Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 25, 2005
Not a pure tech, but makes good use of technology in their products. Trading at pretty reasonable multiples.
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
$50.450
Owned
Yes
WEAK BUY
WEAK BUY
July 25, 2005
She would never buy and Index or an ETF as she believes in active management, but it's a cheap way of playing and getting diversification of the NASDAQ if you feel very strongly on that sector.
She would never buy and Index or an ETF as she believes in active management, but it's a cheap way of playing and getting diversification of the NASDAQ if you feel very strongly on that sector.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$39.270
Owned
No
BUY
BUY
July 25, 2005
Her 2 favourite banks are the TD (TD-T) and this one. If there is a bank merger, it is likely to be an acquisitor. Likes is international exposure.
Her 2 favourite banks are the TD (TD-T) and this one. If there is a bank merger, it is likely to be an acquisitor. Likes is international exposure.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$42.090
Owned
Yes
TOP PICK
TOP PICK
July 25, 2005
Not expensive trading at 15.5 X next year's earnings. New main frames are to be announced soon which will give the stock a bit of a push. Global corporations are very well funded and when tech spending really starts to resume, This one is clearly positioned to benefit. A low risk way of playing a major recovery in tech spending.
IBM (IBM-N)
July 25, 2005
Not expensive trading at 15.5 X next year's earnings. New main frames are to be announced soon which will give the stock a bit of a push. Global corporations are very well funded and when tech spending really starts to resume, This one is clearly positioned to benefit. A low risk way of playing a major recovery in tech spending.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$84.200
Owned
Yes
BUY
BUY
July 25, 2005
An oil stock of a calibre that she could own. Has a higher grade oil than many other oil companies. Has the sweet, light crude, so not as subject to the differentials that you get. Good level.
An oil stock of a calibre that she could own. Has a higher grade oil than many other oil companies. Has the sweet, light crude, so not as subject to the differentials that you get. Good level.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$51.350
Owned
No
DON'T BUY
DON'T BUY
July 25, 2005
A lot of risk in this stock, particularily on the financial side.
A lot of risk in this stock, particularily on the financial side.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$3.300
Owned
No