Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 22, 2004
Valuation is too high at 40 X this year's earnings and 15 X next year's earnings. You could buy Enbraer at 13 X this year's and 10 X next year's.
Valuation is too high at 40 X this year's earnings and 15 X next year's earnings. You could buy Enbraer at 13 X this year's and 10 X next year's.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$4.090
Owned
No
BUY
BUY
June 22, 2004
Inventory levels continue to be low and demand is strong. No significant new nickel deposits coming on other than Voisey Bay. Prefers Sheritt because of the better valuation.
Inco (N-T)
June 22, 2004
Inventory levels continue to be low and demand is strong. No significant new nickel deposits coming on other than Voisey Bay. Prefers Sheritt because of the better valuation.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$46.920
Owned
No
BUY
BUY
June 22, 2004
Cheap. Compared to some of its peers, the payout ratio is low so they can increase their dividend. A very good franchise.
Cheap. Compared to some of its peers, the payout ratio is low so they can increase their dividend. A very good franchise.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$18.000
Owned
Yes
BUY
BUY
June 22, 2004
Once every six months they announce something awful and the stock falls 15/20%. A great opportunity to buy. A world-class company. Feels that uranium will move higher.
Once every six months they announce something awful and the stock falls 15/20%. A great opportunity to buy. A world-class company. Feels that uranium will move higher.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$77.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 22, 2004
(Past top pick Apr 6/04. Up 7%) Pays 6% dividend yield. They buy it on bad news. An absolute cash flow machine.
(Past top pick Apr 6/04. Up 7%) Pays 6% dividend yield. They buy it on bad news. An absolute cash flow machine.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$47.830
Owned
Yes
BUY
BUY
June 22, 2004
A high-class company. $18/20 cash flow per share estimates. Inexpensive.
A high-class company. $18/20 cash flow per share estimates. Inexpensive.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$40.100
Owned
No
DON'T BUY
DON'T BUY
June 22, 2004
Prefers Petrocan a lot more because of its valuation. Trading at a premium.
Prefers Petrocan a lot more because of its valuation. Trading at a premium.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$35.730
Owned
No