Latest Expert Opinions

Signal
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Expert
TOP PICK
TOP PICK
July 24, 2006
Good valuation and good cash generation. Likes the wireless business. Cheap. Growing.
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Telus Corp (T-T)
July 24, 2006
Good valuation and good cash generation. Likes the wireless business. Cheap. Growing.
BUY
BUY
July 24, 2006
Likes the downstream business. Likes the integrateds more so than the oils. Likes the bigger companies with guys that can show production growth.
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Petro-Canada (PCA-T)
July 24, 2006
Likes the downstream business. Likes the integrateds more so than the oils. Likes the bigger companies with guys that can show production growth.
BUY
BUY
July 24, 2006
A good valuation. 8.5% yield. Not growing a lot but there’s not risk in the core business. A decent size and thinks the yield will improve.
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Bell Aliant (BA-T)
July 24, 2006
A good valuation. 8.5% yield. Not growing a lot but there’s not risk in the core business. A decent size and thinks the yield will improve.
TOP PICK
TOP PICK
July 24, 2006
Good cash generation. Made some very smart deals in the last couple of years. Debt ratio is better than it has ever been. Industry is more concentrated now which means higher margins.
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Good cash generation. Made some very smart deals in the last couple of years. Debt ratio is better than it has ever been. Industry is more concentrated now which means higher margins.
WEAK BUY
WEAK BUY
July 24, 2006
Not as bullish on the oil/gas sector so wouldn't be positive on this one. Haven't heard much on their Horizon project lately. Also have a big gas exposure.
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Not as bullish on the oil/gas sector so wouldn't be positive on this one. Haven't heard much on their Horizon project lately. Also have a big gas exposure.
BUY
BUY
July 24, 2006
Operating ratios last quarter where better than any other railroad in North America. There are some cyclical risks but they are winning more business on intermodal, taking business away from trucking. Good, clean operation over all.
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Operating ratios last quarter where better than any other railroad in North America. There are some cyclical risks but they are winning more business on intermodal, taking business away from trucking. Good, clean operation over all.
BUY
BUY
July 24, 2006
Valuation is high, but has always been high. They continue to grow and continue to beat the estimates.
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Valuation is high, but has always been high. They continue to grow and continue to beat the estimates.