Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 12, 2008
Finally being recognized for the very long-life reserves it has in unconventional gas production. Has strengthened its determination to return value to the shareholders, which can be seen in its dividend policies and share buyback policy. Has hedged part of its production in gas assets at over $8 a share as well as $72 a barrel for its oil. Quality management and reserves.
Encana Corp (ECA-T)
March 12, 2008
Finally being recognized for the very long-life reserves it has in unconventional gas production. Has strengthened its determination to return value to the shareholders, which can be seen in its dividend policies and share buyback policy. Has hedged part of its production in gas assets at over $8 a share as well as $72 a barrel for its oil. Quality management and reserves.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$75.660
Owned
Yes
TOP PICK
TOP PICK
March 12, 2008
Pipeline company, energy infrastructure. A large part of their earnings are regulated. Yields over 3%. Forecasting growth for 2012 at 10% to 11%. The combination of the dividend, which is expected to grow in the 6% to 10% range, plus the earnings growth, gives you a pretty comfortable 15% to 17% returning stock on a 5-year horizon. Energy infrastructure will continue to be a major area in North America.
Enbridge (ENB-T)
March 12, 2008
Pipeline company, energy infrastructure. A large part of their earnings are regulated. Yields over 3%. Forecasting growth for 2012 at 10% to 11%. The combination of the dividend, which is expected to grow in the 6% to 10% range, plus the earnings growth, gives you a pretty comfortable 15% to 17% returning stock on a 5-year horizon. Energy infrastructure will continue to be a major area in North America.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$41.420
Owned
Yes
TOP PICK
TOP PICK
March 12, 2008
Very defensive stock. In all kinds of products that everyone uses. Well positioned overseas with more than 60% of its revenues outside of North America. Strong earnings outlook. Strong balance sheet.
Procter & Gamble (PG-N)
March 12, 2008
Very defensive stock. In all kinds of products that everyone uses. Well positioned overseas with more than 60% of its revenues outside of North America. Strong earnings outlook. Strong balance sheet.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$67.040
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 12, 2008
(A Top Pick Mar 14/07. Up 15% including dividends.) Hospital supplies. Great company, but not well followed or well known. Well diversified with 60% revenues outside of North America. Good R&D. Trades at about 18X earnings. Still a Buy.
(A Top Pick Mar 14/07. Up 15% including dividends.) Hospital supplies. Great company, but not well followed or well known. Well diversified with 60% revenues outside of North America. Good R&D. Trades at about 18X earnings. Still a Buy.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$86.390
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 12, 2008
(A Top Pick Mar 14/07. Down 11% including dividends.) Still a Partial Buy, particularly if you have low exposure to financials. Over 4% yield. Their credit losses are the lowest among Canadian banks. Good geographic diversification.
(A Top Pick Mar 14/07. Down 11% including dividends.) Still a Partial Buy, particularly if you have low exposure to financials. Over 4% yield. Their credit losses are the lowest among Canadian banks. Good geographic diversification.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$45.360
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 12, 2008
(A Top Pick Mar 14/07. Down 11%.) Largest independent mutual fund company. With aging baby boomers, there will be increased savings. Yielding 4.7% and has increased its dividends at 15% to 17% over the last 10 years. Still a Partial Buy.
(A Top Pick Mar 14/07. Down 11%.) Largest independent mutual fund company. With aging baby boomers, there will be increased savings. Yielding 4.7% and has increased its dividends at 15% to 17% over the last 10 years. Still a Partial Buy.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$42.060
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
March 12, 2008
Has the medical side as well as the consumer side. Its medical device side is facing a bit of problem and its drugs are likely to face increased scrutiny if there is a Democratic administration. Attractive in the $55-$58 range.
Has the medical side as well as the consumer side. Its medical device side is facing a bit of problem and its drugs are likely to face increased scrutiny if there is a Democratic administration. Attractive in the $55-$58 range.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$62.550
Owned
Unknown