Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 7, 2006
(A Top Pick Dec 23/05. Up 21%.) The easy money has been made on this one. Probably fully valued now.
(A Top Pick Dec 23/05. Up 21%.) The easy money has been made on this one. Probably fully valued now.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$27.400
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 7, 2006
(A Top Pick Dec 23/05. Up 7.5%.) Provides structural products for roads, sewers and bridges. Governments are spending more on infrastructure. Just made an acquisition in Alberta where construction will be increasing.
(A Top Pick Dec 23/05. Up 7.5%.) Provides structural products for roads, sewers and bridges. Governments are spending more on infrastructure. Just made an acquisition in Alberta where construction will be increasing.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$18.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 7, 2006
(A Top Pick Dec 23/05. Down in 11.5%.) One of the gassier names and dropped with the price of gas. A quality name and would add more on weakness.
(A Top Pick Dec 23/05. Down in 11.5%.) One of the gassier names and dropped with the price of gas. A quality name and would add more on weakness.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$14.610
Owned
Yes
DON'T BUY
DON'T BUY
April 7, 2006
Because it is in the index, some of his funds have to include this. Sold his active positions. Feels the high price of coal is behind us now. Expecting higher freight costs.
Because it is in the index, some of his funds have to include this. Sold his active positions. Feels the high price of coal is behind us now. Expecting higher freight costs.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$41.650
Owned
Yes
DON'T BUY
DON'T BUY
April 7, 2006
Not too enthused with a lot of their properties. They are not the highest quality or highest quality tenants. Management has recently been on the news about questionable practices.
Not too enthused with a lot of their properties. They are not the highest quality or highest quality tenants. Management has recently been on the news about questionable practices.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$2.590
Owned
No
SELL
SELL
April 7, 2006
Essentially acts as a source of capital for companies they own so can't see a lot of synergies. Also can't see any succession plan in the individual companies.
Essentially acts as a source of capital for companies they own so can't see a lot of synergies. Also can't see any succession plan in the individual companies.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$22.870
Owned
No
DON'T BUY
DON'T BUY
April 7, 2006
Share price has been almost cut in half. Propane business has slowed. Acquired businesses in other areas that are not as high quality. Payout ratio is now 100%. No catalyst to make it go up in the near term.
Share price has been almost cut in half. Propane business has slowed. Acquired businesses in other areas that are not as high quality. Payout ratio is now 100%. No catalyst to make it go up in the near term.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$16.660
Owned
Yes