Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 6, 2007
Has a lot of international scope. Good production profile increase over the next 2 years. Expects to see cash flows in the range of $10 plus over the next couple of years. Very inexpensive. Well balanced between upstream and downstream.
Petro-Canada (PCA-T)
November 6, 2007
Has a lot of international scope. Good production profile increase over the next 2 years. Expects to see cash flows in the range of $10 plus over the next couple of years. Very inexpensive. Well balanced between upstream and downstream.
Michael Sprung
President, Sprung Investment Management
Price
$54.890
Owned
Yes
TOP PICK
TOP PICK
November 6, 2007
Seeing the profitability increasing now. The market has always underestimated the synergies that they might realize, both from their acquisitions and divestitures. Expects earnings per share over the next couple of years are going to go well beyond $2 a share. Cash flows are going to be well beyond $3 a share.
Seeing the profitability increasing now. The market has always underestimated the synergies that they might realize, both from their acquisitions and divestitures. Expects earnings per share over the next couple of years are going to go well beyond $2 a share. Cash flows are going to be well beyond $3 a share.
Michael Sprung
President, Sprung Investment Management
Price
$43.170
Owned
Yes
TOP PICK
TOP PICK
November 6, 2007
Well diversified internationally. Doesn’t see them having any great exposure to the CDO market, the US mortgage market. Feels they can hold their 22% ROE.
Well diversified internationally. Doesn’t see them having any great exposure to the CDO market, the US mortgage market. Feels they can hold their 22% ROE.
Michael Sprung
President, Sprung Investment Management
Price
$52.000
Owned
Yes
DON'T BUY
DON'T BUY
November 6, 2007
This is a good stock but its valuation metrics relative to some of the other oil patch companies makes it expensive at this point. Would prefer it at $90 or $95.
Suncor Energy Inc (SU-T)
November 6, 2007
This is a good stock but its valuation metrics relative to some of the other oil patch companies makes it expensive at this point. Would prefer it at $90 or $95.
Michael Sprung
President, Sprung Investment Management
Price
$104.810
Owned
No
DON'T BUY
DON'T BUY
November 6, 2007
Doesn’t feel the 7.6% yield is sufficient to justify the equity risk that you’re getting. Limited growth going forward. Would rather have it above 8%-8,5%.
Yellow Media Inc (Y-T)
November 6, 2007
Doesn’t feel the 7.6% yield is sufficient to justify the equity risk that you’re getting. Limited growth going forward. Would rather have it above 8%-8,5%.
Michael Sprung
President, Sprung Investment Management
Price
$14.350
Owned
No
WEAK BUY
WEAK BUY
November 6, 2007
Missed most of the move of uranium over the last couple of years. Prices have pulled back despite supply being sharply curtailed by this company. Their will more of a demand for uranium. If you have a long view, 5 years or more, you’ll probably do OK.
Cameco Corporation (CCO-T)
November 6, 2007
Missed most of the move of uranium over the last couple of years. Prices have pulled back despite supply being sharply curtailed by this company. Their will more of a demand for uranium. If you have a long view, 5 years or more, you’ll probably do OK.
Michael Sprung
President, Sprung Investment Management
Price
$45.950
Owned
No
BUY
BUY
November 6, 2007
Likes this because 70% of it is really Loblaws (L-T). The market is underestimating the value of Loblaws, let alone their real estate.
George Weston Ltd. (WN-T)
November 6, 2007
Likes this because 70% of it is really Loblaws (L-T). The market is underestimating the value of Loblaws, let alone their real estate.
Michael Sprung
President, Sprung Investment Management
Price
$65.780
Owned
Yes