Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 21, 2010
Believes anywhere up to 10% in gold in a portfolio. This one has come off quite nicely and you could add at this time.
Goldcorp Inc (G-T)
January 21, 2010
Believes anywhere up to 10% in gold in a portfolio. This one has come off quite nicely and you could add at this time.
David Cockfield
Managing Director, Northland Wealth Management
Price
$39.390
Owned
Yes
HOLD
HOLD
January 21, 2010
Has 20% or more of energy stocks but a chunk of that is oil income trusts. 7%-9% of regular energy stocks. Waiting to see how things work out with the Petrocan merger. Also a little less positive on the tar sands side of the business.
Suncor Energy Inc (SU-T)
January 21, 2010
Has 20% or more of energy stocks but a chunk of that is oil income trusts. 7%-9% of regular energy stocks. Waiting to see how things work out with the Petrocan merger. Also a little less positive on the tar sands side of the business.
David Cockfield
Managing Director, Northland Wealth Management
Price
$35.770
Owned
Yes
COMMENT
COMMENT
January 21, 2010
One of the better producers per barrel in the oil sands. Not a bad one if you like heavy oil. He is not a fan of heavy oil.
Cenovus Energy (CVE-T)
January 21, 2010
One of the better producers per barrel in the oil sands. Not a bad one if you like heavy oil. He is not a fan of heavy oil.
David Cockfield
Managing Director, Northland Wealth Management
Price
$25.440
Owned
Yes
HOLD
HOLD
January 21, 2010
One of his favourite banks. Recently took some profits because of his bank weightings and concerns about the US holdings.
Toronto Dominion (TD-T)
January 21, 2010
One of his favourite banks. Recently took some profits because of his bank weightings and concerns about the US holdings.
David Cockfield
Managing Director, Northland Wealth Management
Price
$62.110
Owned
Yes
DON'T BUY
DON'T BUY
January 21, 2010
A little concerned about their commercial properties. There are probably safer sectors in real estate.
A little concerned about their commercial properties. There are probably safer sectors in real estate.
David Cockfield
Managing Director, Northland Wealth Management
Price
$12.870
Owned
No
COMMENT
COMMENT
January 21, 2010
Takeover target? Dual class shares so doesn't see a takeover. Has recently been looking at this. Owns the preferreds. If he saw the airline side starting to perk up, he would be more interested.
Takeover target? Dual class shares so doesn't see a takeover. Has recently been looking at this. Owns the preferreds. If he saw the airline side starting to perk up, he would be more interested.
David Cockfield
Managing Director, Northland Wealth Management
Price
$5.100
Owned
Yes
HOLD
HOLD
January 21, 2010
Had been a huge disappointment as it had come down significantly from its highs. Have recently added to his position. Have fantastic landholdings. Has a number of “heritage” landholdings which can be subject to improve recovery techniques.
Obsidian Energy (OBE-T)
January 21, 2010
Had been a huge disappointment as it had come down significantly from its highs. Have recently added to his position. Have fantastic landholdings. Has a number of “heritage” landholdings which can be subject to improve recovery techniques.
David Cockfield
Managing Director, Northland Wealth Management
Price
$18.230
Owned
Yes