Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 27, 2006
Manufacturer of private label dry-blend food products. Has serious concerns. Have yet to achieve their targets. The high Canadian$, high material costs and intense national competition have continued to hurt them.
Manufacturer of private label dry-blend food products. Has serious concerns. Have yet to achieve their targets. The high Canadian$, high material costs and intense national competition have continued to hurt them.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$2.690
Owned
No
BUY WEAKNESS
BUY WEAKNESS
January 27, 2006
A high-quality income trust. Fairly healthy growth. You get about 10/12% total return which includes growth plus distributions.
Aimia (AIM-T)
January 27, 2006
A high-quality income trust. Fairly healthy growth. You get about 10/12% total return which includes growth plus distributions.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$12.750
Owned
Yes
HOLD
HOLD
January 27, 2006
A very solidly run trust. Has made good acquisitions and optimised the margins. The last acquisition would generate 4/5% increase in distributions.
Yellow Media Inc (Y-T)
January 27, 2006
A very solidly run trust. Has made good acquisitions and optimised the margins. The last acquisition would generate 4/5% increase in distributions.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$16.500
Owned
Yes
HOLD
HOLD
January 27, 2006
The largest contract driller in Canada, operating more than 400 rigs. Drilling activity in western Canada will be very intense. Rates are up to 10% higher than last year. If you don't own, try to buy at a lower price.
Precision Drilling (PD-T)
January 27, 2006
The largest contract driller in Canada, operating more than 400 rigs. Drilling activity in western Canada will be very intense. Rates are up to 10% higher than last year. If you don't own, try to buy at a lower price.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$38.500
Owned
Yes
HOLD
HOLD
January 27, 2006
The world's largest producer of calcine petroleum coke. The pricing for their commodity is quite strong because of the limited supply. Have generated good margins. The good news is built into the stock now.
The world's largest producer of calcine petroleum coke. The pricing for their commodity is quite strong because of the limited supply. Have generated good margins. The good news is built into the stock now.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$10.770
Owned
Yes
DON'T BUY
DON'T BUY
January 27, 2006
Sold 2% of their production on an odd lot arrangement. Allows the company to capitalise on the possible upside of others drilling on their land without committing capital. Outlook for natural gas is weaker now and they are at the upper end of operating costs.
Sold 2% of their production on an odd lot arrangement. Allows the company to capitalise on the possible upside of others drilling on their land without committing capital. Outlook for natural gas is weaker now and they are at the upper end of operating costs.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$23.240
Owned
No
WATCH
WATCH
January 27, 2006
They have a business model that continues to diversify. Its core business was propane but in recent years have made acquisitions not related to the original business. Have some operational issues which management is addressing.
Superior Plus Corp (SPB-T)
January 27, 2006
They have a business model that continues to diversify. Its core business was propane but in recent years have made acquisitions not related to the original business. Have some operational issues which management is addressing.
James Leung
Assistant Vice President of Investments, MacKenzie Financial
Price
$23.660
Owned
Yes