Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 22, 2008
Huge debt. A lottery ticket. Not for the faint of heart.
AbitibiBowater Inc. (ABH-T)
December 22, 2008
Huge debt. A lottery ticket. Not for the faint of heart.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$0.660
Owned
No
DON'T BUY
DON'T BUY
December 22, 2008
Stock went up with the price of corn and when corn came down, the stock fell too. They are curtailing potash production and it looks like they are going to have to drop prices. Even though it looks cheap, wait.
Stock went up with the price of corn and when corn came down, the stock fell too. They are curtailing potash production and it looks like they are going to have to drop prices. Even though it looks cheap, wait.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$79.330
Owned
Unknown
COMMENT
COMMENT
December 22, 2008
Trades at a discount to Canadian National (CNR-T). An economically cyclical stock. With the economic slowdown, their volumes are going down. On any hint of an economic recovery, rails are definitely going to be there.
Trades at a discount to Canadian National (CNR-T). An economically cyclical stock. With the economic slowdown, their volumes are going down. On any hint of an economic recovery, rails are definitely going to be there.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$38.520
Owned
No
DON'T BUY
DON'T BUY
December 22, 2008
Short term, commodities will have a difficult time because of the economic environment. Long-term, demand will go up and may take 1 or 2 years to happen. Prefers other oils because he is not sure where this ones growth will come from. Also had some issues with their oil sands projects.
Petro-Canada (PCA-T)
December 22, 2008
Short term, commodities will have a difficult time because of the economic environment. Long-term, demand will go up and may take 1 or 2 years to happen. Prefers other oils because he is not sure where this ones growth will come from. Also had some issues with their oil sands projects.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$25.510
Owned
No
DON'T BUY
DON'T BUY
December 22, 2008
Doesn't particularly like the story. Lots of competition on the smart-phone side and they will have difficulty with this. A lot of their business comes from the enterprise side with corporations giving their employees Blackberries. Fairly valued at this level.
BlackBerry (BB-T)
December 22, 2008
Doesn't particularly like the story. Lots of competition on the smart-phone side and they will have difficulty with this. A lot of their business comes from the enterprise side with corporations giving their employees Blackberries. Fairly valued at this level.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$50.030
Owned
No
DON'T BUY
DON'T BUY
December 22, 2008
Very little growth in this industry and may have even less than a lot of their peers. Have issues on their pension side. Have to spend a lot of money to upgrade on their wireless side. Prefers Rogers (RCI,B-T).
Very little growth in this industry and may have even less than a lot of their peers. Have issues on their pension side. Have to spend a lot of money to upgrade on their wireless side. Prefers Rogers (RCI,B-T).
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$31.950
Owned
No
DON'T BUY
DON'T BUY
December 22, 2008
In the short-term, it is going to have a very difficult time. Fording acquisition was very costly and their balance sheet is probably in distress. They may have to sell off more assets. You need the commodity market to come back full steam. Dead money for a little while.
In the short-term, it is going to have a very difficult time. Fording acquisition was very costly and their balance sheet is probably in distress. They may have to sell off more assets. You need the commodity market to come back full steam. Dead money for a little while.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$5.150
Owned
Unknown