Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
July 6, 2005
Have re-energized themselves in the last number of years and have grown substantially. Very supportive of the oil sands company which he expects will be expanded significantly. Would like to add on any pullbacks.
Shell Canada (SHC-T)
July 6, 2005
Have re-energized themselves in the last number of years and have grown substantially. Very supportive of the oil sands company which he expects will be expanded significantly. Would like to add on any pullbacks.
James Cole, BA, CFA
Senior Vice President and Portfolio Manager, AIC Limited
Price
$34.240
Owned
No
BUY
BUY
July 6, 2005
Likes the industry. There is the long term growth of financial services in asset management, insurance, retail banking and discount brokerage. Good management. The US BankNorth acquisition will be a good one. Over 3% dividend yield which is competitive with bonds.
Likes the industry. There is the long term growth of financial services in asset management, insurance, retail banking and discount brokerage. Good management. The US BankNorth acquisition will be a good one. Over 3% dividend yield which is competitive with bonds.
James Cole, BA, CFA
Senior Vice President and Portfolio Manager, AIC Limited
Price
$54.540
Owned
Yes
DON'T BUY
DON'T BUY
July 6, 2005
Faced with very attractable long term problems such as unfunded pensions and post retirement benefits which are unfunded by a total of $70 billion. Have very high costs relative to the competition and have been losing market share for a decade.
Faced with very attractable long term problems such as unfunded pensions and post retirement benefits which are unfunded by a total of $70 billion. Have very high costs relative to the competition and have been losing market share for a decade.
James Cole, BA, CFA
Senior Vice President and Portfolio Manager, AIC Limited
Price
$34.220
Owned
No
DON'T BUY
DON'T BUY
July 6, 2005
Dollar for dollar, with the exception of the Canadian Oil Sands Trust (COS.UN-T), feels there's much better value in the corporations than in the income trusts.
Dollar for dollar, with the exception of the Canadian Oil Sands Trust (COS.UN-T), feels there's much better value in the corporations than in the income trusts.
James Cole, BA, CFA
Senior Vice President and Portfolio Manager, AIC Limited
Price
$29.420
Owned
No
DON'T BUY
DON'T BUY
July 6, 2005
Ignores this one as it is very unpredictable. Not in a good financial position. Won't invest in any business that's not current on its financial statement.
Nortel (NT-T)
July 6, 2005
Ignores this one as it is very unpredictable. Not in a good financial position. Won't invest in any business that's not current on its financial statement.
James Cole, BA, CFA
Senior Vice President and Portfolio Manager, AIC Limited
Price
$3.160
Owned
No
DON'T BUY
DON'T BUY
July 6, 2005
Long term growth in energy demand is going to be hard to be met. A lot of the growth in uranium is already in the stock price. Trades around 45 X earnings. YOu can do better elsewhere, such as oil companies and coal.
Long term growth in energy demand is going to be hard to be met. A lot of the growth in uranium is already in the stock price. Trades around 45 X earnings. YOu can do better elsewhere, such as oil companies and coal.
James Cole, BA, CFA
Senior Vice President and Portfolio Manager, AIC Limited
Price
$56.950
Owned
No
BUY WEAKNESS
BUY WEAKNESS
July 6, 2005
Likes the company and management. Likes some aspects of their business. Not a big fan of the conventional oil and gas industry, however they are now building the Horizon project which will be a $10 billion oil sands project and he likes the oil sands. Is hoping for something to trigger a drop in its share price.
Likes the company and management. Likes some aspects of their business. Not a big fan of the conventional oil and gas industry, however they are now building the Horizon project which will be a $10 billion oil sands project and he likes the oil sands. Is hoping for something to trigger a drop in its share price.
James Cole, BA, CFA
Senior Vice President and Portfolio Manager, AIC Limited
Price
$48.170
Owned
No