Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 25, 2005
On his radar screen and is one he is potentially thinking of owning. Torn by the fact that they are the biggest and probably the best software company, but they are so big that to show any incremental growth they either have to make a major acquisition or come out with a great new product. Valuation has become far more attractive.
Microsoft (MSFT-Q)
October 25, 2005
On his radar screen and is one he is potentially thinking of owning. Torn by the fact that they are the biggest and probably the best software company, but they are so big that to show any incremental growth they either have to make a major acquisition or come out with a great new product. Valuation has become far more attractive.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$25.030
Owned
No
HOLD
HOLD
October 25, 2005
Has been a great stock to be in. There has been a bit of a slowdown in demand for metalurgical coal from Japanese companies and some resistance to price. Reported disappointing earnings.
Has been a great stock to be in. There has been a bit of a slowdown in demand for metalurgical coal from Japanese companies and some resistance to price. Reported disappointing earnings.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$41.750
Owned
Unknown
TOP PICK
TOP PICK
October 25, 2005
In the process of buying Ivax which will make them the world's largest generic drug manufacturer. They have the best pipeline of drugs coming on. Have everything going for them.
In the process of buying Ivax which will make them the world's largest generic drug manufacturer. They have the best pipeline of drugs coming on. Have everything going for them.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$38.470
Owned
Yes
TOP PICK
TOP PICK
October 25, 2005
Yielding about 5.7%. Feels they will get some growth from Allstream. Potential takeover of them or by them. The stock was hurt recently because they're the long distance carrier for Rogers (RCI.NV.B-T) which most bought Callnet and are switching everything over to them. A very low marging business and feels the market vastly over reacted to it.
Yielding about 5.7%. Feels they will get some growth from Allstream. Potential takeover of them or by them. The stock was hurt recently because they're the long distance carrier for Rogers (RCI.NV.B-T) which most bought Callnet and are switching everything over to them. A very low marging business and feels the market vastly over reacted to it.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$45.100
Owned
Yes
TOP PICK
TOP PICK
October 25, 2005
The largest long term care provider in the US and is the best run. Also diversifying into new areas such as hostices. Have good earnings momentum behind them.
Manor Care (HCR-N)
October 25, 2005
The largest long term care provider in the US and is the best run. Also diversifying into new areas such as hostices. Have good earnings momentum behind them.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$37.500
Owned
Yes
BUY
BUY
October 25, 2005
The drop in oils has created a bit of a buying opportunity. This one is the cheapest of the integrateds. The big knock on it is that it's conventional oil/gas production in Alberta is dropping, but it should have a lot of growth coming in the next couple of years from its oil sands project.
Petro-Canada (PCA-T)
October 25, 2005
The drop in oils has created a bit of a buying opportunity. This one is the cheapest of the integrateds. The big knock on it is that it's conventional oil/gas production in Alberta is dropping, but it should have a lot of growth coming in the next couple of years from its oil sands project.
John Sinkins, CFA
Senior Portfolio Manager, Sentry Select Capital Corp
Price
$41.390
Owned
Yes
TOP PICK
TOP PICK
October 25, 2005
Aluminum prices are going to move up, it looks like $0.90 to $1 next year. A lot of their energy costs are on long term fixed contracts. It is also possible that there may be a lightening of energy prices as well. The high energy costs and the management changes have put a lot of pressure on the stock which has created a buying opportunity.
Alcan Aluminum (AL-T)
October 25, 2005
Aluminum prices are going to move up, it looks like $0.90 to $1 next year. A lot of their energy costs are on long term fixed contracts. It is also possible that there may be a lightening of energy prices as well. The high energy costs and the management changes have put a lot of pressure on the stock which has created a buying opportunity.
John Sinkins, CFA
Senior Portfolio Manager, Sentry Select Capital Corp
Price
$37.380
Owned
Yes