Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 13, 2007
Thinks that some of the big cap uranium stocks such as Cameco (CCO-T), Uranium One (UUU-T) and Denison (DML-T) are Buys at this point. They are all looking pretty interesting and the valuations are looking quite attractive. It will be volatile, but good long-term plays.
Cameco Corporation (CCO-T)
December 13, 2007
Thinks that some of the big cap uranium stocks such as Cameco (CCO-T), Uranium One (UUU-T) and Denison (DML-T) are Buys at this point. They are all looking pretty interesting and the valuations are looking quite attractive. It will be volatile, but good long-term plays.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$37.100
Owned
Unknown
BUY
BUY
December 13, 2007
Thinks that some of the big cap uranium stocks such as Cameco (CCO-T), Uranium One (UUU-T) and Denison (DML-T) are Buys at this point. They are all looking pretty interesting and the valuations are looking quite attractive. It will be volatile, but good long-term plays.
Uranium One Inc. (UUU-T)
December 13, 2007
Thinks that some of the big cap uranium stocks such as Cameco (CCO-T), Uranium One (UUU-T) and Denison (DML-T) are Buys at this point. They are all looking pretty interesting and the valuations are looking quite attractive. It will be volatile, but good long-term plays.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$9.320
Owned
Unknown
BUY
BUY
December 13, 2007
Thinks that some of the big cap uranium stocks such as Cameco (CCO-T), Uranium One (UUU-T) and Denison (DML-T) are Buys at this point. They are all looking pretty interesting and the valuations are looking quite attractive. It will be volatile, but good long-term plays.
Denison Mines Corp (DML-T)
December 13, 2007
Thinks that some of the big cap uranium stocks such as Cameco (CCO-T), Uranium One (UUU-T) and Denison (DML-T) are Buys at this point. They are all looking pretty interesting and the valuations are looking quite attractive. It will be volatile, but good long-term plays.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$9.100
Owned
Unknown
BUY
BUY
December 13, 2007
One of the few large-cap global companies where you can see a growth path that is spelled out over the next 5 years. You have very little concern that they are not going to be able to deliver. With the Alberta royalty review having come in, they are cutting back their expenditures in Alberta by a large amount. This pullback is a buying opportunity. Great oil sands exposure, exposure in the North Sea and offshore West Africa.
One of the few large-cap global companies where you can see a growth path that is spelled out over the next 5 years. You have very little concern that they are not going to be able to deliver. With the Alberta royalty review having come in, they are cutting back their expenditures in Alberta by a large amount. This pullback is a buying opportunity. Great oil sands exposure, exposure in the North Sea and offshore West Africa.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$70.440
Owned
No
BUY
BUY
December 13, 2007
Doesn't know the stock that well but based on what he does know, it's in a favourable place. Undervalued. If the mining cycle continues, you should see good performance out of this one.
Doesn't know the stock that well but based on what he does know, it's in a favourable place. Undervalued. If the mining cycle continues, you should see good performance out of this one.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$4.260
Owned
No
BUY
BUY
December 13, 2007
Pharmacy benefit management. Their solution is undercutting the big incumbents in the US. Really likes this story going forward. Likely bottoming and there should be good performance in 08.
Catamaran Corp (CCT-T)
December 13, 2007
Pharmacy benefit management. Their solution is undercutting the big incumbents in the US. Really likes this story going forward. Likely bottoming and there should be good performance in 08.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$13.750
Owned
Yes
DON'T BUY
DON'T BUY
December 13, 2007
His philosophy is to buy the better quality players. He would suggest Toronto Dominion (TD-T) instead.
His philosophy is to buy the better quality players. He would suggest Toronto Dominion (TD-T) instead.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$53.950
Owned
No