Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 6, 2004
Has a number of issues facing it, not the least of which is the recent downgrade to junk status for its debt. Airline industry is still in major trouble. Has trouble in its rail division also.
Has a number of issues facing it, not the least of which is the recent downgrade to junk status for its debt. Airline industry is still in major trouble. Has trouble in its rail division also.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$2.770
Owned
No
DON'T BUY
DON'T BUY
December 6, 2004
The steel companies have been wonderful investments. This one has the best operating record of any of them. Has underperformed on a stock basis. Expects steel prices to pull back a little, but earnings are going to remain at a fairly high level.
Dofasco (DFS-T)
December 6, 2004
The steel companies have been wonderful investments. This one has the best operating record of any of them. Has underperformed on a stock basis. Expects steel prices to pull back a little, but earnings are going to remain at a fairly high level.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$42.150
Owned
No
TOP PICK
TOP PICK
December 6, 2004
Of all the major Canadian banks it has the best chance to make a meaningful successful penetration into the US, especially with a partner like BankNorth. Also likes TD Waterhouse.
Toronto Dominion (TD-T)
December 6, 2004
Of all the major Canadian banks it has the best chance to make a meaningful successful penetration into the US, especially with a partner like BankNorth. Also likes TD Waterhouse.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$49.330
Owned
Yes
DON'T BUY
DON'T BUY
December 6, 2004
Loves the product and thinks the company is fabulous, but seems really expensive to her.
BlackBerry (BB-T)
December 6, 2004
Loves the product and thinks the company is fabulous, but seems really expensive to her.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$108.000
Owned
No
BUY
BUY
December 6, 2004
A well established better capitalized company. Prefers over Denison Mines. Has some hedging still in place.
Cameco Corporation (CCO-T)
December 6, 2004
A well established better capitalized company. Prefers over Denison Mines. Has some hedging still in place.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$113.610
Owned
No
BUY
BUY
December 6, 2004
A well established better capitalized company. Prefers Cameco. Much more levered play on the price of uranium though.
Denison Energy (DEN-T)
December 6, 2004
A well established better capitalized company. Prefers Cameco. Much more levered play on the price of uranium though.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$12.500
Owned
No
DON'T BUY
DON'T BUY
December 6, 2004
There are no financials to read. Very speculative. Was bothered that they indicated that they would have to adjust some of their sales numbers and this is what analysts have been hanging their hat on.
Nortel (NT-T)
December 6, 2004
There are no financials to read. Very speculative. Was bothered that they indicated that they would have to adjust some of their sales numbers and this is what analysts have been hanging their hat on.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$4.400
Owned
No