Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 1, 2008
(A Top Pick Mar 23/07. Down 51%.) The market retreated and small caps got hit. People get impatient because they are not turning on new contracts in Singapore/Australia. There is no reason why they can't get these in the future. The company is in fine shape. He would absolutely Buy it today.
Axia NetMedia (AXX-T)
April 1, 2008
(A Top Pick Mar 23/07. Down 51%.) The market retreated and small caps got hit. People get impatient because they are not turning on new contracts in Singapore/Australia. There is no reason why they can't get these in the future. The company is in fine shape. He would absolutely Buy it today.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$2.960
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 1, 2008
(A Top Pick Mar 23/07. Down 60%.) Excellent business. They are the top independent in the on-line marketing to parents and children. He expects them to be taken over. Management is buying shares.
Kaboose Inc. (KAB-T)
April 1, 2008
(A Top Pick Mar 23/07. Down 60%.) Excellent business. They are the top independent in the on-line marketing to parents and children. He expects them to be taken over. Management is buying shares.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$1.540
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 1, 2008
(A Top Pick Mar 23/07. Up 7%.) There has been a pickup in the last few weeks because of a rush to quality and a rush to reliable dividends in the utilities. Has a fine history. Fairly aggressive expansion.
Fortis Inc. (FTS-T)
April 1, 2008
(A Top Pick Mar 23/07. Up 7%.) There has been a pickup in the last few weeks because of a rush to quality and a rush to reliable dividends in the utilities. Has a fine history. Fairly aggressive expansion.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$29.100
Owned
Yes
TOP PICK
TOP PICK
April 1, 2008
There is nothing better today than a selection of certain royalty and income fund trusts. Absolutely fantastic and don't worry about 2011. Looks like it has the ability to continue to shine. 2.6% yield. As colossal reserves.
There is nothing better today than a selection of certain royalty and income fund trusts. Absolutely fantastic and don't worry about 2011. Looks like it has the ability to continue to shine. 2.6% yield. As colossal reserves.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$53.990
Owned
Yes
TOP PICK
TOP PICK
April 1, 2008
Very much impressed. Looks like it is going to be able to get the laterite nickel project under way and into production in Madagascar. It has great expertise in dealing with communities.
Very much impressed. Looks like it is going to be able to get the laterite nickel project under way and into production in Madagascar. It has great expertise in dealing with communities.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$14.170
Owned
Yes
TOP PICK
TOP PICK
April 1, 2008
The best of the companies in the agricultural space. Brilliantly run and brilliantly diversified.
Viterra Inc (VT-T)
April 1, 2008
The best of the companies in the agricultural space. Brilliantly run and brilliantly diversified.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$14.350
Owned
Yes
DON'T BUY
DON'T BUY
April 1, 2008
Ramped up production on pod 1 to 10,000 barrels and have made application for the 2nd pod to be built. The only small public company that he can see in the oil sands patch that is up and running. However, oil sands is a very high capital cost business and is generally thought to need very big size.
Ramped up production on pod 1 to 10,000 barrels and have made application for the 2nd pod to be built. The only small public company that he can see in the oil sands patch that is up and running. However, oil sands is a very high capital cost business and is generally thought to need very big size.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$3.230
Owned
No