Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 28, 2004
Has real earnings that are identifiable. Could see them making $0.35US this year and growing to $0.80US next year. Market share is back again in spite of the recall troubles they experienced. Looking to diversify the stent further away from the heart.
Has real earnings that are identifiable. Could see them making $0.35US this year and growing to $0.80US next year. Market share is back again in spite of the recall troubles they experienced. Looking to diversify the stent further away from the heart.
Michael Sprung
President, Sprung Investment Management
Price
$24.200
Owned
Yes
BUY
BUY
September 28, 2004
A long term play. Expects there will be much sharper pencils on the budget going forward.
Canadian Oil Sands (COS-T)
September 28, 2004
A long term play. Expects there will be much sharper pencils on the budget going forward.
Michael Sprung
President, Sprung Investment Management
Price
$54.530
Owned
No
DON'T BUY
DON'T BUY
September 28, 2004
Looks a little bit expensive. Excellant company.
Looks a little bit expensive. Excellant company.
Michael Sprung
President, Sprung Investment Management
Price
$48.350
Owned
No
TOP PICK
TOP PICK
September 28, 2004
(A Top Pick in March/04.) Still likes. Thinks the market in tissue has bottomed out and expects stronger prices going forward. Margins in container board is improving. Book value is almost $13. Cyclical.
Cascades Inc (CAS-T)
September 28, 2004
(A Top Pick in March/04.) Still likes. Thinks the market in tissue has bottomed out and expects stronger prices going forward. Margins in container board is improving. Book value is almost $13. Cyclical.
Michael Sprung
President, Sprung Investment Management
Price
$13.500
Owned
Yes
DON'T BUY
DON'T BUY
September 28, 2004
Would be concerned about their ability to maintain the dividend as they haven't been earning it. Trades at a fairly significant premium to book value.
Transalta Corp (TA-T)
September 28, 2004
Would be concerned about their ability to maintain the dividend as they haven't been earning it. Trades at a fairly significant premium to book value.
Michael Sprung
President, Sprung Investment Management
Price
$16.780
Owned
No
BUY
BUY
September 28, 2004
Well managed company. Has had some problems with a plant in the UK, but this is getting cleared up. Profitable.
Patheon (PTI-T)
September 28, 2004
Well managed company. Has had some problems with a plant in the UK, but this is getting cleared up. Profitable.
Michael Sprung
President, Sprung Investment Management
Price
$9.130
Owned
Yes
TOP PICK
TOP PICK
September 28, 2004
Well diversified globally. Japan's operation is now profitable and growing rapidly. Excellant management. John Hancock acquisition was a good move.
Manulife Financial (MFC-T)
September 28, 2004
Well diversified globally. Japan's operation is now profitable and growing rapidly. Excellant management. John Hancock acquisition was a good move.
Michael Sprung
President, Sprung Investment Management
Price
$54.560
Owned
Yes