Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 3, 2004
Looks for companies that are ahead of the curve and driving the change in China. Has good long term potential. The dominant portal for internet in China. Getting involved in the 3rd generation and 2 1/2 G. cell phone services. Good management. Huge risks in the regulatory environment, so be cautious.
Sina Corporation (SINA-Q)
December 3, 2004
Looks for companies that are ahead of the curve and driving the change in China. Has good long term potential. The dominant portal for internet in China. Getting involved in the 3rd generation and 2 1/2 G. cell phone services. Good management. Huge risks in the regulatory environment, so be cautious.
Mark Headley
Portfolio Manager, Matthews Asian Funds
Price
$37.980
Owned
Yes
DON'T BUY
DON'T BUY
December 3, 2004
Biotech stocks are very risky. This one has done very well on the flu vaccine problem in the US. A low margin business. Very expensive.
ID Biomedical (IDB-T)
December 3, 2004
Biotech stocks are very risky. This one has done very well on the flu vaccine problem in the US. A low margin business. Very expensive.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$20.050
Owned
No
BUY
BUY
December 3, 2004
Believes the uranium price will continue to rise. Has the biggest deposit and highest quality of uranium. Also owns Bruce Power and feels the price of electricity will go up.
Cameco Corporation (CCO-T)
December 3, 2004
Believes the uranium price will continue to rise. Has the biggest deposit and highest quality of uranium. Also owns Bruce Power and feels the price of electricity will go up.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$113.250
Owned
Yes
TOP PICK
TOP PICK
December 3, 2004
Focusing on non-conventional plays throughout the company. Cheap. Has long life assets. Feels natural gas prices will continues to go up over some time.Their "close to home" strategy is based on declining natural gas.
Encana Corp (ECA-T)
December 3, 2004
Focusing on non-conventional plays throughout the company. Cheap. Has long life assets. Feels natural gas prices will continues to go up over some time.Their "close to home" strategy is based on declining natural gas.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$65.050
Owned
Yes
HOLD
HOLD
December 3, 2004
Very impressed with their numbers. Wonders if they can continue to grow at a good pace. Not a dirt cheap stock. Not bullish on consumer spending. If you own, it is probably a good long term hold.
Rona Inc (RON-T)
December 3, 2004
Very impressed with their numbers. Wonders if they can continue to grow at a good pace. Not a dirt cheap stock. Not bullish on consumer spending. If you own, it is probably a good long term hold.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$38.900
Owned
No
BUY
BUY
December 3, 2004
Has just made their first shipment to Japan. Coal prices have increased substantially. If they stay where they are, coal stocks should do very well.
Has just made their first shipment to Japan. Coal prices have increased substantially. If they stay where they are, coal stocks should do very well.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$13.900
Owned
No
BUY
BUY
December 3, 2004
Coal prices have increased substantially and if they stay where they are, coal stocks should do very well.
Coal prices have increased substantially and if they stay where they are, coal stocks should do very well.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$4.920
Owned
Yes