Latest Expert Opinions

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Opinion
Expert
TOP PICK
TOP PICK
August 26, 2009
Outsourcing services and consulting assistance integration. Latter business has suffered in the recession but they have been getting new contract wins in the US. Have grown their backlog so there is good earnings visibility.
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CGI Group (A) (GIB.A-T)
August 26, 2009
Outsourcing services and consulting assistance integration. Latter business has suffered in the recession but they have been getting new contract wins in the US. Have grown their backlog so there is good earnings visibility.
TOP PICK
TOP PICK
August 26, 2009
Hedged 2/3rds of their 2009 natural gas production at about $9 and about 45% of 2010 at over $6 so that is protecting their cash flow and capital spending program. Gas at $3 is way out of whack with the price of crude. With a significant decline in drilling and a pickup in industrial activity, gas prices should start to move higher next year.
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Encana Corp (ECA-T)
August 26, 2009
Hedged 2/3rds of their 2009 natural gas production at about $9 and about 45% of 2010 at over $6 so that is protecting their cash flow and capital spending program. Gas at $3 is way out of whack with the price of crude. With a significant decline in drilling and a pickup in industrial activity, gas prices should start to move higher next year.
TOP PICK
TOP PICK
August 26, 2009
Diversified Aerospace and industrial products. Have leading divisions such as Carrier, Otis Elevators and Pratt & Whitney. Good management team. Uniquely positioned because of their aftermarket sales, which should cushion their earnings with any decline in original equipment demand. Will also benefit from infrastructure spending and emerging economies. 2.7% dividend.
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Diversified Aerospace and industrial products. Have leading divisions such as Carrier, Otis Elevators and Pratt & Whitney. Good management team. Uniquely positioned because of their aftermarket sales, which should cushion their earnings with any decline in original equipment demand. Will also benefit from infrastructure spending and emerging economies. 2.7% dividend.
PAST TOP PICK
PAST TOP PICK
August 26, 2009
(A Top Pick July 21/09. Up 9.22%.) Just reported good results. Acquired EDS last year and integration is ahead of schedule. Still sees a lot of upside margin improvement. Demand in the US and China has stabilized although some concerns in Europe.
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(A Top Pick July 21/09. Up 9.22%.) Just reported good results. Acquired EDS last year and integration is ahead of schedule. Still sees a lot of upside margin improvement. Demand in the US and China has stabilized although some concerns in Europe.
PAST TOP PICK
PAST TOP PICK
August 26, 2009
(A Top Pick July 21/09. Down 5.08%.) Still likes this one long-term. Largest wireless player and still have the highest R2 (?) and the lowest churn. Their exclusive rights to the iPhone will benefit them long-term.
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(A Top Pick July 21/09. Down 5.08%.) Still likes this one long-term. Largest wireless player and still have the highest R2 (?) and the lowest churn. Their exclusive rights to the iPhone will benefit them long-term.
PAST TOP PICK
PAST TOP PICK
August 26, 2009
(A Top Pick July 21/09. Up 4.38%.) Still likes. Have a very good position in emerging markets.
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Cadbury PLC (CBY-N)
August 26, 2009
(A Top Pick July 21/09. Up 4.38%.) Still likes. Have a very good position in emerging markets.
BUY
BUY
August 26, 2009
Wireless and wire line services. Will probably correct relatively less in any pullback so this would be a safe and defensive name. 6.2% yield.
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A T & T US (T-N)
August 26, 2009
Wireless and wire line services. Will probably correct relatively less in any pullback so this would be a safe and defensive name. 6.2% yield.