Latest Expert Opinions

Signal
Opinion
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.
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.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$26.460
Owned
Yes
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.
Danone (BN-FP)
November 3, 2010
(Top Pick Dec 17/09, Up 11.62%) Still holds, still likes and would buy at these prices.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.010
Owned
Yes
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.
(Top Pick Dec 17/09, Up 16.91%) Still holds, still likes and would buy at these prices.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$51.400
Owned
Yes
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.
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.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$146.210
Owned
Unknown
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.
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.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$56.640
Owned
No
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.
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.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$64.190
Owned
Yes
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.
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.
Mike Lyons CA, CFA
Chief Investment Officer, Lyons Asset Management
Price
$29.360
Owned
Yes