Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 3, 2004
In the waste/clean up part of oil/gas. More of a utility play rather than a growth one. The correction that's been taking place is in sympathy for falling oil prices. A good opportunity to buy. Good management.
Newalta Corp (NAL-T)
December 3, 2004
In the waste/clean up part of oil/gas. More of a utility play rather than a growth one. The correction that's been taking place is in sympathy for falling oil prices. A good opportunity to buy. Good management.
Greg Guichon
Portfolio Manager, Rockwater Asset Management
Price
$21.630
Owned
Yes
BUY
BUY
December 3, 2004
A natural gas pipeline fund. For the conservative investor. Targeting yields are about 7% for next year. Interest rates would be the risk in this fund.
A natural gas pipeline fund. For the conservative investor. Targeting yields are about 7% for next year. Interest rates would be the risk in this fund.
Greg Guichon
Portfolio Manager, Rockwater Asset Management
Price
$12.950
Owned
Unknown
BUY
BUY
December 3, 2004
Have quite a lot of debt. On the other hand, the industry is very stable. A possible risk is if the Ontario government does something with clinics.
CML Healthcare (CLC-T)
December 3, 2004
Have quite a lot of debt. On the other hand, the industry is very stable. A possible risk is if the Ontario government does something with clinics.
Greg Guichon
Portfolio Manager, Rockwater Asset Management
Price
$12.720
Owned
Yes
WEAK BUY
WEAK BUY
December 3, 2004
Has been a great trust with a lot of growth. Be cautious as oil/gas prices have sold off and the energy sector is pulling back. Also has a very low yield.
Has been a great trust with a lot of growth. Be cautious as oil/gas prices have sold off and the energy sector is pulling back. Also has a very low yield.
Greg Guichon
Portfolio Manager, Rockwater Asset Management
Price
$40.590
Owned
Yes
WEAK BUY
WEAK BUY
December 3, 2004
Last quarter's results were very disappointing and, ironically, just increased distributions before reporting. Only for aggressive investors. Yield of about 10.5%.
Last quarter's results were very disappointing and, ironically, just increased distributions before reporting. Only for aggressive investors. Yield of about 10.5%.
Greg Guichon
Portfolio Manager, Rockwater Asset Management
Price
$17.040
Owned
Unknown
DON'T BUY
DON'T BUY
December 3, 2004
Believes they are paying out capital gains to fund a portion of their distributions. Caution.
Believes they are paying out capital gains to fund a portion of their distributions. Caution.
Greg Guichon
Portfolio Manager, Rockwater Asset Management
Price
$7.780
Owned
Unknown
DON'T BUY
DON'T BUY
December 3, 2004
40% of their distributable income is from the US and the strong move on the CD$ has hurt them. In a business that is highly competitive.
40% of their distributable income is from the US and the strong move on the CD$ has hurt them. In a business that is highly competitive.
Greg Guichon
Portfolio Manager, Rockwater Asset Management
Price
$7.600
Owned
No