Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 2, 2005
They continue to take market share. Have expanded their product line to take share, but some of the product is lower margin which has impacted their earnings. The whole discount space is being impacted by the rising gas prices.
They continue to take market share. Have expanded their product line to take share, but some of the product is lower margin which has impacted their earnings. The whole discount space is being impacted by the rising gas prices.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$46.620
Owned
No
TOP PICK
TOP PICK
June 2, 2005
In tough markets, focusing on companies that have strong enduring assets producing strong cash flow. Sales of about $44 billion and about $8 billion in cash flow. Good TV assets, cable network, movie production, etc. Their AOL has 20 million users which creates $8 billion of business and has $2 billion of cash flow. In decline, but they are trying to migrate to an advertising portal.
In tough markets, focusing on companies that have strong enduring assets producing strong cash flow. Sales of about $44 billion and about $8 billion in cash flow. Good TV assets, cable network, movie production, etc. Their AOL has 20 million users which creates $8 billion of business and has $2 billion of cash flow. In decline, but they are trying to migrate to an advertising portal.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$17.260
Owned
Yes
BUY
BUY
June 2, 2005
Has a premium valuation. Have done a fabulous job. Will continue to grow, but a little pricey. May go down before it goes up.
Has a premium valuation. Have done a fabulous job. Will continue to grow, but a little pricey. May go down before it goes up.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$40.460
Owned
Yes
DON'T BUY
DON'T BUY
June 2, 2005
An encryption company. Have signed a US defense contactor where they get a royalty. No visibility as to where/when these deals are going to be consumated so difficult to know what to pay for it.
Certicom (CIC-T)
June 2, 2005
An encryption company. Have signed a US defense contactor where they get a royalty. No visibility as to where/when these deals are going to be consumated so difficult to know what to pay for it.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$5.800
Owned
No
TOP PICK
TOP PICK
June 2, 2005
One of the best growth companies in the Canadian equity market. Has a unique combination of cable and wireless assets. Knocking the ball out of the park.
One of the best growth companies in the Canadian equity market. Has a unique combination of cable and wireless assets. Knocking the ball out of the park.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$38.900
Owned
Yes
DON'T BUY
DON'T BUY
June 2, 2005
Not one of his favourites. Made some acquisitions in the last couple of years and driven their top line and the profitability, but there has been so many difficulties in the semi-conductor stock performance. Still too early to be in this sector.
Not one of his favourites. Made some acquisitions in the last couple of years and driven their top line and the profitability, but there has been so many difficulties in the semi-conductor stock performance. Still too early to be in this sector.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$13.000
Owned
No
DON'T BUY
DON'T BUY
June 2, 2005
Still scratching his head over what Sun will do with their acquisition of Storage Tech. Loaded with cash, but that's about the only thing they have going for them.
Still scratching his head over what Sun will do with their acquisition of Storage Tech. Loaded with cash, but that's about the only thing they have going for them.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$3.790
Owned
No