Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
August 29, 2005
On a valuation basis still trades at a discount. Distributions should increase. Yield is very attractive. Reduce your weighting when it reaches $15. Likes this company.
On a valuation basis still trades at a discount. Distributions should increase. Yield is very attractive. Reduce your weighting when it reaches $15. Likes this company.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$13.980
Owned
Yes
DON'T BUY
DON'T BUY
August 29, 2005
Has some issues. There are other growth stocks you should buy instead. Trading at asset value.
Canbior Inc (CBJ-T)
August 29, 2005
Has some issues. There are other growth stocks you should buy instead. Trading at asset value.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$2.270
Owned
No
DON'T BUY
DON'T BUY
August 29, 2005
Doesn't follow this one closely. Very large reserve base. Some question about whether they can get their gas to market. Had put themselves up for sale, but there were no buyers. Difficult to do a valuation on the company as you don't know what the cash generation is going to be.
Doesn't follow this one closely. Very large reserve base. Some question about whether they can get their gas to market. Had put themselves up for sale, but there were no buyers. Difficult to do a valuation on the company as you don't know what the cash generation is going to be.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$9.750
Owned
No
HOLD
HOLD
August 29, 2005
Had an incredible quarter and is a cheap stock. Great growth rate.
Had an incredible quarter and is a cheap stock. Great growth rate.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$18.290
Owned
No
HOLD
HOLD
August 29, 2005
Banks are overpriced and there are better opportunities elsewhere, so he wouldn't buy, but for the individual investor they are good stocks to own.
Banks are overpriced and there are better opportunities elsewhere, so he wouldn't buy, but for the individual investor they are good stocks to own.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$69.970
Owned
No
SELL
SELL
August 29, 2005
Serious financial trouble and financial issues. Terrible balance sheet. Very bad exposure to the Cdn$. Newsprint consumption is in a decline.
Serious financial trouble and financial issues. Terrible balance sheet. Very bad exposure to the Cdn$. Newsprint consumption is in a decline.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$5.110
Owned
No
STRONG BUY
STRONG BUY
August 29, 2005
Zinc and copper. Fully integrated, i.e. they refine, smelt and mine. Good exploration. Stock is trading at 2/3 of its net asset value and 3.5 X free cash flow. Have a new mine in New York state that they are wondering if they should bring on or not and this is not priced in the stock and would add $0.50 to the stock.
Zinc and copper. Fully integrated, i.e. they refine, smelt and mine. Good exploration. Stock is trading at 2/3 of its net asset value and 3.5 X free cash flow. Have a new mine in New York state that they are wondering if they should bring on or not and this is not priced in the stock and would add $0.50 to the stock.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$3.300
Owned
Yes