Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 25, 2005
The oil/gas area is going to be a tremendous sector for probably the rest of the decade. This one is particularily well placed. Expects that foreign investments are going to be paying much more attention to Cdn. oil and gas stocks.
Encana Corp (ECA-T)
July 25, 2005
The oil/gas area is going to be a tremendous sector for probably the rest of the decade. This one is particularily well placed. Expects that foreign investments are going to be paying much more attention to Cdn. oil and gas stocks.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$51.800
Owned
Yes
WAIT
WAIT
July 25, 2005
An excellent company, but has missed on earnings and are having some execution problems, re working with some acquisitions. Still not very cheap for what she thinks for what could be a 2/3 quarter experience. Now in a "show me" stage.
Cognos (CSN-T)
July 25, 2005
An excellent company, but has missed on earnings and are having some execution problems, re working with some acquisitions. Still not very cheap for what she thinks for what could be a 2/3 quarter experience. Now in a "show me" stage.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$46.910
Owned
No
BUY
BUY
July 25, 2005
Has had very disappointing performance in the past little while, primarily because the price of aluminum has not performed well, but has started to show some improvement. Represents good value here. Should continue to see strong performance at under 10 X next year's earnings.
Alcan Aluminum (AL-T)
July 25, 2005
Has had very disappointing performance in the past little while, primarily because the price of aluminum has not performed well, but has started to show some improvement. Represents good value here. Should continue to see strong performance at under 10 X next year's earnings.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$41.100
Owned
Yes
TOP PICK
TOP PICK
July 25, 2005
An extremely well run bank. Likes their strategy of looking into the US and making 2 excellent deals, TD Waterhouse and Ameritrade as well as the BankNorth which will do tuck-in acquisitions, step by step.
An extremely well run bank. Likes their strategy of looking into the US and making 2 excellent deals, TD Waterhouse and Ameritrade as well as the BankNorth which will do tuck-in acquisitions, step by step.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$56.750
Owned
Yes
DON'T BUY
DON'T BUY
July 25, 2005
Has a superb product, but the stock is so expensive. The risk for them is competition.
BlackBerry (BB-T)
July 25, 2005
Has a superb product, but the stock is so expensive. The risk for them is competition.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$82.800
Owned
No
BUY
BUY
July 25, 2005
Looking very closely at this one right now. Looks reasonable. The problem is the huge cash balance and what are they going to do with it.
Microsoft (MSFT-Q)
July 25, 2005
Looking very closely at this one right now. Looks reasonable. The problem is the huge cash balance and what are they going to do with it.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$25.690
Owned
No
BUY
BUY
July 25, 2005
Not a pure tech, but makes good use of technology in their products. Trading at pretty reasonable multiples.
3M Co. (MMM-N)
July 25, 2005
Not a pure tech, but makes good use of technology in their products. Trading at pretty reasonable multiples.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$74.170
Owned
Yes