Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
November 6, 2007
This is on his radar screen. If there is a recession, which he doubts, it would further hurt the rails. Bullish on commodities.
This is on his radar screen. If there is a recession, which he doubts, it would further hurt the rails. Bullish on commodities.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$62.360
Owned
No
BUY
BUY
November 6, 2007
He is bullish on gold. Had a great merger. Slightly undervalued to Kinross (K-T) or Agnico Eagle (AEM-T), so has more leverage.
Yamana Gold Inc. (YRI-T)
November 6, 2007
He is bullish on gold. Had a great merger. Slightly undervalued to Kinross (K-T) or Agnico Eagle (AEM-T), so has more leverage.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$14.280
Owned
Yes
BUY
BUY
November 6, 2007
He is bullish on gold.
Agnico-Eagle Mines (AEM-T)
November 6, 2007
He is bullish on gold.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$53.440
Owned
Yes
BUY
BUY
November 6, 2007
He is bullish on gold.
Kinross Gold (K-T)
November 6, 2007
He is bullish on gold.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$19.210
Owned
Yes
DON'T BUY
DON'T BUY
November 6, 2007
Stock is not moving because the housing mess and the fears of a drying up of home improvement activity. In the doghouse and will remain until the outlook for housing improves.
Rona Inc (RON-T)
November 6, 2007
Stock is not moving because the housing mess and the fears of a drying up of home improvement activity. In the doghouse and will remain until the outlook for housing improves.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$19.600
Owned
No
WAIT
WAIT
November 6, 2007
Acquiring Canetic (CNE.UN-T). Good acquisition as it gives critical mass of 2000 barrels a day production, capacity to absorb other income trusts and/or oil/gas exploration companies. Also gives them leverage to expand not only outside of Alberta, but into the US. Would wait for the merger to take position before buying.
Obsidian Energy (OBE-T)
November 6, 2007
Acquiring Canetic (CNE.UN-T). Good acquisition as it gives critical mass of 2000 barrels a day production, capacity to absorb other income trusts and/or oil/gas exploration companies. Also gives them leverage to expand not only outside of Alberta, but into the US. Would wait for the merger to take position before buying.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$29.000
Owned
No
HOLD
HOLD
November 6, 2007
Being acquired by Penn West (PWT.UN-T). Good acquisition as it gives critical mass of 2000 barrels a day production, capacity to absorb other income trusts and/or oil/gas exploration companies. Also gives them leverage to expand not only outside of Alberta, but into the US. Would wait for the merger to take position before buying Penn West.
Being acquired by Penn West (PWT.UN-T). Good acquisition as it gives critical mass of 2000 barrels a day production, capacity to absorb other income trusts and/or oil/gas exploration companies. Also gives them leverage to expand not only outside of Alberta, but into the US. Would wait for the merger to take position before buying Penn West.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$15.000
Owned
Yes