Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 7, 2008
There is some awfully smart money buying into some of these major US financials. This is a great franchise. In this sector, buy the best assets you can and hold them for the long-term.
CitiGroup (C-N)
February 7, 2008
There is some awfully smart money buying into some of these major US financials. This is a great franchise. In this sector, buy the best assets you can and hold them for the long-term.
Bob Stodgell
President, Stodgell Inv Mngmnt
Price
$26.700
Owned
Unknown
COMMENT
COMMENT
February 7, 2008
Are doing very well in some of their train divisions. Their regional jet business is turning around. He has not found this one particularly attractive.
Are doing very well in some of their train divisions. Their regional jet business is turning around. He has not found this one particularly attractive.
Bob Stodgell
President, Stodgell Inv Mngmnt
Price
$4.960
Owned
No
BUY
BUY
February 7, 2008
Feels there is a lot of value but there are some geopolitical issues. Typically crude tends to have a weak first quarter. Expect there will be some troughing here. Feels the demand for oil is going to be strong long-term. This one looks like reasonably good quality.
Talisman Energy (TLM-T)
February 7, 2008
Feels there is a lot of value but there are some geopolitical issues. Typically crude tends to have a weak first quarter. Expect there will be some troughing here. Feels the demand for oil is going to be strong long-term. This one looks like reasonably good quality.
Bob Stodgell
President, Stodgell Inv Mngmnt
Price
$15.390
Owned
Unknown
BUY
BUY
February 7, 2008
The head of the Teachers Ontario Pension says the deal is going to go through. Some of the financiers giving their loans are causing the concerns. The market is telling you that it does have risks. If this is part of several of your holdings the odds are pretty good and could be worth the risk.
BCE Inc. (BCE-T)
February 7, 2008
The head of the Teachers Ontario Pension says the deal is going to go through. Some of the financiers giving their loans are causing the concerns. The market is telling you that it does have risks. If this is part of several of your holdings the odds are pretty good and could be worth the risk.
Bob Stodgell
President, Stodgell Inv Mngmnt
Price
$34.720
Owned
Yes
TOP PICK
TOP PICK
February 7, 2008
A bit of a sensitive economic call. Has held up relatively well compared to the rest of the market. Great company.
A bit of a sensitive economic call. Has held up relatively well compared to the rest of the market. Great company.
Bob Stodgell
President, Stodgell Inv Mngmnt
Price
$50.400
Owned
Yes
TOP PICK
TOP PICK
February 7, 2008
Likes that they are in all facets of the energy business. Seems like it has been under a lot of pressure. Thinks it's good long-term value. If there is some plateauing of the oil prices coming out of this quarter, all the companies are going to do quite well.
Petro-Canada (PCA-T)
February 7, 2008
Likes that they are in all facets of the energy business. Seems like it has been under a lot of pressure. Thinks it's good long-term value. If there is some plateauing of the oil prices coming out of this quarter, all the companies are going to do quite well.
Bob Stodgell
President, Stodgell Inv Mngmnt
Price
$43.770
Owned
Yes
TOP PICK
TOP PICK
February 7, 2008
A great resource play. Well diversified in commodities. Good price. Almost 3% yield.
A great resource play. Well diversified in commodities. Good price. Almost 3% yield.
Bob Stodgell
President, Stodgell Inv Mngmnt
Price
$34.670
Owned
Yes