Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 28, 2004
A good sector as the age of autos continues to go up, so parts are more in demand. 3%+ yield.
Genuine Parts Company (GPC-N)
September 28, 2004
A good sector as the age of autos continues to go up, so parts are more in demand. 3%+ yield.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$37.540
Owned
Yes
VAGUE
VAGUE
September 28, 2004
Have had some good quarters and seems to be doing well in cellular. Offer for Microcell has been extended, but feels that Rogers will take them over. Prefers Manitoba Tel with its 6%+ dividend and its acquisition of Allstream.
Telus Corp (T-T)
September 28, 2004
Have had some good quarters and seems to be doing well in cellular. Offer for Microcell has been extended, but feels that Rogers will take them over. Prefers Manitoba Tel with its 6%+ dividend and its acquisition of Allstream.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$26.440
Owned
No
BUY
BUY
September 28, 2004
Likes its 6%+ dividend and its acquisition of Allstream. Good growth opportunity. If Allstream doesn't work out, it can still become an income trust.
Likes its 6%+ dividend and its acquisition of Allstream. Good growth opportunity. If Allstream doesn't work out, it can still become an income trust.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$43.360
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 28, 2004
(A Top Pick July 19/04. No change.) Still ahead as the US market is down. New management has given it renewed growth.
General Electric (GE-N)
September 28, 2004
(A Top Pick July 19/04. No change.) Still ahead as the US market is down. New management has given it renewed growth.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$33.320
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 28, 2004
(A Top Pick July 19/04. Down 3.8%.) Fundamentals continue to be good. Health care area in general is out of favour right now.
Manor Care (HCR-N)
September 28, 2004
(A Top Pick July 19/04. Down 3.8%.) Fundamentals continue to be good. Health care area in general is out of favour right now.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$29.800
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 28, 2004
(A Top Pick July 19/04. Up 4.7%.) Good management. No debt. Have tons of real estate where the book value is severely understated
Interfor Corp (IFP-T)
September 28, 2004
(A Top Pick July 19/04. Up 4.7%.) Good management. No debt. Have tons of real estate where the book value is severely understated
Norman Levine
Managing Director, Portfolio Management Corp
Price
$7.700
Owned
Yes
BUY
BUY
September 28, 2004
Metalurgical coal is needed for steel companies. A good place to be.
Metalurgical coal is needed for steel companies. A good place to be.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$71.410
Owned
No