Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 26, 2007
Numbers just released were pretty good. Starting to get on track. Not out of the woods. Have a lot of brand equity in the President's Choice, location, real estate, etc.
Numbers just released were pretty good. Starting to get on track. Not out of the woods. Have a lot of brand equity in the President's Choice, location, real estate, etc.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$51.500
Owned
Yes
BUY
BUY
July 26, 2007
There is pressure in the housing market, but is largely contained to aggressive lending. This company has a wonderful franchise. If you have a longer-term view, they are a great long-term business. Generates exceptional amount of free cash flow. Buying back stock.
Home Depot (HD-N)
July 26, 2007
There is pressure in the housing market, but is largely contained to aggressive lending. This company has a wonderful franchise. If you have a longer-term view, they are a great long-term business. Generates exceptional amount of free cash flow. Buying back stock.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$37.300
Owned
Yes
COMMENT
COMMENT
July 26, 2007
On his watch list. Likes the space. Good long-term demographics to support it.
Metlife (MET-N)
July 26, 2007
On his watch list. Likes the space. Good long-term demographics to support it.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$61.300
Owned
No
TOP PICK
TOP PICK
July 26, 2007
Most of their business is in the US so have had currency headwinds. Have great databases. Stock has come off because of the Reuters acquisition. Feels this transaction is going to add further value to the stock.
Most of their business is in the US so have had currency headwinds. Have great databases. Stock has come off because of the Reuters acquisition. Feels this transaction is going to add further value to the stock.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$44.710
Owned
Yes
COMMENT
COMMENT
July 26, 2007
Have done a wonderful job of building their business. Prefers Merill Lynch (MER-N). Dollar cost average when buying these stocks during this intense volatility.
Morgan Stanley (MS-N)
July 26, 2007
Have done a wonderful job of building their business. Prefers Merill Lynch (MER-N). Dollar cost average when buying these stocks during this intense volatility.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$64.500
Owned
Yes
COMMENT
COMMENT
July 26, 2007
Very powerful retail brand franchise, much stronger than Morgan Stanley (MS-N) and much more conservative. Dollar cost average when buying these stocks during this intense mortality.
Very powerful retail brand franchise, much stronger than Morgan Stanley (MS-N) and much more conservative. Dollar cost average when buying these stocks during this intense mortality.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$75.880
Owned
Yes
DON'T BUY
DON'T BUY
July 26, 2007
Whenever there seems to be a problem, there seems to be an inordinate amount of exposure at this bank. New CEO has made huge strides in de-leveraging the business.
Whenever there seems to be a problem, there seems to be an inordinate amount of exposure at this bank. New CEO has made huge strides in de-leveraging the business.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$92.370
Owned
No