Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 6, 2008
Has about $500 thousand of mortgage backed CDO’s etc., which is about .05% of its assets. 2nd biggest life insurer in Canada. Has a substantial business in the US through Massachusetts Financial Services. They bought Commonwealth Bank of Australia giving them an opening in Asia and is growing very rapidly. Have executed better than they have done in the past. 3.2% dividend yield. Attractively valued.
Has about $500 thousand of mortgage backed CDO’s etc., which is about .05% of its assets. 2nd biggest life insurer in Canada. Has a substantial business in the US through Massachusetts Financial Services. They bought Commonwealth Bank of Australia giving them an opening in Asia and is growing very rapidly. Have executed better than they have done in the past. 3.2% dividend yield. Attractively valued.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$45.400
Owned
Yes
TOP PICK
TOP PICK
March 6, 2008
If you are a believer in the commodity bull market story, particularly agricultural, this is a way to play it. Has gone nowhere over the last year as people worried about sensitivity of rails, but it's up 8.5% this year.
If you are a believer in the commodity bull market story, particularly agricultural, this is a way to play it. Has gone nowhere over the last year as people worried about sensitivity of rails, but it's up 8.5% this year.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$68.560
Owned
Yes
TOP PICK
TOP PICK
March 6, 2008
Fully integrated so it should be less volatile, but it is off 11.6% this year and only up 12% over the last year, total return. Has a great suite of assets.
Petro-Canada (PCA-T)
March 6, 2008
Fully integrated so it should be less volatile, but it is off 11.6% this year and only up 12% over the last year, total return. Has a great suite of assets.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$46.820
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 6, 2008
(A Top Pick Mar 6/07. Up 6% including dividend.) Still likes. Decent, well run exploration/production company. Still a Buy.
(A Top Pick Mar 6/07. Up 6% including dividend.) Still likes. Decent, well run exploration/production company. Still a Buy.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$17.370
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 6, 2008
(A Top Pick Mar 6/07. Up 0.1% including dividends.) One of the best brands in Canada and has executed extremely well. They have the power to pass on pricing increases. A good Buy.
(A Top Pick Mar 6/07. Up 0.1% including dividends.) One of the best brands in Canada and has executed extremely well. They have the power to pass on pricing increases. A good Buy.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$34.280
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 6, 2008
(A Top Pick Mar 6/07. Down 29%.) If there is one market that will hold up, it is the financial centre of the US. This is a wonderful inflation hedge.
(A Top Pick Mar 6/07. Down 29%.) If there is one market that will hold up, it is the financial centre of the US. This is a wonderful inflation hedge.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$28.170
Owned
Yes
COMMENT
COMMENT
March 6, 2008
One of the higher cost gold producers. They have been a beneficiary of the big run-up in gold. Expects gold will go up a lot higher.
Eldorado Gold (ELD-T)
March 6, 2008
One of the higher cost gold producers. They have been a beneficiary of the big run-up in gold. Expects gold will go up a lot higher.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$7.490
Owned
Unknown