Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
October 5, 2010
S&P 500 VIX (Volatility Index) Short-Term. This is a means of protecting on the downside and if you feel the market will be reversing, it is a tool that could be used. He prefers using Shorts on equities or ETFs. You could also use Put Options as protection.
S&P 500 VIX (Volatility Index) Short-Term. This is a means of protecting on the downside and if you feel the market will be reversing, it is a tool that could be used. He prefers using Shorts on equities or ETFs. You could also use Put Options as protection.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$16.435
Owned
No
BUY
BUY
October 5, 2010
His preferred way of playing agricultural. A way to play but not get directly in the volatility of the underlying commodity prices.
Viterra Inc (VT-T)
October 5, 2010
His preferred way of playing agricultural. A way to play but not get directly in the volatility of the underlying commodity prices.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$9.030
Owned
Yes
DON'T BUY
DON'T BUY
October 5, 2010
S&P/TSX Base Metals ETF. Sensitive to economic variables. We are only part way through consumer de-leveraging. Economy is being propped up by artificial stimulus, which has a finite life to it. This is one he would consider Shorting but prefers using underlying companies instead.
S&P/TSX Base Metals ETF. Sensitive to economic variables. We are only part way through consumer de-leveraging. Economy is being propped up by artificial stimulus, which has a finite life to it. This is one he would consider Shorting but prefers using underlying companies instead.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$17.770
Owned
No
PAST TOP PICK
PAST TOP PICK
October 5, 2010
(A Top Pick Oct 8/09. Up 13.32%.) Still likes.
(A Top Pick Oct 8/09. Up 13.32%.) Still likes.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$4.380
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 5, 2010
(A Top Pick Oct 8/09. Up 5.36%.) Still likes.
Pfizer Inc (PFE-N)
October 5, 2010
(A Top Pick Oct 8/09. Up 5.36%.) Still likes.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$17.231
Owned
Yes
TOP PICK
TOP PICK
October 5, 2010
Copper demand from China will increase at 4% / year over at least the next decade. Have really good copper assets. Depressed price means it’s a good time to buy. Lots of cash on the balance sheet. How many top quality copper companies are left in Canada.
Inmet Mining (IMN-T)
October 5, 2010
Copper demand from China will increase at 4% / year over at least the next decade. Have really good copper assets. Depressed price means it’s a good time to buy. Lots of cash on the balance sheet. How many top quality copper companies are left in Canada.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$58.720
Owned
Yes
TOP PICK
TOP PICK
October 5, 2010
He started buying CP and saw Warren Buffet buying a railroad at 20x earnings. Algoma is 10x earnings this year. Dramatically undervalued even with this run-up. Dividend increased every year since 2004. Limited shares available so don’t place market orders.
He started buying CP and saw Warren Buffet buying a railroad at 20x earnings. Algoma is 10x earnings this year. Dramatically undervalued even with this run-up. Dividend increased every year since 2004. Limited shares available so don’t place market orders.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$93.000
Owned
Yes