Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
October 4, 2004
In a rally along with the other tech stocks. Expecting them to do well in their upcoming report. The real key is where they are going to guide. Concerned about the longer term and where the video control goes.
ATI Technologies (ATY-T)
October 4, 2004
In a rally along with the other tech stocks. Expecting them to do well in their upcoming report. The real key is where they are going to guide. Concerned about the longer term and where the video control goes.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$21.230
Owned
No
BUY
BUY
October 4, 2004
Likes this stock. Expensive, but they are continuing to ramp up. Developing a consumer model. Can see them going from 2 million units to 4/5/10 million 3/5 years. Good growth path.
BlackBerry (BB-T)
October 4, 2004
Likes this stock. Expensive, but they are continuing to ramp up. Developing a consumer model. Can see them going from 2 million units to 4/5/10 million 3/5 years. Good growth path.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$97.220
Owned
Yes
BUY
BUY
October 4, 2004
Has delivered on all their prduction targets. Expect them to continue to grow. Good properties in Saskatchewan that could add significant barrels. Long reserve life. Trades relatively cheap to the group.
Has delivered on all their prduction targets. Expect them to continue to grow. Good properties in Saskatchewan that could add significant barrels. Long reserve life. Trades relatively cheap to the group.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$2.810
Owned
Yes
WEAK BUY
WEAK BUY
October 4, 2004
Stock has done very well and still has some potential based on their endless spinoffs from CSI. Questions where their next leg of growth will come from.
Stock has done very well and still has some potential based on their endless spinoffs from CSI. Questions where their next leg of growth will come from.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$28.060
Owned
No
DON'T BUY
DON'T BUY
October 4, 2004
Priced for perfection. Fundamentally it's a high return on capital business but is priced very expensive. High potential for disappointment and for overshooting. Volatile. Treat as a trading stock.
Altaba Inc (AABA-Q)
October 4, 2004
Priced for perfection. Fundamentally it's a high return on capital business but is priced very expensive. High potential for disappointment and for overshooting. Volatile. Treat as a trading stock.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$34.910
Owned
No
DON'T BUY
DON'T BUY
October 4, 2004
Priced for perfection. Fundamentally it's a high return on capital business but is priced very expensive. High potential for disappointment and for overshooting. Volatile. Treat as a trading stock.
Amazon.com (AMZN-Q)
October 4, 2004
Priced for perfection. Fundamentally it's a high return on capital business but is priced very expensive. High potential for disappointment and for overshooting. Volatile. Treat as a trading stock.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$41.010
Owned
No
DON'T BUY
DON'T BUY
October 4, 2004
Priced for perfection. Fundamentally it's a high return on capital business but is priced very expensive. High potential for disappointment and for overshooting. Volatile. Treat as a trading stock.
Priced for perfection. Fundamentally it's a high return on capital business but is priced very expensive. High potential for disappointment and for overshooting. Volatile. Treat as a trading stock.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$135.060
Owned
No