Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 26, 2006
Not very inspiring. In a serial restructuring. Company is really levered to wall telephone services. That business is shrinking. Prefers Telus (T-T) were you have over half the company levered towards wireless. As a pure income play, it's not bad, but no growth.
BCE Inc. (BCE-T)
July 26, 2006
Not very inspiring. In a serial restructuring. Company is really levered to wall telephone services. That business is shrinking. Prefers Telus (T-T) were you have over half the company levered towards wireless. As a pure income play, it's not bad, but no growth.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$25.980
Owned
No
BUY
BUY
July 26, 2006
Prefers Telus (T-T) and Rogers (RCI.B-T) over BCE (BCE-T). Over half of the company is levered towards wireless.
Telus Corp (T-T)
July 26, 2006
Prefers Telus (T-T) and Rogers (RCI.B-T) over BCE (BCE-T). Over half of the company is levered towards wireless.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$48.750
Owned
Unknown
BUY
BUY
July 26, 2006
Prefers Telus (T-T) and Rogers (RCI.B-T) over BCE (BCE-T). Lots of growth and is really turning around.
Prefers Telus (T-T) and Rogers (RCI.B-T) over BCE (BCE-T). Lots of growth and is really turning around.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$48.050
Owned
Unknown
DON'T BUY
DON'T BUY
July 26, 2006
Still very difficult to see with clarity where the growth is going to come from. The whole sector is still in a basic restructuring mode.
Nortel (NT-T)
July 26, 2006
Still very difficult to see with clarity where the growth is going to come from. The whole sector is still in a basic restructuring mode.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$2.330
Owned
No
BUY
BUY
July 26, 2006
Positive on both Canadian Pacific (CP-T) and Canadian National (CNR-T) railways. This one is not quite the same quality in terms of their route network. Has higher costs than CN but they are bringing them down. Cheaper. Good management.
Positive on both Canadian Pacific (CP-T) and Canadian National (CNR-T) railways. This one is not quite the same quality in terms of their route network. Has higher costs than CN but they are bringing them down. Cheaper. Good management.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$53.900
Owned
Yes
BUY
BUY
July 26, 2006
Positive on both Canadian Pacific (CP-T) and Canadian National (CNR-T) railways. Lowest cost of any North American Railway. Their 2nd quarter was right on track. Prices probably dropped because of concerns of economics in the US. Price is getting very attractive.
Positive on both Canadian Pacific (CP-T) and Canadian National (CNR-T) railways. Lowest cost of any North American Railway. Their 2nd quarter was right on track. Prices probably dropped because of concerns of economics in the US. Price is getting very attractive.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$45.240
Owned
Yes
BUY
BUY
July 26, 2006
The whole financial sector fits into a value mode. Strong, long-term growth potential. A good area is the property/casualty area. Just pre-announced some weak results as a re-evaluation of their losses from the hurricanes last year.
The whole financial sector fits into a value mode. Strong, long-term growth potential. A good area is the property/casualty area. Just pre-announced some weak results as a re-evaluation of their losses from the hurricanes last year.
Fred Pynn
Portfolio Manager, Bissett Investment Management
Price
$29.370
Owned
Unknown