Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 13, 2007
This would be his Top Pick of the Canadian banks. While he thought the Commerce Bancorp acquisition was a little bit pricey, it is an excellent fit for them. This is probably the best consumer bank out there.
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Toronto Dominion (TD-T)
December 13, 2007
This would be his Top Pick of the Canadian banks. While he thought the Commerce Bancorp acquisition was a little bit pricey, it is an excellent fit for them. This is probably the best consumer bank out there.
HOLD
HOLD
December 13, 2007
This is a great sector to be in right now, but the stocks have had great runs and do not look cheap at all. Would have a hard time stepping up to buy it here.
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This is a great sector to be in right now, but the stocks have had great runs and do not look cheap at all. Would have a hard time stepping up to buy it here.
SELL
SELL
December 13, 2007
Made a lot of money on this name. But it under $1 over a year ago and sold most of its over $5. It was a great story, but with recent legislation changes in the US with respect to patents, it would not be possible for them to make suits against other companies as easily. Has a great portfolio of patents and should be able to get some licensing from them but they no longer have the power.
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Quarterhill Inc (QTRH-T)
December 13, 2007
Made a lot of money on this name. But it under $1 over a year ago and sold most of its over $5. It was a great story, but with recent legislation changes in the US with respect to patents, it would not be possible for them to make suits against other companies as easily. Has a great portfolio of patents and should be able to get some licensing from them but they no longer have the power.
COMMENT
COMMENT
December 13, 2007
Short-term, he is somewhat bearish on metal pricing because of the weakening global economy. 2.5% yield and trades at 8X consensus earnings. Also have exposure through coal (Partnered with Fording Coal (FDG.UN-T)) and the oil sands. If you are bullish on base metals, this is a great holding.
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Short-term, he is somewhat bearish on metal pricing because of the weakening global economy. 2.5% yield and trades at 8X consensus earnings. Also have exposure through coal (Partnered with Fording Coal (FDG.UN-T)) and the oil sands. If you are bullish on base metals, this is a great holding.
COMMENT
COMMENT
December 13, 2007
Made a big acquisition about 2 years ago, which basically almost blew the company up. There were a lot of money-losing contracts that they have been trying to clean up. Eventually it will probably turn around, but the question is will they get it done in 08 or 09.
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Patheon (PTI-T)
December 13, 2007
Made a big acquisition about 2 years ago, which basically almost blew the company up. There were a lot of money-losing contracts that they have been trying to clean up. Eventually it will probably turn around, but the question is will they get it done in 08 or 09.
BUY
BUY
December 13, 2007
Software provides data and key information in airplanes and once installed it is pretty hard to get them out. Kind of an incumbency position that is worth a lot. Recently announced that their Chinese business is going to start taking off now. Looking at where they are going over the next 5 years is really exciting. Will be a valuable as nice 5 years out.
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Software provides data and key information in airplanes and once installed it is pretty hard to get them out. Kind of an incumbency position that is worth a lot. Recently announced that their Chinese business is going to start taking off now. Looking at where they are going over the next 5 years is really exciting. Will be a valuable as nice 5 years out.
BUY
BUY
December 13, 2007
(Market Call Minute.) Agricultural play. Has more room to run.
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Deere & Co. (DE-N)
December 13, 2007
(Market Call Minute.) Agricultural play. Has more room to run.