Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
August 30, 2010
Opportune time to start looking at natural gas. Expects gas prices to do better between now and early next year. Do you want big producers or would you prefer to be paid while you wait? His strategy is to get paid while waiting so prefers Enerplus (ERF.UN-T) with the 9% yield or Vermilion (VET.UN-T) with 6%-7% yield.
Encana Corp (ECA-T)
August 30, 2010
Opportune time to start looking at natural gas. Expects gas prices to do better between now and early next year. Do you want big producers or would you prefer to be paid while you wait? His strategy is to get paid while waiting so prefers Enerplus (ERF.UN-T) with the 9% yield or Vermilion (VET.UN-T) with 6%-7% yield.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$29.390
Owned
Unknown
HOLD
HOLD
August 30, 2010
Has been particularly disappointing. Supposed to be a growth stock and integration of the Australian acquisition was slower than expected. Still think it's a strategic move. Likes the agriculture sector. Expect it will take till next year for earnings to start to fire up.
Viterra Inc (VT-T)
August 30, 2010
Has been particularly disappointing. Supposed to be a growth stock and integration of the Australian acquisition was slower than expected. Still think it's a strategic move. Likes the agriculture sector. Expect it will take till next year for earnings to start to fire up.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$8.450
Owned
Yes
TOP PICK
TOP PICK
August 30, 2010
Likes the sector. Sees this as a core position and buys on pullbacks. Distribution of 8% could be cut as they haven't earned it in the last quarter but is still worth owning, as the business itself is very solid.
Likes the sector. Sees this as a core position and buys on pullbacks. Distribution of 8% could be cut as they haven't earned it in the last quarter but is still worth owning, as the business itself is very solid.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$25.520
Owned
Yes
TOP PICK
TOP PICK
August 30, 2010
Has done a strategic job of getting into the US market and operating their acquisitions. He is buying below $70. There is no rush.
Toronto Dominion (TD-T)
August 30, 2010
Has done a strategic job of getting into the US market and operating their acquisitions. He is buying below $70. There is no rush.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$71.610
Owned
Yes
TOP PICK
TOP PICK
August 30, 2010
Likes their core business and have owned them for years. Buying below $49. Loan loss provisions are coming down and the key banking part is good.
Royal Bank (RY-T)
August 30, 2010
Likes their core business and have owned them for years. Buying below $49. Loan loss provisions are coming down and the key banking part is good.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$51.250
Owned
Yes
WATCH
WATCH
August 30, 2010
Almost at the point where you wonder if it's as a value play. External forces of competition and political pressures have been problems. He would wait until the dust settles.
BlackBerry (BB-T)
August 30, 2010
Almost at the point where you wonder if it's as a value play. External forces of competition and political pressures have been problems. He would wait until the dust settles.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$48.370
Owned
No
COMMENT
COMMENT
August 30, 2010
Cenovus (CVE-T) versus Canadian Natural Resources (CNQ-T)? Both are good companies and both oil oriented with conventional and crude. He prefers something with a significant yield so he owns Canadian Oil Sands (COS.UN-T) instead. (See Top Picks.)
Cenovus Energy (CVE-T)
August 30, 2010
Cenovus (CVE-T) versus Canadian Natural Resources (CNQ-T)? Both are good companies and both oil oriented with conventional and crude. He prefers something with a significant yield so he owns Canadian Oil Sands (COS.UN-T) instead. (See Top Picks.)
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$28.320
Owned
No