Latest Expert Opinions

Signal
Opinion
Expert
VAGUE
VAGUE
November 27, 2003
Fairly cyclical and dependent on oil industry spending. Very profitable. Market may be discounting the eventual rolling over at the peak of its cycle of its earnings. This may be the reason for the stagnant share price in the range.
Precision Drilling (PD-T)
November 27, 2003
Fairly cyclical and dependent on oil industry spending. Very profitable. Market may be discounting the eventual rolling over at the peak of its cycle of its earnings. This may be the reason for the stagnant share price in the range.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$51.100
Owned
Unknown
BUY
BUY
November 27, 2003
Try to focus on Energy companies where they see actual volume growth to try to mute the impact of changing commodity prices.
Suncor Energy Inc (SU-T)
November 27, 2003
Try to focus on Energy companies where they see actual volume growth to try to mute the impact of changing commodity prices.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$29.170
Owned
Yes
BUY
BUY
November 27, 2003
Try to focus on Energy companies where they see actual volume growth to try to mute the impact of changing commodity prices.
Nexen Inc (NXY-T)
November 27, 2003
Try to focus on Energy companies where they see actual volume growth to try to mute the impact of changing commodity prices.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$39.300
Owned
Yes
BUY
BUY
November 27, 2003
Try to focus on Energy companies where they see actual volume growth to try to mute the impact of changing commodity prices.
Petro-Canada (PCA-T)
November 27, 2003
Try to focus on Energy companies where they see actual volume growth to try to mute the impact of changing commodity prices.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$55.710
Owned
Yes
DON'T BUY
DON'T BUY
November 27, 2003
They are so big they have to discover a lot of oil and gas reserves and bring them on line just to stand still. Very attractive and well-managed, but growth potential is problematic because of the size of the business.
Encana Corp (ECA-T)
November 27, 2003
They are so big they have to discover a lot of oil and gas reserves and bring them on line just to stand still. Very attractive and well-managed, but growth potential is problematic because of the size of the business.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$47.190
Owned
Unknown
BUY
BUY
November 27, 2003
Extremely well managed. Have a very long track record of consistent earnings growth. There is a bit of a premium to participate, but even with Wal-Mart coming into Canada, they haven't missed a beat.
Loblaw Companies Ltd (L-T)
November 27, 2003
Extremely well managed. Have a very long track record of consistent earnings growth. There is a bit of a premium to participate, but even with Wal-Mart coming into Canada, they haven't missed a beat.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$61.550
Owned
Yes
BUY
BUY
November 27, 2003
If they increase their dividend, don't expect a big jump in the stock price because it is already discounted to a certain extent. Solid story with a 4% yield. Most analysts have targets in the low $30's, which gives it a 10% increase plus the dividend.
BCE Inc. (BCE-T)
November 27, 2003
If they increase their dividend, don't expect a big jump in the stock price because it is already discounted to a certain extent. Solid story with a 4% yield. Most analysts have targets in the low $30's, which gives it a 10% increase plus the dividend.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$29.050
Owned
Yes