Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 28, 2005
One of his core holdings. Likes what management has been doing. Got TD Waterhouse sorted out. Now have a proxy operating for them in the north east US giving them access to takeovers.
One of his core holdings. Likes what management has been doing. Got TD Waterhouse sorted out. Now have a proxy operating for them in the north east US giving them access to takeovers.
David Cockfield
Managing Director, Northland Wealth Management
Price
$56.720
Owned
Yes
DON'T BUY
DON'T BUY
July 28, 2005
Have a very good oil sands lease arrangement. Time horizon is a bit long on this one. If you want to get into the oil sands, you could get into a Suncor (SU-T) or some of the majors who have oil sands investmenst and who will pay dividends or will reach production a lot faster. Fully priced here.
UTS Energy (UTS-T)
July 28, 2005
Have a very good oil sands lease arrangement. Time horizon is a bit long on this one. If you want to get into the oil sands, you could get into a Suncor (SU-T) or some of the majors who have oil sands investmenst and who will pay dividends or will reach production a lot faster. Fully priced here.
David Cockfield
Managing Director, Northland Wealth Management
Price
$3.540
Owned
No
WEAK BUY
WEAK BUY
July 28, 2005
Took some profits. Was really upset when their plant blew up. Thought they had sorted out those problems. Not on his favourite list any more.
Took some profits. Was really upset when their plant blew up. Thought they had sorted out those problems. Not on his favourite list any more.
David Cockfield
Managing Director, Northland Wealth Management
Price
$60.660
Owned
Yes
BUY
BUY
July 28, 2005
Was buying just before their earnings came out. An economy stock. It's the bulk shipments such as sulpher, potash, grains, coal, etc. Can continue to see their earnings growing.
Was buying just before their earnings came out. An economy stock. It's the bulk shipments such as sulpher, potash, grains, coal, etc. Can continue to see their earnings growing.
David Cockfield
Managing Director, Northland Wealth Management
Price
$46.780
Owned
Yes
BUY
BUY
July 28, 2005
Has disappointed a few people. Went through a fairly major restructuring in terms of selling/buying assets and part of that really dropped their production levels so a number of people backed off on that. He has no problems owning this one.
Has disappointed a few people. Went through a fairly major restructuring in terms of selling/buying assets and part of that really dropped their production levels so a number of people backed off on that. He has no problems owning this one.
David Cockfield
Managing Director, Northland Wealth Management
Price
$49.970
Owned
Yes
BUY
BUY
July 28, 2005
Missed this one as well as Potash (POT-T), partly because of concerns on gas prices. International demand has increased as Chinese/Indian farmers are now able to afford these fertilizers. Expect there will be some pretty good earnings here.
Agrium (AGU-T)
July 28, 2005
Missed this one as well as Potash (POT-T), partly because of concerns on gas prices. International demand has increased as Chinese/Indian farmers are now able to afford these fertilizers. Expect there will be some pretty good earnings here.
David Cockfield
Managing Director, Northland Wealth Management
Price
$28.340
Owned
No
BUY
BUY
July 28, 2005
Missed this one as well as Agrium (AGU-T), partly because of concerns on gas prices. International demand has increased as Chinese/Indian farmers are now able to afford these fertilizers. Expect there will be some pretty good earnings here.
Missed this one as well as Agrium (AGU-T), partly because of concerns on gas prices. International demand has increased as Chinese/Indian farmers are now able to afford these fertilizers. Expect there will be some pretty good earnings here.
David Cockfield
Managing Director, Northland Wealth Management
Price
$134.520
Owned
No