Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
May 13, 2004
Reported strong earnings, but stock took a drop. Market is going to be very skittish for the next 3/4 months. Just made a good acquisition which haven't shown up in their numbers yet.
Open Text (OTEX-T)
May 13, 2004
Reported strong earnings, but stock took a drop. Market is going to be very skittish for the next 3/4 months. Just made a good acquisition which haven't shown up in their numbers yet.
Hugh McCauley
Director & Lead Portf Mgr, Acuity Investment Management Inc.
Price
$34.860
Owned
Yes
BUY
BUY
May 13, 2004
At $40 oil, be cautious on oil/gas stocks. Would love to see oil at $32/34 and within a buy. A great company. Superior to all the large-caps because it can grow from 8,700 barrels to about 13,000 over the next couple of years.
At $40 oil, be cautious on oil/gas stocks. Would love to see oil at $32/34 and within a buy. A great company. Superior to all the large-caps because it can grow from 8,700 barrels to about 13,000 over the next couple of years.
Hugh McCauley
Director & Lead Portf Mgr, Acuity Investment Management Inc.
Price
$14.300
Owned
Yes
TOP PICK
TOP PICK
May 13, 2004
Refineries in the US are at about 97% capacity. One of the very few refineries that can handle sulfur. Will probably have a spike of $10 in earnings and $14/15 in cash flow. If oil drops, the stock will sell off a bit which would be the time to buy.
Refineries in the US are at about 97% capacity. One of the very few refineries that can handle sulfur. Will probably have a spike of $10 in earnings and $14/15 in cash flow. If oil drops, the stock will sell off a bit which would be the time to buy.
Hugh McCauley
Director & Lead Portf Mgr, Acuity Investment Management Inc.
Price
$64.760
Owned
Yes
TOP PICK
TOP PICK
May 13, 2004
This is a long term holding. One of only 2 plants in the world that are doing mems/high voltage application. When they expand the plant 10%, thinks it will drop $1.70 in earnings but should grow to $2 while analysts predict $1.
Dalsa Corp (DSA-T)
May 13, 2004
This is a long term holding. One of only 2 plants in the world that are doing mems/high voltage application. When they expand the plant 10%, thinks it will drop $1.70 in earnings but should grow to $2 while analysts predict $1.
Hugh McCauley
Director & Lead Portf Mgr, Acuity Investment Management Inc.
Price
$21.800
Owned
Unknown
BUY
BUY
May 13, 2004
A lot of international sales. Have one of the strongest pipelines. A great core holding.
Pfizer Inc (PFE-N)
May 13, 2004
A lot of international sales. Have one of the strongest pipelines. A great core holding.
Bob Stodgell
President, Stodgell Inv Mngmnt
Price
$35.400
Owned
Yes
BUY
BUY
May 13, 2004
A terrific company. Will benefit if the price of oil stays high, but not totally sure if this will happen. A good long-term hold.
Petro-Canada (PCA-T)
May 13, 2004
A terrific company. Will benefit if the price of oil stays high, but not totally sure if this will happen. A good long-term hold.
Bob Stodgell
President, Stodgell Inv Mngmnt
Price
$59.940
Owned
Yes
TOP PICK
TOP PICK
May 13, 2004
Have turned the tide in regards to global economy so these types of stocks are worth looking at. Should be a core holding.
Have turned the tide in regards to global economy so these types of stocks are worth looking at. Should be a core holding.
Bob Stodgell
President, Stodgell Inv Mngmnt
Price
$52.760
Owned
Yes