Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 26, 2010
(Market Call Minute) Speculative
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(Market Call Minute) Speculative
TOP PICK
TOP PICK
January 26, 2010
In the mist of benefiting from a structural reset in margins through cost cutting. Thinks it has plenty of room to run. Shares are worth high $30s. It doubled earnings over the last 5 years. Risk/reward tradeoff is compelling.
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Microsoft (MSFT-Q)
January 26, 2010
In the mist of benefiting from a structural reset in margins through cost cutting. Thinks it has plenty of room to run. Shares are worth high $30s. It doubled earnings over the last 5 years. Risk/reward tradeoff is compelling.
TOP PICK
TOP PICK
January 26, 2010
Indicative of why investors need to invest outside of Canada. Has a multi-decade record of dividend increases. Regulatory issues are behind it. Low double-digit earnings growth over the next couple of months. Well run. Business: 2/5ths from pharma 2/5ths medical devices and 1/5th consumer health care.
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Johnson & Johnson (JNJ-N)
January 26, 2010
Indicative of why investors need to invest outside of Canada. Has a multi-decade record of dividend increases. Regulatory issues are behind it. Low double-digit earnings growth over the next couple of months. Well run. Business: 2/5ths from pharma 2/5ths medical devices and 1/5th consumer health care.
PAST TOP PICK
PAST TOP PICK
January 26, 2010
(Top Pick Feb 17/09, 24% Capital Gain) Still own. In Hong Kong, containing shopping malls and parking lots. Small investments gave dramatic increases in revenue. Distributions increasing.
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Link REIT (823 - HK)
January 26, 2010
(Top Pick Feb 17/09, 24% Capital Gain) Still own. In Hong Kong, containing shopping malls and parking lots. Small investments gave dramatic increases in revenue. Distributions increasing.
TOP PICK
TOP PICK
January 26, 2010
FFH.PR.C-T: Attractive alternative because of 5.5% yield and protection against inflation over the next 5 years. The pick of the litter. It’s a ‘reset’ preferred share.
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Fairfax Financial (FFH-T)
January 26, 2010
FFH.PR.C-T: Attractive alternative because of 5.5% yield and protection against inflation over the next 5 years. The pick of the litter. It’s a ‘reset’ preferred share.