Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 17, 2009
A road/pipeline has to be built. Run by two veterans of Venezuela. Heavy and light oil. Thinks it's very strong. You could buy this for a higher future oil price.
A road/pipeline has to be built. Run by two veterans of Venezuela. Heavy and light oil. Thinks it's very strong. You could buy this for a higher future oil price.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$5.100
Owned
Yes
BUY
BUY
March 17, 2009
Dry power cell transformers. Expect it will go up again.
Dry power cell transformers. Expect it will go up again.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$7.740
Owned
Yes
BUY
BUY
March 17, 2009
Canadian banks are rich and are going to stay alive. Will they cut the dividends? This bank is most likely to lead the way if they do. Yield of 8.45%. This one is fine and will probably merge with another bank someday.
Bank of Montreal(BMO-T)
March 17, 2009
Canadian banks are rich and are going to stay alive. Will they cut the dividends? This bank is most likely to lead the way if they do. Yield of 8.45%. This one is fine and will probably merge with another bank someday.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$33.150
Owned
No
BUY
BUY
March 17, 2009
Buy and wait for the uptrend in oil which always comes. Selling some assets.
Talisman Energy(TLM-T)
March 17, 2009
Buy and wait for the uptrend in oil which always comes. Selling some assets.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$13.490
Owned
No
TOP PICK
TOP PICK
March 17, 2009
Infrastructure in utility poles and railway ties. Has great clientele. Just reported brilliant earnings.
Stella-Jones Inc.(SJ-T)
March 17, 2009
Infrastructure in utility poles and railway ties. Has great clientele. Just reported brilliant earnings.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$18.750
Owned
Yes
TOP PICK
TOP PICK
March 17, 2009
Very near term it becomes collecting 25% of the cash flows of Tenke Fungurume in the Democratic Republic of Congo, the great new copper mine. Debt problems are partially solved by the Hudbay deal. A contrarian play.
Very near term it becomes collecting 25% of the cash flows of Tenke Fungurume in the Democratic Republic of Congo, the great new copper mine. Debt problems are partially solved by the Hudbay deal. A contrarian play.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$1.210
Owned
Yes
TOP PICK
TOP PICK
March 17, 2009
Well services. This is a play on the great recovery of oil prices and stocks. Located in Russia, US and Canada and very successfully. Contrarian play. 1.5% yield.
Well services. This is a play on the great recovery of oil prices and stocks. Located in Russia, US and Canada and very successfully. Contrarian play. 1.5% yield.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$6.450
Owned
No