Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 20, 2005
The closest thing you are going to come to a toll booth. Anyone wanting to come through public listings on the Canadian market has to go through here. A bit volatile. As the markets go, the earnings go. Return on capital is extremely high as it requires virtually no capital in. The primary driver lately has been all the trusts. Trades at a hefty valuation.
TMX Group (X-T)
July 20, 2005
The closest thing you are going to come to a toll booth. Anyone wanting to come through public listings on the Canadian market has to go through here. A bit volatile. As the markets go, the earnings go. Return on capital is extremely high as it requires virtually no capital in. The primary driver lately has been all the trusts. Trades at a hefty valuation.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$39.850
Owned
Yes
TOP PICK
TOP PICK
July 20, 2005
Thinks there's a huge opportunity. Over the next 3/5 years the stock could double. Will have a lot of work to do on the Ekkard stores they acquired. Already have atores in New England states and will take that model and move it through the Ekkard stores. Attractive valuation.
Thinks there's a huge opportunity. Over the next 3/5 years the stock could double. Will have a lot of work to do on the Ekkard stores they acquired. Already have atores in New England states and will take that model and move it through the Ekkard stores. Attractive valuation.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$19.200
Owned
Yes
DON'T BUY
DON'T BUY
July 20, 2005
Both Coca-Cola (KO-N) and Pepsi (PEP-N) are trading roughly at the same valuation. Coke has a lot of work to do. Pepsi has better momentum. A big part of their business is the snack food business. On the beverage side they have a better assortment of sports drinks and water franchise. Would Buy Pepsi over Coke at this point.
Both Coca-Cola (KO-N) and Pepsi (PEP-N) are trading roughly at the same valuation. Coke has a lot of work to do. Pepsi has better momentum. A big part of their business is the snack food business. On the beverage side they have a better assortment of sports drinks and water franchise. Would Buy Pepsi over Coke at this point.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$43.330
Owned
No
BUY
BUY
July 20, 2005
Both Coca-Cola (KO-N) and Pepsi (PEP-N) are trading roughly at the same valuation. Coke has a lot of work to do. Pepsi has better momentum. A big part of their business is the snack food business. On the beverage side they have a better assortment of sports drinks and water franchise. Would Buy Pepsi over Coke at this point.
PepsiCo (PEP-Q)
July 20, 2005
Both Coca-Cola (KO-N) and Pepsi (PEP-N) are trading roughly at the same valuation. Coke has a lot of work to do. Pepsi has better momentum. A big part of their business is the snack food business. On the beverage side they have a better assortment of sports drinks and water franchise. Would Buy Pepsi over Coke at this point.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$54.600
Owned
No
HOLD
HOLD
July 20, 2005
A great low cost operator. Have some great assets in S. America with some growth. Valuation is reasonable.
A great low cost operator. Have some great assets in S. America with some growth. Valuation is reasonable.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$41.630
Owned
No
DON'T BUY
DON'T BUY
July 20, 2005
They beat the numbers today. Numbers are pretty low. They are taking costs out. The problems with these stocks, which are all innovation dependent, is essentially depletion through generics.
Pfizer Inc (PFE-N)
July 20, 2005
They beat the numbers today. Numbers are pretty low. They are taking costs out. The problems with these stocks, which are all innovation dependent, is essentially depletion through generics.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$27.060
Owned
No