Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 25, 2007
Have about 2/3 of theatre assets in Canada. Controls about 83% of the on screen advertising market, so they have excellent bargaining power.
Cineplex Inc (CGX-T)
July 25, 2007
Have about 2/3 of theatre assets in Canada. Controls about 83% of the on screen advertising market, so they have excellent bargaining power.
Leslie Lundquist
Lead Manager, Jones Heward Investment Counsel
Price
$17.350
Owned
Yes
TOP PICK
TOP PICK
July 25, 2007
Oil/gas. A trust that will survive the tough times and thrive in the good times. Has a great long-term track record of creating value. Excellent portfolio of properties and excellent management. Good price.
Oil/gas. A trust that will survive the tough times and thrive in the good times. Has a great long-term track record of creating value. Excellent portfolio of properties and excellent management. Good price.
Leslie Lundquist
Lead Manager, Jones Heward Investment Counsel
Price
$21.540
Owned
Yes
TOP PICK
TOP PICK
July 25, 2007
Properties are almost entirely in Quebec city and Montreal. Reasonable levels of debt. Diversified portfolio of properties. Yield is about 6%.
Properties are almost entirely in Quebec city and Montreal. Reasonable levels of debt. Diversified portfolio of properties. Yield is about 6%.
Leslie Lundquist
Lead Manager, Jones Heward Investment Counsel
Price
$21.130
Owned
Yes
BUY
BUY
July 25, 2007
A stable core long-term holding. Has some interesting opportunities after the next quarter.
A stable core long-term holding. Has some interesting opportunities after the next quarter.
Leslie Lundquist
Lead Manager, Jones Heward Investment Counsel
Price
$33.970
Owned
Yes
HOLD
HOLD
July 25, 2007
Largest custom brokerage firm in Canada. 1st quarter was rather disappointing. Recently announced the retirement of their transportation/logistics man and she feels the 2nd quarter may be weak.
Largest custom brokerage firm in Canada. 1st quarter was rather disappointing. Recently announced the retirement of their transportation/logistics man and she feels the 2nd quarter may be weak.
Leslie Lundquist
Lead Manager, Jones Heward Investment Counsel
Price
$19.390
Owned
Yes
COMMENT
COMMENT
July 25, 2007
Power generator with assets both in Canada and the US. Many of the assets are fired by natural gas, whose prices have gone up faster than power contracts. In the short term, there is very little risk, but longer term you have to wonder about the currency exposure.
Power generator with assets both in Canada and the US. Many of the assets are fired by natural gas, whose prices have gone up faster than power contracts. In the short term, there is very little risk, but longer term you have to wonder about the currency exposure.
Leslie Lundquist
Lead Manager, Jones Heward Investment Counsel
Price
$27.060
Owned
Unknown
COMMENT
COMMENT
July 25, 2007
Should have secured distributions for the foreseeable future. Extremely stable assets and very stable distribution policy. Low payout ratio. Very low yield and you may be better off with a bond.
Should have secured distributions for the foreseeable future. Extremely stable assets and very stable distribution policy. Low payout ratio. Very low yield and you may be better off with a bond.
Leslie Lundquist
Lead Manager, Jones Heward Investment Counsel
Price
$12.770
Owned
Unknown