Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 10, 2010
3rd quarter was in line. Have gone through the big CapX of their HSP overlay. Good free cash flow and attractive yield of about 4.6%.
Telus Corp (T-T)
November 10, 2010
3rd quarter was in line. Have gone through the big CapX of their HSP overlay. Good free cash flow and attractive yield of about 4.6%.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$45.470
Owned
Yes
TOP PICK
TOP PICK
November 10, 2010
Knocked the ball out of the park for 3 consecutive quarters in earnings growth. Increased content per vehicle. Will try to improve margins in Europe.
Magna Int'l. (A) (MG-T)
November 10, 2010
Knocked the ball out of the park for 3 consecutive quarters in earnings growth. Increased content per vehicle. Will try to improve margins in Europe.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$99.920
Owned
Yes
TOP PICK
TOP PICK
November 10, 2010
Strong leader in domestic franchise. Better earnings growth than most of the other banks. Comfortable with their US exposure.
Toronto Dominion (TD-T)
November 10, 2010
Strong leader in domestic franchise. Better earnings growth than most of the other banks. Comfortable with their US exposure.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$73.600
Owned
Yes
WAIT
WAIT
November 10, 2010
Operates in 4 divisions. Challenges in their building division hurt them. This quarter had some problems in their Industrial area. Very large backlog but there is some margin pressure. Needs to see a couple of more quarters.
Aecon Group Inc (ARE-T)
November 10, 2010
Operates in 4 divisions. Challenges in their building division hurt them. This quarter had some problems in their Industrial area. Very large backlog but there is some margin pressure. Needs to see a couple of more quarters.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$10.170
Owned
Yes
DON'T BUY
DON'T BUY
November 10, 2010
Just sold his holdings. Had lots of potential but had a significant production slip up last quarter. Not comfortable with guidance they will give for next year. Too pricey right now.
Bankers Petroleum (BNK-T)
November 10, 2010
Just sold his holdings. Had lots of potential but had a significant production slip up last quarter. Not comfortable with guidance they will give for next year. Too pricey right now.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$7.280
Owned
No
DON'T BUY
DON'T BUY
November 10, 2010
Lagged the golds. Now have a dividend, which will be of interest to some investors.
Yamana Gold Inc. (YRI-T)
November 10, 2010
Lagged the golds. Now have a dividend, which will be of interest to some investors.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$11.730
Owned
No
BUY WEAKNESS
BUY WEAKNESS
November 10, 2010
Stock price reflects a lot of good news but in order for it to go higher, they would have to expand their capacity, which will take a number of years. Would consider in the $20 range.
Stock price reflects a lot of good news but in order for it to go higher, they would have to expand their capacity, which will take a number of years. Would consider in the $20 range.
Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$23.320
Owned
No