Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 7, 2006
50% oil and 50% gas. One of the largest trusts. Does about 100,000 barrels a day in production. Trades at a discount to its peers. Have a lot of undeveloped acreage which has potential for CO2 flooding, a new technology which could boost reserves.
50% oil and 50% gas. One of the largest trusts. Does about 100,000 barrels a day in production. Trades at a discount to its peers. Have a lot of undeveloped acreage which has potential for CO2 flooding, a new technology which could boost reserves.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$41.500
Owned
Yes
DON'T BUY
DON'T BUY
April 7, 2006
Just went public at $10. You won't hurt yourself by buying this one, but wouldn't buy at this price. There is a lot of exposure to Zellers and not sure where that store fits into the Canadian retail landscape over in the next 5 years. Buy Northern Property (NPR.UN-T) instead as it is a safer alternative with better properties in areas that have higher growth.
Just went public at $10. You won't hurt yourself by buying this one, but wouldn't buy at this price. There is a lot of exposure to Zellers and not sure where that store fits into the Canadian retail landscape over in the next 5 years. Buy Northern Property (NPR.UN-T) instead as it is a safer alternative with better properties in areas that have higher growth.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$11.330
Owned
No
BUY
BUY
April 7, 2006
Raised some money to buy a power plant from their parent. It is S1 rated which means that it is one of the most stable trusts. Yield is about 7%. Won't make a lot of money on it, but it is stable.
Raised some money to buy a power plant from their parent. It is S1 rated which means that it is one of the most stable trusts. Yield is about 7%. Won't make a lot of money on it, but it is stable.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$33.300
Owned
Unknown
DON'T BUY
DON'T BUY
April 7, 2006
One of his favourite trusts. Trading near its all-time highs. Valuation is higher than the rest of the group, but is warranted because of its great track record and management team. Fairly valued and upside is probably limited.
One of his favourite trusts. Trading near its all-time highs. Valuation is higher than the rest of the group, but is warranted because of its great track record and management team. Fairly valued and upside is probably limited.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$36.500
Owned
Yes
DON'T BUY
DON'T BUY
April 7, 2006
In a tough business of processing fruit. High packaging costs and high transportation costs. Hard to pass on higher costs.
In a tough business of processing fruit. High packaging costs and high transportation costs. Hard to pass on higher costs.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$8.620
Owned
No
BUY
BUY
April 7, 2006
Fell in price over the last 2 weeks because of less volume in coal shipments next year from Fording (FDG.UN-T). Not a major concern. Good price.
Fell in price over the last 2 weeks because of less volume in coal shipments next year from Fording (FDG.UN-T). Not a major concern. Good price.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$11.450
Owned
Yes
BUY
BUY
April 7, 2006
Likes this one.
Likes this one.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$24.310
Owned
Yes