Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 19, 2005
Aluminum prices have really lagged of other commodities. Inventories continue to be low and declining. Chinese export taxes are beginning to take hold. Trading under 10 X 2006 earnings. Reasonable value here.
Alcan Aluminum (AL-T)
July 19, 2005
Aluminum prices have really lagged of other commodities. Inventories continue to be low and declining. Chinese export taxes are beginning to take hold. Trading under 10 X 2006 earnings. Reasonable value here.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$39.900
Owned
Yes
DON'T BUY
DON'T BUY
July 19, 2005
Just reported very disappointing earnings, principally because of their fixed income trading operations. You can be vulnerable to trading profits rather than changes in core operations. Prefers Canadian bank stocks which have better relative value.
CitiGroup (C-N)
July 19, 2005
Just reported very disappointing earnings, principally because of their fixed income trading operations. You can be vulnerable to trading profits rather than changes in core operations. Prefers Canadian bank stocks which have better relative value.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$44.400
Owned
No
DON'T BUY
DON'T BUY
July 19, 2005
Remains concerned about this company. Their strength is in their CRJ50 which is not where the demand is. Demand is in the 70 to 90 seat regional planes. Their balance sheet has continued to do vendor financing and have taken it above their stated limit of $1 billion to about $1.5. Continue to hold $2.5 billion in residual value guarantees.
Remains concerned about this company. Their strength is in their CRJ50 which is not where the demand is. Demand is in the 70 to 90 seat regional planes. Their balance sheet has continued to do vendor financing and have taken it above their stated limit of $1 billion to about $1.5. Continue to hold $2.5 billion in residual value guarantees.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$3.380
Owned
No
BUY WEAKNESS
BUY WEAKNESS
July 19, 2005
Had a big pop yesterday on rumours that an Australian company was going to make a bid for them. Speculative. It is a takeover target but has been one for 10 years. Wait for a pullback.
Inco (N-T)
July 19, 2005
Had a big pop yesterday on rumours that an Australian company was going to make a bid for them. Speculative. It is a takeover target but has been one for 10 years. Wait for a pullback.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$51.390
Owned
No
BUY
BUY
July 19, 2005
An interesting Buy here. More internationally oriented rather than North American.
An interesting Buy here. More internationally oriented rather than North American.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$49.000
Owned
No
BUY
BUY
July 19, 2005
An extremely well managed company. As a trust vehicle, it could be very interesting. Drilling companies are a high beta play on oil stocks.
An extremely well managed company. As a trust vehicle, it could be very interesting. Drilling companies are a high beta play on oil stocks.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$48.000
Owned
No
DON'T BUY
DON'T BUY
July 19, 2005
Trading a little ahead of itself. Has long term contracts that cap the amount that they can earn.
Trading a little ahead of itself. Has long term contracts that cap the amount that they can earn.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$59.180
Owned
No