Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 13, 2005
Of the technology companies in the US, one of the shining lights right now is the memory/data storage business.
EMC Corp (EMC-N)
July 13, 2005
Of the technology companies in the US, one of the shining lights right now is the memory/data storage business.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$14.570
Owned
No
DON'T BUY
DON'T BUY
July 13, 2005
Prefers others such as Abbott Labs (ABT-N).
Prefers others such as Abbott Labs (ABT-N).
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$56.370
Owned
No
HOLD
HOLD
July 13, 2005
A great pure play on nickel. Share price performance has been reasonable because the metals have had a bit of a sideways consolidation in the last little while. Have upside on their 2 development plays. Would look to see a little bit more share price strength before he entered.
Inco (N-T)
July 13, 2005
A great pure play on nickel. Share price performance has been reasonable because the metals have had a bit of a sideways consolidation in the last little while. Have upside on their 2 development plays. Would look to see a little bit more share price strength before he entered.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$48.310
Owned
No
TOP PICK
TOP PICK
July 13, 2005
Hits on a number of key market themes right now. Good yield. Looking for consitancy and cash return. This pays on a monthly basis. In 3 basic businesses 1) gas extraction which is 50% of their revenue, 2) Cold Lake pipeline for the growth coming out of the tar sands and 3) their conventional pipeline business which is very steady. Have raised distributions every year.
Hits on a number of key market themes right now. Good yield. Looking for consitancy and cash return. This pays on a monthly basis. In 3 basic businesses 1) gas extraction which is 50% of their revenue, 2) Cold Lake pipeline for the growth coming out of the tar sands and 3) their conventional pipeline business which is very steady. Have raised distributions every year.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$10.330
Owned
Yes
TOP PICK
TOP PICK
July 13, 2005
If you want growth in North America, you have to focus on retail. Their core constituency is the 18/24 age crowd. In 22 states, so have lots of room to grow. Same store sales are growing very nicely at about 8%.
If you want growth in North America, you have to focus on retail. Their core constituency is the 18/24 age crowd. In 22 states, so have lots of room to grow. Same store sales are growing very nicely at about 8%.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$58.700
Owned
Yes
TOP PICK
TOP PICK
July 13, 2005
A growth company. There's a lot of consumer debt in the US and companies have to very sophisticated about the way they measure the amount of risk. A cash flow story. Have been taking their excess cash and buying back shares. Pays a dividend and have increased their dividend along the way.
Equifax Inc. (EFX-N)
July 13, 2005
A growth company. There's a lot of consumer debt in the US and companies have to very sophisticated about the way they measure the amount of risk. A cash flow story. Have been taking their excess cash and buying back shares. Pays a dividend and have increased their dividend along the way.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$36.840
Owned
Yes
BUY
BUY
July 13, 2005
Things look good for them. Won a patent case against Johnson & Johnson (JNJ-N).
Things look good for them. Won a patent case against Johnson & Johnson (JNJ-N).
Gavin Graham
Trustee, Pointbreak ETFs
Price
$27.480
Owned
Yes