Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
February 9, 2007
The news is that Canwest Global (CGS-T) is considering a bid to take in the publicly traded stake. There will be a slight gain for trust owners.
The news is that Canwest Global (CGS-T) is considering a bid to take in the publicly traded stake. There will be a slight gain for trust owners.
Chris Rankin, MBA, CFA
Diversified Trust Analyst, Canaccord Capital
Price
$8.200
Owned
No
COMMENT
COMMENT
February 9, 2007
Pretty solid where it is. May have little appreciation room, but not much. Has a fair amount of debt, but has the right currency exposure.
Pretty solid where it is. May have little appreciation room, but not much. Has a fair amount of debt, but has the right currency exposure.
Chris Rankin, MBA, CFA
Diversified Trust Analyst, Canaccord Capital
Price
$11.500
Owned
No
DON'T BUY
DON'T BUY
February 9, 2007
The pullback in price was going on through the entire year and was because of concern of the oil patch. Could be a decline in oil services activity, partly because of the decline in oil prices, but also because oil/gas trusts now have to conserve capital in order to expand.
Mullen Group Ltd (MTL-T)
February 9, 2007
The pullback in price was going on through the entire year and was because of concern of the oil patch. Could be a decline in oil services activity, partly because of the decline in oil prices, but also because oil/gas trusts now have to conserve capital in order to expand.
Chris Rankin, MBA, CFA
Diversified Trust Analyst, Canaccord Capital
Price
$19.610
Owned
No
DON'T BUY
DON'T BUY
February 9, 2007
A very active acquisitor and, generally speaking, there is all sorts of activity in the infrastructure space. This is a good space to be. In this case, the unit price has increased substantially and you will find better value with other infrastructure names.
WSP Global Inc. (WSP-T)
February 9, 2007
A very active acquisitor and, generally speaking, there is all sorts of activity in the infrastructure space. This is a good space to be. In this case, the unit price has increased substantially and you will find better value with other infrastructure names.
Chris Rankin, MBA, CFA
Diversified Trust Analyst, Canaccord Capital
Price
$15.620
Owned
No
WEAK BUY
WEAK BUY
February 9, 2007
A marginally good place to put money. Has some basis for appreciation here.
The Brick Ltd (BRK-T)
February 9, 2007
A marginally good place to put money. Has some basis for appreciation here.
Chris Rankin, MBA, CFA
Diversified Trust Analyst, Canaccord Capital
Price
$9.000
Owned
No
TOP PICK
TOP PICK
February 9, 2007
Companies like this, United Parcel (UPS-N) and DHL continue to control a larger and larger portion of goods around the world. This one has a huge global imprint. A good way to play the retail market. 15 X earnings. Big cash flow generator.
FedEx (FDX-N)
February 9, 2007
Companies like this, United Parcel (UPS-N) and DHL continue to control a larger and larger portion of goods around the world. This one has a huge global imprint. A good way to play the retail market. 15 X earnings. Big cash flow generator.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$113.390
Owned
Yes
TOP PICK
TOP PICK
February 9, 2007
Laboratory testing. The leader in the United States. Fits in well with demographics and growth in diagnostic testing. Recently lost a contract with United Health, which took the stock down 20%. Good price. Great long-term position.
Laboratory testing. The leader in the United States. Fits in well with demographics and growth in diagnostic testing. Recently lost a contract with United Health, which took the stock down 20%. Good price. Great long-term position.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$52.190
Owned
Yes