Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 14, 2005
A safer way to get some cyclical growth. A little more cyclical than Canadian National (CNR-T) so if you are playing it at this time in the cycle, you want the little more cyclical that CP offers. A little more resource and grain oriented. Cheap multiple.
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A safer way to get some cyclical growth. A little more cyclical than Canadian National (CNR-T) so if you are playing it at this time in the cycle, you want the little more cyclical that CP offers. A little more resource and grain oriented. Cheap multiple.
DON'T BUY
DON'T BUY
July 14, 2005
A risky situation based on the strong Cdn$ and duties on lumber.
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Tembec Inc. (TMB-T)
July 14, 2005
A risky situation based on the strong Cdn$ and duties on lumber.
DON'T BUY
DON'T BUY
July 14, 2005
A great Canadian company with a world wide presence. Stock is not doing very well because it is always expensive. Trading at 20 X earnings. Good dividend yield at over 2%.
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A great Canadian company with a world wide presence. Stock is not doing very well because it is always expensive. Trading at 20 X earnings. Good dividend yield at over 2%.
TOP PICK
TOP PICK
July 14, 2005
Exclude any valuation on the C series project. Likes because there is an improvement in the margins of the main transportation business. Has cash flow. Financial problems are behind them.
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Exclude any valuation on the C series project. Likes because there is an improvement in the margins of the main transportation business. Has cash flow. Financial problems are behind them.
BUY
BUY
July 14, 2005
A good holding for those that don't like risks. Good dividend. Great brand name. Too neglected by the market.
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BCE Inc. (BCE-T)
July 14, 2005
A good holding for those that don't like risks. Good dividend. Great brand name. Too neglected by the market.
BUY
BUY
July 14, 2005
This is a good entry point. Be prepared to see another minus 10/15%. The potential is a $5 increase.
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This is a good entry point. Be prepared to see another minus 10/15%. The potential is a $5 increase.
TOP PICK
TOP PICK
July 14, 2005
The easiest way to play the age demographics. Instead of buying biotechs and pharma stocks, a drug store is a better choice. The buying of Ekards in the US was a real coup. Patience will pay. A good investment.
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The easiest way to play the age demographics. Instead of buying biotechs and pharma stocks, a drug store is a better choice. The buying of Ekards in the US was a real coup. Patience will pay. A good investment.