Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 8, 2010
Has proven to be a good place to be. Have very capable people, particularly on the insurance side.
Has proven to be a good place to be. Have very capable people, particularly on the insurance side.
Don Lato
President, Padlock Investment Management
Price
$80.540
Owned
No
BUY
BUY
December 8, 2010
Market had concerns about revenue per subscriber being down as an indication of price competition. Market is growing and demand for data usage is increasing and they’ll get their fair share. Trading at a lower price earnings multiple (12X estimated earnings) than BCE (BCE-T). Yield of 3.6%.
Market had concerns about revenue per subscriber being down as an indication of price competition. Market is growing and demand for data usage is increasing and they’ll get their fair share. Trading at a lower price earnings multiple (12X estimated earnings) than BCE (BCE-T). Yield of 3.6%.
Don Lato
President, Padlock Investment Management
Price
$35.450
Owned
Yes
BUY
BUY
December 8, 2010
Earnings were a little disappointing and probably took a hit from their US exposure. Based on earnings estimates, it has the lowest multiple of all the big 5 banks. Expecting dividend increases from all of the banks next year.
Toronto Dominion (TD-T)
December 8, 2010
Earnings were a little disappointing and probably took a hit from their US exposure. Based on earnings estimates, it has the lowest multiple of all the big 5 banks. Expecting dividend increases from all of the banks next year.
Don Lato
President, Padlock Investment Management
Price
$73.200
Owned
Unknown
BUY
BUY
December 8, 2010
Seemed to have solved some of their problems from earlier in the year. Oil prices are still pretty reasonable. Trades at about 6X cash flow.
Suncor Energy Inc (SU-T)
December 8, 2010
Seemed to have solved some of their problems from earlier in the year. Oil prices are still pretty reasonable. Trades at about 6X cash flow.
Don Lato
President, Padlock Investment Management
Price
$36.060
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
December 8, 2010
A lot will depend on the speed of the global recovery. Has done extremely well this year. Starting to get a little rich and would wait for a pull back.
A lot will depend on the speed of the global recovery. Has done extremely well this year. Starting to get a little rich and would wait for a pull back.
Don Lato
President, Padlock Investment Management
Price
$55.550
Owned
Yes
WATCH
WATCH
December 8, 2010
Disappointed recently and maybe a little overdone. Distribution cut was far more severe than expected. At these levels you are buying for future growth, not yield. May have a further look at this one.
Canadian Oil Sands (COS-T)
December 8, 2010
Disappointed recently and maybe a little overdone. Distribution cut was far more severe than expected. At these levels you are buying for future growth, not yield. May have a further look at this one.
Don Lato
President, Padlock Investment Management
Price
$25.080
Owned
Unknown
TOP PICK
TOP PICK
December 8, 2010
Balanced production very nicely among natural gas, traditional conventional oil and heavy oil and tend to move in the appropriate direction depending on commodity prices..
Balanced production very nicely among natural gas, traditional conventional oil and heavy oil and tend to move in the appropriate direction depending on commodity prices..
Don Lato
President, Padlock Investment Management
Price
$42.070
Owned
Yes