Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 5, 2010
Owned for a long time. A premier global property and casualty insurance company. Balance sheet is as strong as it has ever been. Are well positioned to benefit when the insurance industry improves. Trades below book value.
Owned for a long time. A premier global property and casualty insurance company. Balance sheet is as strong as it has ever been. Are well positioned to benefit when the insurance industry improves. Trades below book value.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$361.120
Owned
Yes
TOP PICK
TOP PICK
March 5, 2010
One of the more attractive income trusts. Doing a great job of growing the media side of their business. Doesn’t think it will have to cut its distribution when it converts. It has a low payout ratio.
Cineplex Inc (CGX-T)
March 5, 2010
One of the more attractive income trusts. Doing a great job of growing the media side of their business. Doesn’t think it will have to cut its distribution when it converts. It has a low payout ratio.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$18.910
Owned
Yes
TOP PICK
TOP PICK
March 5, 2010
Been a controversial name in the past. Benefiting from the growth of data and Emails within corporations. Solid balance sheet. Could be a takeover candidate.
Open Text (OTEX-T)
March 5, 2010
Been a controversial name in the past. Benefiting from the growth of data and Emails within corporations. Solid balance sheet. Could be a takeover candidate.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$51.590
Owned
Yes
DON'T BUY
DON'T BUY
March 5, 2010
Feels this is a difficult business, getting people to switch from advertising radio to subscription radio.
Feels this is a difficult business, getting people to switch from advertising radio to subscription radio.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$1.020
Owned
No
PAST TOP PICK
PAST TOP PICK
March 5, 2010
(Top Pick Aug 20/09, Up 31.14%) Still likes it.
Nordion Inc (NDN-T )
March 5, 2010
(Top Pick Aug 20/09, Up 31.14%) Still likes it.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$8.760
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 5, 2010
(Top Pick Aug 20/09, Up 25.63%) Still likes it.
(Top Pick Aug 20/09, Up 25.63%) Still likes it.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$18.520
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 5, 2010
(Top Pick Aug 20/09, Up 47.73%) Still likes it and still has the short position.
(Top Pick Aug 20/09, Up 47.73%) Still likes it and still has the short position.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$11.540
Owned
Yes