Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
October 5, 2010
Have had great success in innovating and coming up with new leading edge products. $26 a share net cash on the balance sheet and trades at about 17X earnings. The time to buy this stock would be on a pull back in the market.
Apple (AAPL-Q)
October 5, 2010
Have had great success in innovating and coming up with new leading edge products. $26 a share net cash on the balance sheet and trades at about 17X earnings. The time to buy this stock would be on a pull back in the market.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$288.940
Owned
No
BUY WEAKNESS
BUY WEAKNESS
October 5, 2010
A way to get exposure to agricultural sector. Longer-term, a great play. Currently space is quite heated up so some stocks have had a decent run so wait for a pullback.
Agrium (AGU-T)
October 5, 2010
A way to get exposure to agricultural sector. Longer-term, a great play. Currently space is quite heated up so some stocks have had a decent run so wait for a pullback.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$77.540
Owned
No
TOP PICK
TOP PICK
October 5, 2010
Newspapers in decline but this one has a community-based newspaper (versus a national) as well as Harlequin romance novels in the US. Selling their stake in CTV Globemedia, which will lead to a significant cash infusion that is worth over $4 a share.
TorstarCorp (B) (TS.B-T)
October 5, 2010
Newspapers in decline but this one has a community-based newspaper (versus a national) as well as Harlequin romance novels in the US. Selling their stake in CTV Globemedia, which will lead to a significant cash infusion that is worth over $4 a share.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$12.500
Owned
Yes
TOP PICK
TOP PICK
October 5, 2010
Private equities. All the insiders have fairly large positions, which he likes. Misunderstood, under followed opportunity. NAV are (primarily casino/gaming assets) is basically at BV of about $18 a share.
Private equities. All the insiders have fairly large positions, which he likes. Misunderstood, under followed opportunity. NAV are (primarily casino/gaming assets) is basically at BV of about $18 a share.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$13.490
Owned
Yes
TOP PICK
TOP PICK
October 5, 2010
Aeroplan is one of the leading loyalty programs globally. In a growth phase. Have some expansion opportunities. 4% dividend and generates a lot of free cash flow.
Aimia (AIM-T)
October 5, 2010
Aeroplan is one of the leading loyalty programs globally. In a growth phase. Have some expansion opportunities. 4% dividend and generates a lot of free cash flow.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$12.740
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 5, 2010
(A Top Pick Oct 8/09. Up 18.41%.) Still likes.
Cogeco Cable (CCA-T)
October 5, 2010
(A Top Pick Oct 8/09. Up 18.41%.) Still likes.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$36.900
Owned
Yes
DON'T BUY
DON'T BUY
October 5, 2010
Have a great deal of earnings sensitivity to equities and credit markets. A 10% move on equity market has a 30% impact on their earnings. Doesn't like investing in situations like this.
Have a great deal of earnings sensitivity to equities and credit markets. A 10% move on equity market has a 30% impact on their earnings. Doesn't like investing in situations like this.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$12.950
Owned
No