Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 8, 2004
25% of their profit growth is coming from Mexico which is taking advantage of the cross border movement of funds between the US and Mexico. Outlook for Mexico is terrific as the GDP growth is greater than both the US and Canada. Good long term potential.
25% of their profit growth is coming from Mexico which is taking advantage of the cross border movement of funds between the US and Mexico. Outlook for Mexico is terrific as the GDP growth is greater than both the US and Canada. Good long term potential.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$16.700
Owned
Yes
TOP PICK
TOP PICK
December 8, 2004
Versus the Canadian Pacific, this one has North-South routes as well as East-West. It goes all the way to Mexico city. Thought the BC Rail acquisition was great because the deep port at Port Rupert will provide one day shipping advantage compared to Vancouver.
Versus the Canadian Pacific, this one has North-South routes as well as East-West. It goes all the way to Mexico city. Thought the BC Rail acquisition was great because the deep port at Port Rupert will provide one day shipping advantage compared to Vancouver.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$70.070
Owned
Yes
TOP PICK
TOP PICK
December 8, 2004
A demographic play of aging population. Free of debt. More into the property management side of the business. Cash flow is getting to a point where they may institute a dividend.
A demographic play of aging population. Free of debt. More into the property management side of the business. Cash flow is getting to a point where they may institute a dividend.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$44.330
Owned
Yes
BUY
BUY
December 8, 2004
20% of their revenues are in Asia, so a good way for investors to get access to the Chinese market. Attractive dividend yield and it is rising. As they get rid of their low margin products and focus on their new products, the growth will come.
Unilever NV (UN-N)
December 8, 2004
20% of their revenues are in Asia, so a good way for investors to get access to the Chinese market. Attractive dividend yield and it is rising. As they get rid of their low margin products and focus on their new products, the growth will come.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$63.780
Owned
Yes
DON'T BUY
DON'T BUY
December 8, 2004
Not big believers in the auto companies as most of their profits come from the finance arm rather than car manufacturing. Would rather play the auto parts such as Uni-Select in this sector.
Ford Motor (F-N)
December 8, 2004
Not big believers in the auto companies as most of their profits come from the finance arm rather than car manufacturing. Would rather play the auto parts such as Uni-Select in this sector.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$14.210
Owned
No
DON'T BUY
DON'T BUY
December 8, 2004
The big red flag is that the auditors are not going to sign off on the financial statements. With rising interest rates, the spread narrows. This stock will continue to get hit.
Fannie Mae (FNMA-OTC)
December 8, 2004
The big red flag is that the auditors are not going to sign off on the financial statements. With rising interest rates, the spread narrows. This stock will continue to get hit.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$69.890
Owned
No
VAGUE
VAGUE
December 8, 2004
This bank has the higher retail margins. Also less exposure to the US. Banks may just go sideways (or even down) over the next year because the growth is not there.
Toronto Dominion (TD-T)
December 8, 2004
This bank has the higher retail margins. Also less exposure to the US. Banks may just go sideways (or even down) over the next year because the growth is not there.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$49.400
Owned
Yes