WEAK BUY
July 29, 2002
Well funded. Good product. Not sure where they'll go from here. Could be a takeover. Has competition.
Show full opinionHide full opinionWell funded. Good product. Not sure where they'll go from here. Could be a takeover. Has competition.
electrical/electronic
PAST TOP PICK
PAST TOP PICK
July 29, 2002
(Was a top pick Nov 14. Up 1.2%) Still likes. Yields 9.25%.
Show full opinionHide full opinion(Was a top pick Nov 14. Up 1.2%) Still likes. Yields 9.25%.
electrical utilities
PAST TOP PICK
PAST TOP PICK
July 29, 2002
(Was a top pick Nov 14. Up 41%) Took some money off the table ata profit. Still likes.
Show full opinionHide full opinion(Was a top pick Nov 14. Up 41%) Took some money off the table ata profit. Still likes.
breweries/beverages
PAST TOP PICK
PAST TOP PICK
July 29, 2002
(Was a top pick Nov 14. Down 7%) Still likes. Good price.
Show full opinionHide full opinion(Was a top pick Nov 14. Down 7%) Still likes. Good price.
mngmnt/diversified
TOP PICK
TOP PICK
July 29, 2002
Has net cash of $6 a share over the present share price.
Show full opinionHide full opinionHas net cash of $6 a share over the present share price.
food processing
TOP PICK
TOP PICK
July 29, 2002
Has been sold off by the market. As a contrarian view, its very cheap and should do well.
Show full opinionHide full opinionHas been sold off by the market. As a contrarian view, its very cheap and should do well.
precious metals
TOP PICK
TOP PICK
Abitibi involvement. Yield is 12% plus growth.
Forestry
BUY
BUY
November 14, 2001
At a good price and should do well over the next year.
Show full opinionHide full opinionAt a good price and should do well over the next year.
transportation equip & components
DON'T BUY
DON'T BUY
Too expensive.
Telecommunications
PAST TOP PICK
PAST TOP PICK
November 14, 2001
(Was a top pick on July 19 up 16%) Still likes. Pays a high dividend and has growth.
Show full opinionHide full opinion(Was a top pick on July 19 up 16%) Still likes. Pays a high dividend and has growth.
tobacco
BUY
BUY
Stock is cheap.
oil/gas field services
BUY
BUY
Good value.
oil/gas
DON'T BUY
DON'T BUY
Volatile. Needs a strong economy to thrive.
Telecommunications
DON'T BUY
DON'T BUY
Good yield, but it could drop.
BUY
BUY
Good company.
oil/gas
BUY
BUY
Good assets. Not expensive.
insurance
BUY
BUY
Not cheap, but has good defensive qualities.
food stores
PAST TOP PICK
PAST TOP PICK
November 14, 2001
(Was a top pick on July 19 up 7.5%) Still likes.
Show full opinionHide full opinion(Was a top pick on July 19 up 7.5%) Still likes.
TOP PICK
TOP PICK
November 14, 2001
Owns 8 power plants. Yield is 9.24%. Good defensive investment.
Show full opinionHide full opinionOwns 8 power plants. Yield is 9.24%. Good defensive investment.
electrical utilities
TOP PICK
TOP PICK
Cheap and growing at 20%.
breweries/beverages
TOP PICK
TOP PICK
Strong mngmnt. A lot of cash.
mngmnt/diversified
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