Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 7, 2008
Global multi-line insurance business, property/casualty and life. AA balance sheet, so it gives you some protection. Have been caught up in the mortgage backed security business but stopped buying these in 2005 because they foresaw the risks. Currently trading at a 50% discount to what it is worth.
Global multi-line insurance business, property/casualty and life. AA balance sheet, so it gives you some protection. Have been caught up in the mortgage backed security business but stopped buying these in 2005 because they foresaw the risks. Currently trading at a 50% discount to what it is worth.
Pat Naccarato
Vice President and Portfolio Manager, AIC Limited
Price
$47.300
Owned
Yes
TOP PICK
TOP PICK
April 7, 2008
Has a new CEO who should be a catalyst for a turnaround.
Has a new CEO who should be a catalyst for a turnaround.
Pat Naccarato
Vice President and Portfolio Manager, AIC Limited
Price
$47.550
Owned
Yes
TOP PICK
TOP PICK
April 7, 2008
Trading below liquidation value. Feels they can reverse some of their market share losses. They've introduced a “$99 all you can use” platform for voice and data, which he feels will capture market share.
Sprint Nextel (S-N)
April 7, 2008
Trading below liquidation value. Feels they can reverse some of their market share losses. They've introduced a “$99 all you can use” platform for voice and data, which he feels will capture market share.
Pat Naccarato
Vice President and Portfolio Manager, AIC Limited
Price
$6.810
Owned
Yes
BUY
BUY
April 7, 2008
A great US institution that has been hit by this crisis. A great franchise with tremendous value. Trading at a valuation that has not been seen since the last recession. The snap-back coming out of recession can be enormous. Valuation on a PE basis does not look good as earnings are down but if they reverse some of their mortgage write-downs, it could have a big effect on values.
A great US institution that has been hit by this crisis. A great franchise with tremendous value. Trading at a valuation that has not been seen since the last recession. The snap-back coming out of recession can be enormous. Valuation on a PE basis does not look good as earnings are down but if they reverse some of their mortgage write-downs, it could have a big effect on values.
Pat Naccarato
Vice President and Portfolio Manager, AIC Limited
Price
$39.500
Owned
Unknown
BUY
BUY
April 7, 2008
A great US institution that has been hit by this crisis. A great franchise with tremendous value. Trading at a valuation that has not been seen since the last recession. The snap-back coming out of recession can be enormous. Valuation on a PE basis does not look good as earnings are down but if they reverse some of their mortgage write-downs, it could have a big effect on values.
A great US institution that has been hit by this crisis. A great franchise with tremendous value. Trading at a valuation that has not been seen since the last recession. The snap-back coming out of recession can be enormous. Valuation on a PE basis does not look good as earnings are down but if they reverse some of their mortgage write-downs, it could have a big effect on values.
Pat Naccarato
Vice President and Portfolio Manager, AIC Limited
Price
$45.570
Owned
Unknown
BUY
BUY
April 7, 2008
A great US institution that has been hit by this crisis. A great franchise with tremendous value. Trading at a valuation that has not been seen since the last recession. The snap-back coming out of recession can be enormous. Valuation on a PE basis does not look good as earnings are down but if they reverse some of their mortgage write-downs, it could have a big effect on values.
CitiGroup (C-N)
April 7, 2008
A great US institution that has been hit by this crisis. A great franchise with tremendous value. Trading at a valuation that has not been seen since the last recession. The snap-back coming out of recession can be enormous. Valuation on a PE basis does not look good as earnings are down but if they reverse some of their mortgage write-downs, it could have a big effect on values.
Pat Naccarato
Vice President and Portfolio Manager, AIC Limited
Price
$24.600
Owned
Unknown
BUY
BUY
April 7, 2008
Has a dominant market share, which he likes. Their new jetliner has had a few delays. Ultimately they will get this resolved. This is an opportunity to buy a great franchise.
Boeing (BA-N)
April 7, 2008
Has a dominant market share, which he likes. Their new jetliner has had a few delays. Ultimately they will get this resolved. This is an opportunity to buy a great franchise.
Pat Naccarato
Vice President and Portfolio Manager, AIC Limited
Price
$74.980
Owned
Unknown