Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 31, 2007
Trading at 13X earnings. ROE in the mid-to high teens. International growth as well as domestic. $45 plus dividend gives you 15%. Nice safe place to be.
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Manulife Financial (MFC-T)
December 31, 2007
Trading at 13X earnings. ROE in the mid-to high teens. International growth as well as domestic. $45 plus dividend gives you 15%. Nice safe place to be.
TOP PICK
TOP PICK
December 31, 2007
Staples as opposed to discretionary. Good defensive growth. Good entry point.
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Staples as opposed to discretionary. Good defensive growth. Good entry point.
TOP PICK
TOP PICK
December 31, 2007
Stock fell after the wireless Spectrum came out. Good entry point. A wireless play as 80% of EBITDA is wireless plus the cable. Free cash flow is $1 billion a year plus. They have the best technology on the wireless side and the only ones with 3G technology.
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Stock fell after the wireless Spectrum came out. Good entry point. A wireless play as 80% of EBITDA is wireless plus the cable. Free cash flow is $1 billion a year plus. They have the best technology on the wireless side and the only ones with 3G technology.
PAST TOP PICK
PAST TOP PICK
December 31, 2007
(A Top Pick March 6/07. Up 13.3%.) Gold is a nice hedge against possible recession. This one has a lot of growth and production coming.
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Goldcorp Inc (G-T)
December 31, 2007
(A Top Pick March 6/07. Up 13.3%.) Gold is a nice hedge against possible recession. This one has a lot of growth and production coming.
PAST TOP PICK
PAST TOP PICK
December 31, 2007
(A Top Pick March 6/07. Down 9.2%.) Yield is almost 7%, which is attractive. Steel service centre, about 70% Canadian 30% US. Cdn$ has hurt their Canadian customers. Great balance sheet and really well managed. Still likes.
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Russel Metals (RUS-T)
December 31, 2007
(A Top Pick March 6/07. Down 9.2%.) Yield is almost 7%, which is attractive. Steel service centre, about 70% Canadian 30% US. Cdn$ has hurt their Canadian customers. Great balance sheet and really well managed. Still likes.
PAST TOP PICK
PAST TOP PICK
December 31, 2007
(A Top Pick March 6/07. Up 2.6%.) Still his favourite bank. Very little CDO/subprime US exposure. The Commerce acquisition in the US will be pretty well cleaned up by the time they take ownership. Still a Buy under $70.
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Toronto Dominion (TD-T)
December 31, 2007
(A Top Pick March 6/07. Up 2.6%.) Still his favourite bank. Very little CDO/subprime US exposure. The Commerce acquisition in the US will be pretty well cleaned up by the time they take ownership. Still a Buy under $70.
DON'T BUY
DON'T BUY
December 31, 2007
An infrastructure play and the company will do well. The stock cannot do as well because the multiple has risen to full valuation. He owns the bonds.
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Aecon Group Inc (ARE-T)
December 31, 2007
An infrastructure play and the company will do well. The stock cannot do as well because the multiple has risen to full valuation. He owns the bonds.