Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 20, 2010
Sees 14% earnings growth from 2011 versus 2010. Dominant market share in Canada in the personal/commercial business. Growing in the US. Part of the earnings growth comes from his belief that credit losses will continue to improve. As interest rates rise, it helps the margins.
Sees 14% earnings growth from 2011 versus 2010. Dominant market share in Canada in the personal/commercial business. Growing in the US. Part of the earnings growth comes from his belief that credit losses will continue to improve. As interest rates rise, it helps the margins.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$71.680
Owned
Yes
TOP PICK
TOP PICK
July 20, 2010
Not a lot of upside from a capital appreciation perspective but it has a 7%+ yield. Pay out 93% of their funds from operations and this is sustainable.
Smart REIT (SRU.UN-T)
July 20, 2010
Not a lot of upside from a capital appreciation perspective but it has a 7%+ yield. Pay out 93% of their funds from operations and this is sustainable.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$21.800
Owned
Yes
TOP PICK
TOP PICK
July 20, 2010
Haven't owned this for many years. Contents per vehicle is higher. Rock solid balance sheet. The proposed transaction to buy out Frank Stronach’s multiple voting shares gives him confidence. If this gets done this company will get re-rated.
Haven't owned this for many years. Contents per vehicle is higher. Rock solid balance sheet. The proposed transaction to buy out Frank Stronach’s multiple voting shares gives him confidence. If this gets done this company will get re-rated.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$75.920
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 20, 2010
(A Top Pick May 12/09. Up 28.46%.)
Royal Bank (RY-T)
July 20, 2010
(A Top Pick May 12/09. Up 28.46%.)
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$53.540
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 20, 2010
(A Top Pick May 12/09. Down 31.33%.) Reduced his weighting in this in his portfolios. Has an $80+ target price but this is under review.
BlackBerry (BB-T)
July 20, 2010
(A Top Pick May 12/09. Down 31.33%.) Reduced his weighting in this in his portfolios. Has an $80+ target price but this is under review.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$57.730
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 20, 2010
(A Top Pick May 12/09. Up 36.49%.)
(A Top Pick May 12/09. Up 36.49%.)
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$62.980
Owned
Yes
BUY
BUY
July 20, 2010
Has pulled back in the last 3-4 months like most energy stocks. Still has a lot of potential upside. The more they continue to drill, the more they increase their reserves. As they continue more horizontal drilling, he expects they will improve their recovery rates.
Has pulled back in the last 3-4 months like most energy stocks. Still has a lot of potential upside. The more they continue to drill, the more they increase their reserves. As they continue more horizontal drilling, he expects they will improve their recovery rates.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$7.270
Owned
Yes