Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 24, 2005
Follows this one closely, but doesn't own it currently. Has kind of stalled out here. The outlook for nickel is very positive and this company is well positioned being highly levered to nickel.
Inco (N-T)
August 24, 2005
Follows this one closely, but doesn't own it currently. Has kind of stalled out here. The outlook for nickel is very positive and this company is well positioned being highly levered to nickel.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$48.530
Owned
No
BUY
BUY
August 24, 2005
Although she doesn't own any at present, the oil services is a good sector. Just reported good earnings, particularily strong on the US side.
Although she doesn't own any at present, the oil services is a good sector. Just reported good earnings, particularily strong on the US side.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$34.420
Owned
No
BUY
BUY
August 24, 2005
Although she doesn't own any at present, the oil services is a good sector. This one is up because of trust conversions, etc. A very well run company and will continue to benefit from higher oil prices.
Although she doesn't own any at present, the oil services is a good sector. This one is up because of trust conversions, etc. A very well run company and will continue to benefit from higher oil prices.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$53.390
Owned
No
DON'T BUY
DON'T BUY
August 24, 2005
Expensive here. Trading at fairly high multiples for a cyclical company. Well run and diversified.
Expensive here. Trading at fairly high multiples for a cyclical company. Well run and diversified.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$129.580
Owned
No
BUY
BUY
August 24, 2005
A fine company. With restructuring of Noranda (NIF.UN-T) and Brascan (BNN.LV.A-T) selling its 20%, it's well positioned. It's come off because there was an expectation that the whole company might be taken out. Prefers Inco (N-T) because of Voiseys Bay and the Goreau projects.
Falconbridge Ltd (FAL-T)
August 24, 2005
A fine company. With restructuring of Noranda (NIF.UN-T) and Brascan (BNN.LV.A-T) selling its 20%, it's well positioned. It's come off because there was an expectation that the whole company might be taken out. Prefers Inco (N-T) because of Voiseys Bay and the Goreau projects.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$27.410
Owned
No
BUY
BUY
August 24, 2005
A very balance energy company with very strong refinery and gasoline operations. Has lagged other companies, but if oil pries drop, it will outperform those others.
Imperial Oil (IMO-T)
August 24, 2005
A very balance energy company with very strong refinery and gasoline operations. Has lagged other companies, but if oil pries drop, it will outperform those others.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$113.700
Owned
Unknown
TOP PICK
TOP PICK
August 24, 2005
Likes that they have leading brand names and diverisified geographically. The Gillette acquisition will be very positive. Not expensive relative to its 11/12% organic growth rate.
Procter & Gamble (PG-N)
August 24, 2005
Likes that they have leading brand names and diverisified geographically. The Gillette acquisition will be very positive. Not expensive relative to its 11/12% organic growth rate.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$54.620
Owned
Yes