Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 24, 2005
Likes its international exposure. A good addition to an oil portfoliio.
Talisman Energy (TLM-T)
August 24, 2005
Likes its international exposure. A good addition to an oil portfoliio.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$57.020
Owned
No
BUY
BUY
August 24, 2005
If you are looking for gas exposure this is the best hands down. The most levered North American producer. Developing very long lived reserves and has a technological advantage to exploit those reserves.
Encana Corp (ECA-T)
August 24, 2005
If you are looking for gas exposure this is the best hands down. The most levered North American producer. Developing very long lived reserves and has a technological advantage to exploit those reserves.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$52.950
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 24, 2005
(A Top Pick May 2/05. Up 40%.) Had taken some profits as it became overweight in her portfolio. Still likes. 50 year reserve life.
Suncor Energy Inc (SU-T)
August 24, 2005
(A Top Pick May 2/05. Up 40%.) Had taken some profits as it became overweight in her portfolio. Still likes. 50 year reserve life.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$68.320
Owned
Yes
TOP PICK
TOP PICK
August 24, 2005
(A Top Pick May 2/05. Up 6.4%.) The largest independent mutual fund in Canada. Will be dependent on markets continuing to be reasonable. Likes the demographics of the mutual fund industry. Dividend yield of 3.2% whih will be inreased. Reasonably priced trading at about 13.5 X next year's earnings.
(A Top Pick May 2/05. Up 6.4%.) The largest independent mutual fund in Canada. Will be dependent on markets continuing to be reasonable. Likes the demographics of the mutual fund industry. Dividend yield of 3.2% whih will be inreased. Reasonably priced trading at about 13.5 X next year's earnings.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$40.810
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 24, 2005
(A Top Pick May 2/05. Down 7.5%.) Continuing to buy. No concerns over the longer term. Likes the exposure to global growth. Latest quarterly profits were down, but that's a short term noise.
3M Co. (MMM-N)
August 24, 2005
(A Top Pick May 2/05. Down 7.5%.) Continuing to buy. No concerns over the longer term. Likes the exposure to global growth. Latest quarterly profits were down, but that's a short term noise.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$71.320
Owned
Yes
BUY
BUY
August 24, 2005
2 favourite banks are Bank of Nova Scotia and TD (TD-T). This is a good buying opportunity here. Likes its international diversification. Has been quietly and consitently investing abroad and very successfully. Could probably see 8/10% return.
2 favourite banks are Bank of Nova Scotia and TD (TD-T). This is a good buying opportunity here. Likes its international diversification. Has been quietly and consitently investing abroad and very successfully. Could probably see 8/10% return.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$40.530
Owned
Yes
BUY
BUY
August 24, 2005
Has lagged some of the others in part because the refinery and gasoline operations are a bigger percentage of its overall mix. Its latest quarterly earnings were a little bit disappointing particularily on the cost side, not making the productivity improvements that the market had hoped for.
Shell Canada (SHC-T)
August 24, 2005
Has lagged some of the others in part because the refinery and gasoline operations are a bigger percentage of its overall mix. Its latest quarterly earnings were a little bit disappointing particularily on the cost side, not making the productivity improvements that the market had hoped for.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$37.750
Owned
Unknown