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Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 4, 2010
(A Top Pick Dec 3/09. Down 17.5%.) Sold his holdings (at a profit) after a disappointing Q1. A lot of lumpiness now that he's not comfortable with.
Show full opinionHide full opinion
(A Top Pick Dec 3/09. Down 17.5%.) Sold his holdings (at a profit) after a disappointing Q1. A lot of lumpiness now that he's not comfortable with.
PAST TOP PICK
PAST TOP PICK
October 4, 2010
(A Top Pick Dec 3/09. Down 7%.) Had thought capital market business would have been a lot stronger. Sold his holdings.
Show full opinionHide full opinion(A Top Pick Dec 3/09. Down 7%.) Had thought capital market business would have been a lot stronger. Sold his holdings.
TOP PICK
TOP PICK
October 4, 2010
Fast food chains. Best consumers product company in Canada. Own many franchise brands in malls. ROE is consistently in the high 20’s. Trades at about 10X earnings. No debt. Have so much cash that he expects they will institute a dividend in the next 3 months. Low-risk growth stock.
Show full opinionHide full opinionFast food chains. Best consumers product company in Canada. Own many franchise brands in malls. ROE is consistently in the high 20’s. Trades at about 10X earnings. No debt. Have so much cash that he expects they will institute a dividend in the next 3 months. Low-risk growth stock.
TOP PICK
TOP PICK
October 4, 2010
Oilfield services. Expect this sector will put up really big numbers in Q3 and this is his favourite. About a 40% ROE. Over 5% dividend yield.
Show full opinionHide full opinionOilfield services. Expect this sector will put up really big numbers in Q3 and this is his favourite. About a 40% ROE. Over 5% dividend yield.
TOP PICK
TOP PICK
October 4, 2010
Provide broad basket of real estate services globally. About 8% yield. Expecting strong guidance going into 2011.
Show full opinionHide full opinionProvide broad basket of real estate services globally. About 8% yield. Expecting strong guidance going into 2011.
HOLD
HOLD
October 4, 2010
Of all the property/casualty companies, this would be his favourite. Exceptionally well managed.
Show full opinionHide full opinionOf all the property/casualty companies, this would be his favourite. Exceptionally well managed.
BUY
BUY
October 4, 2010
Financial services. Superbly run company. Excellent predictability from quarter to quarter. Could easily have been one of his Top picks.
Show full opinionHide full opinionFinancial services. Superbly run company. Excellent predictability from quarter to quarter. Could easily have been one of his Top picks.
