Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
July 20, 2005
A great company with a great asset. Long track record of adding value. In the very short term, would be surprised if it moved significantly up from this point unless there was a spike in oil prices. The 1st phase of Horizon, which comes on about 3 years from now, much of that is discounted in the $40 range.
A great company with a great asset. Long track record of adding value. In the very short term, would be surprised if it moved significantly up from this point unless there was a spike in oil prices. The 1st phase of Horizon, which comes on about 3 years from now, much of that is discounted in the $40 range.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$48.370
Owned
No
BUY
BUY
July 20, 2005
The last comp. was about 9%. A step above Wal-Mart in terms of quality. Kept their costs low and opened new stores. Feels it has legs.
Target Corp (TGT-N)
July 20, 2005
The last comp. was about 9%. A step above Wal-Mart in terms of quality. Kept their costs low and opened new stores. Feels it has legs.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$59.980
Owned
No
TOP PICK
TOP PICK
July 20, 2005
Over the long term, this can continue to grow. Just symptomatic of what's going on in the market place, people putting a lot more money into their homes. Continues to execute. Raising the average ticket price. Getting more into the installation. Trying to get closer to contractors.
Home Depot (HD-N)
July 20, 2005
Over the long term, this can continue to grow. Just symptomatic of what's going on in the market place, people putting a lot more money into their homes. Continues to execute. Raising the average ticket price. Getting more into the installation. Trying to get closer to contractors.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$43.950
Owned
Yes
DON'T BUY
DON'T BUY
July 20, 2005
All the big pharma companies are taking out a lot of costs. The problem is the pipeline is pretty lean, visability is lean. Maybe a little bit of a short term trade up to reward them for the reduced cost structure. Not significant.
Wyeth (WYE-N)
July 20, 2005
All the big pharma companies are taking out a lot of costs. The problem is the pipeline is pretty lean, visability is lean. Maybe a little bit of a short term trade up to reward them for the reduced cost structure. Not significant.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$46.280
Owned
No
DON'T BUY
DON'T BUY
July 20, 2005
Looks cheap and a little bit tempting but you have to know there's a union in there. This will deter any merger/acquisition activity. Hasn't performed in line with any of the other banks.
Looks cheap and a little bit tempting but you have to know there's a union in there. This will deter any merger/acquisition activity. Hasn't performed in line with any of the other banks.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$26.950
Owned
No
DON'T BUY
DON'T BUY
July 20, 2005
Has a hard time understanding exactly what's in it or what the new model will look like. Was extremely profitable. It threw off cash. Had a high ROE. There were things going on that increased the profitability. Would stand back on this one.
Has a hard time understanding exactly what's in it or what the new model will look like. Was extremely profitable. It threw off cash. Had a high ROE. There were things going on that increased the profitability. Would stand back on this one.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$29.820
Owned
No
SELL
SELL
July 20, 2005
This is a play on the oil sands. They have the CAT dealership in western Canada, England and in S. America. At this point, when they do sell new equipment, the margin is very low. Where they make their money is on the service side. Looks fully valued.
Finning Int (FTT-T)
July 20, 2005
This is a play on the oil sands. They have the CAT dealership in western Canada, England and in S. America. At this point, when they do sell new equipment, the margin is very low. Where they make their money is on the service side. Looks fully valued.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$38.750
Owned
No