Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 30, 2009
Dividends critically important in this market. Great free cash flow generator that is expected to ramp up when they finalize the Reuters integration. Dividend of about 3.5% and expected growth will be quite attractive over the next several years.
Thomson Reuters Corp (TRI-T)
September 30, 2009
Dividends critically important in this market. Great free cash flow generator that is expected to ramp up when they finalize the Reuters integration. Dividend of about 3.5% and expected growth will be quite attractive over the next several years.
Charles Lannon
Director of Research, Toron Investment Management
Price
$35.900
Owned
Yes
TOP PICK
TOP PICK
September 30, 2009
One of the best dividend growth profiles in North America. Strong balance sheet. 3.5% dividend. Expect earnings and dividends will rise by at least single-digit rate for years to come.
NextEra Energy (NEE-N)
September 30, 2009
One of the best dividend growth profiles in North America. Strong balance sheet. 3.5% dividend. Expect earnings and dividends will rise by at least single-digit rate for years to come.
Charles Lannon
Director of Research, Toron Investment Management
Price
$55.230
Owned
Yes
TOP PICK
TOP PICK
September 30, 2009
Shin-Etsu Chemical. Japan is one of the cheapest equity markets in the world right now. This is one of the largest manufacturers of silicon globally. Pristine balance sheet. Cash on the balance sheet it was about 1/8 of the share price.
Shin-Etsu Chemical (4063-JP)
September 30, 2009
Shin-Etsu Chemical. Japan is one of the cheapest equity markets in the world right now. This is one of the largest manufacturers of silicon globally. Pristine balance sheet. Cash on the balance sheet it was about 1/8 of the share price.
Charles Lannon
Director of Research, Toron Investment Management
Price
$0.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 30, 2009
(A Top Pick Feb 17/09. Up 15.24%.)
Link REIT (823 - HK)
September 30, 2009
(A Top Pick Feb 17/09. Up 15.24%.)
Charles Lannon
Director of Research, Toron Investment Management
Price
$0.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 30, 2009
(A Top Pick Feb 17/09. Up 16.71%.)
Diageo PLC (DGE-LN)
September 30, 2009
(A Top Pick Feb 17/09. Up 16.71%.)
Charles Lannon
Director of Research, Toron Investment Management
Price
$0.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 30, 2009
(A Top Pick Feb 17/09. Up 5.51%.)
TC Energy (TRP-T)
September 30, 2009
(A Top Pick Feb 17/09. Up 5.51%.)
Charles Lannon
Director of Research, Toron Investment Management
Price
$33.370
Owned
Yes
DON'T BUY
DON'T BUY
September 30, 2009
Will track with the economy. Because he thinks the economy is going largely sideways the same will happen with this rail. Balance sheet is not great. Management is somewhat mediocre.
Will track with the economy. Because he thinks the economy is going largely sideways the same will happen with this rail. Balance sheet is not great. Management is somewhat mediocre.
Charles Lannon
Director of Research, Toron Investment Management
Price
$6.670
Owned
No