Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 27, 2010
Sold his holdings about 1.5 years ago. Not following up on the strength they had in emerging markets and are being taken over by Google and Apple. Has become a software game as opposed to a hardware game.
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Nokia (NOK-N)
August 27, 2010
Sold his holdings about 1.5 years ago. Not following up on the strength they had in emerging markets and are being taken over by Google and Apple. Has become a software game as opposed to a hardware game.
COMMENT
COMMENT
August 27, 2010
Has caught his attention in terms of the competition they are providing.
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Motorola (MSI-N)
August 27, 2010
Has caught his attention in terms of the competition they are providing.
DON'T BUY
DON'T BUY
August 27, 2010
Balance sheets of all US major banks are stronger than they were. Will be interesting to see impact of credit write-downs and provisions for bad loans. Major concern is another soft period in US housing. This would not be his choice because of their dependence on the capital market side of things.
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Citigroup Inc. (C-N)
August 27, 2010
Balance sheets of all US major banks are stronger than they were. Will be interesting to see impact of credit write-downs and provisions for bad loans. Major concern is another soft period in US housing. This would not be his choice because of their dependence on the capital market side of things.
WEAK BUY
WEAK BUY
August 27, 2010
Have a major job in repairing their capital ratios and balance sheet. Thinks there will be significant asset sales to accomplish this, which makes it difficult to evaluate. OK for risk capital and you are interested.
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Have a major job in repairing their capital ratios and balance sheet. Thinks there will be significant asset sales to accomplish this, which makes it difficult to evaluate. OK for risk capital and you are interested.
COMMENT
COMMENT
August 27, 2010
One of the more resilient Spanish banks. Has South American exposure as well. The challenges with the Spanish banks make them difficult to evaluate. Doesn't think all of the bad news is out in terms of the European banking system. 6% yield.
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One of the more resilient Spanish banks. Has South American exposure as well. The challenges with the Spanish banks make them difficult to evaluate. Doesn't think all of the bad news is out in terms of the European banking system. 6% yield.
BUY
BUY
August 27, 2010
In a good space at this time with strong free cash flow, strong dividend yield and a good track record. 11.5% yield. (Prefers Telus (T-T) with its wireless exposure and better growth prospects.)
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Bell Aliant (BA-T)
August 27, 2010
In a good space at this time with strong free cash flow, strong dividend yield and a good track record. 11.5% yield. (Prefers Telus (T-T) with its wireless exposure and better growth prospects.)
PAST TOP PICK
PAST TOP PICK
August 27, 2010
(A Top Pick Feb 3/10. Up about 10% as of May 9th when it was to be sold.) S&P/TSX equal weighted Oil & Gas ETF.
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(A Top Pick Feb 3/10. Up about 10% as of May 9th when it was to be sold.) S&P/TSX equal weighted Oil & Gas ETF.