Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
December 6, 2004
Yield is about 6%. Feels the dividend is not at risk as they generate enough free cash flow. Just completed the Allstream acquisition. Some concern as to whether they'll be able to generate growth.
Yield is about 6%. Feels the dividend is not at risk as they generate enough free cash flow. Just completed the Allstream acquisition. Some concern as to whether they'll be able to generate growth.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$47.500
Owned
No
DON'T BUY
DON'T BUY
December 6, 2004
Looks expensive at 30 X earnings. Management has very aggressive targets in terms of earnings which increases the risk of a miss. Have had misses over the last year or so. Also some accounting questions.
Open Text (OTEX-T)
December 6, 2004
Looks expensive at 30 X earnings. Management has very aggressive targets in terms of earnings which increases the risk of a miss. Have had misses over the last year or so. Also some accounting questions.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$21.200
Owned
No
TOP PICK
TOP PICK
December 6, 2004
In the doldrums for quite some time and is about to resume its 15/20% growth. Its long cycle businesses and power businesses are starting to turn. Great exposure to the growth in China and to energy. Well diversified. Good opportunity to participate in a broad based recovery that she expects.
General Electric (GE-N)
December 6, 2004
In the doldrums for quite some time and is about to resume its 15/20% growth. Its long cycle businesses and power businesses are starting to turn. Great exposure to the growth in China and to energy. Well diversified. Good opportunity to participate in a broad based recovery that she expects.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$35.670
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
December 6, 2004
Looking at this one very closely. A terrific company. Will bounce around with the price of oil. Try to buy in the $42/45 range.
Looking at this one very closely. A terrific company. Will bounce around with the price of oil. Try to buy in the $42/45 range.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$47.820
Owned
No
BUY
BUY
December 6, 2004
Prefers Bank of Nova Scotia and Toronto-Dominion. Just reported some pretty good numbers. Trades at about a point discount to the average of the other banks. Good price.
Prefers Bank of Nova Scotia and Toronto-Dominion. Just reported some pretty good numbers. Trades at about a point discount to the average of the other banks. Good price.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$48.490
Owned
No
TOP PICK
TOP PICK
December 6, 2004
Benefiting from the growth in China and that Chinese producers are terrible polluters and are being shut down. Very positive for global supply. The spin-off of their flat rolled will be positive on the price. Trading at 11 X earnings in '05.
Alcan Aluminum (AL-T)
December 6, 2004
Benefiting from the growth in China and that Chinese producers are terrible polluters and are being shut down. Very positive for global supply. The spin-off of their flat rolled will be positive on the price. Trading at 11 X earnings in '05.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$58.610
Owned
Yes
BUY
BUY
December 6, 2004
A cheap stock, compared to its competition. Trades at about 13 X next year's earnings. Good yield at 4.7%. Has been a flat line stock for some time. Needs an improvement in business spending and more demand for its services.
BCE Inc. (BCE-T)
December 6, 2004
A cheap stock, compared to its competition. Trades at about 13 X next year's earnings. Good yield at 4.7%. Has been a flat line stock for some time. Needs an improvement in business spending and more demand for its services.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$28.300
Owned
Yes