Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 4, 2009
Have a number of different assets in different fields. Recapitalized Brookfield Renewable Power Fund (BRC.UN-T) (formerly Great Lakes Hydro Fund) and have an opportunity to continue to build as part of their asset book. Very smart management. Trading around their NAV. Too expensive.
Show full opinionHide full opinion
Have a number of different assets in different fields. Recapitalized Brookfield Renewable Power Fund (BRC.UN-T) (formerly Great Lakes Hydro Fund) and have an opportunity to continue to build as part of their asset book. Very smart management. Trading around their NAV. Too expensive.
DON'T BUY
DON'T BUY
September 4, 2009
Telco in Manitoba. Good job but growth is limited. Bought the old AT&T and are trying to compete against BCE (BCE-T) and Telus (T-T) in downtown Toronto. Tax losses allow them to pay a generous dividend of 8%. Comfortable that they can sustain the dividend but questions if they can grow it. Prefers Telus (T-T), Rogers (RCI.B-T) or even BCE (BCE-T).
Show full opinionHide full opinion
Telco in Manitoba. Good job but growth is limited. Bought the old AT&T and are trying to compete against BCE (BCE-T) and Telus (T-T) in downtown Toronto. Tax losses allow them to pay a generous dividend of 8%. Comfortable that they can sustain the dividend but questions if they can grow it. Prefers Telus (T-T), Rogers (RCI.B-T) or even BCE (BCE-T).
COMMENT
COMMENT
September 4, 2009
Significant challenges in that as it moves more into consumer focused it becomes more susceptible competition from new products coming out and could be more volatile. Generate very good returns on capital. Strong free cash flow. Would be more excited if they paid a dividend.
Show full opinionHide full opinion
BlackBerry (BB-T)
September 4, 2009
Significant challenges in that as it moves more into consumer focused it becomes more susceptible competition from new products coming out and could be more volatile. Generate very good returns on capital. Strong free cash flow. Would be more excited if they paid a dividend.
BUY
BUY
September 4, 2009
An attractive play right now as you get a rebound in oil prices. PetroCan that they acquired is an attractive asset. They'll be able to take a lot of costs out of this.
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
September 4, 2009
An attractive play right now as you get a rebound in oil prices. PetroCan that they acquired is an attractive asset. They'll be able to take a lot of costs out of this.
COMMENT
COMMENT
September 4, 2009
Pharmaceutical. More disciplined approach so they've been generating very strong free cash flow. A couple of their strong drugs will be coming off patent in a couple of years. In the process of merging with Schering-Plough (SGP-N). If you were going to pick a name, he would prefer Abbott (ABT-N). 5% dividend yield.
Show full opinionHide full opinion
Merck & Company (MRK-N)
September 4, 2009
Pharmaceutical. More disciplined approach so they've been generating very strong free cash flow. A couple of their strong drugs will be coming off patent in a couple of years. In the process of merging with Schering-Plough (SGP-N). If you were going to pick a name, he would prefer Abbott (ABT-N). 5% dividend yield.
HOLD
HOLD
September 4, 2009
A business in transition and is in a difficult situation. Moving from Yellow Page books to online services. Declining advertising revenue has happened much quicker than they can ramp up online advertising. A lot of the bad news is built into the price. Have a proven balance sheet and a strong free cash flow. 16.6% yield.
Show full opinionHide full opinion
Yellow Pages Ltd. (Y-T)
September 4, 2009
A business in transition and is in a difficult situation. Moving from Yellow Page books to online services. Declining advertising revenue has happened much quicker than they can ramp up online advertising. A lot of the bad news is built into the price. Have a proven balance sheet and a strong free cash flow. 16.6% yield.
BUY
BUY
September 4, 2009
Generates strong return on capital, pay out strong dividends and have growth. 10.3% yield should be safe.
Show full opinionHide full opinion
Generates strong return on capital, pay out strong dividends and have growth. 10.3% yield should be safe.