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.
Show full opinionHide full opinion
AbitibiBowater Inc. (ABH-T)
December 22, 2008
Huge debt. A lottery ticket. Not for the faint of heart.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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).
Show full opinionHide full opinion
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).
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.
Show full opinionHide full opinion
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.