Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 19, 2010
Top Picks include 3 bonds, short term, medium term and long term. 6.4% 11/2039 bond. (Long term) This is a company that he feels comfortable with. Have good traction and are gaining market share.
Intact Financial (IFC-T)
August 19, 2010
Top Picks include 3 bonds, short term, medium term and long term. 6.4% 11/2039 bond. (Long term) This is a company that he feels comfortable with. Have good traction and are gaining market share.
Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$44.660
Owned
Yes
BUY
BUY
August 19, 2010
7.25% Feb/17 bonds. Good idea to trade lower grade bonds to minimize risk? These are junk (BB’s) bonds. Makes sense to trade down to pick up additional yield but you don’t want to get too far down the credit structure such as CCC’s. Pretty stable company.
7.25% Feb/17 bonds. Good idea to trade lower grade bonds to minimize risk? These are junk (BB’s) bonds. Makes sense to trade down to pick up additional yield but you don’t want to get too far down the credit structure such as CCC’s. Pretty stable company.
Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$19.240
Owned
No
COMMENT
COMMENT
August 19, 2010
Capital Trust II bonds callable 12/31/2012 due 2025 with a 6.792 coupon rate. Likelihood of them being called on 12/31/2012? Very high probability as banks have always called them even during a crisis. Banks are over capitalized right now.
Toronto Dominion (TD-T)
August 19, 2010
Capital Trust II bonds callable 12/31/2012 due 2025 with a 6.792 coupon rate. Likelihood of them being called on 12/31/2012? Very high probability as banks have always called them even during a crisis. Banks are over capitalized right now.
Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$70.150
Owned
No
COMMENT
COMMENT
August 19, 2010
7.768% bond due 4/8/19? Risk currently is dilution. Doesn't see any default risk. Once company issues equity or reduces dividend there should be an improvement in these bonds. Fairly priced right now. Prefers buying lower dollar bonds.
7.768% bond due 4/8/19? Risk currently is dilution. Doesn't see any default risk. Once company issues equity or reduces dividend there should be an improvement in these bonds. Fairly priced right now. Prefers buying lower dollar bonds.
Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$12.310
Owned
Yes
BUY
BUY
August 19, 2010
Canadian corporate bond ETF. Individual investors need to have a diversified portfolio and ETF’s are a good way to go as they have lower management fees.
Canadian corporate bond ETF. Individual investors need to have a diversified portfolio and ETF’s are a good way to go as they have lower management fees.
Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$20.830
Owned
Unknown
BUY
BUY
August 19, 2010
1-5 yr Ladder Corp Bond ETF. Individual investors need to have a diversified portfolio and ETF’s are a good way to go as they have lower management fees.
1-5 yr Ladder Corp Bond ETF. Individual investors need to have a diversified portfolio and ETF’s are a good way to go as they have lower management fees.
Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$20.660
Owned
Unknown
BUY
BUY
August 19, 2010
Corporate Bond ETF. Individual investors need to have a diversified portfolio and ETF’s are a good way to go as they have lower management fees.
Corporate Bond ETF. Individual investors need to have a diversified portfolio and ETF’s are a good way to go as they have lower management fees.
Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$10.290
Owned
Yes