Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 25, 2009
6.25% dividend yield. Hasn't done particularly well in participating in the recent rally. A solid play in a market where there is uncertainty.
A T & T US (T-N)
August 25, 2009
6.25% dividend yield. Hasn't done particularly well in participating in the recent rally. A solid play in a market where there is uncertainty.
Karl Berger
Partner, Toron Investment Management
Price
$20.350
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 25, 2009
(A Top Pick March 3/09. Up 42.59%.)
(A Top Pick March 3/09. Up 42.59%.)
Karl Berger
Partner, Toron Investment Management
Price
$55.430
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 25, 2009
(A Top Pick March 3/09. Up 38.07%.)
Telefonica S.A. (TEF-N)
August 25, 2009
(A Top Pick March 3/09. Up 38.07%.)
Karl Berger
Partner, Toron Investment Management
Price
$76.120
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 25, 2009
(A Top Pick March 3/09. Up 10.73%.)
TC Energy (TRP-T)
August 25, 2009
(A Top Pick March 3/09. Up 10.73%.)
Karl Berger
Partner, Toron Investment Management
Price
$32.500
Owned
Yes
COMMENT
COMMENT
August 25, 2009
Very well run bank. This is one of the US banks that he would look at and consider when he had little bit more confidence.
Wells Fargo (WFC-N)
August 25, 2009
Very well run bank. This is one of the US banks that he would look at and consider when he had little bit more confidence.
Karl Berger
Partner, Toron Investment Management
Price
$27.330
Owned
No
COMMENT
COMMENT
August 25, 2009
Probably the best managed resource company globally. Tends to focus on cash flow, not production. Prefers Royal Dutch Shell (RDS.A-N) because they pay out dividends as opposed to share buyback. One of The most expensive of the companies in this space. He is not bullish on the price of oil from these levels.
Exxon Mobil (XOM-N)
August 25, 2009
Probably the best managed resource company globally. Tends to focus on cash flow, not production. Prefers Royal Dutch Shell (RDS.A-N) because they pay out dividends as opposed to share buyback. One of The most expensive of the companies in this space. He is not bullish on the price of oil from these levels.
Karl Berger
Partner, Toron Investment Management
Price
$70.680
Owned
No
COMMENT
COMMENT
August 25, 2009
Hasn't added this to portfolios because he is a little bit wary about the generic drug construct in the market and the possibility of the patent drug makers to move into that space. He wouldn't hesitate to have anybody look closely at this one however. Might be slightly overpriced. (See Top Picks.)
Hasn't added this to portfolios because he is a little bit wary about the generic drug construct in the market and the possibility of the patent drug makers to move into that space. He wouldn't hesitate to have anybody look closely at this one however. Might be slightly overpriced. (See Top Picks.)
Karl Berger
Partner, Toron Investment Management
Price
$52.520
Owned
No