Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 27, 2003
Has a very impaired balance sheet. There is a risk of receivership. Not very profitable and have a lot of debt. A lot of unfunded pension liabilities.
Stelco Inc (STE-T)
November 27, 2003
Has a very impaired balance sheet. There is a risk of receivership. Not very profitable and have a lot of debt. A lot of unfunded pension liabilities.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$1.150
Owned
No
VAGUE
VAGUE
November 27, 2003
Starting to see a bit of a cycle developed. Has already had a nice run and to buy it, you have to believe that the price of nitrogen fertilizer is going to go a lot higher.
Agrium (AGU-T)
November 27, 2003
Starting to see a bit of a cycle developed. Has already had a nice run and to buy it, you have to believe that the price of nitrogen fertilizer is going to go a lot higher.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$21.200
Owned
No
DON'T BUY
DON'T BUY
November 27, 2003
The price of waste paper has gone way up and there is also currency pressure. Only earned .04¢ a share in the recent quarter. Longer-term it should be OK, but difficult to see them having a big boost in their profitability.
Cascades Inc (CAS-T)
November 27, 2003
The price of waste paper has gone way up and there is also currency pressure. Only earned .04¢ a share in the recent quarter. Longer-term it should be OK, but difficult to see them having a big boost in their profitability.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$11.880
Owned
No
WEAK BUY
WEAK BUY
November 27, 2003
Well-managed. Focusing on businesses they know well. Has reached a point where it is no longer a bargain. Price to earnings multiples have moved up but yields have dropped and the easy money has been made. Still some upside.
Well-managed. Focusing on businesses they know well. Has reached a point where it is no longer a bargain. Price to earnings multiples have moved up but yields have dropped and the easy money has been made. Still some upside.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$41.940
Owned
Yes
BUY
BUY
November 27, 2003
A great franchise. Good management. A slow, steady performer. Probably 15% earnings per share growth. P/E multiple is very reasonable.
A great franchise. Good management. A slow, steady performer. Probably 15% earnings per share growth. P/E multiple is very reasonable.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$27.950
Owned
Yes
DON'T BUY
DON'T BUY
November 27, 2003
Have an undeveloped potash deposit in Thailand. Will take many years to bring this project to fruition.
Have an undeveloped potash deposit in Thailand. Will take many years to bring this project to fruition.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$0.185
Owned
Unknown
DON'T BUY
DON'T BUY
November 27, 2003
Very controversial because of their reporting practices. Have great upside potential but with the SCC involved and the murkiness around the company it’s really a black box.
Very controversial because of their reporting practices. Have great upside potential but with the SCC involved and the murkiness around the company it’s really a black box.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$24.660
Owned
No