Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
November 15, 2005
Has ahd a very good move in the last couple of months with fairly good announcements and the stock has had a step up in terms of valuation. Wouldn't chase it here, but would wait for a little bit of weakness in the price.
Has ahd a very good move in the last couple of months with fairly good announcements and the stock has had a step up in terms of valuation. Wouldn't chase it here, but would wait for a little bit of weakness in the price.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$31.870
Owned
No
DON'T BUY
DON'T BUY
November 15, 2005
Struggling for growth in the technology space in the US. Very difficult for it to maintain the margins that it had, Would prefer Cisco (CSCO-Q)which is trading at a fairly attractive valuation.
IBM (IBM-N)
November 15, 2005
Struggling for growth in the technology space in the US. Very difficult for it to maintain the margins that it had, Would prefer Cisco (CSCO-Q)which is trading at a fairly attractive valuation.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$85.530
Owned
No
BUY
BUY
November 15, 2005
Trading at a fairly attractive valuation. Well positioned in its market and has a lot more upside.
Cisco (CSCO-Q)
November 15, 2005
Trading at a fairly attractive valuation. Well positioned in its market and has a lot more upside.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$17.270
Owned
Yes
BUY
BUY
November 15, 2005
The international oils have all been under significant pressure over the last while. It's due to a couple of things. 1) The international risk, although this company has done fairly well there and 2) the leverage to oil price. If you think the oil will move up again, it will be a good one to own.
Niko Resources (NKO-T)
November 15, 2005
The international oils have all been under significant pressure over the last while. It's due to a couple of things. 1) The international risk, although this company has done fairly well there and 2) the leverage to oil price. If you think the oil will move up again, it will be a good one to own.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$40.650
Owned
No
DON'T BUY
DON'T BUY
November 15, 2005
The aluminum commodity looks fairly strong here and inventories have been shrinking. Have seen very good price performance from the underlying metal. Had a good quarter, but before buying would like to see another quarter from them.
Alcan Aluminum (AL-T)
November 15, 2005
The aluminum commodity looks fairly strong here and inventories have been shrinking. Have seen very good price performance from the underlying metal. Had a good quarter, but before buying would like to see another quarter from them.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$41.500
Owned
No
TOP PICK
TOP PICK
November 15, 2005
Has been a great solid story for him. Delivering great front store sales. Same store sales growth has been 5 to 5.5%. Margins have been improving. It's hard to find good growth names in the Canadian market. You can be fairly sure that management will continue to execute.
Has been a great solid story for him. Delivering great front store sales. Same store sales growth has been 5 to 5.5%. Margins have been improving. It's hard to find good growth names in the Canadian market. You can be fairly sure that management will continue to execute.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$40.260
Owned
Yes
BUY
BUY
November 15, 2005
Its 3 to 5 year horizon is probably going to be higher just from the fact of continue growth through the oil sands.
Suncor Energy Inc (SU-T)
November 15, 2005
Its 3 to 5 year horizon is probably going to be higher just from the fact of continue growth through the oil sands.
Mark Jackson, CFA
President and Chief Investment Officer, Aegon Capital Management Inc.
Price
$63.490
Owned
No