Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 21, 2006
A very smart restructuring and was the absolutely right thing to do. Good for shareholders short-term and long-term. Very modest capital appreciation four people who were looking for steady income. There won't be substantial growth.
Bell Aliant (BA-T)
July 21, 2006
A very smart restructuring and was the absolutely right thing to do. Good for shareholders short-term and long-term. Very modest capital appreciation four people who were looking for steady income. There won't be substantial growth.
Ravi Sood
President and Chief Operating Officer, Lawrence Asset Management
Price
$35.100
Owned
Unknown
BUY
BUY
July 21, 2006
Well run company. Recently completed a merger that was a very smart move. Sold off primarily because it is an energy services group. Reaction has been far beyond the actual deterioration of their business. A great holding.
Well run company. Recently completed a merger that was a very smart move. Sold off primarily because it is an energy services group. Reaction has been far beyond the actual deterioration of their business. A great holding.
Ravi Sood
President and Chief Operating Officer, Lawrence Asset Management
Price
$24.100
Owned
Yes
WEAK BUY
WEAK BUY
July 21, 2006
An odd one in the Canadian business trust as it is a set of small medical facilities in the US. Represents stable distributions. Extremely well run company. US$ exposure.
An odd one in the Canadian business trust as it is a set of small medical facilities in the US. Represents stable distributions. Extremely well run company. US$ exposure.
Ravi Sood
President and Chief Operating Officer, Lawrence Asset Management
Price
$9.150
Owned
No
BUY
BUY
July 21, 2006
Can't see any more distribution cuts. Great management team. A good way to play rebounding gas. Good level.
Can't see any more distribution cuts. Great management team. A good way to play rebounding gas. Good level.
Ravi Sood
President and Chief Operating Officer, Lawrence Asset Management
Price
$18.150
Owned
Unknown
DON'T BUY
DON'T BUY
July 21, 2006
Despite having a payout ratio in excess of 100%, they have been quite resilient in not cutting distributions. Now that they have their acquisition of the way, he would expect they should do a cut. This is his least favourite oil/gas trust. Has serious issues.
Despite having a payout ratio in excess of 100%, they have been quite resilient in not cutting distributions. Now that they have their acquisition of the way, he would expect they should do a cut. This is his least favourite oil/gas trust. Has serious issues.
Ravi Sood
President and Chief Operating Officer, Lawrence Asset Management
Price
$14.200
Owned
No
WEAK BUY
WEAK BUY
July 21, 2006
Not near the top of his list in terms of oil/gas trusts.
Not near the top of his list in terms of oil/gas trusts.
Ravi Sood
President and Chief Operating Officer, Lawrence Asset Management
Price
$22.740
Owned
No
BUY
BUY
July 21, 2006
Has dropped off with all the oil/gas trusts. Represents good value here.
Has dropped off with all the oil/gas trusts. Represents good value here.
Ravi Sood
President and Chief Operating Officer, Lawrence Asset Management
Price
$35.000
Owned
Yes