Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 25, 2004
Has been hit with the low carb diet craze, but this has brought the price down so that it is quite inexpensive. Well-run and very profitable.
Has been hit with the low carb diet craze, but this has brought the price down so that it is quite inexpensive. Well-run and very profitable.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$92.020
Owned
Yes
DON'T BUY
DON'T BUY
June 25, 2004
Prefers businesses with as much visibility as possible so they can get their minds around. Has done an amazing job. Brutally competitive market. Prefers companies with more diversification.
Prefers businesses with as much visibility as possible so they can get their minds around. Has done an amazing job. Brutally competitive market. Prefers companies with more diversification.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$26.550
Owned
No
TOP PICK
TOP PICK
June 25, 2004
Almost 5% distribution. Likes the long-term nature of the assets. Improving their costs of production.
Almost 5% distribution. Likes the long-term nature of the assets. Improving their costs of production.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$46.000
Owned
Yes
TOP PICK
TOP PICK
June 25, 2004
At this price, it's going for 2 X book. 3.5% dividend. Very well-run bank. Good price.
Royal Bank (RY-T)
June 25, 2004
At this price, it's going for 2 X book. 3.5% dividend. Very well-run bank. Good price.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$58.870
Owned
Yes
TOP PICK
TOP PICK
June 25, 2004
Third largest insurance brokerage in the world. Growing faster than its competition. 13 X earnings. Generates a lot of cash flow.
Third largest insurance brokerage in the world. Growing faster than its competition. 13 X earnings. Generates a lot of cash flow.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$37.150
Owned
Yes
TOP PICK
TOP PICK
June 25, 2004
An emerging-market energy stock that pays a dividend and returns over 4%.
An emerging-market energy stock that pays a dividend and returns over 4%.
Robert Stovall
Chief Investment Officer, Wood Asset Management
Price
$16.020
Owned
Yes
TOP PICK
TOP PICK
June 25, 2004
Will go up because the shorts will have to be covering at some point. A low-cost producer in a fast-growing market.
Will go up because the shorts will have to be covering at some point. A low-cost producer in a fast-growing market.
C. Kim Goodwin
Chief Investment Officer, State Street Research
Price
$37.490
Owned
Yes