Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 5, 2010
Likes US financials. Would be included to own it right here. Thinks there is a bottom in US financials. Has JP-N, C-N, BAC-N.
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Morgan Stanley (MS-N)
November 5, 2010
Likes US financials. Would be included to own it right here. Thinks there is a bottom in US financials. Has JP-N, C-N, BAC-N.
SELL
SELL
November 5, 2010
It will drop when it pays the special dividend. The next day you re-evaluate. $5 is as good as we are expecting in the short term.
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Uranium One Inc. (UUU-T)
November 5, 2010
It will drop when it pays the special dividend. The next day you re-evaluate. $5 is as good as we are expecting in the short term.
BUY
BUY
November 5, 2010
Likes the stock. Good production growth. When you look at some of the assets they added recently, they look good. A little bit expensive on a cash flow basis, but the whole group is.
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Likes the stock. Good production growth. When you look at some of the assets they added recently, they look good. A little bit expensive on a cash flow basis, but the whole group is.
TOP PICK
TOP PICK
November 5, 2010
(Top Pick Nov 30/09, Down 6.3%) Has liked it for a long time. Americans concluded they are going to continually loose market share. They will continue to grow. Generating cash and cash on the balance sheet. 8x earnings. Management has done a fantastic job all along. He likes the tech sector in general.
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BlackBerry (BB-T)
November 5, 2010
(Top Pick Nov 30/09, Down 6.3%) Has liked it for a long time. Americans concluded they are going to continually loose market share. They will continue to grow. Generating cash and cash on the balance sheet. 8x earnings. Management has done a fantastic job all along. He likes the tech sector in general.
TOP PICK
TOP PICK
November 5, 2010
Has lagged. Yesterday came out with one of their better quarters. Good cash generation and good by-products. It almost drives the costs to negative levels. An attractive buy-out candidate but people have been saying that for a long time.
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Yamana Gold Inc. (YRI-T)
November 5, 2010
Has lagged. Yesterday came out with one of their better quarters. Good cash generation and good by-products. It almost drives the costs to negative levels. An attractive buy-out candidate but people have been saying that for a long time.
TOP PICK
TOP PICK
November 5, 2010
The problem is that there is no cash generation for a couple of years, but they are fully funded to 2014. You are paying for reserve development. It’s cheap. You may have to wait for a while.
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The problem is that there is no cash generation for a couple of years, but they are fully funded to 2014. You are paying for reserve development. It’s cheap. You may have to wait for a while.
PAST TOP PICK
PAST TOP PICK
November 5, 2010
(Top Pick Nov 30/09, Up 10.63%)
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Barrick Gold (ABX-T)
November 5, 2010
(Top Pick Nov 30/09, Up 10.63%)