Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 25, 2009
Largest oil/gas exploration and production. Actually an integrated because of its joint venture on refining with Conoco Phillips (COP-N). Off about 15% over the last year. Reasonable yield of 3%. Well run company. 1st choice if you are buying something with a big gas exposure on the expectation that gas is coming back.
Encana Corp (ECA-T)
August 25, 2009
Largest oil/gas exploration and production. Actually an integrated because of its joint venture on refining with Conoco Phillips (COP-N). Off about 15% over the last year. Reasonable yield of 3%. Well run company. 1st choice if you are buying something with a big gas exposure on the expectation that gas is coming back.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$57.430
Owned
Yes
TOP PICK
TOP PICK
August 25, 2009
Convenience stores in North America. Gasoline margins in the US have increased. Continues to buy up small chains and improve their margins.
Convenience stores in North America. Gasoline margins in the US have increased. Continues to buy up small chains and improve their margins.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$18.970
Owned
Yes
TOP PICK
TOP PICK
August 25, 2009
New wireless entrants into the Canadian mobile phone business has led to a big selloff in companies such as BCE (BCE-T), Rogers and Telus (T-T) and was overdone. Cell phone competition will come in but they'll make it up in volume. 3.9% yield.
New wireless entrants into the Canadian mobile phone business has led to a big selloff in companies such as BCE (BCE-T), Rogers and Telus (T-T) and was overdone. Cell phone competition will come in but they'll make it up in volume. 3.9% yield.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$29.640
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 25, 2009
(A Top Pick Sept 17/08. Up 10.07%.)
(A Top Pick Sept 17/08. Up 10.07%.)
Gavin Graham
Trustee, Pointbreak ETFs
Price
$46.470
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 25, 2009
(A Top Pick Sept 17/08. Down 13.93%.) Pays a low dividend but it is growing steadily. Still likes.
(A Top Pick Sept 17/08. Down 13.93%.) Pays a low dividend but it is growing steadily. Still likes.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$64.790
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 25, 2009
(A Top Pick Sept 17/08. Down 17.27%.) Continues to operate very well. This is a stock that everyone should have in their portfolio. Still a Buy.
(A Top Pick Sept 17/08. Down 17.27%.) Continues to operate very well. This is a stock that everyone should have in their portfolio. Still a Buy.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$43.350
Owned
Yes
COMMENT
COMMENT
August 25, 2009
Basically a low growth, yield stock. Has the old (?) stream telephony side, which is very low margin and fierce competition. Eventually somebody will take it over as it makes no sense to have a provincial telephone company.
Basically a low growth, yield stock. Has the old (?) stream telephony side, which is very low margin and fierce competition. Eventually somebody will take it over as it makes no sense to have a provincial telephone company.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$32.240
Owned
No