Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
April 7, 2006
A trucking trust. Very economically sensitive. Prefers TransForce Income Fund (TIF.UN-T), ATS Andlauer Income Fund (ATS.UN-T) and Clarke Inc (CKI-T). A good hold here, but on any rally, would transfer to one of the above.
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A trucking trust. Very economically sensitive. Prefers TransForce Income Fund (TIF.UN-T), ATS Andlauer Income Fund (ATS.UN-T) and Clarke Inc (CKI-T). A good hold here, but on any rally, would transfer to one of the above.
TOP PICK
TOP PICK
April 7, 2006
Shoe stores. An excellent growth story. Can see 50% upside in the share price. They have incredible margins. Low-cost operation.
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Shoe stores. An excellent growth story. Can see 50% upside in the share price. They have incredible margins. Low-cost operation.
BUY
BUY
April 7, 2006
A very well managed trust with good underlying assets. They are right on the cusp in terms of payout ratio, capital efficiency and sustainability of their distribution. A great buy.
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A very well managed trust with good underlying assets. They are right on the cusp in terms of payout ratio, capital efficiency and sustainability of their distribution. A great buy.
SELL
SELL
April 7, 2006
This was grossly overpriced. They then lost a major customer and took a big hit. May not have the highly stable cash flow that everybody thought so there has been a lot of institutional selling and hedge fund shorting.
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This was grossly overpriced. They then lost a major customer and took a big hit. May not have the highly stable cash flow that everybody thought so there has been a lot of institutional selling and hedge fund shorting.
SELL
SELL
April 7, 2006
Brewer in the lower end pricing. They have performed exceptionally well. Very well managed business, but from where it is trading here he would be a seller. Competition is growing.
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Brewer in the lower end pricing. They have performed exceptionally well. Very well managed business, but from where it is trading here he would be a seller. Competition is growing.
TOP PICK
TOP PICK
April 7, 2006
A trucking business. Have shown tremendous growth and has a lot ahead of it. Expect it has a huge upside. Expect them to grow their distribution substantially (50%) over the next two years.
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A trucking business. Have shown tremendous growth and has a lot ahead of it. Expect it has a huge upside. Expect them to grow their distribution substantially (50%) over the next two years.
BUY WEAKNESS
BUY WEAKNESS
April 7, 2006
As bonds rally, yields go down which will put pressure on REITs. Foreign investors are becoming attracted to Canadian real estate which seem to keep the prices high. To buy, look for days when they moved down sharply.
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As bonds rally, yields go down which will put pressure on REITs. Foreign investors are becoming attracted to Canadian real estate which seem to keep the prices high. To buy, look for days when they moved down sharply.