Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 31, 2008
Trading at 1.6X Book. 3.8% yield. Very good management. US assets are good.
Trading at 1.6X Book. 3.8% yield. Very good management. US assets are good.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$62.290
Owned
Yes
TOP PICK
TOP PICK
July 31, 2008
Has had slower subscriber growth but thinks it will start ramping up now. Great free cash flow story. They have the best model for communications and entertainment.
Has had slower subscriber growth but thinks it will start ramping up now. Great free cash flow story. They have the best model for communications and entertainment.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$34.590
Owned
Yes
TOP PICK
TOP PICK
July 31, 2008
4.3% dividend and potential for a special dividend. Making a ton of money. Well integrated. Have some great long life assets. Trading at around $60 oil.
Husky Energy (HSE-T)
July 31, 2008
4.3% dividend and potential for a special dividend. Making a ton of money. Well integrated. Have some great long life assets. Trading at around $60 oil.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$45.340
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 31, 2008
(A Top Pick July 31/07. Down 32.9%.) Grocery store chain. Well regarded management team. Has been partly tarred by Loblaws (L-T) problems. Trades at 10X earnings. Still likes.
Metro Inc (A) (MRU-T)
July 31, 2008
(A Top Pick July 31/07. Down 32.9%.) Grocery store chain. Well regarded management team. Has been partly tarred by Loblaws (L-T) problems. Trades at 10X earnings. Still likes.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$24.610
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 31, 2008
(A Top Pick July 31/07. Down 14.9%.) Down partly due to fuel prices and a slowing economy. Strong balance sheet.
(A Top Pick July 31/07. Down 14.9%.) Down partly due to fuel prices and a slowing economy. Strong balance sheet.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$63.080
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 31, 2008
(A Top Pick July 31/07. Up 4%.) Have about 4 billion barrels of oil in the ground. Takeover candidate. Still a Buy.
Bronco Energy (BCF-T)
July 31, 2008
(A Top Pick July 31/07. Up 4%.) Have about 4 billion barrels of oil in the ground. Takeover candidate. Still a Buy.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$10.540
Owned
Yes
BUY
BUY
July 31, 2008
Recently announced they will split into 2 companies, natural gas and oil. This should unlock a lot of value in the longer term.
Encana Corp (ECA-T)
July 31, 2008
Recently announced they will split into 2 companies, natural gas and oil. This should unlock a lot of value in the longer term.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$73.900
Owned
Unknown