Latest Expert Opinions

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Expert
PAST TOP PICK
PAST TOP PICK
November 3, 2010
(Top Pick Dec 17/09, Up 0.12%) Still holds, still likes and would buy at these prices.
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Wells Fargo (WFC-N)
November 3, 2010
(Top Pick Dec 17/09, Up 0.12%) Still holds, still likes and would buy at these prices.
PAST TOP PICK
PAST TOP PICK
November 3, 2010
(Top Pick Dec 17/09, Up 11.62%) Still holds, still likes and would buy at these prices.
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Danone (BN-FP)
November 3, 2010
(Top Pick Dec 17/09, Up 11.62%) Still holds, still likes and would buy at these prices.
PAST TOP PICK
PAST TOP PICK
November 3, 2010
(Top Pick Dec 17/09, Up 16.91%) Still holds, still likes and would buy at these prices.
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(Top Pick Dec 17/09, Up 16.91%) Still holds, still likes and would buy at these prices.
COMMENT
COMMENT
November 3, 2010
Gov’t blocking take-over attempt – looks like a negative for the shareholders. How valuable is the property to the company if the gov’t is going to step in and change the rules. It sends a negative signal to companies trying to buy up Canada’s natural resources.
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Gov’t blocking take-over attempt – looks like a negative for the shareholders. How valuable is the property to the company if the gov’t is going to step in and change the rules. It sends a negative signal to companies trying to buy up Canada’s natural resources.
WEAK BUY
WEAK BUY
November 3, 2010
He owns Nokia, which is similar in that it is a phone company, but Apple gets a much higher valuation than both and he didn’t need another name like Nokia. RIM is cheaper on a PE basis. Lack of diversification represents a risk in 10 years. Otherwise he would say this was a good investment.
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BlackBerry (BB-T)
November 3, 2010
He owns Nokia, which is similar in that it is a phone company, but Apple gets a much higher valuation than both and he didn’t need another name like Nokia. RIM is cheaper on a PE basis. Lack of diversification represents a risk in 10 years. Otherwise he would say this was a good investment.
TOP PICK
TOP PICK
November 3, 2010
Large cap quality name that is reasonably valued. 3.3% dividend, 13.5x earnings. Not a lot of downside. Not enormous upside. Dividend is almost 1% above 10-year treasury.
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Johnson & Johnson (JNJ-N)
November 3, 2010
Large cap quality name that is reasonably valued. 3.3% dividend, 13.5x earnings. Not a lot of downside. Not enormous upside. Dividend is almost 1% above 10-year treasury.
TOP PICK
TOP PICK
November 3, 2010
Restaurants, sausages. Theme was double dip in the summer and restaurant conditions were not good. Around 13x earnings. 1.25 times book – they own most of the land around the restaurants.
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Bob Evans Farms (BOBE-Q)
November 3, 2010
Restaurants, sausages. Theme was double dip in the summer and restaurant conditions were not good. Around 13x earnings. 1.25 times book – they own most of the land around the restaurants.