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.
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.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$20.180
Owned
No
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.
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.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$21.840
Owned
No
HOLD
HOLD
July 27, 2010
Very high-quality business. One of the largest office property owners in North America. About 3.5% dividend yield.
Very high-quality business. One of the largest office property owners in North America. About 3.5% dividend yield.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$15.590
Owned
No
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.
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.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$15.800
Owned
No
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.
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.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$23.570
Owned
Yes
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.
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.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$2.100
Owned
Yes
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.
Long-term outlook is very good for the agricultural space. There is need for more food on a global basis with less arable land.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$100.700
Owned
Yes