Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 24, 2009
Amsterdam exchange. Global infrastructure play. Biggest player in harbour construction. Also harbour fronts and land reclamation. Got hurt when credit dried up and price of oil dropped. Credit is starting to free up and oil prices are coming back. Earnings and order book much better than expected.
Amsterdam exchange. Global infrastructure play. Biggest player in harbour construction. Also harbour fronts and land reclamation. Got hurt when credit dried up and price of oil dropped. Credit is starting to free up and oil prices are coming back. Earnings and order book much better than expected.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$0.001
Owned
Yes
TOP PICK
TOP PICK
August 24, 2009
One of the few Canadian consumer products multinational. Largest pressure sensitive label company globally. Also make plastic tubes, aluminium aerosol cans. Biggest customers are P & Gs such as L'Oreal, Colgate, etc. Trading at only .8 X Book and about 10.5X next year's earnings.
One of the few Canadian consumer products multinational. Largest pressure sensitive label company globally. Also make plastic tubes, aluminium aerosol cans. Biggest customers are P & Gs such as L'Oreal, Colgate, etc. Trading at only .8 X Book and about 10.5X next year's earnings.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$20.850
Owned
Yes
TOP PICK
TOP PICK
August 24, 2009
Likes their exposure to the oil sands. Price of oil is currently higher than people expected. Alberta’s labour costs have gone down. A big cost in the oil sands is natural gas, which seems to be going lower.
Likes their exposure to the oil sands. Price of oil is currently higher than people expected. Alberta’s labour costs have gone down. A big cost in the oil sands is natural gas, which seems to be going lower.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$29.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 24, 2009
(A Top Pick Aug 12/08. down 5.29%.) Biggest auto parts manufacturer in North America. During slow economic times this should be a great area but people don't repair cars as often as they should. Eventually they will have to. Starting to pick up. Also distribute industrial products and office supplies. History of increasing dividends annually. Still a good Hold.
(A Top Pick Aug 12/08. down 5.29%.) Biggest auto parts manufacturer in North America. During slow economic times this should be a great area but people don't repair cars as often as they should. Eventually they will have to. Starting to pick up. Also distribute industrial products and office supplies. History of increasing dividends annually. Still a good Hold.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$38.150
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 24, 2009
(A Top Pick Aug 12/08. down 28.07%.) Biggest retail grocer in North America and the only one that did not lose market share to Wal-Mart (WMT-N). Earnings and same store sales continue to come in above expectations. Has languished because of a flight to risk and grocery stores are the ultimate anti-risk. Still a Buy.
Kroger Co. (KR-N)
August 24, 2009
(A Top Pick Aug 12/08. down 28.07%.) Biggest retail grocer in North America and the only one that did not lose market share to Wal-Mart (WMT-N). Earnings and same store sales continue to come in above expectations. Has languished because of a flight to risk and grocery stores are the ultimate anti-risk. Still a Buy.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$21.300
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 24, 2009
(A Top Pick Aug 12/08. down 8.41%.) Property, casualty, workers compensation and lawyers liability insurance. Has been a good performer compared to other financials because of minimal exposure to bad assets. Quality management. Still a Buy.
(A Top Pick Aug 12/08. down 8.41%.) Property, casualty, workers compensation and lawyers liability insurance. Has been a good performer compared to other financials because of minimal exposure to bad assets. Quality management. Still a Buy.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$25.300
Owned
Yes
STRONG BUY
STRONG BUY
August 24, 2009
Very pleased with the merger with PetroCan (PCA-T) and its outlook. Although PetroCan had some great assets, management was not as good as it could have been. Suncor has far superior management. Is particularly high on their oil sands holdings. (See top Picks. He could have picked this as well.)
Suncor Energy Inc (SU-T)
August 24, 2009
Very pleased with the merger with PetroCan (PCA-T) and its outlook. Although PetroCan had some great assets, management was not as good as it could have been. Suncor has far superior management. Is particularly high on their oil sands holdings. (See top Picks. He could have picked this as well.)
Norman Levine
Managing Director, Portfolio Management Corp
Price
$35.270
Owned
Yes