Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 2, 2010
Thinks it is oversold but has not been adding to his holdings. Has become sort of a classic value trap. Sentiment probably can't get much more negative. Growing revenues and earnings at 25% and trades at 8X earnings. If you have the stomach for the volatility, it will probably work out.
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BlackBerry (BB-T)
September 2, 2010
Thinks it is oversold but has not been adding to his holdings. Has become sort of a classic value trap. Sentiment probably can't get much more negative. Growing revenues and earnings at 25% and trades at 8X earnings. If you have the stomach for the volatility, it will probably work out.
BUY
BUY
September 2, 2010
This is his favourite insurance company. He would prefer to buy it at $24 but it doesn't have the same leverage and credit issues that Manulife (MFC-T) and Sun (SLF-T) have. It is the most likely to raise its dividend sooner. Good ROE. $28-$29 in 1 year.
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Great West Lifeco (GWO-T)
September 2, 2010
This is his favourite insurance company. He would prefer to buy it at $24 but it doesn't have the same leverage and credit issues that Manulife (MFC-T) and Sun (SLF-T) have. It is the most likely to raise its dividend sooner. Good ROE. $28-$29 in 1 year.
HOLD
HOLD
September 2, 2010
A special dividend of $1.06 will be paid because of the Kazakh deal and the stock will drop to about $2.50 which is the asset value. From there it becomes 1) a consolidating play or 2) at play on the price of uranium.
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Uranium One Inc. (UUU-T)
September 2, 2010
A special dividend of $1.06 will be paid because of the Kazakh deal and the stock will drop to about $2.50 which is the asset value. From there it becomes 1) a consolidating play or 2) at play on the price of uranium.
PARTIAL SELL
PARTIAL SELL
September 2, 2010
BHP Billiton (BHP-N) would like to acquire them but the market is indicating the price should be closer to $160-$165. If you own, you could sell half your holdings at the current price and hope for a higher takeover on the balance.
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BHP Billiton (BHP-N) would like to acquire them but the market is indicating the price should be closer to $160-$165. If you own, you could sell half your holdings at the current price and hope for a higher takeover on the balance.
COMMENT
COMMENT
September 2, 2010
2 concerns. They are most highly levered to capital markets but he can live with that. His biggest concern is that they're losing money on their US retail side. This needs some fixing. (See Top Picks.)
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Royal Bank (RY-T)
September 2, 2010
2 concerns. They are most highly levered to capital markets but he can live with that. His biggest concern is that they're losing money on their US retail side. This needs some fixing. (See Top Picks.)
COMMENT
COMMENT
September 2, 2010
Thinks it got oversold and has started to pick back up. Acquiring Red Back Mining (RBI-T). If they didn't overpay and they can prove up reserves and you like the price of gold, this is the cheapest senior gold by far.
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Kinross Gold (K-T)
September 2, 2010
Thinks it got oversold and has started to pick back up. Acquiring Red Back Mining (RBI-T). If they didn't overpay and they can prove up reserves and you like the price of gold, this is the cheapest senior gold by far.
HOLD
HOLD
September 2, 2010
Good solid hold and won't go down much in the correction. His favourite is Rogers (RCI.B-T), which has better growth and almost the same dividend.
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Telus Corp (T-T)
September 2, 2010
Good solid hold and won't go down much in the correction. His favourite is Rogers (RCI.B-T), which has better growth and almost the same dividend.