Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 18, 2010
The premier light oil company in Canada. US Dept of Geology has stated the Bakken is probably 25 times bigger than expected.
The premier light oil company in Canada. US Dept of Geology has stated the Bakken is probably 25 times bigger than expected.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$39.080
Owned
Yes
TOP PICK
TOP PICK
January 18, 2010
Healthcare serving markets in the far east. 45% is providing equipment and services to biosciences exploring new drugs, therapies, etc. Other part is bioprocess, using molecular structure as opposed to chemical compounds.
Millipore Corp. (MIL-N)
January 18, 2010
Healthcare serving markets in the far east. 45% is providing equipment and services to biosciences exploring new drugs, therapies, etc. Other part is bioprocess, using molecular structure as opposed to chemical compounds.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$72.800
Owned
Yes
TOP PICK
TOP PICK
January 18, 2010
Production will be fairly flat over the next couple of years as it is divesting itself of a couple of non-core positions but expects production will accelerate in 2012-2013.
Yamana Gold Inc. (YRI-T)
January 18, 2010
Production will be fairly flat over the next couple of years as it is divesting itself of a couple of non-core positions but expects production will accelerate in 2012-2013.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$12.050
Owned
Yes
BUY
BUY
January 18, 2010
Banks are expensive at this point. He continues to buy for new accounts.
Manulife Financial (MFC-T)
January 18, 2010
Banks are expensive at this point. He continues to buy for new accounts.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$20.540
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 18, 2010
Dividends for all Canadian banks are safe. This bank is having a little more difficulty because of write-offs, etc. Would like to buy at $60. Yield of 5% plus.
Dividends for all Canadian banks are safe. This bank is having a little more difficulty because of write-offs, etc. Would like to buy at $60. Yield of 5% plus.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$65.660
Owned
No
BUY WEAKNESS
BUY WEAKNESS
January 18, 2010
Likes longer-term. Some things to resolve. Will they get CF? Also their contract with China seems to be up in the air. Would buy at $58.
Agrium (AGU-T)
January 18, 2010
Likes longer-term. Some things to resolve. Will they get CF? Also their contract with China seems to be up in the air. Would buy at $58.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$65.790
Owned
Yes
COMMENT
COMMENT
January 18, 2010
Prefers Agrium (AGU-T) because market cap is significantly smaller making it more vulnerable to a takeout play. Also cheaper on a PE basis.
Prefers Agrium (AGU-T) because market cap is significantly smaller making it more vulnerable to a takeout play. Also cheaper on a PE basis.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$119.300
Owned
Yes