Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 27, 2010
Engineering services firm out of Quebec. Good management that have grown organically and through acquisitions through the years. Nice mix between government and private contracts. Well positioned for any economic rebound. Expect 6% yield to be maintained after conversion Jan 1.
WSP Global Inc. (WSP-T)
August 27, 2010
Engineering services firm out of Quebec. Good management that have grown organically and through acquisitions through the years. Nice mix between government and private contracts. Well positioned for any economic rebound. Expect 6% yield to be maintained after conversion Jan 1.
Karl Berger
Partner, Toron Investment Management
Price
$26.850
Owned
Yes
TOP PICK
TOP PICK
August 27, 2010
Primarily a generic drug manufacturer. Market has overreacted with the challenge it is facing with from a competitor on one of its branded drugs. 1.5% yield.
Primarily a generic drug manufacturer. Market has overreacted with the challenge it is facing with from a competitor on one of its branded drugs. 1.5% yield.
Karl Berger
Partner, Toron Investment Management
Price
$50.350
Owned
Yes
TOP PICK
TOP PICK
August 27, 2010
Have both fixed line and wireless but the wireless mix is going to be more significant going forward. Also completed an acquisition in Brazil that is expected to be accretive of earnings next year. 7.4% dividend.
Telefonica S.A. (TEF-N)
August 27, 2010
Have both fixed line and wireless but the wireless mix is going to be more significant going forward. Also completed an acquisition in Brazil that is expected to be accretive of earnings next year. 7.4% dividend.
Karl Berger
Partner, Toron Investment Management
Price
$67.050
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 27, 2010
(A Top Pick Aug 25/09. Down 3.12%.) Ran into some problems with some product recalls but it is still etched in the cheap.
(A Top Pick Aug 25/09. Down 3.12%.) Ran into some problems with some product recalls but it is still etched in the cheap.
Karl Berger
Partner, Toron Investment Management
Price
$57.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 27, 2010
(A Top Pick Aug 25/09. Up 8.23%.) Strong dividend yield of over 6%. Still likes.
A T & T US (T-N)
August 27, 2010
(A Top Pick Aug 25/09. Up 8.23%.) Strong dividend yield of over 6%. Still likes.
Karl Berger
Partner, Toron Investment Management
Price
$26.940
Owned
Yes
COMMENT
COMMENT
August 27, 2010
Good wireless exposure and growth prospects but concerned it is getting a little too high but that is 15%-20% away. 4.5% yield.
Telus Corp (T-T)
August 27, 2010
Good wireless exposure and growth prospects but concerned it is getting a little too high but that is 15%-20% away. 4.5% yield.
Karl Berger
Partner, Toron Investment Management
Price
$44.250
Owned
Yes
HOLD
HOLD
August 27, 2010
Just reported and earnings were uninspiring but is reflective of the economic climate. Does better when people are consuming the high-end spirits. Solid dividend and keep raising it. 4.4% dividend.
Diageo PLC (DEO-N)
August 27, 2010
Just reported and earnings were uninspiring but is reflective of the economic climate. Does better when people are consuming the high-end spirits. Solid dividend and keep raising it. 4.4% dividend.
Karl Berger
Partner, Toron Investment Management
Price
$66.110
Owned
Yes