Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 11, 2006
The communications chip manufacturer. Have a terrible financial history. They are in a pretty good position now with the HDTV roll out but you have to be careful with them. If you own, take some money off the table before they drop again.
Broadcom Corp. (BRCM-Q)
April 11, 2006
The communications chip manufacturer. Have a terrible financial history. They are in a pretty good position now with the HDTV roll out but you have to be careful with them. If you own, take some money off the table before they drop again.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$43.550
Owned
No
BUY
BUY
April 11, 2006
A semiconductor manufacturing company. They dominate in the analog sector. A great market which is very fragmented. A great balance sheet. Good price.
A semiconductor manufacturing company. They dominate in the analog sector. A great market which is very fragmented. A great balance sheet. Good price.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$35.850
Owned
Yes
DON'T BUY
DON'T BUY
April 11, 2006
Has a sordid financial history. In a niche, but could be in danger of getting squeezed. They continue to reinvent themselves, sometimes successfully, sometimes not.
Zarlink (ZL-T)
April 11, 2006
Has a sordid financial history. In a niche, but could be in danger of getting squeezed. They continue to reinvent themselves, sometimes successfully, sometimes not.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$2.960
Owned
No
TOP PICK
TOP PICK
April 11, 2006
Google grabs most of the attention on the big Internet stocks. This has the same revenue. In the big trend of advertising and content moving to the Internet there will be more revenue and both companies will do very well. This has better value.
Altaba Inc (AABA-Q)
April 11, 2006
Google grabs most of the attention on the big Internet stocks. This has the same revenue. In the big trend of advertising and content moving to the Internet there will be more revenue and both companies will do very well. This has better value.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$31.390
Owned
Yes
BUY
BUY
April 11, 2006
Has lagged because of its former involvement with Sudan. A well-run company. Politically stable production. Quite a bit of exposure to natural gas.
Talisman Energy (TLM-T)
April 11, 2006
Has lagged because of its former involvement with Sudan. A well-run company. Politically stable production. Quite a bit of exposure to natural gas.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$64.510
Owned
Yes
BUY
BUY
April 11, 2006
No new refineries have been built in North America in the last 30 years so this stock has done very well. Refineries will continue to benefit from scarcity.
No new refineries have been built in North America in the last 30 years so this stock has done very well. Refineries will continue to benefit from scarcity.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$62.150
Owned
Yes
TOP PICK
TOP PICK
April 11, 2006
The biggest property/casualty company in Canada. Consistently makes money on their insurance. Have a lot of distribution channels. Just raised their dividend.
The biggest property/casualty company in Canada. Consistently makes money on their insurance. Have a lot of distribution channels. Just raised their dividend.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$55.890
Owned
Yes