Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 15, 2011
(A Top Pick Feb 18/10. Down 12.77%.) Good value and he sees good upside growth. Market is not properly valuing the international growth that they have been putting up. Focused too much on the US where it has struggled more. The cash flow supports a much higher valuation.
BlackBerry (BB-T)
February 15, 2011
(A Top Pick Feb 18/10. Down 12.77%.) Good value and he sees good upside growth. Market is not properly valuing the international growth that they have been putting up. Focused too much on the US where it has struggled more. The cash flow supports a much higher valuation.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$64.540
Owned
Yes
COMMENT
COMMENT
February 15, 2011
If you are optimistic about copper prices, it is a Buy here as it has one of the highest torques to copper price movement. Sold his holdings when they had a lot of issues with the Democratic Republic of Congo with the loss of some of the rights to their properties.
If you are optimistic about copper prices, it is a Buy here as it has one of the highest torques to copper price movement. Sold his holdings when they had a lot of issues with the Democratic Republic of Congo with the loss of some of the rights to their properties.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$128.150
Owned
No
COMMENT
COMMENT
February 15, 2011
Was one of the high fliers but feels valuation catching up to reality. Longer term not a bad investment.
Was one of the high fliers but feels valuation catching up to reality. Longer term not a bad investment.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$14.000
Owned
No
HOLD
HOLD
February 15, 2011
The challenge longer term is that there is lots of iron ore. There will be quite a bit of production coming on over the next several years because everyone is aware of the demand from China. Easy money has been made. Not a Sell as he thinks it will still do OK.
The challenge longer term is that there is lots of iron ore. There will be quite a bit of production coming on over the next several years because everyone is aware of the demand from China. Easy money has been made. Not a Sell as he thinks it will still do OK.
Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer, AGF Funds Inc.
Price
$72.510
Owned
Unknown
TOP PICK
TOP PICK
February 15, 2011
Defensive play. Likes the oil story. 4.3% Dividend yield. Biggest shareholder has agreed to take his dividends as stock.
Husky Energy (HSE-T)
February 15, 2011
Defensive play. Likes the oil story. 4.3% Dividend yield. Biggest shareholder has agreed to take his dividends as stock.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$27.670
Owned
Yes
TOP PICK
TOP PICK
February 15, 2011
Why not just buy gold bullion? ABX gets gold out of the ground for $450 an ounce avg. Growing copper production. Will see a dividend increase down the road. You can justify owning a business that makes that kind of margin. They are going to start getting more respect from the market.
Barrick Gold (ABX-T)
February 15, 2011
Why not just buy gold bullion? ABX gets gold out of the ground for $450 an ounce avg. Growing copper production. Will see a dividend increase down the road. You can justify owning a business that makes that kind of margin. They are going to start getting more respect from the market.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$48.660
Owned
Yes
TOP PICK
TOP PICK
February 15, 2011
Defensive. 5.5% yield. Increased dividend consistently over the years. The big 3 offer the same services so why not go with the highest dividend. Management exercising its business plan very, very well.
BCE Inc. (BCE-T)
February 15, 2011
Defensive. 5.5% yield. Increased dividend consistently over the years. The big 3 offer the same services so why not go with the highest dividend. Management exercising its business plan very, very well.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$35.460
Owned
Yes