Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 6, 2005
Was the best bank over the last couple of years and became over extended and now taking a rest, both on an absolute basis and relative basis compared to some of the other banks. If buying a bank, the National Bank (NA-T) would be his choice.
Was the best bank over the last couple of years and became over extended and now taking a rest, both on an absolute basis and relative basis compared to some of the other banks. If buying a bank, the National Bank (NA-T) would be his choice.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$39.540
Owned
Unknown
BUY
BUY
June 6, 2005
If buying a bank today, this one would be his choice. The most interesting. A little bit of Quebec factor has come back into it which in the short run is unwarranted. Has the best opportunity to increase margins and its dividends.
If buying a bank today, this one would be his choice. The most interesting. A little bit of Quebec factor has come back into it which in the short run is unwarranted. Has the best opportunity to increase margins and its dividends.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$54.170
Owned
Unknown
BUY
BUY
June 6, 2005
Favourite insurance company. Has the best management. Likes their international exposure, especially the far east.
Favourite insurance company. Has the best management. Likes their international exposure, especially the far east.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$58.180
Owned
Yes
WEAK BUY
WEAK BUY
June 6, 2005
The premier company in the mutual fund sector. With markets going sideways, the flow into mutual funds may not be as robust. May convert into a trust.
The premier company in the mutual fund sector. With markets going sideways, the flow into mutual funds may not be as robust. May convert into a trust.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$17.270
Owned
Unknown
DON'T BUY
DON'T BUY
June 6, 2005
Liquor stroes are an ideal business for an income trust, because they are stable, growing and a good margin business. This one had a big run and probably got over valued which is probably the reason for the near term weakness.
Alcanna (CLIQ-T)
June 6, 2005
Liquor stroes are an ideal business for an income trust, because they are stable, growing and a good margin business. This one had a big run and probably got over valued which is probably the reason for the near term weakness.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$18.000
Owned
Unknown
DON'T BUY
DON'T BUY
June 6, 2005
P/E of 3.9 and a yield of 5.5%. Very well run. Earnings record has been very good. A cyclical company in a cyclical business and steel stocks have been under pressure lately. Steel pricing has been coming down due to overcapacity around the world.
P/E of 3.9 and a yield of 5.5%. Very well run. Earnings record has been very good. A cyclical company in a cyclical business and steel stocks have been under pressure lately. Steel pricing has been coming down due to overcapacity around the world.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$15.010
Owned
Unknown
DON'T BUY
DON'T BUY
June 6, 2005
Wouldn't consider owning this until the stock stops going down and starts to go up. Paper grades that they are in have being doing poorly. Hurt by the US$. Quebec government is looking for less wood to be cut down.
Domtar Inc. (DTC-T)
June 6, 2005
Wouldn't consider owning this until the stock stops going down and starts to go up. Paper grades that they are in have being doing poorly. Hurt by the US$. Quebec government is looking for less wood to be cut down.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$9.220
Owned
No