Latest Expert Opinions

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Opinion
Expert
TOP PICK
TOP PICK
October 5, 2010
Generating so much cash flow so they keep growing the business. Smart phone penetration is only 25% in Canada. There are so many demands for bandwidth coming. Even with run up it is way too cheap.
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Generating so much cash flow so they keep growing the business. Smart phone penetration is only 25% in Canada. There are so many demands for bandwidth coming. Even with run up it is way too cheap.
BUY
BUY
October 5, 2010
Has not performed as well as people expected. His favourite is CNQ. Long-term asset in a politically stable environment.
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Has not performed as well as people expected. His favourite is CNQ. Long-term asset in a politically stable environment.
DON'T BUY
DON'T BUY
October 5, 2010
Iron ore is an asset that is hard to find. China is the biggest importer of Iron Ore. LIM is a near term producer. He doesn’t buy companies that are not in full production.
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Iron ore is an asset that is hard to find. China is the biggest importer of Iron Ore. LIM is a near term producer. He doesn’t buy companies that are not in full production.
BUY
BUY
October 5, 2010
Preferred Share: Has a risk if interest rates go higher. Company does not have to call this perpetual preferred share ever. Nice yield. Great long-term asset with high interest rate.
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Preferred Share: Has a risk if interest rates go higher. Company does not have to call this perpetual preferred share ever. Nice yield. Great long-term asset with high interest rate.
BUY
BUY
October 5, 2010
You can’t go wrong. Canadian market has moved but US has not moved yet.
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Clorox Company (CLX-N)
October 5, 2010
You can’t go wrong. Canadian market has moved but US has not moved yet.
DON'T BUY
DON'T BUY
October 5, 2010
Doesn’t see good things happening to Nat Gas over the next 12 months. In 10 years it might be a great asset to be in. Switch into oily-based companies.
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Encana Corp (ECA-T)
October 5, 2010
Doesn’t see good things happening to Nat Gas over the next 12 months. In 10 years it might be a great asset to be in. Switch into oily-based companies.
BUY
BUY
October 5, 2010
Has been one of his top picks, but disappointing valuation. Buy more at this price. Things will turn around next year.
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Aecon Group Inc (ARE-T)
October 5, 2010
Has been one of his top picks, but disappointing valuation. Buy more at this price. Things will turn around next year.