Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 25, 2006
Largest North American wholesale distributor of auto parts. Also a major distributor of industrial part and office supplies. Has a history of consistently giving high single digit sales growth in earnings growth and constantly raising their dividends. Great management.
Largest North American wholesale distributor of auto parts. Also a major distributor of industrial part and office supplies. Has a history of consistently giving high single digit sales growth in earnings growth and constantly raising their dividends. Great management.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$42.480
Owned
Yes
BUY
BUY
July 25, 2006
Well-established in the oil sands. Most of its capital expenditures is behind it. Throwing off tons of cash. Very safe place.
Well-established in the oil sands. Most of its capital expenditures is behind it. Throwing off tons of cash. Very safe place.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$92.480
Owned
Yes
BUY
BUY
July 25, 2006
An interest sensitive stock because of their dividend yield and they work on a rate of return basis on many other pipelines. Now that interest rates look like they are flattening out, it should do well.
TC Energy (TRP-T)
July 25, 2006
An interest sensitive stock because of their dividend yield and they work on a rate of return basis on many other pipelines. Now that interest rates look like they are flattening out, it should do well.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$33.520
Owned
Yes
HOLD
HOLD
July 25, 2006
NASDAQ in general and tech stocks in particular are looking quite dangerous here. This one has been an exception and they have a number of things going their way. Further upside, but will be quite limited.
Apple (AAPL-Q)
July 25, 2006
NASDAQ in general and tech stocks in particular are looking quite dangerous here. This one has been an exception and they have a number of things going their way. Further upside, but will be quite limited.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$61.928
Owned
No
WEAK BUY
WEAK BUY
July 25, 2006
Acquired an Australian uranium company. This should help their bottom line. This is a very diversified company into all kinds of other metals and we have seen the best in the metal markets. Don't be overweight on this one.
Acquired an Australian uranium company. This should help their bottom line. This is a very diversified company into all kinds of other metals and we have seen the best in the metal markets. Don't be overweight on this one.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$42.630
Owned
No
HOLD
HOLD
July 25, 2006
One of the highest quality gold stocks. There has been a big run-up in gold and we are going into a bit of a doldrums here where gold may not do anything for a little while.
Goldcorp Inc (G-T)
July 25, 2006
One of the highest quality gold stocks. There has been a big run-up in gold and we are going into a bit of a doldrums here where gold may not do anything for a little while.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$32.490
Owned
No
SELL
SELL
July 25, 2006
If you own, consider selling. Not sure how much more upside there could be and the share component of the bidding could make you vulnerable.
Inco (N-T)
July 25, 2006
If you own, consider selling. Not sure how much more upside there could be and the share component of the bidding could make you vulnerable.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$82.690
Owned
No