Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 27, 2005
International energy has had a correction and doesn't know how long the correction will last, so would prefer domestic producers at this time.
International energy has had a correction and doesn't know how long the correction will last, so would prefer domestic producers at this time.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$12.800
Owned
Yes
BUY
BUY
July 27, 2005
Seems to be everybody's favourite stock right now. Bear in mind that at some point she suspects they might do an issue. Made some good acquisitions.
Seems to be everybody's favourite stock right now. Bear in mind that at some point she suspects they might do an issue. Made some good acquisitions.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$45.510
Owned
Yes
BUY
BUY
July 27, 2005
Expensive, but will continue to be expensive. Uranium price has moved up again. It's the only liquid producer that you can play on a global basis. Locked into contracts that were locked in at lower proces. When these contracts roll over (late '06 and into '07), their earnings could improve.
Expensive, but will continue to be expensive. Uranium price has moved up again. It's the only liquid producer that you can play on a global basis. Locked into contracts that were locked in at lower proces. When these contracts roll over (late '06 and into '07), their earnings could improve.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$59.750
Owned
Yes
DON'T BUY
DON'T BUY
July 27, 2005
There is speculation that they may be selling some of their real estate assets. Also rumours of a takeover by a US retailer. If nothing happens, it's not worth what it's trading at now because of the disappointing merchandising numbers they have come up with. High risk strategy.
There is speculation that they may be selling some of their real estate assets. Also rumours of a takeover by a US retailer. If nothing happens, it's not worth what it's trading at now because of the disappointing merchandising numbers they have come up with. High risk strategy.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$14.040
Owned
No
DON'T BUY
DON'T BUY
July 27, 2005
Market has priced the fundamentals correctly based on her valuations and assuming they sell their credit card division. The question is, will Sears US buy the company. Can't see much upside.
Sears Canada (SCC-T)
July 27, 2005
Market has priced the fundamentals correctly based on her valuations and assuming they sell their credit card division. The question is, will Sears US buy the company. Can't see much upside.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$24.550
Owned
Unknown
DON'T BUY
DON'T BUY
July 27, 2005
International side of energy has fallen out of favour a little bit. Would prefer to deal with domestic producers instead.
International side of energy has fallen out of favour a little bit. Would prefer to deal with domestic producers instead.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$31.600
Owned
Unknown
DON'T BUY
DON'T BUY
July 27, 2005
They've put their assets up for sale and it didn't happen. Didn't get a bid that was attractive. Would not speculate on this stock. Has corrected an immense amount from the peak, but they're not going to bring their reserves into production, so you'll have to assume someone wil have to come and do a joint venture with them.
They've put their assets up for sale and it didn't happen. Didn't get a bid that was attractive. Would not speculate on this stock. Has corrected an immense amount from the peak, but they're not going to bring their reserves into production, so you'll have to assume someone wil have to come and do a joint venture with them.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$7.580
Owned
Unknown