Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 27, 2009
US giant that has been beaten up pretty hard. Still have really good businesses and infrastructure. One of the best positioned companies in power. Big wart is GE Capital and they are addressing this. Worst is behind them. Will still take a couple of years for GE Capital to recover but the rest of the business is doing very well. Generates a tremendous amount of cash flow.
US giant that has been beaten up pretty hard. Still have really good businesses and infrastructure. One of the best positioned companies in power. Big wart is GE Capital and they are addressing this. Worst is behind them. Will still take a couple of years for GE Capital to recover but the rest of the business is doing very well. Generates a tremendous amount of cash flow.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$12.320
Owned
Yes
TOP PICK
TOP PICK
July 27, 2009
Largest mobile phone company globally. 450 million subscribers and adding 5-7 million new subscribers every month. Take in more cash than they spend.
Largest mobile phone company globally. 450 million subscribers and adding 5-7 million new subscribers every month. Take in more cash than they spend.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$51.980
Owned
Yes
TOP PICK
TOP PICK
July 27, 2009
Likes the nutritional food business. Well run company. Hasn't done particularly well in the recovery but is probably because it did very well last year when everything else was falling apart. Growing sales at about 2%, which normally would be about 7% and he thinks they get back up to that. Growth is coming from high-margin stuff.
Danone (BN-FP)
July 27, 2009
Likes the nutritional food business. Well run company. Hasn't done particularly well in the recovery but is probably because it did very well last year when everything else was falling apart. Growing sales at about 2%, which normally would be about 7% and he thinks they get back up to that. Growth is coming from high-margin stuff.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 27, 2009
(A Top Pick Dec 29/08. Up 36.29%.) Good management and good balance sheet. 60% market share in routers. Buy on weakness.
Cisco (CSCO-Q)
July 27, 2009
(A Top Pick Dec 29/08. Up 36.29%.) Good management and good balance sheet. 60% market share in routers. Buy on weakness.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$21.840
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 27, 2009
(A Top Pick Dec 29/08. Up 7.24%.) Well respected management. Strong balance sheet. They are in a space that should grow. Good exposure to emerging markets.
Nestle (NSRGY-OTC)
July 27, 2009
(A Top Pick Dec 29/08. Up 7.24%.) Well respected management. Strong balance sheet. They are in a space that should grow. Good exposure to emerging markets.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.001
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 27, 2009
(A Top Pick Dec 29/08. Up 75.72%.) Ports company. China will continue to grow for the next 20 or so years.
(A Top Pick Dec 29/08. Up 75.72%.) Ports company. China will continue to grow for the next 20 or so years.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.010
Owned
Yes
HOLD
HOLD
July 27, 2009
Largest steel producer globally. With the urbanization of China and other emerging markets, there is a greater demand for steel and this company is benefiting. Well managed.
ArcelorMittal (MT-N)
July 27, 2009
Largest steel producer globally. With the urbanization of China and other emerging markets, there is a greater demand for steel and this company is benefiting. Well managed.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$37.620
Owned
No