Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 2, 2005
Have a fairly strong cash flow. A lot of the gaming stocks have had a lot of hype around them and have run up very strongly, particularily on-line gaming companies like this one. Thinks there's a real opportunity for this stock, but will have to see what the earnings look like. Would be a long term holding.
Cryptologic (CRYP-Q)
August 2, 2005
Have a fairly strong cash flow. A lot of the gaming stocks have had a lot of hype around them and have run up very strongly, particularily on-line gaming companies like this one. Thinks there's a real opportunity for this stock, but will have to see what the earnings look like. Would be a long term holding.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$34.300
Owned
No
BUY
BUY
August 2, 2005
Clearly reacting to the price of uranium and expects this price will continue to climb over time. This company has sold a lot of its production forward, so doesn't expect its earnings to keep pace with the rise of uranium in the short term. Ok for a long term holding.
Clearly reacting to the price of uranium and expects this price will continue to climb over time. This company has sold a lot of its production forward, so doesn't expect its earnings to keep pace with the rise of uranium in the short term. Ok for a long term holding.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$57.700
Owned
Unknown
VAGUE
VAGUE
August 2, 2005
Right now they have a partnership with Petro Canada (PCA-T) and they need to bring a mining company on board with mining expertise. Once that happens, the stock will move higher. Today it's moving on news of mergers/acquisitions in the oil sands area. Speculative.
UTS Energy (UTS-T)
August 2, 2005
Right now they have a partnership with Petro Canada (PCA-T) and they need to bring a mining company on board with mining expertise. Once that happens, the stock will move higher. Today it's moving on news of mergers/acquisitions in the oil sands area. Speculative.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$3.950
Owned
Unknown
BUY
BUY
August 2, 2005
An excellent company. Very well diversified and very well run. Solid resource space. Long term prospects, particularily on the gas side. Good long term hold.
Encana Corp (ECA-T)
August 2, 2005
An excellent company. Very well diversified and very well run. Solid resource space. Long term prospects, particularily on the gas side. Good long term hold.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$51.080
Owned
Yes
HOLD
HOLD
August 2, 2005
It's a bit in no-mans land. Would get more interesting at below the $80Cdn level. This would discount the risk of paying a royalty to NTP as well as the risk of competition. This would also give you a strong growth company at a reasonable price.
BlackBerry (BB-T)
August 2, 2005
It's a bit in no-mans land. Would get more interesting at below the $80Cdn level. This would discount the risk of paying a royalty to NTP as well as the risk of competition. This would also give you a strong growth company at a reasonable price.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$87.650
Owned
No
BUY
BUY
August 2, 2005
One of their main competitors Business Objects (BOBJ-Q) just reported very strong numbers. The business intelligence sector is a growing area and there has not been a lot of consolidation in this sector and thinks it is coming. Even if it doesn't come, it has a very strong product offering.
Cognos (CSN-T)
August 2, 2005
One of their main competitors Business Objects (BOBJ-Q) just reported very strong numbers. The business intelligence sector is a growing area and there has not been a lot of consolidation in this sector and thinks it is coming. Even if it doesn't come, it has a very strong product offering.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$48.290
Owned
Unknown
BUY
BUY
August 2, 2005
Exceptional. Very strong leadership. Likes the way they have entered into the US market. Will continue to perform well on all metrics.
Toronto Dominion (TD-T)
August 2, 2005
Exceptional. Very strong leadership. Likes the way they have entered into the US market. Will continue to perform well on all metrics.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$56.770
Owned
Yes