Latest Expert Opinions

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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.
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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.
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.
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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.
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.
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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.
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 $20 written all over it.
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Maple Leaf Foods (MFI-T)
December 10, 2007
(Top Pick Nov 27/06. Up 15%.) Still likes. Good defensive name. Struggling with the high Cdn$. Still going through a restructuring. If they get it right, it has $20 written all over it.
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.
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(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.
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.
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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.
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.
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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.