Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 2, 2010
Prices have been beaten down and they are way behind the eight ball. Doesn't think they are in trouble yet but is afraid that Apple (AAPL-Q) is going to catch them. (See Top Picks.)
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BlackBerry (BB-T)
September 2, 2010
Prices have been beaten down and they are way behind the eight ball. Doesn't think they are in trouble yet but is afraid that Apple (AAPL-Q) is going to catch them. (See Top Picks.)
BUY
BUY
September 2, 2010
Seems to have done much better than a lot of the other big insurance names and their stock prices held up nicely. Interest rates and bond yields keep going lower, which is hurting insurance companies mark to market earnings. He believes interest rates will be going higher.
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Seems to have done much better than a lot of the other big insurance names and their stock prices held up nicely. Interest rates and bond yields keep going lower, which is hurting insurance companies mark to market earnings. He believes interest rates will be going higher.
PAST TOP PICK
PAST TOP PICK
September 2, 2010
(A Top Pick Sept 15/09. Up 63%.) Still loves this one but sold his holdings because valuation got too high. Put half into Allied Nevada (ANV-T) at $19 and the rest into an IPO Tahoe Resources (THO-T) at $6.
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Eldorado Gold (ELD-T)
September 2, 2010
(A Top Pick Sept 15/09. Up 63%.) Still loves this one but sold his holdings because valuation got too high. Put half into Allied Nevada (ANV-T) at $19 and the rest into an IPO Tahoe Resources (THO-T) at $6.
PAST TOP PICK
PAST TOP PICK
September 2, 2010
(A Top Pick Sept 15/09. Down 13%.) Sold his holdings a while ago. It was a defensive stock in uncertain times with decent growth. Decision by the Ontario government has basically taken out 2-3 years of growth.
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(A Top Pick Sept 15/09. Down 13%.) Sold his holdings a while ago. It was a defensive stock in uncertain times with decent growth. Decision by the Ontario government has basically taken out 2-3 years of growth.
PAST TOP PICK
PAST TOP PICK
September 2, 2010
(A Top Pick Sept 15/09. Down 14%.) Uranium. Probably the only metal that hasn't recovered from its bottom. 2nd largest producer. Expecting consolidation in the sector and this would be the most likely target.
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(A Top Pick Sept 15/09. Down 14%.) Uranium. Probably the only metal that hasn't recovered from its bottom. 2nd largest producer. Expecting consolidation in the sector and this would be the most likely target.
TOP PICK
TOP PICK
September 2, 2010
A lot of growth from water flood from Bakken and Shaunevon sites. Because it was a trust, it still has a pretty high dividend. Stock is temporarily depressed because they did a couple of issues to pay for acquisitions. Now have 10 years of drilling.
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A lot of growth from water flood from Bakken and Shaunevon sites. Because it was a trust, it still has a pretty high dividend. Stock is temporarily depressed because they did a couple of issues to pay for acquisitions. Now have 10 years of drilling.
TOP PICK
TOP PICK
September 2, 2010
Largest and oldest REIT. Shopping centres. So big in Canada that they’re starting to dip their toe into Texas and Pennsylvania. These are accretive acquisitions. About 7% yield. Great place to hide in this environment.
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Largest and oldest REIT. Shopping centres. So big in Canada that they’re starting to dip their toe into Texas and Pennsylvania. These are accretive acquisitions. About 7% yield. Great place to hide in this environment.