Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 27, 2005
Not a sector that investors love. Has a hard time coming up with earnings that would justify a higher stock price. You don't want to pay any more than 15 X earnings multiple. Until they can show that they can earn $0.50/0.60 can't make a case for buying it here.
CAE Inc (CAE-T)
July 27, 2005
Not a sector that investors love. Has a hard time coming up with earnings that would justify a higher stock price. You don't want to pay any more than 15 X earnings multiple. Until they can show that they can earn $0.50/0.60 can't make a case for buying it here.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$6.550
Owned
Yes
BUY
BUY
July 27, 2005
Loves the management team. Likes the energy service sector and would keep buying on any dips.
Loves the management team. Likes the energy service sector and would keep buying on any dips.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$11.350
Owned
No
DON'T BUY
DON'T BUY
July 27, 2005
Would not buy at these prices.
Would not buy at these prices.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$3.210
Owned
No
BUY
BUY
July 27, 2005
Loves this stock. It's the only steel stock that she did not sell. Has a fabulous yield. Incredibly good management.
Russel Metals (RUS-T)
July 27, 2005
Loves this stock. It's the only steel stock that she did not sell. Has a fabulous yield. Incredibly good management.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$16.550
Owned
Yes
TOP PICK
TOP PICK
July 27, 2005
Reasonably liquid. Likes the space. Feels they have predictable growth. They have resouce plays as opposed to having to drill. Likes their strategy. Can see 20/25% growth for 2/3 years.
Reasonably liquid. Likes the space. Feels they have predictable growth. They have resouce plays as opposed to having to drill. Likes their strategy. Can see 20/25% growth for 2/3 years.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$20.700
Owned
Yes
TOP PICK
TOP PICK
July 27, 2005
Likes the financial because they are doing so well. Hopes that CI Financial will make an acquisition of Amvescap, they'll buy the whole thing, they'll keep the Canadian assets, etc.
Likes the financial because they are doing so well. Hopes that CI Financial will make an acquisition of Amvescap, they'll buy the whole thing, they'll keep the Canadian assets, etc.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$44.300
Owned
Yes
BUY
BUY
July 27, 2005
Had an incredible run. Of all the integrateds, it's growing at the fastest rate. Has several catalysts for growth. On a relative basis, it's not that expensive.
Petro-Canada (PCA-T)
July 27, 2005
Had an incredible run. Of all the integrateds, it's growing at the fastest rate. Has several catalysts for growth. On a relative basis, it's not that expensive.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$89.880
Owned
Yes