Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 24, 2005
Has come off sharply because the price of aluminum has lagged other metals commodities. Finally starting to realize some of the cost synergies. Cheap at under 10 X next year's earnings.
Alcan Aluminum (AL-T)
August 24, 2005
Has come off sharply because the price of aluminum has lagged other metals commodities. Finally starting to realize some of the cost synergies. Cheap at under 10 X next year's earnings.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$40.250
Owned
Yes
DON'T BUY
DON'T BUY
August 24, 2005
Stock has done well and the assets have done well, with lower interest rates primarily driving the value with occupancies relatively benign. Sees the whole group in a peak valuation and would stay clear. He has no real estate holdings.
Stock has done well and the assets have done well, with lower interest rates primarily driving the value with occupancies relatively benign. Sees the whole group in a peak valuation and would stay clear. He has no real estate holdings.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$33.740
Owned
No
DON'T BUY
DON'T BUY
August 24, 2005
Has had a great run, primarily on the US acquisition. Last numbers were pretty good. Margins were a little lower than expected on the gasoline business. Primarily an acquisition story. They've got to a size now where they need a meaningful acquisition, but there doesn't appear to be a target out there. Trades at 18 X earnings which is a little rich on an operating basis.
Has had a great run, primarily on the US acquisition. Last numbers were pretty good. Margins were a little lower than expected on the gasoline business. Primarily an acquisition story. They've got to a size now where they need a meaningful acquisition, but there doesn't appear to be a target out there. Trades at 18 X earnings which is a little rich on an operating basis.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$21.330
Owned
No
TOP PICK
TOP PICK
August 24, 2005
Recent symbol resulting from Sprint acquiring Nextel. Has a small local exchange which will be spun out making it 100% pure wireless. Attractive valuation. Rising free cash flows.
Sprint Nextel (S-N)
August 24, 2005
Recent symbol resulting from Sprint acquiring Nextel. Has a small local exchange which will be spun out making it 100% pure wireless. Attractive valuation. Rising free cash flows.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$25.960
Owned
Yes
BUY
BUY
August 24, 2005
A good operator. A long history of consolidating history. Increasing profitability.
A good operator. A long history of consolidating history. Increasing profitability.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$29.050
Owned
No
DON'T BUY
DON'T BUY
August 24, 2005
In the major pharmaceutical companies you see low multiple stocks yielding 4/5% and it may look like a good bet. Use caution as it is a risky bet. Revenues over the last couple of years have been under pressure. On this one, about 3/4 of their earnings is being paid out in dividends.
In the major pharmaceutical companies you see low multiple stocks yielding 4/5% and it may look like a good bet. Use caution as it is a risky bet. Revenues over the last couple of years have been under pressure. On this one, about 3/4 of their earnings is being paid out in dividends.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$24.260
Owned
No
BUY
BUY
August 24, 2005
The outlook is high single digit earnings growth over the cycle with nice dividends. Has been impacted because of the integration of their credit card acquisition and people are worried about it. Approaching 5% yield which is very attractive. This is his 1st choice with Citigroup (C-N) being his second.
Bank of America (BAC-N)
August 24, 2005
The outlook is high single digit earnings growth over the cycle with nice dividends. Has been impacted because of the integration of their credit card acquisition and people are worried about it. Approaching 5% yield which is very attractive. This is his 1st choice with Citigroup (C-N) being his second.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$42.910
Owned
No