Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 22, 2010
(A Top Pick Jan 2/09. Down 4.17%.) Sold a lot of his holdings. A play on power prices. Correlated with gas prices so if you think gas is going up you could play this.
Transalta Corp (TA-T)
January 22, 2010
(A Top Pick Jan 2/09. Down 4.17%.) Sold a lot of his holdings. A play on power prices. Correlated with gas prices so if you think gas is going up you could play this.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$22.640
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 22, 2010
(A Top Pick Jan 2/09.) Only about 2%-3% in cash now.
CASH (CASH)
January 22, 2010
(A Top Pick Jan 2/09.) Only about 2%-3% in cash now.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.010
Owned
Yes
SELL
SELL
January 22, 2010
A lot of these products have daily rebalancing. While the concept is great, it is the price path that really impacts you.
A lot of these products have daily rebalancing. While the concept is great, it is the price path that really impacts you.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$12.140
Owned
Unknown
TOP PICK
TOP PICK
January 22, 2010
Raise capital to assure their customers they would be around forever. Growth profile and valuation looks quite attractive. 2.6% dividend. Should grow 15%-20% over the next 2 years.
Manulife Financial (MFC-T)
January 22, 2010
Raise capital to assure their customers they would be around forever. Growth profile and valuation looks quite attractive. 2.6% dividend. Should grow 15%-20% over the next 2 years.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$19.680
Owned
Yes
TOP PICK
TOP PICK
January 22, 2010
Single best financial services investment in Canada. Unbelievable franchise. This is based on the consistency of the equity. Every year profits go up by about 25%, year after year. Although it has been flat for the last couple of years the multiple has compressed significantly.
Home Capital Group (HCG-T)
January 22, 2010
Single best financial services investment in Canada. Unbelievable franchise. This is based on the consistency of the equity. Every year profits go up by about 25%, year after year. Although it has been flat for the last couple of years the multiple has compressed significantly.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$39.120
Owned
Yes
TOP PICK
TOP PICK
January 22, 2010
Most attractive sub sector in financial services right now is anything related to the mortgage lending market. This company provides mortgage insurance. This area is an oligopoly in Canada with CMHC being in the only other player. 3.5% yield and good growth profile.
Most attractive sub sector in financial services right now is anything related to the mortgage lending market. This company provides mortgage insurance. This area is an oligopoly in Canada with CMHC being in the only other player. 3.5% yield and good growth profile.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$25.950
Owned
Yes
HOLD
HOLD
January 22, 2010
1st or 2nd best managed bank in Canada. (Royal Bank (RY-T) would be the other.) However, this is a well-known fact so the valuation already reflects it. On the five-year view, the stock will deliver very well for you but there are cheaper banks out there. Dividend of about 4.4%.
1st or 2nd best managed bank in Canada. (Royal Bank (RY-T) would be the other.) However, this is a well-known fact so the valuation already reflects it. On the five-year view, the stock will deliver very well for you but there are cheaper banks out there. Dividend of about 4.4%.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$44.600
Owned
Unknown