Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
September 16, 2010
Multinational bank that didn't blow itself up. About 5.4% yield. Selling at about 8X earnings. The real attraction is its Latin American businesses. Exposed to 2 Western European markets with bad housing, Spain and UK. Leave up for 18-24 months before buying.
Banco Santander SA (SAN-N)
September 16, 2010
Multinational bank that didn't blow itself up. About 5.4% yield. Selling at about 8X earnings. The real attraction is its Latin American businesses. Exposed to 2 Western European markets with bad housing, Spain and UK. Leave up for 18-24 months before buying.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$13.000
Owned
Unknown
DON'T BUY
DON'T BUY
September 16, 2010
Any infrastructure program in North America is going to help and could very well get back to $70. However, demand for steel is not growing.
United States Steel (X-N)
September 16, 2010
Any infrastructure program in North America is going to help and could very well get back to $70. However, demand for steel is not growing.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$49.780
Owned
No
BUY
BUY
September 16, 2010
US will have to get oil from somewhere. Could be problems with offshore drilling programs after the Gulf spill. Pipelines, despite leaks, are the safest, most environmentally effective and cost-effective way of transporting oils and liquids.
TC Energy (TRP-T)
September 16, 2010
US will have to get oil from somewhere. Could be problems with offshore drilling programs after the Gulf spill. Pipelines, despite leaks, are the safest, most environmentally effective and cost-effective way of transporting oils and liquids.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$37.950
Owned
No
BUY
BUY
September 16, 2010
Their reaction to leaks has demonstrated a very acute sense of political survival. Pipelines, despite leaks, are the safest, most environmentally effective and cost-effective way of transporting oils and liquids.
Enbridge (ENB-T)
September 16, 2010
Their reaction to leaks has demonstrated a very acute sense of political survival. Pipelines, despite leaks, are the safest, most environmentally effective and cost-effective way of transporting oils and liquids.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$51.890
Owned
No
BUY
BUY
September 16, 2010
Silver ETF. Great thing about this is that you get 10 ounces of silver. A pure play and you don't have to worry about individual companies operations. On the other hand, if you have a Silver company, you get the leverage.
iShares Silver ETF (SLV-N)
September 16, 2010
Silver ETF. Great thing about this is that you get 10 ounces of silver. A pure play and you don't have to worry about individual companies operations. On the other hand, if you have a Silver company, you get the leverage.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$20.350
Owned
No
DON'T BUY
DON'T BUY
September 16, 2010
Never really made anyone money unless you get it at the right stage in the cycle. Put stuff in boxes at very small margins for electronic and computer companies. When margins are squeezed, they squeeze Celestica’s margins.
Celestica Inc (CLS-T)
September 16, 2010
Never really made anyone money unless you get it at the right stage in the cycle. Put stuff in boxes at very small margins for electronic and computer companies. When margins are squeezed, they squeeze Celestica’s margins.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$8.140
Owned
No
TOP PICK
TOP PICK
September 16, 2010
Bought Can-West assets fairly cheaply for content. Has cash gushing out of its ears now that it is built out the additional network. Also getting wireless giving it a quadruple play bundle. Almost 4% yield.
Bought Can-West assets fairly cheaply for content. Has cash gushing out of its ears now that it is built out the additional network. Also getting wireless giving it a quadruple play bundle. Almost 4% yield.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$22.150
Owned
Yes