Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
November 15, 2005
Still thinks there's potential. Payout ratio is about 170% which cannot be sustained without a cut. Also had a one time charge of $2 million which would have left the payout ratio at 128% which is still too high. Have enough to sustain distributions for one or two quarters and hopefully improve their margins.
Still thinks there's potential. Payout ratio is about 170% which cannot be sustained without a cut. Also had a one time charge of $2 million which would have left the payout ratio at 128% which is still too high. Have enough to sustain distributions for one or two quarters and hopefully improve their margins.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$3.310
Owned
Yes
WEAK BUY
WEAK BUY
November 15, 2005
Have $5 US cash and this could be turned back in the form of a dividend or stock buy back. Will probably use some of it for exploration. All the big oil companies have a lot of cash on hand now. Would rather look to something like Encana (ECA-T) which has more leverage to gas.
Exxon Mobil (XOM-N)
November 15, 2005
Have $5 US cash and this could be turned back in the form of a dividend or stock buy back. Will probably use some of it for exploration. All the big oil companies have a lot of cash on hand now. Would rather look to something like Encana (ECA-T) which has more leverage to gas.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$56.430
Owned
No
TOP PICK
TOP PICK
November 15, 2005
Likes the company on its own, but it's also being in the midst of a takover. Really likes the Inco (N-T) Falconbridge combination in terms of cost savings. Creates a fairly large Canadian nickel producer which could be a potential take out target. Also thinks there's potential upside in commodity price.
Falconbridge Ltd (FAL-T)
November 15, 2005
Likes the company on its own, but it's also being in the midst of a takover. Really likes the Inco (N-T) Falconbridge combination in terms of cost savings. Creates a fairly large Canadian nickel producer which could be a potential take out target. Also thinks there's potential upside in commodity price.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$35.450
Owned
Yes
DON'T BUY
DON'T BUY
November 15, 2005
Q: What is the potential for them in India? A: They have been in that market for some time already, so you are not going to see additional marginal growth. There are better ways to get exposure on a China/India play.
Coca-Cola Company (KO-N)
November 15, 2005
Q: What is the potential for them in India? A: They have been in that market for some time already, so you are not going to see additional marginal growth. There are better ways to get exposure on a China/India play.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$42.460
Owned
No
WEAK BUY
WEAK BUY
November 15, 2005
Not a gold bug. Likes some golds here. From a macro perspective he is looking at inflation being a little bit more of a problem going forward, so this might be a good time to own some gold. This company is OK, but he would prefer Goldcorp (G-T).
Glamis Gold (GLG-T-X)
November 15, 2005
Not a gold bug. Likes some golds here. From a macro perspective he is looking at inflation being a little bit more of a problem going forward, so this might be a good time to own some gold. This company is OK, but he would prefer Goldcorp (G-T).
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$25.870
Owned
No
TOP PICK
TOP PICK
November 15, 2005
There is still opportunities for them to grow. Has strong US expansion opportunities. Has best year over year growth going forward. Looking at 15% (including dividend?) over the next year.
Toronto Dominion (TD-T)
November 15, 2005
There is still opportunities for them to grow. Has strong US expansion opportunities. Has best year over year growth going forward. Looking at 15% (including dividend?) over the next year.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$58.090
Owned
Yes
SELL
SELL
November 15, 2005
Not a fan of the property/casualty business because it's very cyclical and a very competitive market place where margins can get squeezed very quickly. They are probably at their best profitability that they've seen for some time and it's likely to turn down.
Intact Financial (IFC-T)
November 15, 2005
Not a fan of the property/casualty business because it's very cyclical and a very competitive market place where margins can get squeezed very quickly. They are probably at their best profitability that they've seen for some time and it's likely to turn down.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$45.150
Owned
No