Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 1, 2010
Issues non-standard mortgages primarily in the single family financing. Expect them to earn $3 a share this year. Trading around $21 and will probably have a BV of about $26 by year-end. Well run. Suspect there will be dividend increases of $.60-$.80 this year.
Equitable Group (EQB-T)
October 1, 2010
Issues non-standard mortgages primarily in the single family financing. Expect them to earn $3 a share this year. Trading around $21 and will probably have a BV of about $26 by year-end. Well run. Suspect there will be dividend increases of $.60-$.80 this year.
Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$21.180
Owned
Yes
BUY
BUY
October 1, 2010
About 50/50 oil and gas. Well run. $.84 dividend and expect they will keep this after they convert because they have enough tax pools to last them several years.
Pengrowth Energy (PGF-T)
October 1, 2010
About 50/50 oil and gas. Well run. $.84 dividend and expect they will keep this after they convert because they have enough tax pools to last them several years.
Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$11.390
Owned
Unknown
WAIT
WAIT
October 1, 2010
No longer dirt-cheap. Growing their top line and bought into Churchill. Well run. While they pick up a lot of top-line he would like to see more bottom-line growth. Well positioned for the economy while it turns around.
Aecon Group Inc (ARE-T)
October 1, 2010
No longer dirt-cheap. Growing their top line and bought into Churchill. Well run. While they pick up a lot of top-line he would like to see more bottom-line growth. Well positioned for the economy while it turns around.
Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$12.060
Owned
Unknown
WATCH
WATCH
October 1, 2010
Satellites. New Operating Officer who seems very capable. Just sold a portion of their satellite division to a Spanish satellite military company giving them $50 million in cash. Likes it but have to prove themselves since they lost money by mis-pricing contracts.
Satellites. New Operating Officer who seems very capable. Just sold a portion of their satellite division to a Spanish satellite military company giving them $50 million in cash. Likes it but have to prove themselves since they lost money by mis-pricing contracts.
Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$2.200
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 1, 2010
(A Top Pick May 21/10. Up 4.19%.) Still likes.
(A Top Pick May 21/10. Up 4.19%.) Still likes.
Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$10.050
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 1, 2010
(A Top Pick May 21/10. Up 2.47%.) Still likes.
(A Top Pick May 21/10. Up 2.47%.) Still likes.
Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$25.840
Owned
Yes
TOP PICK
TOP PICK
October 1, 2010
Buy the stock ($48.10) and Sell the April 2011 $48 Call giving a premium of $4.20. Covered Call strategy. Not a gold bug but thinks gold could go a little higher. Option writing is a great strategy on gold stocks.
Barrick Gold (ABX-T)
October 1, 2010
Buy the stock ($48.10) and Sell the April 2011 $48 Call giving a premium of $4.20. Covered Call strategy. Not a gold bug but thinks gold could go a little higher. Option writing is a great strategy on gold stocks.
Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$47.940
Owned
Yes