Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 2, 2010
Just reported very solid numbers. Likes the US where they are quite profitable. Could see $80. About 3% yield and is almost certain they will raise the dividend in 2011.
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Toronto Dominion (TD-T)
September 2, 2010
Just reported very solid numbers. Likes the US where they are quite profitable. Could see $80. About 3% yield and is almost certain they will raise the dividend in 2011.
DON'T BUY
DON'T BUY
September 2, 2010
Had problems in the last couple of years and traded at a discount because they over promised and under delivered. Better places to be such as Allied Nevada (ANV-T), which has better growth.
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Yamana Gold Inc. (YRI-T)
September 2, 2010
Had problems in the last couple of years and traded at a discount because they over promised and under delivered. Better places to be such as Allied Nevada (ANV-T), which has better growth.
COMMENT
COMMENT
September 2, 2010
After Petrocan acquisition they’re selling gas and non-core assets and retreating to being primarily oil sands. Very good at it and one of the lowest cost producers. If oil prices get back to oscillating between $70 and $85, this will probably go back to the $39-$40 level. (See Top Picks.)
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Suncor Energy Inc (SU-T)
September 2, 2010
After Petrocan acquisition they’re selling gas and non-core assets and retreating to being primarily oil sands. Very good at it and one of the lowest cost producers. If oil prices get back to oscillating between $70 and $85, this will probably go back to the $39-$40 level. (See Top Picks.)
COMMENT
COMMENT
September 2, 2010
Has rebounded off the bottom with a potash speculation of being a good takeover. In negotiations with the Chinese company Complant (?) to finance their plans for their Congo mine. Stock is $.70 if a deal is signed and $.25 if they don't. Speculative.
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MagIndustries Corp. (MAA-T)
September 2, 2010
Has rebounded off the bottom with a potash speculation of being a good takeover. In negotiations with the Chinese company Complant (?) to finance their plans for their Congo mine. Stock is $.70 if a deal is signed and $.25 if they don't. Speculative.
BUY
BUY
September 2, 2010
There will be some tax loss selling, which will put pressure on the stock. Disclosed last quarter that not only does it have equity risk because of lack of hedging, but also have US treasury interest rate risk if rates go down. A Buy at these prices.
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Manulife Financial (MFC-T)
September 2, 2010
There will be some tax loss selling, which will put pressure on the stock. Disclosed last quarter that not only does it have equity risk because of lack of hedging, but also have US treasury interest rate risk if rates go down. A Buy at these prices.
COMMENT
COMMENT
September 2, 2010
Reasonable dividend. Announced what the dividend cut will be after they convert and there is probably not a lot of danger. Lack of growth but because they are a wire line business, there could actually be a slow decline. Doesn't expect BCE (BCE-T) are in any particular hurry to acquire them. 11.4% yield.
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Bell Aliant (BA-T)
September 2, 2010
Reasonable dividend. Announced what the dividend cut will be after they convert and there is probably not a lot of danger. Lack of growth but because they are a wire line business, there could actually be a slow decline. Doesn't expect BCE (BCE-T) are in any particular hurry to acquire them. 11.4% yield.
DON'T BUY
DON'T BUY
September 2, 2010
Isn't that much growth but pays a decent dividend. Would rather own Suncor (SU-T) where you don't get quite the dividend but you know you have a growing production base. (See Top Picks.)
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Canadian Oil Sands (COS-T)
September 2, 2010
Isn't that much growth but pays a decent dividend. Would rather own Suncor (SU-T) where you don't get quite the dividend but you know you have a growing production base. (See Top Picks.)