Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 23, 2009
Has some real upside, particularly now that the hedges are gone.
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Barrick Gold (ABX-T)
September 23, 2009
Has some real upside, particularly now that the hedges are gone.
DON'T BUY
DON'T BUY
September 23, 2009
Went into the pulp bleach chemicals just before the pulp industry went into hard times. Then went into building products just before the building industry fell to pieces. Have maintained a dividend even though they are now a Corporation. If the building industry in the US picks up that would be helpful.
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Superior Plus Corp (SPB-T)
September 23, 2009
Went into the pulp bleach chemicals just before the pulp industry went into hard times. Then went into building products just before the building industry fell to pieces. Have maintained a dividend even though they are now a Corporation. If the building industry in the US picks up that would be helpful.
HOLD
HOLD
September 23, 2009
Expanding into China and he thinks it will be hard work for them. Chinese like banking with the Chinese. The Harris Bank in Chicago is a bit of a millstone around their neck. Pretty good dividend.
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Bank of Montreal (BMO-T)
September 23, 2009
Expanding into China and he thinks it will be hard work for them. Chinese like banking with the Chinese. The Harris Bank in Chicago is a bit of a millstone around their neck. Pretty good dividend.
BUY
BUY
September 23, 2009
Earnings are coming out tomorrow and the forecast is around $1 a share and 41% growth in revenue. He worries about Apple (AAPL-Q), Palm (PALM-Q) and all the other phone companies, all of who recognize that they need a more capable Internet device so the space is going to get more crowded. Only trading at 20X earnings versus their old 40X.
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BlackBerry (BB-T)
September 23, 2009
Earnings are coming out tomorrow and the forecast is around $1 a share and 41% growth in revenue. He worries about Apple (AAPL-Q), Palm (PALM-Q) and all the other phone companies, all of who recognize that they need a more capable Internet device so the space is going to get more crowded. Only trading at 20X earnings versus their old 40X.
COMMENT
COMMENT
September 23, 2009
Basically flat lined from where it was in January. 8% dividend yield is not at risk. Not his favourite because he doesn't see where the growth is going to come from but it is an attractive dividend. (See Top Picks.)
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Basically flat lined from where it was in January. 8% dividend yield is not at risk. Not his favourite because he doesn't see where the growth is going to come from but it is an attractive dividend. (See Top Picks.)
BUY
BUY
September 23, 2009
For a five-year hold it is not a bad choice. One of the concerns he had when going into the recession was that the number of transactions would go down and people would be losing their credit cards.
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Visa Inc. (V-N)
September 23, 2009
For a five-year hold it is not a bad choice. One of the concerns he had when going into the recession was that the number of transactions would go down and people would be losing their credit cards.
BUY WEAKNESS
BUY WEAKNESS
September 23, 2009
Was drilling for zinc but hit gold in tremendous concentrations. A terrific strike in northern Manitoba. Developing a mine takes a lot of money and a lot of time. Doesn't know what gold prices will be when they eventually develop the mine. There is a potential for that to be a takeover target. We prefer to buy it at $9-$10.
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Hudbay Minerals Inc. (HBM-T)
September 23, 2009
Was drilling for zinc but hit gold in tremendous concentrations. A terrific strike in northern Manitoba. Developing a mine takes a lot of money and a lot of time. Doesn't know what gold prices will be when they eventually develop the mine. There is a potential for that to be a takeover target. We prefer to buy it at $9-$10.