Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 24, 2005
The outlook is high single digit earnings growth over the cycle with nice dividends. 1st choice would be Bank of America (BAC-N) with Citigroup being second.
CitiGroup (C-N)
August 24, 2005
The outlook is high single digit earnings growth over the cycle with nice dividends. 1st choice would be Bank of America (BAC-N) with Citigroup being second.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$43.050
Owned
No
TOP PICK
TOP PICK
August 24, 2005
A mid size health insurance company and it's all about cost containment. Premiums should be growing faster than costs. Have been able to react when costs have been rising. Trades around 14 X's and growing about the same pace. Had pulled back recently due to an acquisition they had done.
A mid size health insurance company and it's all about cost containment. Premiums should be growing faster than costs. Have been able to react when costs have been rising. Trades around 14 X's and growing about the same pace. Had pulled back recently due to an acquisition they had done.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$75.910
Owned
Yes
DON'T BUY
DON'T BUY
August 24, 2005
Doesn't know what to make on the big auto companies. If unions roll back on some of their demands at General Motors (GM-N) you could see the same thing happening at this company. The industry is under siege. They're losing shares to the Japanese all the time.
Ford Motor (F-N)
August 24, 2005
Doesn't know what to make on the big auto companies. If unions roll back on some of their demands at General Motors (GM-N) you could see the same thing happening at this company. The industry is under siege. They're losing shares to the Japanese all the time.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$9.920
Owned
No
HOLD
HOLD
August 24, 2005
Has done very well over the last few years. Great operator. Great asset.
Power Corp (POW-T)
August 24, 2005
Has done very well over the last few years. Great operator. Great asset.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$32.000
Owned
Yes
TOP PICK
TOP PICK
August 24, 2005
Doing a great job of reformatting their stores in what they call a 20/20 concept which is basically getting more square footage. Same store sales of 3% to 4%. Has done a good job in the financial services area. Thinks they can grow earnings 12/15% over the next 5 years.
Doing a great job of reformatting their stores in what they call a 20/20 concept which is basically getting more square footage. Same store sales of 3% to 4%. Has done a good job in the financial services area. Thinks they can grow earnings 12/15% over the next 5 years.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$60.800
Owned
Yes
SELL
SELL
August 24, 2005
A great company and has been a great performer. The most recent quarters has seen some margin pressures. Stronger competition.
A great company and has been a great performer. The most recent quarters has seen some margin pressures. Stronger competition.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$69.610
Owned
No
WEAK BUY
WEAK BUY
August 24, 2005
At this point it looks attractive. Could see it at $5 12 months out. Highly volatile industry.
Nortel (NT-T)
August 24, 2005
At this point it looks attractive. Could see it at $5 12 months out. Highly volatile industry.
Danny Tomka
Portfolio Manager, MFC Global Investment Management
Price
$3.710
Owned
Yes