Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 9, 2007
A Canadian multinational company. Manufacture vitamins and supplements. Acquired a German company that had a European painkiller, which they expect to expand into North America. Strong organic and earnings growth.
A Canadian multinational company. Manufacture vitamins and supplements. Acquired a German company that had a European painkiller, which they expect to expand into North America. Strong organic and earnings growth.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$22.880
Owned
Yes
TOP PICK
TOP PICK
November 9, 2007
Brazilian mining company that had bought Inco. 2 biggest products are iron ore and nickel. Iron ore is in huge demand and can see pricing going up by 30% in the next year. Nickel demand is also going through the roof. They are in the right places at the right time.
Vale S.A. (VALE-N)
November 9, 2007
Brazilian mining company that had bought Inco. 2 biggest products are iron ore and nickel. Iron ore is in huge demand and can see pricing going up by 30% in the next year. Nickel demand is also going through the roof. They are in the right places at the right time.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$35.700
Owned
Yes
TOP PICK
TOP PICK
November 9, 2007
The leading managed care company in the US. They were a growth stock, but the valuation is now one of a value stock. Company is rebuilding its image and is also showing very strong earnings growth. Earnings should be $3.50 this year, $4 next year and $4.50 in 09. Has a 22% ROE. Cheap stock with a high growth rate.
The leading managed care company in the US. They were a growth stock, but the valuation is now one of a value stock. Company is rebuilding its image and is also showing very strong earnings growth. Earnings should be $3.50 this year, $4 next year and $4.50 in 09. Has a 22% ROE. Cheap stock with a high growth rate.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$51.670
Owned
Yes
COMMENT
COMMENT
November 9, 2007
For investors looking for growth in the telco sector, but not for a value investor.
For investors looking for growth in the telco sector, but not for a value investor.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$46.400
Owned
No
BUY
BUY
November 9, 2007
Rising Cdn$ has negated a lot of the rise in the price of oil for a lot of companies. This is also a gas company, which has not helped them. Also kept missing its projections. New CEO will probably make the company much more investor friendly. Outlook for this company is quite good.
Talisman Energy (TLM-T)
November 9, 2007
Rising Cdn$ has negated a lot of the rise in the price of oil for a lot of companies. This is also a gas company, which has not helped them. Also kept missing its projections. New CEO will probably make the company much more investor friendly. Outlook for this company is quite good.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$19.300
Owned
Unknown
DON'T BUY
DON'T BUY
November 9, 2007
This has been one of the best stocks on NASDAQ. Had a good run and the valuation got a little high. Their most recent earnings release and comments indicated that things are going to slow. Too early to stick your toe in the water.
Cisco (CSCO-Q)
November 9, 2007
This has been one of the best stocks on NASDAQ. Had a good run and the valuation got a little high. Their most recent earnings release and comments indicated that things are going to slow. Too early to stick your toe in the water.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$28.580
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 9, 2007
(A Top Pick Nov 14/06. Up 23.6%.) Winnipeg newspaper whose revenues and profits are growing. Safe distribution. 12.5% distribution. Still a buy.
FP Newspapers Inc (FP-X)
November 9, 2007
(A Top Pick Nov 14/06. Up 23.6%.) Winnipeg newspaper whose revenues and profits are growing. Safe distribution. 12.5% distribution. Still a buy.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$12.100
Owned
Yes