Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 2, 2010
Broad commodity ETF. Likes it because of economic growth. About a third each in agriculture, base metals and energy. Also currency hedged.
Broad commodity ETF. Likes it because of economic growth. About a third each in agriculture, base metals and energy. Also currency hedged.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$21.710
Owned
Yes
TOP PICK
TOP PICK
December 2, 2010
Thinks they will do incredibly well in selling vehicles in Asia and Latin America.
Thinks they will do incredibly well in selling vehicles in Asia and Latin America.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$34.680
Owned
Yes
TOP PICK
TOP PICK
December 2, 2010
“The” copper company globally. (Copper/gold.) Low cost producer. Wouldn’t be surprised if someone doesn’t take a run at them as an acquisition.
“The” copper company globally. (Copper/gold.) Low cost producer. Wouldn’t be surprised if someone doesn’t take a run at them as an acquisition.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$107.640
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 2, 2010
(A Top Pick Sept 14/10. Up 0.52%.) Still likes.
(A Top Pick Sept 14/10. Up 0.52%.) Still likes.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$15.130
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 2, 2010
(A Top Pick Sept 14/10. Up 3.85%.) Still likes.
(A Top Pick Sept 14/10. Up 3.85%.) Still likes.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$22.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 2, 2010
(A Top Pick Sept 14/10. Up 8.08%.) Still likes.
(A Top Pick Sept 14/10. Up 8.08%.) Still likes.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$14.070
Owned
Yes
COMMENT
COMMENT
December 2, 2010
Incredibly well run bank if you have a longer term horizon. They are looking for growth on the US side and expect they will end up being a major bank in the US market. He plays financials through the iUnits S&P Financial (XFN-T). (Not adding to this but when it goes through $25 he’ll start rotating into energy (iUnits S&P/TSX Energy ETF(XEG-T)), which he expects to do better next year.)
Toronto Dominion (TD-T)
December 2, 2010
Incredibly well run bank if you have a longer term horizon. They are looking for growth on the US side and expect they will end up being a major bank in the US market. He plays financials through the iUnits S&P Financial (XFN-T). (Not adding to this but when it goes through $25 he’ll start rotating into energy (iUnits S&P/TSX Energy ETF(XEG-T)), which he expects to do better next year.)
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$73.290
Owned
No