Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 24, 2007
Have had a lot of difficulties with their Rumanian play. Even with its big drop, it is not of interest to him. Far too high given the risk scenario.
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Gabriel Resources (GBU-X)
December 24, 2007
Have had a lot of difficulties with their Rumanian play. Even with its big drop, it is not of interest to him. Far too high given the risk scenario.
DON'T BUY
DON'T BUY
December 24, 2007
Has certainly come off, but not a contrarian play. He was amazed at how high it had actually gone. Had a lot of money and bought a lot of companies at the height of the cycle. This does not bode well for them.
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Has certainly come off, but not a contrarian play. He was amazed at how high it had actually gone. Had a lot of money and bought a lot of companies at the height of the cycle. This does not bode well for them.
COMMENT
COMMENT
December 24, 2007
His partner bought into this, but not attractive enough for him. If they get their house in order, there will be better distributions going forward. He couldn't see that the upside was attractive enough.
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His partner bought into this, but not attractive enough for him. If they get their house in order, there will be better distributions going forward. He couldn't see that the upside was attractive enough.
DON'T BUY
DON'T BUY
December 24, 2007
Too expensive for his style. Not a contrarian play.
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Sears Canada (SCC-T)
December 24, 2007
Too expensive for his style. Not a contrarian play.
DON'T BUY
DON'T BUY
December 24, 2007
Wrote a column in the Globe recently and trashed this stock. Management was getting most of the money. IPO was down over 90% in 1 year. Very little potential going for it.
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Blackstone Group LP (BX-N)
December 24, 2007
Wrote a column in the Globe recently and trashed this stock. Management was getting most of the money. IPO was down over 90% in 1 year. Very little potential going for it.
COMMENT
COMMENT
December 24, 2007
He personally owns it and has been very wrong on this firm. Brought in new management, which makes sense in terms of a turnaround. Have a fair amount of heavy slogging to do but seemed to be doing better quarter after quarter. Has a lot of potential, but any stock trading at this price has a lot of danger.
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Mitec Telecom (MTM.H-T)
December 24, 2007
He personally owns it and has been very wrong on this firm. Brought in new management, which makes sense in terms of a turnaround. Have a fair amount of heavy slogging to do but seemed to be doing better quarter after quarter. Has a lot of potential, but any stock trading at this price has a lot of danger.
DON'T BUY
DON'T BUY
December 24, 2007
This is on his Stock Watch list. Balance sheet is pretty dirty with a lot of debt. Company is trying to make major changes, but at this point the risk is far too great for him. Likes the field, which is a growing one.
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This is on his Stock Watch list. Balance sheet is pretty dirty with a lot of debt. Company is trying to make major changes, but at this point the risk is far too great for him. Likes the field, which is a growing one.