Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 4, 2009
On his disqualified list. Would look at Suncor (SU-T) in terms of being the leader in environmental reporting and practices.
On his disqualified list. Would look at Suncor (SU-T) in terms of being the leader in environmental reporting and practices.
Michael Brown
Portfolio Manager, Inhance Investment Management
Price
$38.540
Owned
No
COMMENT
COMMENT
March 4, 2009
Had changed their practices on his company's recommendations so they now qualify for his fund.
Had changed their practices on his company's recommendations so they now qualify for his fund.
Michael Brown
Portfolio Manager, Inhance Investment Management
Price
$95.700
Owned
Yes
COMMENT
COMMENT
March 4, 2009
Leader in the gold industry in terms of progressive practices. Also has one of the better growth profiles in terms of gold companies. Driver behind gold is either a hedge against inflation or against chaos. Currently there is a lot of chaos, which explains the rally in gold.
Kinross Gold (K-T)
March 4, 2009
Leader in the gold industry in terms of progressive practices. Also has one of the better growth profiles in terms of gold companies. Driver behind gold is either a hedge against inflation or against chaos. Currently there is a lot of chaos, which explains the rally in gold.
Michael Brown
Portfolio Manager, Inhance Investment Management
Price
$19.800
Owned
Yes
TOP PICK
TOP PICK
March 4, 2009
Has grown about 30% in the last 10 years and is projected at 20% a year going forward. Trading at 10X with a 4% yield. One of the largest companies in China so many flowing in will tend to go here.
Has grown about 30% in the last 10 years and is projected at 20% a year going forward. Trading at 10X with a 4% yield. One of the largest companies in China so many flowing in will tend to go here.
Michael Brown
Portfolio Manager, Inhance Investment Management
Price
$44.340
Owned
Yes
TOP PICK
TOP PICK
March 4, 2009
A leader in industrial cleaning products for hospitals, schools, hotels, restaurants, etc. Has had a steady record of recession resistant earnings growth. Strong balance sheet and good free cash flow generation. Currently trading close to its November lows, the lowest multiple in the last 10 years.
Ecolab Inc. (ECL-N)
March 4, 2009
A leader in industrial cleaning products for hospitals, schools, hotels, restaurants, etc. Has had a steady record of recession resistant earnings growth. Strong balance sheet and good free cash flow generation. Currently trading close to its November lows, the lowest multiple in the last 10 years.
Michael Brown
Portfolio Manager, Inhance Investment Management
Price
$30.770
Owned
Yes
TOP PICK
TOP PICK
March 4, 2009
Madrid exchange. Largest producer of renewable power (wind) globally. The #1 player in Spain and the UK and #2 in the US. From 2007 to 2008 they increased wind production by 71%. The conservative target going forward is 30% a year.
Madrid exchange. Largest producer of renewable power (wind) globally. The #1 player in Spain and the UK and #2 in the US. From 2007 to 2008 they increased wind production by 71%. The conservative target going forward is 30% a year.
Michael Brown
Portfolio Manager, Inhance Investment Management
Price
$0.010
Owned
Yes
DON'T BUY
DON'T BUY
March 4, 2009
French company primarily dealing in sewage treatment as well as water facility treatment. Underwent a period of expansion in the last couple of years fuelled primarily by debt. When the credit crisis began they had significant trouble. 9% yield seems awfully high. A lot of uncertainty at these levels.
French company primarily dealing in sewage treatment as well as water facility treatment. Underwent a period of expansion in the last couple of years fuelled primarily by debt. When the credit crisis began they had significant trouble. 9% yield seems awfully high. A lot of uncertainty at these levels.
Michael Brown
Portfolio Manager, Inhance Investment Management
Price
$21.090
Owned
No