Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 27, 2003
As a utility, it has reasonable downside protection. Has a gas arm with substantial gas fields, which gives it a diversified earnings base. Also has one of four LNG terminals in the US, which gives it somewhat of a monopoly.
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As a utility, it has reasonable downside protection. Has a gas arm with substantial gas fields, which gives it a diversified earnings base. Also has one of four LNG terminals in the US, which gives it somewhat of a monopoly.
HOLD
HOLD
November 27, 2003
Expects it will be able to maintain its 5% dividend. Looking for a new CEO. Got caught up in some of the gas manipulation of market pricing in which they have been assessed with a $300 million penalty. Delay buying for six months.
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Expects it will be able to maintain its 5% dividend. Looking for a new CEO. Got caught up in some of the gas manipulation of market pricing in which they have been assessed with a $300 million penalty. Delay buying for six months.
STRONG BUY
STRONG BUY
November 27, 2003
Has rolled back since he recommended it. Still considers it to be the best company in this industry. 2% debt to capital. The outlook is for 15/20% growth over 6 to 12 months. Has a lot of cash, so there is potential of a special dividend.
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Exxon Mobil (XOM-N)
November 27, 2003
Has rolled back since he recommended it. Still considers it to be the best company in this industry. 2% debt to capital. The outlook is for 15/20% growth over 6 to 12 months. Has a lot of cash, so there is potential of a special dividend.
TOP PICK
TOP PICK
November 27, 2003
A turnaround story. Somewhat speculative. Has done an outstanding job of shedding its merchant assets. Turning into a regional utility and this area looks like it might benefit from a bill going through Congress. Good management.
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Aquila (ILA-N)
November 27, 2003
A turnaround story. Somewhat speculative. Has done an outstanding job of shedding its merchant assets. Turning into a regional utility and this area looks like it might benefit from a bill going through Congress. Good management.
DON'T BUY
DON'T BUY
November 27, 2003
You might get 5/10% upside. Had a recent setback, which makes him a little cautious. Not getting their house in order as fast as he would have hoped.
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Dynegy (DYN-N)
November 27, 2003
You might get 5/10% upside. Had a recent setback, which makes him a little cautious. Not getting their house in order as fast as he would have hoped.
BUY
BUY
November 27, 2003
A fundamentally strong utility. Has organic growth with Florida growing. Has a lot of debt so they are selling off assets. A reasonable entry point, but keep in mind it is a turnaround story. Dividend could be cut. Reasonably good gamble.
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Teco Energy (TE-N)
November 27, 2003
A fundamentally strong utility. Has organic growth with Florida growing. Has a lot of debt so they are selling off assets. A reasonable entry point, but keep in mind it is a turnaround story. Dividend could be cut. Reasonably good gamble.
TOP PICK
TOP PICK
November 27, 2003
A pure play on the tar sands. Likes it because there is no exploration risk. Have done an outstanding job of mitigating costs risks. Operating costs have dropped from $12.40 to $9.
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Suncor Energy Inc (SU-T)
November 27, 2003
A pure play on the tar sands. Likes it because there is no exploration risk. Have done an outstanding job of mitigating costs risks. Operating costs have dropped from $12.40 to $9.