Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 2, 2010
She likes it for both growth and yield. One of the larger players in the Syncrude project. When they convert they should maintain their distribution. Offers good growth and you get paid to wait. They are a little bit new at dealing with the environmental aspects of oil sands.
She likes it for both growth and yield. One of the larger players in the Syncrude project. When they convert they should maintain their distribution. Offers good growth and you get paid to wait. They are a little bit new at dealing with the environmental aspects of oil sands.
Linda Shick
Associate Portfolio Manager, Macquarie Private Wealth
Price
$27.950
Owned
Yes
TOP PICK
TOP PICK
March 2, 2010
Going to convert to a REIT. Their vacancy is stabilizing. Very good free cash flow. Going to look for acretive possibilities going forward.
Going to convert to a REIT. Their vacancy is stabilizing. Very good free cash flow. Going to look for acretive possibilities going forward.
Linda Shick
Associate Portfolio Manager, Macquarie Private Wealth
Price
$14.750
Owned
Yes
TOP PICK
TOP PICK
March 2, 2010
Likes the share price. Has been buying it for along time. Good exposure to telecom and utilities. Good diversified play.
Likes the share price. Has been buying it for along time. Good exposure to telecom and utilities. Good diversified play.
Linda Shick
Associate Portfolio Manager, Macquarie Private Wealth
Price
$18.870
Owned
Yes
DON'T BUY
DON'T BUY
March 2, 2010
Reaching the top part of its history
Reaching the top part of its history
Linda Shick
Associate Portfolio Manager, Macquarie Private Wealth
Price
$38.700
Owned
No
WEAK BUY
WEAK BUY
March 2, 2010
Has been accumulating it for some time. Dividend is good support for the support. A pretty good run recently. We are not going to get to where it was when the pension plan was bidding for it. For a cash flow producer and good business metrics, she likes the stock. She likes Rogers more now.
BCE Inc. (BCE-T)
March 2, 2010
Has been accumulating it for some time. Dividend is good support for the support. A pretty good run recently. We are not going to get to where it was when the pension plan was bidding for it. For a cash flow producer and good business metrics, she likes the stock. She likes Rogers more now.
Linda Shick
Associate Portfolio Manager, Macquarie Private Wealth
Price
$29.200
Owned
Yes
DON'T BUY
DON'T BUY
March 2, 2010
Dividend would have to shrink 30% when they convert to a corp. Would not own it for yield, but BCE might look to privatize it.
Bell Aliant (BA-T)
March 2, 2010
Dividend would have to shrink 30% when they convert to a corp. Would not own it for yield, but BCE might look to privatize it.
Linda Shick
Associate Portfolio Manager, Macquarie Private Wealth
Price
$25.350
Owned
No
BUY
BUY
March 2, 2010
Good long-term story. Going through a bit of issue with the Petro can assets. Problem with facilities and fires. It will take some time to sort this out. It will eventually go back up. Integration of Petrocan may take a while to sort out and it is the catalyst.
Good long-term story. Going through a bit of issue with the Petro can assets. Problem with facilities and fires. It will take some time to sort this out. It will eventually go back up. Integration of Petrocan may take a while to sort out and it is the catalyst.
Linda Shick
Associate Portfolio Manager, Macquarie Private Wealth
Price
$30.410
Owned
Unknown