Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 8, 2005
They are developers of property not ones to discover property. An excellent well managed company. Has a reputation of making astute acquisitions.
They are developers of property not ones to discover property. An excellent well managed company. Has a reputation of making astute acquisitions.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$18.940
Owned
Yes
BUY
BUY
July 8, 2005
New management team has done a reasonably good job in turning things around. Not as high quality as some of the other trusts. There's a possibility of a small increase in distributions. They're taking in more than they're spending.
New management team has done a reasonably good job in turning things around. Not as high quality as some of the other trusts. There's a possibility of a small increase in distributions. They're taking in more than they're spending.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$7.360
Owned
Yes
BUY
BUY
July 8, 2005
Has a reasonably good outlook. Has a good slate of properties in Colombia. Missed their last numbers which disappointed the market. They should be able to overcome that. Good assets and will eventually do very well with them.
Has a reasonably good outlook. Has a good slate of properties in Colombia. Missed their last numbers which disappointed the market. They should be able to overcome that. Good assets and will eventually do very well with them.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$13.300
Owned
Yes
BUY
BUY
July 8, 2005
Has a reasonably good outlook.
Has a reasonably good outlook.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$12.650
Owned
Yes
WATCH
WATCH
July 8, 2005
A fairly complicated situation that has just recently turned itself into a trust. Has some good projects in front of it with the best one being the CO2 pipeline in Alberta. A very exciting play that will take about $1 billion in investment. Shorter term they will have a real challenge of maximizing its assets. Have traditionally under utilized its assets.
A fairly complicated situation that has just recently turned itself into a trust. Has some good projects in front of it with the best one being the CO2 pipeline in Alberta. A very exciting play that will take about $1 billion in investment. Shorter term they will have a real challenge of maximizing its assets. Have traditionally under utilized its assets.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$29.600
Owned
Unknown
DON'T BUY
DON'T BUY
July 8, 2005
Not one of his favourites. The property slate is not as interesting as some others.
Not one of his favourites. The property slate is not as interesting as some others.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$15.900
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
July 8, 2005
The largest oil & gas income trust out there. Has a good slate of properties. A good core holding. Has gotten expensive in the last little while, so might be a good time to take a little money of the table. He typically buys in the low $40's and sells in the high $40's.
The largest oil & gas income trust out there. Has a good slate of properties. A good core holding. Has gotten expensive in the last little while, so might be a good time to take a little money of the table. He typically buys in the low $40's and sells in the high $40's.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$48.460
Owned
Yes