Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 13, 2007
(A Top Pick Nov 22/06. Up 1.6%.) Manufactures fibreglass storage tanks. With their technology have a dominant market share in Canada and have moved into the US. There is a lot of environmental legislation and a lot of leaking gasoline storage tanks. Had a bit of weakness in their upstream oil/gas supply business as well as a weaker US$. At these levels, it is a table-pounding Buy.
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ZCL Composites Inc. (ZCL-T)
December 13, 2007
(A Top Pick Nov 22/06. Up 1.6%.) Manufactures fibreglass storage tanks. With their technology have a dominant market share in Canada and have moved into the US. There is a lot of environmental legislation and a lot of leaking gasoline storage tanks. Had a bit of weakness in their upstream oil/gas supply business as well as a weaker US$. At these levels, it is a table-pounding Buy.
TOP PICK
TOP PICK
December 13, 2007
(A Top Pick Nov 22/06. Up 42.7%.) Trading at 14X earnings. Fantastic fundamentals. There is a duopoly in the Canadian Airlines business.
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Westjet Airlines (WJA-T)
December 13, 2007
(A Top Pick Nov 22/06. Up 42.7%.) Trading at 14X earnings. Fantastic fundamentals. There is a duopoly in the Canadian Airlines business.
TOP PICK
TOP PICK
December 13, 2007
(A Top Pick Nov 22/06. Down 22.9%.) Investors are very scared of the subprime, etc. problems and they have some components on their balance sheet. This won't take them down as this is a more conservatively run company. Trades at under 9X earnings. 6% dividend. Thinks it is close to a bottom here.
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Bank of America (BAC-N)
December 13, 2007
(A Top Pick Nov 22/06. Down 22.9%.) Investors are very scared of the subprime, etc. problems and they have some components on their balance sheet. This won't take them down as this is a more conservatively run company. Trades at under 9X earnings. 6% dividend. Thinks it is close to a bottom here.
COMMENT
COMMENT
December 13, 2007
A great business that is generating good growing cash flows. They have patents that he views that the business could fall right off the table in 2013/2014. Apparently have made some developments that give it a more sustainable story. Will be revisiting this stock.
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A great business that is generating good growing cash flows. They have patents that he views that the business could fall right off the table in 2013/2014. Apparently have made some developments that give it a more sustainable story. Will be revisiting this stock.
WEAK BUY
WEAK BUY
December 13, 2007
Very important to have energy weighting in your portfolio. Good refining downstream business as well as a decent upstream business. Wasn't too crazy about their acquisitions 5 years in Syria and Libya. Prefers Pacific Energy (PFE-T) (PFE.S-T) and Petrobank (PBG-T) where you will make a lot more money over the next 3 years.
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Petro-Canada (PCA-T)
December 13, 2007
Very important to have energy weighting in your portfolio. Good refining downstream business as well as a decent upstream business. Wasn't too crazy about their acquisitions 5 years in Syria and Libya. Prefers Pacific Energy (PFE-T) (PFE.S-T) and Petrobank (PBG-T) where you will make a lot more money over the next 3 years.
COMMENT
COMMENT
December 13, 2007
Prefers Petrobank Energy (PBG-T), which has 77% ownership in this company.
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Petrominerales Ltd. (PMG-T)
December 13, 2007
Prefers Petrobank Energy (PBG-T), which has 77% ownership in this company.
Alex Ruus

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Price
$20.220
Owned
Unknown
BUY
BUY
December 13, 2007
Has 77% ownership in Petrominerales (PMG-T) plus you get access to the fire flooding technology. This story has a lot longer to run and if it is as good as he thinks it is, it could be a real winner over the next year.
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Has 77% ownership in Petrominerales (PMG-T) plus you get access to the fire flooding technology. This story has a lot longer to run and if it is as good as he thinks it is, it could be a real winner over the next year.