Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 31, 2008
Great management.
Loblaw Companies Ltd (L-T)
December 31, 2008
Great management.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$34.970
Owned
Yes
TOP PICK
TOP PICK
December 31, 2008
Likes gold and all the major gold companies are great.
Barrick Gold (ABX-T)
December 31, 2008
Likes gold and all the major gold companies are great.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$44.710
Owned
Yes
TOP PICK
TOP PICK
December 31, 2008
One of the largest single property/casualty insurance companies in Canada. Had a bit of a downer with its investment portfolio but are currently very confident of moving back into an acquisition mode. Have excess capital so do not need to raise debt. Brilliantly run.
Intact Financial (IFC-T)
December 31, 2008
One of the largest single property/casualty insurance companies in Canada. Had a bit of a downer with its investment portfolio but are currently very confident of moving back into an acquisition mode. Have excess capital so do not need to raise debt. Brilliantly run.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$31.610
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 31, 2008
(A Top Pick Dec 12/07. Down 31%.) Depends on the ability of selling to cautious farmers.
Agrium (AGU-T)
December 31, 2008
(A Top Pick Dec 12/07. Down 31%.) Depends on the ability of selling to cautious farmers.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$41.470
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 31, 2008
(A Top Pick Dec 12/07. Down 73%.) A fund that contains the global markets. Sold his holdings.
(A Top Pick Dec 12/07. Down 73%.) A fund that contains the global markets. Sold his holdings.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$1.350
Owned
No
PAST TOP PICK
PAST TOP PICK
December 31, 2008
(A Top Pick Dec 12/07. Down 86%.) Oil sands. Carried down heavily with all oil/gas companies. Very long-term development plans. Needs a great improvement in the sector.
Oilsands Quest Inc. (BQI-A)
December 31, 2008
(A Top Pick Dec 12/07. Down 86%.) Oil sands. Carried down heavily with all oil/gas companies. Very long-term development plans. Needs a great improvement in the sector.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$0.730
Owned
No
PARTIAL BUY
PARTIAL BUY
December 31, 2008
Little uneasy about the determination of governments to put a lot of money into infrastructure. This company is fine. Just don't go overboard in believing infrastructure is the magic potion.
Aecon Group Inc (ARE-T)
December 31, 2008
Little uneasy about the determination of governments to put a lot of money into infrastructure. This company is fine. Just don't go overboard in believing infrastructure is the magic potion.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$11.000
Owned
Unknown