Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
March 4, 2010
If they continue with their sub-salt exploration they will eventually need more funding, so a new issue is likely. If they can get the oil and bring it up, then there is significant upside in this issue. It’s a little expensive for his liking – he would like mid-30’s.
If they continue with their sub-salt exploration they will eventually need more funding, so a new issue is likely. If they can get the oil and bring it up, then there is significant upside in this issue. It’s a little expensive for his liking – he would like mid-30’s.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$42.650
Owned
No
DON'T BUY
DON'T BUY
March 4, 2010
Not a big lover of life insurance companies. There are better ways to play the financial service sector. Would prefer Morgan Stanley. Not enough growth for him to get excited.
Not a big lover of life insurance companies. There are better ways to play the financial service sector. Would prefer Morgan Stanley. Not enough growth for him to get excited.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.001
Owned
Unknown
DON'T BUY
DON'T BUY
March 4, 2010
How many people do you know that carry around a palm. They are switching to Blackberry or iPhone. The only real upside is if someone who acquires it.
Palm Inc. (PALM-Q)
March 4, 2010
How many people do you know that carry around a palm. They are switching to Blackberry or iPhone. The only real upside is if someone who acquires it.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$6.090
Owned
No
BUY
BUY
March 4, 2010
Not going to find a better company. Well-managed, good cash flow, high grade iron ore.
Vale S.A. (VALE-N)
March 4, 2010
Not going to find a better company. Well-managed, good cash flow, high grade iron ore.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$27.860
Owned
No
WEAK BUY
WEAK BUY
March 4, 2010
Raise dividend every year. He likes the beverage industry. They are trading at a slight premium. Low single digit growth this year.
Diageo PLC (DEO-N)
March 4, 2010
Raise dividend every year. He likes the beverage industry. They are trading at a slight premium. Low single digit growth this year.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$65.280
Owned
No
DON'T BUY
DON'T BUY
March 4, 2010
Media companies have steady cash flow. Well managed. Well-diversified geographic exposure. Fighting against Bloomberg, although things have leveled off a bit.
Media companies have steady cash flow. Well managed. Well-diversified geographic exposure. Fighting against Bloomberg, although things have leveled off a bit.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$36.520
Owned
No
BUY
BUY
March 4, 2010
Water treatment. Cities outsource to this company. Infrastructure play.
Water treatment. Cities outsource to this company. Infrastructure play.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$32.390
Owned
Yes