Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 27, 2010
Likes cable sector as a defensive area. Healthy free cash flow and strong dividend yield. This one trades at a bit of a premium valuation compared to others. Concerned they are moving into wireless space, where they have not been, and will require a lot of CapX. Also just made a big investment in buying some of CanWest assets. Well run business.
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Likes cable sector as a defensive area. Healthy free cash flow and strong dividend yield. This one trades at a bit of a premium valuation compared to others. Concerned they are moving into wireless space, where they have not been, and will require a lot of CapX. Also just made a big investment in buying some of CanWest assets. Well run business.
DON'T BUY
DON'T BUY
July 27, 2010
Automobile/truck parts for conversion to natural gas vehicles. Very unproven concept and earnings are not there yet so it trades at a very high multiple. Speculative.
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Automobile/truck parts for conversion to natural gas vehicles. Very unproven concept and earnings are not there yet so it trades at a very high multiple. Speculative.
HOLD
HOLD
July 27, 2010
Very high-quality business. One of the largest office property owners in North America. About 3.5% dividend yield.
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Very high-quality business. One of the largest office property owners in North America. About 3.5% dividend yield.
DON'T BUY
DON'T BUY
July 27, 2010
Doesn't like the life insurance space right now. This one is a higher risk than its peers. High degree of earnings sensitivity to the equity market.
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Doesn't like the life insurance space right now. This one is a higher risk than its peers. High degree of earnings sensitivity to the equity market.
TOP PICK
TOP PICK
July 27, 2010
One of the largest mobile companies. Very strong wireless business globally. Own 45% of Verizon (VZ-N), which at Some point there will be a catalyst for them to either sell their stake or for a dividend to be paid to them. Would result in significant cash flow. 7.4% yield.
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One of the largest mobile companies. Very strong wireless business globally. Own 45% of Verizon (VZ-N), which at Some point there will be a catalyst for them to either sell their stake or for a dividend to be paid to them. Would result in significant cash flow. 7.4% yield.
TOP PICK
TOP PICK
July 27, 2010
One of the larger appliance/furniture retailers in Canada with a 7% market share. Restructured balance sheet and got very long-term supportive investors in place. Last few quarters have been records. Generating a 20% plus free cash flow yield.
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The Brick Ltd (BRK-T)
July 27, 2010
One of the larger appliance/furniture retailers in Canada with a 7% market share. Restructured balance sheet and got very long-term supportive investors in place. Last few quarters have been records. Generating a 20% plus free cash flow yield.
BUY
BUY
July 27, 2010
Long-term outlook is very good for the agricultural space. There is need for more food on a global basis with less arable land.
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Long-term outlook is very good for the agricultural space. There is need for more food on a global basis with less arable land.