Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 24, 2010
Great and one of the larger food processing global companies. Good defensive characteristics. 4.2% dividend.
Unilever PLC (UL-N)
August 24, 2010
Great and one of the larger food processing global companies. Good defensive characteristics. 4.2% dividend.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$26.210
Owned
Yes
PARTIAL BUY
PARTIAL BUY
August 24, 2010
Biggest domestic bank in US. Acquired the very strong franchise of Merrill Lynch during the downturn. Also acquired the mortgager Countrywide and had some difficulty with the mortgages. About 40% of revenue is from consumer lending. Trading at the price of BV. Consider averaging in.
Bank of America (BAC-N)
August 24, 2010
Biggest domestic bank in US. Acquired the very strong franchise of Merrill Lynch during the downturn. Also acquired the mortgager Countrywide and had some difficulty with the mortgages. About 40% of revenue is from consumer lending. Trading at the price of BV. Consider averaging in.
Don Reed
President and Chief Executive Officer, Franklin Templeton Investments
Price
$12.640
Owned
Yes
TOP PICK
TOP PICK
August 24, 2010
We are going into a seasonably weak market for oil and gas. Existing production and meaningful resource upside. Market cap of over Billion. It’s trading cheap on reserves. Can fund about 10-15% growth per year.
We are going into a seasonably weak market for oil and gas. Existing production and meaningful resource upside. Market cap of over Billion. It’s trading cheap on reserves. Can fund about 10-15% growth per year.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$6.140
Owned
Yes
TOP PICK
TOP PICK
August 24, 2010
We are going into a seasonably weak market for oil and gas. A story that is not on the radar screen of most investors.
We are going into a seasonably weak market for oil and gas. A story that is not on the radar screen of most investors.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$6.440
Owned
Yes
TOP PICK
TOP PICK
August 24, 2010
We are going into a seasonably weak market for oil and gas. An out of favour gas stock. Lots of catalysts coming for the rest of the year. Good management.
We are going into a seasonably weak market for oil and gas. An out of favour gas stock. Lots of catalysts coming for the rest of the year. Good management.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$10.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 24, 2010
(Top Pick Mar 24/10, Up 2.4%) Still likes. Been little to get to get them started. It’s been a wet season. Trading at a reasonable multiple on existing production. Will be drilling their first horizontal well in September, which will be a huge catalyst (news in late October)
Rock Energy Inc. (RE-T)
August 24, 2010
(Top Pick Mar 24/10, Up 2.4%) Still likes. Been little to get to get them started. It’s been a wet season. Trading at a reasonable multiple on existing production. Will be drilling their first horizontal well in September, which will be a huge catalyst (news in late October)
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$4.260
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 24, 2010
(Top Pick Mar 24/10, Down 23%) At the time it was a cheap natural gas name and now it is a VERY cheap natural gas name. It was intended as long-term holding.
(Top Pick Mar 24/10, Down 23%) At the time it was a cheap natural gas name and now it is a VERY cheap natural gas name. It was intended as long-term holding.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$1.310
Owned
Yes