Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 5, 2010
Over long term there will be upside. He owned last year so he took profits. It’s grown its earnings but the stock has not done as well, so now might be the perfect time to buy it.
Over long term there will be upside. He owned last year so he took profits. It’s grown its earnings but the stock has not done as well, so now might be the perfect time to buy it.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$5.690
Owned
No
BUY
BUY
March 5, 2010
High free cash flow yield. Increased competition from Internet but stock price reflects that. They are doing a good job in developing their own Internet based business.
High free cash flow yield. Increased competition from Internet but stock price reflects that. They are doing a good job in developing their own Internet based business.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$5.850
Owned
No
TOP PICK
TOP PICK
March 5, 2010
One of his favourite names. Has been disappointing for investors recently. It had several fires, which was a real negative, while the 3rd and 4th quarter were disappointing. But it has the best management team, visible reserve life that is very strong. Eventually when you get through the integration with Petro Canada, this is a must-have name for the next 12 months.
One of his favourite names. Has been disappointing for investors recently. It had several fires, which was a real negative, while the 3rd and 4th quarter were disappointing. But it has the best management team, visible reserve life that is very strong. Eventually when you get through the integration with Petro Canada, this is a must-have name for the next 12 months.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$30.410
Owned
Yes
TOP PICK
TOP PICK
March 5, 2010
Levered to oil. Fairly low risk and simple business in many ways. There is a concern that they might go out and purchase Coneco Phillips. They could be acquired if we see renewed confidence in the oil sands. Demand is growing very rapidly in Asia.
Levered to oil. Fairly low risk and simple business in many ways. There is a concern that they might go out and purchase Coneco Phillips. They could be acquired if we see renewed confidence in the oil sands. Demand is growing very rapidly in Asia.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$27.950
Owned
Yes
TOP PICK
TOP PICK
March 5, 2010
Under performed. Had challenges last year but now growth is becoming more obvious.
TC Energy (TRP-T)
March 5, 2010
Under performed. Had challenges last year but now growth is becoming more obvious.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$34.780
Owned
Yes
HOLD
HOLD
March 5, 2010
Cash flows have been relatively strong. It’s hard to see what the catalyst is for the next leg up. They paid down debt in anticipation of acquisitions that might take place down the road.
Cash flows have been relatively strong. It’s hard to see what the catalyst is for the next leg up. They paid down debt in anticipation of acquisitions that might take place down the road.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$4.460
Owned
Unknown
HOLD
HOLD
March 5, 2010
One of the better trusts. It’s hard to see what would be a catalyst for the next leg up.
Enerplus Corp (ERF-T)
March 5, 2010
One of the better trusts. It’s hard to see what would be a catalyst for the next leg up.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$23.580
Owned
Unknown