Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 16, 2005
Had a rough year. Nvidia (NVDA-Q) has basically run away with the market. Back on track with their new products. Shouldn't lose any more market share and have cleared their inventory problems. This is an industry that goes through these kinds of rotation between companies. Fairly risky, volatile business. Well positioned for the next 3/4 months.
ATI Technologies (ATY-T)
November 16, 2005
Had a rough year. Nvidia (NVDA-Q) has basically run away with the market. Back on track with their new products. Shouldn't lose any more market share and have cleared their inventory problems. This is an industry that goes through these kinds of rotation between companies. Fairly risky, volatile business. Well positioned for the next 3/4 months.
Ian Ainsworth
Vice President, Investments, MacKenzie Financial Corp.
Price
$19.450
Owned
Yes
WEAK BUY
WEAK BUY
November 16, 2005
Along with the large technology companies has a problem in growth. When you are as big as they are it's hard to generate revenue growth.90% of their business is PC's effectively. The stock trades at 18 X earnings which is pretty nice. Has a 2% yield. Prefers companies that are smaller in size, but have the growth potential.
Intel (INTC-Q)
November 16, 2005
Along with the large technology companies has a problem in growth. When you are as big as they are it's hard to generate revenue growth.90% of their business is PC's effectively. The stock trades at 18 X earnings which is pretty nice. Has a 2% yield. Prefers companies that are smaller in size, but have the growth potential.
Ian Ainsworth
Vice President, Investments, MacKenzie Financial Corp.
Price
$24.870
Owned
Unknown
WATCH
WATCH
November 16, 2005
Canada's best example in terms of technology in water filtration treatment. Have 70% of the golbal membrane business. COsts are coming down dramatically and membrane technology is gaining market share. The trouble with Zenon is that it's missed quarters and the market is sceotical of management's ability. Needs some good quarters.
Zenon Environmental (ZEN-T)
November 16, 2005
Canada's best example in terms of technology in water filtration treatment. Have 70% of the golbal membrane business. COsts are coming down dramatically and membrane technology is gaining market share. The trouble with Zenon is that it's missed quarters and the market is sceotical of management's ability. Needs some good quarters.
Ian Ainsworth
Vice President, Investments, MacKenzie Financial Corp.
Price
$21.200
Owned
Yes
BUY
BUY
November 16, 2005
Basically an outsource play on software. Indian software market has been phenominally powerful. The model is very attractive. There's a long term book opportunity for them.
Basically an outsource play on software. Indian software market has been phenominally powerful. The model is very attractive. There's a long term book opportunity for them.
Ian Ainsworth
Vice President, Investments, MacKenzie Financial Corp.
Price
$47.570
Owned
Yes
BUY
BUY
November 16, 2005
No certain outcome for their legal situation at this time. The judge has indicated that he wants to get it resolved quickly. A lot of political pressure being placed. He feels there will be a settlement that RIM can handle and they will move on. Competition could be coming as well. You can have as a small portion of your portfolio.
BlackBerry (BB-T)
November 16, 2005
No certain outcome for their legal situation at this time. The judge has indicated that he wants to get it resolved quickly. A lot of political pressure being placed. He feels there will be a settlement that RIM can handle and they will move on. Competition could be coming as well. You can have as a small portion of your portfolio.
Ian Ainsworth
Vice President, Investments, MacKenzie Financial Corp.
Price
$77.030
Owned
Yes
WEAK BUY
WEAK BUY
November 16, 2005
Has turned the corner in regards to stability in its business, but still suffering. Starting to see a little bit of sales growth. Expects cost cutting to take place resulting in higher margins over the next couple of years. The risk is their exposure to growth markets. Would be a trader within its range.
Nortel (NT-T)
November 16, 2005
Has turned the corner in regards to stability in its business, but still suffering. Starting to see a little bit of sales growth. Expects cost cutting to take place resulting in higher margins over the next couple of years. The risk is their exposure to growth markets. Would be a trader within its range.
Ian Ainsworth
Vice President, Investments, MacKenzie Financial Corp.
Price
$3.590
Owned
Yes
BUY
BUY
November 16, 2005
They're a shareholder and feels they will be adding to the stock at this price. You have to look out to next year and their order rates. Its end markets are just not growing. Would like to see some new customers come in. Expect in the next year they will start to see some better order numbers. Cheap.
Celestica Inc (CLS-T)
November 16, 2005
They're a shareholder and feels they will be adding to the stock at this price. You have to look out to next year and their order rates. Its end markets are just not growing. Would like to see some new customers come in. Expect in the next year they will start to see some better order numbers. Cheap.
Ian Ainsworth
Vice President, Investments, MacKenzie Financial Corp.
Price
$11.210
Owned
Yes