Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 1, 2003
Having a 4% yield and an improved an environment for business, it should see more growth. Wireless numbers have been tremendous. Throwing off a tremendous amount of free cash flow.
BCE Inc. (BCE-T)
December 1, 2003
Having a 4% yield and an improved an environment for business, it should see more growth. Wireless numbers have been tremendous. Throwing off a tremendous amount of free cash flow.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$28.800
Owned
Yes
TOP PICK
TOP PICK
December 1, 2003
Well-positioned in the economic recovery expected. The Pecheney acquisition will be very positive. Stock might drift a little. Great corporate governance and great balance sheet.
Alcan Aluminum (AL-T)
December 1, 2003
Well-positioned in the economic recovery expected. The Pecheney acquisition will be very positive. Stock might drift a little. Great corporate governance and great balance sheet.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$56.370
Owned
Yes
TOP PICK
TOP PICK
December 1, 2003
Has been picking up a few contracts. Has had a few disappointments. Expects earnings to recover to the 40¢/45¢ range this year up to about 50¢/60¢ next year. Capable of throwing off a return on equity of 17% at a very modest book.
CAE Inc (CAE-T)
December 1, 2003
Has been picking up a few contracts. Has had a few disappointments. Expects earnings to recover to the 40¢/45¢ range this year up to about 50¢/60¢ next year. Capable of throwing off a return on equity of 17% at a very modest book.
Michael Sprung
President, Sprung Investment Management
Price
$5.430
Owned
Yes
DON'T BUY
DON'T BUY
December 1, 2003
Trying to stave off bankruptcy. Hard to see where there is real value for a value investor. Highly speculative.
Stelco Inc (STE-T)
December 1, 2003
Trying to stave off bankruptcy. Hard to see where there is real value for a value investor. Highly speculative.
Michael Sprung
President, Sprung Investment Management
Price
$1.120
Owned
No
VAGUE
VAGUE
December 1, 2003
If the US takes the tariff off of steel, this will be good news.
Dofasco (DFS-T)
December 1, 2003
If the US takes the tariff off of steel, this will be good news.
Michael Sprung
President, Sprung Investment Management
Price
$29.850
Owned
Unknown
DON'T BUY
DON'T BUY
December 1, 2003
Selling at a discount of about 1/3 to book. Earnings have been badly impacted over the last few years. Expected to earn 90¢ to $1 next year. A low return on equity. Pays about a 3½% yield. Could be dead money for a period of time.
Hudson Bay Co. (HBC-T)
December 1, 2003
Selling at a discount of about 1/3 to book. Earnings have been badly impacted over the last few years. Expected to earn 90¢ to $1 next year. A low return on equity. Pays about a 3½% yield. Could be dead money for a period of time.
Michael Sprung
President, Sprung Investment Management
Price
$10.290
Owned
Unknown
BUY
BUY
December 1, 2003
Has performed quite well over the last several months. Still has a bit of legs under it. Well-positioned. Largest producer of oriented strand board in North America. Also own some nice timber assets. A good-quality company.
Norbord Inc. (OSB-N)
December 1, 2003
Has performed quite well over the last several months. Still has a bit of legs under it. Well-positioned. Largest producer of oriented strand board in North America. Also own some nice timber assets. A good-quality company.
Michael Sprung
President, Sprung Investment Management
Price
$10.800
Owned
Yes