Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 11, 2008
Well protected and great payout. The dominant telco in eastern Canada. Payout of $2.90 giving you over 10%. Wire line telephone is not a growth business, so you don't own this for growth, only income.
Bell Aliant (BA-T)
February 11, 2008
Well protected and great payout. The dominant telco in eastern Canada. Payout of $2.90 giving you over 10%. Wire line telephone is not a growth business, so you don't own this for growth, only income.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$28.340
Owned
Yes
TOP PICK
TOP PICK
February 11, 2008
Well protected and great payout. A big mover of oil and oil liquids, regular and from the oil sands. Growing and adding capacity. Pays about 8.5% and not economically sensitive. Limited downside.
Well protected and great payout. A big mover of oil and oil liquids, regular and from the oil sands. Growing and adding capacity. Pays about 8.5% and not economically sensitive. Limited downside.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$17.120
Owned
Yes
TOP PICK
TOP PICK
February 11, 2008
Herbicide, pesticide and seed business. Global agricultural play. Had great earnings. Outlook is fabulous. Agricultural sector is not cheap compared to the rest of the market, but because this is not as well known as others and is Swiss based, has a lower multiple.
Syngenta AG (SYT-N)
February 11, 2008
Herbicide, pesticide and seed business. Global agricultural play. Had great earnings. Outlook is fabulous. Agricultural sector is not cheap compared to the rest of the market, but because this is not as well known as others and is Swiss based, has a lower multiple.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$53.430
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 11, 2008
(A Top Pick Feb 27/07. Down 20%.) Specialty property/casualty insurer. All financials in the US are down. Continuing to show better earnings and increasing dividends. Had a little bit of bad mortgage paper, but not a whole lot. Still a Buy.
(A Top Pick Feb 27/07. Down 20%.) Specialty property/casualty insurer. All financials in the US are down. Continuing to show better earnings and increasing dividends. Had a little bit of bad mortgage paper, but not a whole lot. Still a Buy.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$27.880
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 11, 2008
(A Top Pick Feb 27/07. Down 2.5 %.) Largest sensitive pressure label manufacturer globally. Also have other divisions, aluminum aerosol cans and plastic tubes. 85% to 90% of sales/earnings are outside of Canada. Some economic sensitivity, but not a lot. Still a Buy.
(A Top Pick Feb 27/07. Down 2.5 %.) Largest sensitive pressure label manufacturer globally. Also have other divisions, aluminum aerosol cans and plastic tubes. 85% to 90% of sales/earnings are outside of Canada. Some economic sensitivity, but not a lot. Still a Buy.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$34.810
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 11, 2008
(A Top Pick Feb 27/07. Down 15.2 %.) Went down with the Japanese market. Reinvented itself from the film business. One of the largest manufacturers of digital cameras and biggest provider of photo finishing paper as well as automated kiosks. Have a division that is the largest provider of material that goes into the LCD screens. Opportunity for long-term investors to Buy a great company.
(A Top Pick Feb 27/07. Down 15.2 %.) Went down with the Japanese market. Reinvented itself from the film business. One of the largest manufacturers of digital cameras and biggest provider of photo finishing paper as well as automated kiosks. Have a division that is the largest provider of material that goes into the LCD screens. Opportunity for long-term investors to Buy a great company.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$36.020
Owned
Yes
BUY
BUY
February 11, 2008
Controls Investors Group (IGM-T), Great West (GWO-T), London life and Canada Life. Also have some holdings in Europe. Stock has come off largely because financials in general have been hit and is big in the mutual fund business. Good long-term Buy. Raises its dividends annually, usually twice a year.
Controls Investors Group (IGM-T), Great West (GWO-T), London life and Canada Life. Also have some holdings in Europe. Stock has come off largely because financials in general have been hit and is big in the mutual fund business. Good long-term Buy. Raises its dividends annually, usually twice a year.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$35.550
Owned
Yes