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.
Show full opinionHide full opinion
Has proven to be a good place to be. Have very capable people, particularly on the insurance side.
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%.
Show full opinionHide full opinion
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%.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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..
Show full opinionHide full opinion
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..