Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 1, 2003
(A top pick Oct 15/03. Up 7½%.) Still likes and would still buy at this price. Increasing their CapX next year by 15%, which is a very positive move as it speaks to the rate of return and opportunities they have.
Suncor Energy Inc (SU-T)
December 1, 2003
(A top pick Oct 15/03. Up 7½%.) Still likes and would still buy at this price. Increasing their CapX next year by 15%, which is a very positive move as it speaks to the rate of return and opportunities they have.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$28.710
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 1, 2003
(A top pick Oct 15/03. Up 9½%.) A better environment for the mutual funds now. Not as many redemptions are occurring.
IGM Financial Inc. (IGM-T)
December 1, 2003
(A top pick Oct 15/03. Up 9½%.) A better environment for the mutual funds now. Not as many redemptions are occurring.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$31.530
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 1, 2003
(A top pick Oct 15/03. Up 3%.) Continue to like this. Sophisticated in identifying where they make money and what kind of people. An improvement in the pricing cycle. Would continue to buy.
Allstate (ALL-N)
December 1, 2003
(A top pick Oct 15/03. Up 3%.) Continue to like this. Sophisticated in identifying where they make money and what kind of people. An improvement in the pricing cycle. Would continue to buy.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$41.040
Owned
Yes
DON'T BUY
DON'T BUY
December 1, 2003
There are a lot of investigations going on. Too much uncertainty. A speculative stock.
There are a lot of investigations going on. Too much uncertainty. A speculative stock.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$24.260
Owned
Unknown
BUY
BUY
December 1, 2003
Acquisition of John Hancock was a good move. A risk will be if John Hancock shareholders decide to sell their shares, but Manulife has a pretty strong buyback position on this. An interesting stock. Well-positioned for the long term.
Manulife Financial (MFC-T)
December 1, 2003
Acquisition of John Hancock was a good move. A risk will be if John Hancock shareholders decide to sell their shares, but Manulife has a pretty strong buyback position on this. An interesting stock. Well-positioned for the long term.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$41.300
Owned
No
WAIT
WAIT
December 1, 2003
Missed two quarters in a row in their earnings estimates. The stock is in a “ shown me” mode. Until they can get a couple of quarters meeting expectations, the stock could tread water. Not expensive.
Missed two quarters in a row in their earnings estimates. The stock is in a “ shown me” mode. Until they can get a couple of quarters meeting expectations, the stock could tread water. Not expensive.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$14.990
Owned
Unknown
BUY
BUY
December 1, 2003
A good investment. Should continue to do well.
Enbridge (ENB-T)
December 1, 2003
A good investment. Should continue to do well.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$52.670
Owned
Yes