Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
July 27, 2005
Reorted yesterday and the numbers were OK. They're always going to guide higher costs. Not the best managed company on the planet. However, the nickel business is still in very good shape. If it corrected by $1 she would buy and hold for the Voisey Bay stuff.
Inco (N-T)
July 27, 2005
Reorted yesterday and the numbers were OK. They're always going to guide higher costs. Not the best managed company on the planet. However, the nickel business is still in very good shape. If it corrected by $1 she would buy and hold for the Voisey Bay stuff.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$49.670
Owned
Unknown
TOP PICK
TOP PICK
July 27, 2005
(A Top Pick Jan 28/05. Up 26%.) Won the biddding on the A&P assets.
Metro Inc (A) (MRU-T)
July 27, 2005
(A Top Pick Jan 28/05. Up 26%.) Won the biddding on the A&P assets.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$31.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 27, 2005
(A Top Pick Jan 28/05. Up 10%.) Wonderful, high quality, well managed company.
(A Top Pick Jan 28/05. Up 10%.) Wonderful, high quality, well managed company.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$80.750
Owned
Yes
BUY
BUY
July 27, 2005
Expensive at 8 to 9 X cash flow, but would rather pay up for good management than bottom fish on poor management.
Expensive at 8 to 9 X cash flow, but would rather pay up for good management than bottom fish on poor management.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$33.900
Owned
No
DON'T BUY
DON'T BUY
July 27, 2005
Would not buy this stock. Have one plant that is sitting idle and another one that they cannot fill because they don't have enough feed of contaminated earth. Can't imagine how they are going to fix their problems. Have had several quarters where they've had trouble replacing their lost contracts.
Would not buy this stock. Have one plant that is sitting idle and another one that they cannot fill because they don't have enough feed of contaminated earth. Can't imagine how they are going to fix their problems. Have had several quarters where they've had trouble replacing their lost contracts.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$3.500
Owned
No
BUY WEAKNESS
BUY WEAKNESS
July 27, 2005
Loves the management team. Expecting the 2nd quarter for a lot of these drillers and service companies to be weak because of the incredible amount of rain in Calgary. Will be buying if there is any dip in these stocks.
Loves the management team. Expecting the 2nd quarter for a lot of these drillers and service companies to be weak because of the incredible amount of rain in Calgary. Will be buying if there is any dip in these stocks.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$36.180
Owned
Yes
DON'T BUY
DON'T BUY
July 27, 2005
A high quality stock, but very expensive. Has no growth. Dead money.
A high quality stock, but very expensive. Has no growth. Dead money.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$42.720
Owned
No