Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 9, 2004
A great company. Has a history of making accretive acquisitions. Dividends. Continues to add value. A buy and hold.
A great company. Has a history of making accretive acquisitions. Dividends. Continues to add value. A buy and hold.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$30.300
Owned
Yes
DON'T BUY
DON'T BUY
November 9, 2004
There has always been speculation that one of the big media firms would take them out. The business is capital intensive and very lumpy. Fundamentally not a great business.
I Max (IMX-T)
November 9, 2004
There has always been speculation that one of the big media firms would take them out. The business is capital intensive and very lumpy. Fundamentally not a great business.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$8.600
Owned
No
TOP PICK
TOP PICK
November 9, 2004
Stock price has been cut in half since March/04 because of their depression drug which is coming off patent. Creating their own generic drug. Great company. Juggernaut sales force. Has about $4 of cash. Has a product ramp in alzheimers.
Stock price has been cut in half since March/04 because of their depression drug which is coming off patent. Creating their own generic drug. Great company. Juggernaut sales force. Has about $4 of cash. Has a product ramp in alzheimers.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$43.510
Owned
Yes
DON'T BUY
DON'T BUY
November 9, 2004
Has done a great job of restructuring. Has been selling off assets which is good. Real estate market is very sensitive to interest rates, so could have problems.
Has done a great job of restructuring. Has been selling off assets which is good. Real estate market is very sensitive to interest rates, so could have problems.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$41.670
Owned
Unknown
DON'T BUY
DON'T BUY
November 9, 2004
Have some great assets. Lots of cash. To make accretive acquisitions they have to pay significant $'s.
Have some great assets. Lots of cash. To make accretive acquisitions they have to pay significant $'s.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$42.460
Owned
No
WEAK BUY
WEAK BUY
November 9, 2004
Pays a hefty dividend. Has quite a collection of assets and is worth more than what the stock trades at. Very little growth.
BCE Inc. (BCE-T)
November 9, 2004
Pays a hefty dividend. Has quite a collection of assets and is worth more than what the stock trades at. Very little growth.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$27.690
Owned
No
TOP PICK
TOP PICK
November 9, 2004
Their Visudine product is a leader with the highest market share in the last few months. Their prostate cancer product will be significant. Attractive valuation. Has cash.
Novelion (NVLN-T)
November 9, 2004
Their Visudine product is a leader with the highest market share in the last few months. Their prostate cancer product will be significant. Attractive valuation. Has cash.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$19.180
Owned
Yes