Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 2, 2008
Have tax pools of more than $6 million, so if they stay in the trust structure they would be tax-free until about 2013. The company would like to convert to a high yield exploration company which would yield about 4%/5% and hope that capital gains would offset the difference from low interest rates to the distribution rates.
Have tax pools of more than $6 million, so if they stay in the trust structure they would be tax-free until about 2013. The company would like to convert to a high yield exploration company which would yield about 4%/5% and hope that capital gains would offset the difference from low interest rates to the distribution rates.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$29.100
Owned
Unknown
COMMENT
COMMENT
April 2, 2008
Good trust for current economic conditions. Doesn't know what their strategy is, i.e. converting to a corporate structure or leaving it in the current format. If they convert, will their cash flow increase sufficiently that the increase between now and 2011 will more than offset the tax implementations.
Good trust for current economic conditions. Doesn't know what their strategy is, i.e. converting to a corporate structure or leaving it in the current format. If they convert, will their cash flow increase sufficiently that the increase between now and 2011 will more than offset the tax implementations.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$11.380
Owned
Unknown
DON'T BUY
DON'T BUY
April 2, 2008
Had an enormous jump because of the increase in the price of coal. While cash flow for this year and next are terrific, there will be quite a drop in 2010. Stock is cheap, but he doesn't see the sustainability of the cash flow.
Had an enormous jump because of the increase in the price of coal. While cash flow for this year and next are terrific, there will be quite a drop in 2010. Stock is cheap, but he doesn't see the sustainability of the cash flow.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$5.210
Owned
No
SPECULATIVE BUY
SPECULATIVE BUY
April 2, 2008
This one depends on investment objectives and risk tolerance and, more specifically, is there some % of your portfolio that is devoted to aggressive growth. Currently a speculation.
CitiGroup (C-N)
April 2, 2008
This one depends on investment objectives and risk tolerance and, more specifically, is there some % of your portfolio that is devoted to aggressive growth. Currently a speculation.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$24.020
Owned
Unknown
BUY
BUY
April 2, 2008
Finally turning around. With the recovery of drilling, particularly in the natural gas area, as well as the additional platforms they have given their suite of products and services, they are looking for $.04 a share in earnings this year and $.05 next year. If you are a speculator, he would Buy and if you own, he would Average Down.
Finally turning around. With the recovery of drilling, particularly in the natural gas area, as well as the additional platforms they have given their suite of products and services, they are looking for $.04 a share in earnings this year and $.05 next year. If you are a speculator, he would Buy and if you own, he would Average Down.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$0.760
Owned
Yes
BUY
BUY
April 2, 2008
One of the few IPO’s in the last 6 months that is at its issue price. It has 2 businesses, wallpaper and the euro. They are growing nicely with a couple of blue-sky scenarios in passports that they may be able to work on over the next couple of years.
One of the few IPO’s in the last 6 months that is at its issue price. It has 2 businesses, wallpaper and the euro. They are growing nicely with a couple of blue-sky scenarios in passports that they may be able to work on over the next couple of years.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$8.750
Owned
Yes
TOP PICK
TOP PICK
April 2, 2008
Natural gas. Their prospects have been transformed by the announcement from Forest Oil (FST-N) of a discovery in the St. Lawrence.
Gastem Inc (GMR.H-X)
April 2, 2008
Natural gas. Their prospects have been transformed by the announcement from Forest Oil (FST-N) of a discovery in the St. Lawrence.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$2.500
Owned
Yes