Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 13, 2005
A lot of problems with the government. Could be some buyers for the company and if you own, you could end up with a small premium over the present price. A lot of uncertainty and this will continue.
A lot of problems with the government. Could be some buyers for the company and if you own, you could end up with a small premium over the present price. A lot of uncertainty and this will continue.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$47.100
Owned
Unknown
TOP PICK
TOP PICK
July 13, 2005
Will be turning themselves into an income trust. Have sold their international drilling operation and their energy services. You are left with the domestic drilling business which is going great guns.
Will be turning themselves into an income trust. Have sold their international drilling operation and their energy services. You are left with the domestic drilling business which is going great guns.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$48.900
Owned
Yes
BUY
BUY
July 13, 2005
Likes both Canadian National (CRR-T) and Canadian Pacific (CP-T). Great plays on GDP growth in North America. You are getting getting GDP plus 2, 3%. CNR is the premier of the big 6 North American rails. This also gives you a play on Asian growth because of bulk shipment out of Pacific ports.
Likes both Canadian National (CRR-T) and Canadian Pacific (CP-T). Great plays on GDP growth in North America. You are getting getting GDP plus 2, 3%. CNR is the premier of the big 6 North American rails. This also gives you a play on Asian growth because of bulk shipment out of Pacific ports.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$70.870
Owned
Yes
BUY
BUY
July 13, 2005
Not just gold, but also nickel. Keeping an eye on it because with the big shortage of nickel, there are only two new finds coming on. Could be taken out by someone.
Not just gold, but also nickel. Keeping an eye on it because with the big shortage of nickel, there are only two new finds coming on. Could be taken out by someone.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$6.350
Owned
No
BUY
BUY
July 13, 2005
Have some nickel in Cuba, but the major driver is now coal which they went into 3 years ago. Pays a good dividend. The worry is the Cuban political risk which is already built into the price.
Have some nickel in Cuba, but the major driver is now coal which they went into 3 years ago. Pays a good dividend. The worry is the Cuban political risk which is already built into the price.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$10.380
Owned
Yes
TOP PICK
TOP PICK
July 13, 2005
Likes both Canadian National (CRR-T) and Canadian Pacific (CP-T). Great plays on GDP growth in North America. You are getting getting GDP plus 2, 3%. CNR is the premier but this is reflected in the valuation. CP has more room to improve. A play on Asian growth because of bulk shipment out of Pacific ports.
Likes both Canadian National (CRR-T) and Canadian Pacific (CP-T). Great plays on GDP growth in North America. You are getting getting GDP plus 2, 3%. CNR is the premier but this is reflected in the valuation. CP has more room to improve. A play on Asian growth because of bulk shipment out of Pacific ports.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$41.850
Owned
Yes
BUY
BUY
July 13, 2005
A big copper play. Copper is at a 16 year high and yet the stock hasn't done a great deal. Believes in the longer term growth story of commodities and this might very well be a takeover target.
Aur Resources (AUR-T)
July 13, 2005
A big copper play. Copper is at a 16 year high and yet the stock hasn't done a great deal. Believes in the longer term growth story of commodities and this might very well be a takeover target.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$6.980
Owned
No