Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 1, 2003
Looking at that $400 million acquisition. Looks like it could be a good one. Stock is cheap, trading at 10X earnings. Well-positioned.
Looking at that $400 million acquisition. Looks like it could be a good one. Stock is cheap, trading at 10X earnings. Well-positioned.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$25.230
Owned
Unknown
DON'T BUY
DON'T BUY
December 1, 2003
Stock looks very expensive. OK for a momentum investor but not her style of investing.
BlackBerry (BB-T)
December 1, 2003
Stock looks very expensive. OK for a momentum investor but not her style of investing.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$62.750
Owned
No
DON'T BUY
DON'T BUY
December 1, 2003
Has had a good move on expectations that there will be an economic recovery in spending. Expects some spending improvement in telecommunications. Looks expensive. Might be an interesting stock for a trader.
Nortel (NT-T)
December 1, 2003
Has had a good move on expectations that there will be an economic recovery in spending. Expects some spending improvement in telecommunications. Looks expensive. Might be an interesting stock for a trader.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$5.990
Owned
No
BUY
BUY
December 1, 2003
A well-run company. Canadian retail market is very tough but thinks Sears is doing better than Hudson Bay and Wal-Mart is not targeting them as much as the Zellers side of Hudson Bay. Should do quite well in an improving economy.
Sears Canada (SCC-T)
December 1, 2003
A well-run company. Canadian retail market is very tough but thinks Sears is doing better than Hudson Bay and Wal-Mart is not targeting them as much as the Zellers side of Hudson Bay. Should do quite well in an improving economy.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$19.710
Owned
Yes
BUY
BUY
December 1, 2003
On their list as a potential buy. Well-managed. Seems to be able to go into properties that others think are not viable and are able to extract tremendous value from them. A good investment for a medium to long term horizon.
On their list as a potential buy. Well-managed. Seems to be able to go into properties that others think are not viable and are able to extract tremendous value from them. A good investment for a medium to long term horizon.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$57.700
Owned
Yes
BUY
BUY
December 1, 2003
Likes their strategy in expanding their beauty lines. Demographically very strong. Reasonable value here.
Likes their strategy in expanding their beauty lines. Demographically very strong. Reasonable value here.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$28.020
Owned
Unknown
TOP PICK
TOP PICK
December 1, 2003
Trading at 15X 2004 earnings. Will have a growth rate of 15/20%. Well diversified number of drugs. Nothing coming off patent until 2007. The whole area has been hit hired on the concerns of US pricing of drugs, but feels the bill will be positive.
Pfizer Inc (PFE-N)
December 1, 2003
Trading at 15X 2004 earnings. Will have a growth rate of 15/20%. Well diversified number of drugs. Nothing coming off patent until 2007. The whole area has been hit hired on the concerns of US pricing of drugs, but feels the bill will be positive.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$34.170
Owned
Yes