Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 25, 2004
(Past top pick Apr 2/04. Up 8%.) A long-term play.
(Past top pick Apr 2/04. Up 8%.) A long-term play.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$54.290
Owned
Yes
DON'T BUY
DON'T BUY
June 25, 2004
A solid bank. Have gone through a number of issues such as rogue traders and top executive misdemeanors. Now recovering. Only trades at 10 X earnings. Prefers others.
A solid bank. Have gone through a number of issues such as rogue traders and top executive misdemeanors. Now recovering. Only trades at 10 X earnings. Prefers others.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$30.050
Owned
No
BUY
BUY
June 25, 2004
One of the best oil/gas integrated companies. Like their long-term assets in the Athabascan oil stands.
One of the best oil/gas integrated companies. Like their long-term assets in the Athabascan oil stands.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$35.050
Owned
Yes
BUY
BUY
June 25, 2004
A tremendously strong company. A very well-run business. 3% dividend.
A tremendously strong company. A very well-run business. 3% dividend.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$53.900
Owned
Yes
DON'T BUY
DON'T BUY
June 25, 2004
Very difficult to get long-term visibility and to understand the products and their margins. Speculative.
JDS Uniphase (JDU-T)
June 25, 2004
Very difficult to get long-term visibility and to understand the products and their margins. Speculative.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$5.180
Owned
No
DON'T BUY
DON'T BUY
June 25, 2004
Very difficult to get long-term visibility and to understand the products and their margins. Speculative.
Nortel (NT-T)
June 25, 2004
Very difficult to get long-term visibility and to understand the products and their margins. Speculative.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$6.400
Owned
No
BUY
BUY
June 25, 2004
The best retailer in Canada. Because it is such a large business, growth rates will have to come down to that 12/15% type of earnings growth for the next few years. A good long-term hold. Reasonable price.
The best retailer in Canada. Because it is such a large business, growth rates will have to come down to that 12/15% type of earnings growth for the next few years. A good long-term hold. Reasonable price.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$60.940
Owned
Yes