Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 31, 2007
Well run. Great dividend yield. Reasonable valuation. Earnings growth likely be around 10%. Acquired another pipeline asset about a year ago and those earnings will be coming on side. Under pressure because of concerns of interest rates. He does not believe interest rates will rise much more.
TC Energy (TRP-T)
July 31, 2007
Well run. Great dividend yield. Reasonable valuation. Earnings growth likely be around 10%. Acquired another pipeline asset about a year ago and those earnings will be coming on side. Under pressure because of concerns of interest rates. He does not believe interest rates will rise much more.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$38.500
Owned
Yes
TOP PICK
TOP PICK
July 31, 2007
Has a dominant position in the banking and money management areas. Good dividend and earnings growth. Good long-term investment.
Royal Bank (RY-T)
July 31, 2007
Has a dominant position in the banking and money management areas. Good dividend and earnings growth. Good long-term investment.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$54.090
Owned
Yes
TOP PICK
TOP PICK
July 31, 2007
Well run. Growth by both acquisition and organic. Largest home renovation and retailer in Canada. Very diverse product platform. Moving towards their own branded products, which will give them higher margins.
Rona Inc (RON-T)
July 31, 2007
Well run. Growth by both acquisition and organic. Largest home renovation and retailer in Canada. Very diverse product platform. Moving towards their own branded products, which will give them higher margins.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$22.470
Owned
Yes
BUY
BUY
July 31, 2007
They have been in a tough position of having to cut costs to stay competitive. The good news is telecommunications is a sector that is highly sought after. He expects to continue seeing rapid growth in this area. Have a lot of good technology.
Nortel (NT-T)
July 31, 2007
They have been in a tough position of having to cut costs to stay competitive. The good news is telecommunications is a sector that is highly sought after. He expects to continue seeing rapid growth in this area. Have a lot of good technology.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$23.150
Owned
Unknown
HOLD
HOLD
July 31, 2007
They continue to have the best platform in Canada.
They continue to have the best platform in Canada.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$48.220
Owned
Unknown
BUY
BUY
July 31, 2007
Takeout target? - Has a lot of capital expenditures ahead of it over the next 3 to 4 years and have been taking on debt to finance it. Wouldn't buy it as a possible takeout target. World-class company.
Takeout target? - Has a lot of capital expenditures ahead of it over the next 3 to 4 years and have been taking on debt to finance it. Wouldn't buy it as a possible takeout target. World-class company.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$96.450
Owned
Unknown
BUY
BUY
July 31, 2007
Will be doing a 3 for 1 split shortly. Has a fabulous platform. Subscriber growth is going at an incredibly rapid pace. If they started licensing their technology to other users, this would really catch investors’ attention. Very volatile stock.
BlackBerry (BB-T)
July 31, 2007
Will be doing a 3 for 1 split shortly. Has a fabulous platform. Subscriber growth is going at an incredibly rapid pace. If they started licensing their technology to other users, this would really catch investors’ attention. Very volatile stock.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$229.000
Owned
Unknown