Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 6, 2010
Small coal play. In pre-feasibility with feasibility study due in the next few weeks. Partnered with Xstrata (Cape Breton met coal property). Beneficial because of location where shipping costs will be cheaper. Also have a moly and copper play in Africa that is attractive Lots of cash and supported by NAV.
Small coal play. In pre-feasibility with feasibility study due in the next few weeks. Partnered with Xstrata (Cape Breton met coal property). Beneficial because of location where shipping costs will be cheaper. Also have a moly and copper play in Africa that is attractive Lots of cash and supported by NAV.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$1.200
Owned
Yes
TOP PICK
TOP PICK
December 6, 2010
Nymex Long Gas/Short Oil ETF. (Doesn’t own but is a recommendation.) Goes Long next months gas and Short next month’s oil. Spread between price of oil and gas has never ever been higher. Producers are very much hedged in 2010 and as hedges come off and cash flows drop, capital spending is going to drop and natural gas prices are going higher in 2011.
Nymex Long Gas/Short Oil ETF. (Doesn’t own but is a recommendation.) Goes Long next months gas and Short next month’s oil. Spread between price of oil and gas has never ever been higher. Producers are very much hedged in 2010 and as hedges come off and cash flows drop, capital spending is going to drop and natural gas prices are going higher in 2011.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$8.470
Owned
No
TOP PICK
TOP PICK
December 6, 2010
Even if they lose market share, the market is growing so quickly that revenues will continue to grow. Expect they will show 20%-30% earnings growth rate. Trades at 7X earnings and has no debt.
BlackBerry (BB-T)
December 6, 2010
Even if they lose market share, the market is growing so quickly that revenues will continue to grow. Expect they will show 20%-30% earnings growth rate. Trades at 7X earnings and has no debt.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$63.850
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 6, 2010
(A Top Pick April 13/10. Up 36.8%.) Still likes.
(A Top Pick April 13/10. Up 36.8%.) Still likes.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$18.150
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 6, 2010
(A Top Pick April 13/10. Up 76.48%.) Still likes.
(A Top Pick April 13/10. Up 76.48%.) Still likes.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$15.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 6, 2010
(A Top Pick April 13/10. Up 33.33%.) Still a Buy
(A Top Pick April 13/10. Up 33.33%.) Still a Buy
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$0.940
Owned
Yes
BUY
BUY
December 6, 2010
Once they bring their heavy oil project (McKay) into production, it’ll get revalued.
Once they bring their heavy oil project (McKay) into production, it’ll get revalued.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$1.700
Owned
Yes