Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 4, 2009
One of the few companies that has a refinery and have done quite well on the refinery margins. Has been playing this through the convertible bonds, which he thinks is a better way of playing it.
One of the few companies that has a refinery and have done quite well on the refinery margins. Has been playing this through the convertible bonds, which he thinks is a better way of playing it.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$5.860
Owned
Yes
DON'T BUY
DON'T BUY
September 4, 2009
Have had many challenges. Sold his position a while ago.
Have had many challenges. Sold his position a while ago.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$0.200
Owned
No
WAIT
WAIT
September 4, 2009
Has technology for upgrading high sulphur oil. Interesting technology for future years when oil starts to take off. Still early. Have some heavy oil assets around the world but he would wait and see.
Ivanhoe Energy (IE-T)
September 4, 2009
Has technology for upgrading high sulphur oil. Interesting technology for future years when oil starts to take off. Still early. Have some heavy oil assets around the world but he would wait and see.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$1.770
Owned
No
HOLD
HOLD
September 4, 2009
Have been doing great work. Management has a very solid business plan and they have a lot of momentum behind them. If you own, consider locking in some profits.
Have been doing great work. Management has a very solid business plan and they have a lot of momentum behind them. If you own, consider locking in some profits.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$13.800
Owned
No
DON'T BUY
DON'T BUY
September 4, 2009
Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Prefers Pembina (PIF.UN-T) or Enbridge (ENB-T). 4.7% yield.
TC Energy (TRP-T)
September 4, 2009
Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Prefers Pembina (PIF.UN-T) or Enbridge (ENB-T). 4.7% yield.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$32.400
Owned
No
BUY
BUY
September 4, 2009
Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Higher yield than TransCanada (TRP-T).
Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Higher yield than TransCanada (TRP-T).
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$15.140
Owned
Yes
BUY
BUY
September 4, 2009
Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Higher yield than TransCanada (TRP-T). Building a new pipeline in New Brunswick and are looking at one for the US. 3.65% yield.
Enbridge (ENB-T)
September 4, 2009
Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Higher yield than TransCanada (TRP-T). Building a new pipeline in New Brunswick and are looking at one for the US. 3.65% yield.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$40.570
Owned
Yes