Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 13, 2005
Gold sector had a pretty rough 6 months in the first of the year, but this stock continued to be very firm during that weakness. Fairly diversified. Very attractive assets.
Goldcorp Inc (G-T)
July 13, 2005
Gold sector had a pretty rough 6 months in the first of the year, but this stock continued to be very firm during that weakness. Fairly diversified. Very attractive assets.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$19.150
Owned
Yes
DON'T BUY
DON'T BUY
July 13, 2005
The risk in any growth company, and certainly when it turns into a momentum play like this one did, is that you start to see slowing in the growth rate. They are starting to see competition from some of the search companies. Margins are shrinking.
eBay Inc (EBAY-Q)
July 13, 2005
The risk in any growth company, and certainly when it turns into a momentum play like this one did, is that you start to see slowing in the growth rate. They are starting to see competition from some of the search companies. Margins are shrinking.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$34.930
Owned
No
WEAK BUY
WEAK BUY
July 13, 2005
Has been firming up recently. Home builders continue to perform really well. There seems to be a fair bit of real investment dollars flowing towards the larger cap growth oriented companies. If you own, keep an eye on housing stocks such as KB Home (KBH-N) D R Horton (DHI-N), etc.
Home Depot (HD-N)
July 13, 2005
Has been firming up recently. Home builders continue to perform really well. There seems to be a fair bit of real investment dollars flowing towards the larger cap growth oriented companies. If you own, keep an eye on housing stocks such as KB Home (KBH-N) D R Horton (DHI-N), etc.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$40.970
Owned
No
BUY
BUY
July 13, 2005
A great business model. Very low cost capital investment. Will be a very strong cash flow generating. Doesn't fit their ethical criteria.
A great business model. Very low cost capital investment. Will be a very strong cash flow generating. Doesn't fit their ethical criteria.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$20.730
Owned
No
DON'T BUY
DON'T BUY
July 13, 2005
The risk is that there are some political winds blowing, talking about some of the problems that gamers are creating for some of the people that patronize their establishment.
Cryptologic (CRYP-Q)
July 13, 2005
The risk is that there are some political winds blowing, talking about some of the problems that gamers are creating for some of the people that patronize their establishment.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$32.900
Owned
No
DON'T BUY
DON'T BUY
July 13, 2005
Canadian banks are performing much better than US banks, partially due to better dividend yields. Feels there are better places to be than in banks. He holds some, but only for their consitancy.
Canadian banks are performing much better than US banks, partially due to better dividend yields. Feels there are better places to be than in banks. He holds some, but only for their consitancy.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$55.440
Owned
Yes
BUY
BUY
July 13, 2005
Had as a toe-hold in the pharmaceutical group that has been out of favour for 3 years, but with only medium success. Facing competition from the generics. Has a great portfolio of drugs and has pretty steady growth.
Had as a toe-hold in the pharmaceutical group that has been out of favour for 3 years, but with only medium success. Facing competition from the generics. Has a great portfolio of drugs and has pretty steady growth.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$42.090
Owned
Yes