Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 31, 2008
Have reduced gold exposure. Believe we’re in a secular gold bull market. Your have to expect sharp corrections in gold. Has a positive price trend. Wouldn’t want to see it trade below $20. Gold is a great asset to hold. A growth stock, good cost management, good diversification of assets.
Kinross Gold (K-T)
March 31, 2008
Have reduced gold exposure. Believe we’re in a secular gold bull market. Your have to expect sharp corrections in gold. Has a positive price trend. Wouldn’t want to see it trade below $20. Gold is a great asset to hold. A growth stock, good cost management, good diversification of assets.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$22.900
Owned
Yes
WEAK BUY
WEAK BUY
March 31, 2008
A good long term hold, there may be better ones in the group. You’ll get the right kind of exposure with this.
A good long term hold, there may be better ones in the group. You’ll get the right kind of exposure with this.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$70.270
Owned
No
WEAK BUY
WEAK BUY
March 31, 2008
The best agricultural stock in the Canadian market place. Their merger was good. They’re in a very strong pricing environment. Can trade at a higher earnings multiple than it is right now.
Viterra Inc (VT-T)
March 31, 2008
The best agricultural stock in the Canadian market place. Their merger was good. They’re in a very strong pricing environment. Can trade at a higher earnings multiple than it is right now.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$14.490
Owned
Yes
TOP PICK
TOP PICK
March 31, 2008
We’re in a bit of a pinch for natural gas because of a lack of drilling last year. They have a potentially significant play in western Canada. Beating the competition at the growth level and at finding new assets. Really positive pricing power on the product. The company is growing very quickly with a lot of upside.
We’re in a bit of a pinch for natural gas because of a lack of drilling last year. They have a potentially significant play in western Canada. Beating the competition at the growth level and at finding new assets. Really positive pricing power on the product. The company is growing very quickly with a lot of upside.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$43.900
Owned
Yes
TOP PICK
TOP PICK
March 31, 2008
An equipment/services company. An international play. Have very strong growth (40%) in the eastern hemisphere next year. All their peers are down grading earnings estimated, they aren’t. Good company in a difficult environment.
An equipment/services company. An international play. Have very strong growth (40%) in the eastern hemisphere next year. All their peers are down grading earnings estimated, they aren’t. Good company in a difficult environment.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$72.470
Owned
Yes
TOP PICK
TOP PICK
March 31, 2008
Retail stocks have done terribly in this market, there are a couple exceptions such as this. Has very strong buying power. Strong company in a weak sector.
TJX Companies (TJX-N)
March 31, 2008
Retail stocks have done terribly in this market, there are a couple exceptions such as this. Has very strong buying power. Strong company in a weak sector.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$33.070
Owned
Yes
DON'T BUY
DON'T BUY
March 31, 2008
There’s a cross-north America slowing in subscriber growth. Operating well. Would continue to avoid telecommunications.
There’s a cross-north America slowing in subscriber growth. Operating well. Would continue to avoid telecommunications.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$36.920
Owned
Unknown