Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 11, 2008
Preferred Shares’ spreads have widened. If you are looking for income, they are a perpetual preferred. Trade at about $16, yielding 9%. If no inflation, then you have a trading opportunity as they migrate back to $25 par. If you want growth, the common equity is the place to be.
Preferred Shares’ spreads have widened. If you are looking for income, they are a perpetual preferred. Trade at about $16, yielding 9%. If no inflation, then you have a trading opportunity as they migrate back to $25 par. If you want growth, the common equity is the place to be.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$24.990
Owned
Unknown
WAIT
WAIT
August 11, 2008
2-1/2% dividend, complete diversification into most metals and minerals, strong management team and free cash flow yield that is much higher than gov’t bond right now. Because of fall off on commodity prices, be patient on the sidelines. Interested in $30-$35 range
2-1/2% dividend, complete diversification into most metals and minerals, strong management team and free cash flow yield that is much higher than gov’t bond right now. Because of fall off on commodity prices, be patient on the sidelines. Interested in $30-$35 range
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$39.320
Owned
Unknown
BUY
BUY
August 11, 2008
Chance to dollar cost average. Will expand retail stores in China (up to 1000 stores) in next 3 years. Still growing 15-20% range despite economy slowing down.
Luxottica (LUXTY-5)
August 11, 2008
Chance to dollar cost average. Will expand retail stores in China (up to 1000 stores) in next 3 years. Still growing 15-20% range despite economy slowing down.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$27.060
Owned
Yes
DON'T BUY
DON'T BUY
August 11, 2008
Spreads are not attractive enough to get into this stock. Would need $70-$80 oil. Service companies are a better option.
Spreads are not attractive enough to get into this stock. Would need $70-$80 oil. Service companies are a better option.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$34.860
Owned
No
BUY
BUY
August 11, 2008
They were not in ABCP, which means for them it is business as usual. Likes it. Ongoing international investments. Will probably be an out performer in the long run (10-15 years).
They were not in ABCP, which means for them it is business as usual. Likes it. Ongoing international investments. Will probably be an out performer in the long run (10-15 years).
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$50.160
Owned
No
BUY
BUY
August 11, 2008
Does have US exposure, but not as exposed to real estate sector. Taking advantage of strong Canadian dollar. Will probably be an out performer in the long run (10-15 years).
Toronto Dominion (TD-T)
August 11, 2008
Does have US exposure, but not as exposed to real estate sector. Taking advantage of strong Canadian dollar. Will probably be an out performer in the long run (10-15 years).
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$63.630
Owned
Yes
HOLD
HOLD
August 11, 2008
Global Bank, second largest in India. Emerging market exposure.
ICICI Bank Ltd. (IBN-N)
August 11, 2008
Global Bank, second largest in India. Emerging market exposure.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$35.670
Owned
No