Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
November 11, 2005
An energy service company that cleans up waste. A boon to the service sector. Not inexpensive, so buy on the dips. A low 4% yield because they have a growth profile which is in the high single digits.
CCS Income Trust (CCR.UN-T)
November 11, 2005
An energy service company that cleans up waste. A boon to the service sector. Not inexpensive, so buy on the dips. A low 4% yield because they have a growth profile which is in the high single digits.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$32.410
Owned
Yes
DON'T BUY
DON'T BUY
November 11, 2005
The major supplier of printed cheques to the chartered banks. Cheque usage has been in decline. Have a lot of cost efficiencies. Has had some earnings revisions downwards.
DH Corporation (DH-T)
November 11, 2005
The major supplier of printed cheques to the chartered banks. Cheque usage has been in decline. Have a lot of cost efficiencies. Has had some earnings revisions downwards.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$18.290
Owned
No
COMMENT
COMMENT
November 11, 2005
Have been hearing about a re-organization to a royalty trust, but doesn't believe this will result in any tax savings for unit holders.
Have been hearing about a re-organization to a royalty trust, but doesn't believe this will result in any tax savings for unit holders.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$41.300
Owned
Unknown
TOP PICK
TOP PICK
November 11, 2005
Have a laboratory blood and urine testing section in Ontario as well as a medical imaging business in 5 provinces. One of Canada's best health care companies. Expects the Ontario government will be giving approval for an increase in fees.
CML Healthcare (CLC-T)
November 11, 2005
Have a laboratory blood and urine testing section in Ontario as well as a medical imaging business in 5 provinces. One of Canada's best health care companies. Expects the Ontario government will be giving approval for an increase in fees.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$13.030
Owned
Yes
WEAK BUY
WEAK BUY
November 11, 2005
Merging with Acclaim (AE.UN-T) in January as well as applying for a listing on the NYSE. There will also be a seperate exploration company formed which will be run by Starpoint management. His concern would be on the slightly shorter reserve life.
Merging with Acclaim (AE.UN-T) in January as well as applying for a listing on the NYSE. There will also be a seperate exploration company formed which will be run by Starpoint management. His concern would be on the slightly shorter reserve life.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$20.540
Owned
No
WEAK BUY
WEAK BUY
November 11, 2005
He just recapped the earnings announcement made earlier in the week. Felt they had benefited from higher commodity prices, but mitigating this was their higher operating costs as well as some processing bottle necks that they experienced. Have 4.5 million acres of undeveloped land which they will farm out.
Obsidian Energy (OBE-T)
November 11, 2005
He just recapped the earnings announcement made earlier in the week. Felt they had benefited from higher commodity prices, but mitigating this was their higher operating costs as well as some processing bottle necks that they experienced. Have 4.5 million acres of undeveloped land which they will farm out.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$32.400
Owned
No
DON'T BUY
DON'T BUY
November 11, 2005
A very fragmented market with a lot of smaller players. A discretionary fund which they are not interested in.
A very fragmented market with a lot of smaller players. A discretionary fund which they are not interested in.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$10.290
Owned
No