Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
January 20, 2010
Hasn't participated in oil/gas trust prices like its peers. Consolidation story, which you have to be sceptical about because of the integration of assets that are needed. Still a “show me” story.
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Obsidian Energy (OBE-T)
January 20, 2010
Hasn't participated in oil/gas trust prices like its peers. Consolidation story, which you have to be sceptical about because of the integration of assets that are needed. Still a “show me” story.
DON'T BUY
DON'T BUY
January 20, 2010
Volatility in distributions through the years. Great performer in the last year because sugar prices have doubled. If you want a holding that gives steady income with some growth there are better places to be.
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Rogers Sugar Inc (RSI-T)
January 20, 2010
Volatility in distributions through the years. Great performer in the last year because sugar prices have doubled. If you want a holding that gives steady income with some growth there are better places to be.
BUY
BUY
January 20, 2010
Great company because it truly is a royalty play. Has exposure to Iron Ore Company with both an equity and royalty interest. He believes iron ore prices are going to be strong. Just a matter of time before Rio Tinto (RTP-N) takes them out.
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Great company because it truly is a royalty play. Has exposure to Iron Ore Company with both an equity and royalty interest. He believes iron ore prices are going to be strong. Just a matter of time before Rio Tinto (RTP-N) takes them out.
BUY
BUY
January 20, 2010
Gas weighted. Fairly well run. You own this one for growth, not income.
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Nuvista Energy Ltd (NVA-T)
January 20, 2010
Gas weighted. Fairly well run. You own this one for growth, not income.
BUY WEAKNESS
BUY WEAKNESS
January 20, 2010
Energy infrastructure. Has interest in Alliance Pipeline, which ships gas from Western Canada. Also has a natural gas liquids extraction facility. Yields about 9%. Fully valued. Try to buy in the $9 range.
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Veresen Inc (VSN-T)
January 20, 2010
Energy infrastructure. Has interest in Alliance Pipeline, which ships gas from Western Canada. Also has a natural gas liquids extraction facility. Yields about 9%. Fully valued. Try to buy in the $9 range.
BUY
BUY
January 20, 2010
Sentiment is a big headwind for this company because of fewer people using Yellow Pages. Healthy 15% yield that he thinks can be maintained for 2010 giving you a good cushion against any downward move in the price. Trades in a range of $5 to a little over $6 so treat as a trading stock.
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Yellow Pages Ltd. (Y-T)
January 20, 2010
Sentiment is a big headwind for this company because of fewer people using Yellow Pages. Healthy 15% yield that he thinks can be maintained for 2010 giving you a good cushion against any downward move in the price. Trades in a range of $5 to a little over $6 so treat as a trading stock.
HOLD
HOLD
January 20, 2010
Has gained a dominant position in the late oil in the Bakkens. Fully valued. Would like to see it grow into its valuation by proving out its assets that it acquired. Competent in management's ability.
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Has gained a dominant position in the late oil in the Bakkens. Fully valued. Would like to see it grow into its valuation by proving out its assets that it acquired. Competent in management's ability.