Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 27, 2003
The trouble with this company is that they report in US$. Good business and globally diversified but very sensitive to changes in currency.
The trouble with this company is that they report in US$. Good business and globally diversified but very sensitive to changes in currency.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$43.600
Owned
Unknown
BUY
BUY
November 27, 2003
A very low-cost operation. Zinc has been a laggard but recently there has been some rationalization in the zinc market. Operating very intelligently. If you think the economic recovery is going to continue, particularly in the Far East, buy.
A very low-cost operation. Zinc has been a laggard but recently there has been some rationalization in the zinc market. Operating very intelligently. If you think the economic recovery is going to continue, particularly in the Far East, buy.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$16.490
Owned
Unknown
DON'T BUY
DON'T BUY
November 27, 2003
Very dependent on oil industry spending. Very profitable. Haven't shown a lot of growth. Hours flown are slowly declining. Need some new contracts to create some excitement in the stock price.
Very dependent on oil industry spending. Very profitable. Haven't shown a lot of growth. Hours flown are slowly declining. Need some new contracts to create some excitement in the stock price.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$28.000
Owned
No
BUY
BUY
November 27, 2003
A real success story. A regulated utility, so nothing fancy. Where they see significant upside potential is to get their costs in Alberta and B.C. down to $250 a year per customer, as they have in Newfoundland.
Fortis Inc. (FTS-T)
November 27, 2003
A real success story. A regulated utility, so nothing fancy. Where they see significant upside potential is to get their costs in Alberta and B.C. down to $250 a year per customer, as they have in Newfoundland.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$59.750
Owned
Unknown
WATCH
WATCH
November 27, 2003
Feels that gold shares have run well ahead of the gold commodity. As long as gold continues to rise, it will create pressure on the price of gold stocks. Easy money has already been made in this sector.
Feels that gold shares have run well ahead of the gold commodity. As long as gold continues to rise, it will create pressure on the price of gold stocks. Easy money has already been made in this sector.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$42.640
Owned
No
DON'T BUY
DON'T BUY
November 27, 2003
Still a turnaround play. Management has done a great job stabilizing the situation. Sales are flat, no growth, and they are approaching break even. Not sure where the growth will come from and the stock looks expensive.
Nortel (NT-T)
November 27, 2003
Still a turnaround play. Management has done a great job stabilizing the situation. Sales are flat, no growth, and they are approaching break even. Not sure where the growth will come from and the stock looks expensive.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$5.860
Owned
No
DON'T BUY
DON'T BUY
November 27, 2003
A turnaround situation. The aircraft industry is suffering from problems with the sale of business jets being weak and regional jets are not growing that fast. Very stiff competition from Enbrior in Brazil.
A turnaround situation. The aircraft industry is suffering from problems with the sale of business jets being weak and regional jets are not growing that fast. Very stiff competition from Enbrior in Brazil.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$5.100
Owned
Unknown