Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 21, 2009
Incredibly cheap. Looking at the 22-year dividend history is one of the best dividend growers in Canada. Very predictable stream of growth. 2.6% yield.
Toromont Industries (TIH-T)
September 21, 2009
Incredibly cheap. Looking at the 22-year dividend history is one of the best dividend growers in Canada. Very predictable stream of growth. 2.6% yield.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$23.030
Owned
Yes
COMMENT
COMMENT
September 21, 2009
South American mining exposure is more cyclical and more depressed than Toromont (TIH-T). Also their UK heavy equipment operation is experiencing a lot of competition right now.
Finning Int (FTT-T)
September 21, 2009
South American mining exposure is more cyclical and more depressed than Toromont (TIH-T). Also their UK heavy equipment operation is experiencing a lot of competition right now.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$16.910
Owned
No
BUY
BUY
September 21, 2009
Went through a harrowing experience last fall. Had some issues distressed balance sheets. Sold off their ING Canada holdings. Given the run on pure banks, insurance companies might be better opportunities at this time.
ING Groep NV (ING-N)
September 21, 2009
Went through a harrowing experience last fall. Had some issues distressed balance sheets. Sold off their ING Canada holdings. Given the run on pure banks, insurance companies might be better opportunities at this time.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$16.620
Owned
No
BUY
BUY
September 21, 2009
If you are looking for a great long-term stock, this has one of the best records in the oil patch. Very well run. Have a growth path that is looking pretty good. Building the Kearl project, and integrated oil sands project. He would slightly prefer Suncor (SU-T) but you can't go wrong with either one. A long-term play. 1% yield.
Imperial Oil (IMO-T)
September 21, 2009
If you are looking for a great long-term stock, this has one of the best records in the oil patch. Very well run. Have a growth path that is looking pretty good. Building the Kearl project, and integrated oil sands project. He would slightly prefer Suncor (SU-T) but you can't go wrong with either one. A long-term play. 1% yield.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$41.340
Owned
Unknown
BUY
BUY
September 21, 2009
One of the best stocks to own in Canada over the next 3 to 5 years given the combination between Suncor and PetroCanada, asset sales and the focus on their oil sands operation.
Suncor Energy Inc (SU-T)
September 21, 2009
One of the best stocks to own in Canada over the next 3 to 5 years given the combination between Suncor and PetroCanada, asset sales and the focus on their oil sands operation.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$38.630
Owned
Unknown
DON'T BUY
DON'T BUY
September 21, 2009
Very large Chinese company with government ties. Enormous presence in the aluminum and industries. Looking to diversify their metals. Expect they will look for assets in Australia or Africa. Expect aluminium to come in the later part of the cycle and is not reacting that well at the moment.
Very large Chinese company with government ties. Enormous presence in the aluminum and industries. Looking to diversify their metals. Expect they will look for assets in Australia or Africa. Expect aluminium to come in the later part of the cycle and is not reacting that well at the moment.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$28.970
Owned
Unknown
BUY
BUY
September 21, 2009
43101, a validation of what they say they have by a 3rd party., is coming up. Have also found a lot of very interesting new veins, post the 43101 calculations that won't be factored in.
43101, a validation of what they say they have by a 3rd party., is coming up. Have also found a lot of very interesting new veins, post the 43101 calculations that won't be factored in.
Alexander Lane, B Comm, C
Vice President & Portfolio Manager, Dynamic Funds
Price
$2.980
Owned
Unknown