Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
December 17, 2007
If you own, consider it as a tax loss sale. There is nothing imminent that is going to drive it up. On Dec 24 it will be added into the TSX index. That will give you a good opportunity to take advantage of some strength. Right now, $.84 for 08 and $1 for 09 is too high.
If you own, consider it as a tax loss sale. There is nothing imminent that is going to drive it up. On Dec 24 it will be added into the TSX index. That will give you a good opportunity to take advantage of some strength. Right now, $.84 for 08 and $1 for 09 is too high.
Glenn Paradis, BA, CFA
Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.
Price
$4.870
Owned
No
HOLD
HOLD
December 17, 2007
A great longer-term story. They continually raise their distributions. Stock has come off fairly significantly in the last few months but has held in very well compared to some of its global peers. They have competition in their online business. Doesn't see a lot of significant upside in the near term. Could consider buying more on weakness.
Yellow Media Inc (Y-T)
December 17, 2007
A great longer-term story. They continually raise their distributions. Stock has come off fairly significantly in the last few months but has held in very well compared to some of its global peers. They have competition in their online business. Doesn't see a lot of significant upside in the near term. Could consider buying more on weakness.
Glenn Paradis, BA, CFA
Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.
Price
$13.480
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
December 17, 2007
A fantastic company that is very well run. He has concerns on cotton costs. They have to execute on some new lines for Wal-Mart. Also could have tariffs put on.
A fantastic company that is very well run. He has concerns on cotton costs. They have to execute on some new lines for Wal-Mart. Also could have tariffs put on.
Glenn Paradis, BA, CFA
Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.
Price
$40.930
Owned
Yes
DON'T BUY
DON'T BUY
December 17, 2007
On a technical basis, it has not been looking very healthy recently. He feels they will meet the guidance for the quarter but is concerned about guidance for the next year. Layoffs on Wall Street could have some effect. Consumer part is good and growing. Thanks it will be trade between $90 and $110.
BlackBerry (BB-T)
December 17, 2007
On a technical basis, it has not been looking very healthy recently. He feels they will meet the guidance for the quarter but is concerned about guidance for the next year. Layoffs on Wall Street could have some effect. Consumer part is good and growing. Thanks it will be trade between $90 and $110.
Glenn Paradis, BA, CFA
Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.
Price
$101.020
Owned
Yes
TOP PICK
TOP PICK
December 17, 2007
When looking for stocks that are a defensive growth, this is the one that comes to mind. Going forward, he sees 5% same store growth, 10% square footage growth and maybe a little bit of margin expansion, so you are seeing mid teens EPS growth. You're paying roughly 2X 08, 18X 09, which is not that high of the multiple.
When looking for stocks that are a defensive growth, this is the one that comes to mind. Going forward, he sees 5% same store growth, 10% square footage growth and maybe a little bit of margin expansion, so you are seeing mid teens EPS growth. You're paying roughly 2X 08, 18X 09, which is not that high of the multiple.
Glenn Paradis, BA, CFA
Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.
Price
$53.630
Owned
Yes
TOP PICK
TOP PICK
December 17, 2007
Metallurgical silicon. Trades on the Netherlands exchange. They are a 50% plus owner of Timminco (TIM-T) so this is a good way to play that. Also a big player in the minor metals.
Metallurgical silicon. Trades on the Netherlands exchange. They are a 50% plus owner of Timminco (TIM-T) so this is a good way to play that. Also a big player in the minor metals.
Glenn Paradis, BA, CFA
Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.
Price
$0.010
Owned
Yes
TOP PICK
TOP PICK
December 17, 2007
Has been working his portfolio around the agricultural sector and sees it working out in 2008. Out of the fertilizer business, this company is the best positioned. Has about a 50% lower inventory level then the 10-year average. Not a lot of new supply coming around. Developing countries are more and more in need of fertilizer.
Has been working his portfolio around the agricultural sector and sees it working out in 2008. Out of the fertilizer business, this company is the best positioned. Has about a 50% lower inventory level then the 10-year average. Not a lot of new supply coming around. Developing countries are more and more in need of fertilizer.
Glenn Paradis, BA, CFA
Vice President & Sr Portfolio Manager, Equities, Aegon Capital Management Inc.
Price
$126.990
Owned
Yes