Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 10, 2007
Rapidly growing production profile. No debt. Exiting next year at 10,000 BOE a day. Could drill 300 or 400 similar wells in the next year. Not affected by the Alberta oil review program.
Bronco Energy (BCF-T)
December 10, 2007
Rapidly growing production profile. No debt. Exiting next year at 10,000 BOE a day. Could drill 300 or 400 similar wells in the next year. Not affected by the Alberta oil review program.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$10.000
Owned
Yes
TOP PICK
TOP PICK
December 10, 2007
Good dividend. Just did a deal with BP who are back in the Canadian oil patch again. Selling heavy oil into a joint venture with BP, giving them access to the Toledo refinery.
Husky Energy (HSE-T)
December 10, 2007
Good dividend. Just did a deal with BP who are back in the Canadian oil patch again. Selling heavy oil into a joint venture with BP, giving them access to the Toledo refinery.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$42.700
Owned
Yes
TOP PICK
TOP PICK
December 10, 2007
Thinks the market has overreacted to the governments Spectrum offer. They have a very compelling package of consumer products. 10% free cash flow yield. Great balance sheet. 1% dividend yield could double.
Thinks the market has overreacted to the governments Spectrum offer. They have a very compelling package of consumer products. 10% free cash flow yield. Great balance sheet. 1% dividend yield could double.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$43.620
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 10, 2007
(Top Pick Nov 27/06. Up 15%.) Still likes. Good defensive name. Struggling with the high Cdn$. Still going through a restructuring. If they get it right, it has $20 written all over it.
Maple Leaf Foods (MFI-T)
December 10, 2007
(Top Pick Nov 27/06. Up 15%.) Still likes. Good defensive name. Struggling with the high Cdn$. Still going through a restructuring. If they get it right, it has $20 written all over it.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$14.030
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 10, 2007
(Top Pick Nov 27/06. Up 32.6%.) Sold his holdings as it had moved up quite nicely. International producer exposed to both Iraq and Nigeria.
(Top Pick Nov 27/06. Up 32.6%.) Sold his holdings as it had moved up quite nicely. International producer exposed to both Iraq and Nigeria.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$42.200
Owned
No
PAST TOP PICK
PAST TOP PICK
December 10, 2007
(Top Pick Nov 27/06. Up 6.2%.) Continues to do all the right things. $1 billion in sales every month.
Walmart Inc (WMT-N)
December 10, 2007
(Top Pick Nov 27/06. Up 6.2%.) Continues to do all the right things. $1 billion in sales every month.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$49.430
Owned
Yes
BUY
BUY
December 10, 2007
Had a couple of disappointments, the most recent the shelving of the joint Galore Creek venture. Strong balance sheet and a well-diversified portfolio. Coal prices look to be fairly favourable in the longer term. Good price.
Had a couple of disappointments, the most recent the shelving of the joint Galore Creek venture. Strong balance sheet and a well-diversified portfolio. Coal prices look to be fairly favourable in the longer term. Good price.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$39.350
Owned
Unknown