Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 28, 2011
Hasn’t liked for a long time. Doesn’t like their business model. Yesterday’s technology. Trying to move the consumer from the book to the internet but it’s not working out as well as it should have. When they converted from an income trust, the cost was 20X the average and they gave no disclosure.
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Yellow Pages Ltd. (Y-T)
February 28, 2011
Hasn’t liked for a long time. Doesn’t like their business model. Yesterday’s technology. Trying to move the consumer from the book to the internet but it’s not working out as well as it should have. When they converted from an income trust, the cost was 20X the average and they gave no disclosure.
BUY
BUY
February 28, 2011
Likes agriculture outlook in general and feels it will continue to be good.
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Likes agriculture outlook in general and feels it will continue to be good.
DON'T BUY
DON'T BUY
February 28, 2011
Fabulous company but almost pure natural gas. Probably too early to be buying straight natural gas companies.
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Encana Corp (ECA-T)
February 28, 2011
Fabulous company but almost pure natural gas. Probably too early to be buying straight natural gas companies.
DON'T BUY
DON'T BUY
February 28, 2011
This is not one of the Canadian banks that he favours. Doesn’t like the US exposure which is becoming a big part of the bank and which they virtually earn no money but actually lose money. Would prefer National (NA-T) or Bank of Nova Scotia (BNS-T). If you want one with US exposure, Toronto Dominion (TD-T) would be a better one to own.
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Royal Bank (RY-T)
February 28, 2011
This is not one of the Canadian banks that he favours. Doesn’t like the US exposure which is becoming a big part of the bank and which they virtually earn no money but actually lose money. Would prefer National (NA-T) or Bank of Nova Scotia (BNS-T). If you want one with US exposure, Toronto Dominion (TD-T) would be a better one to own.
DON'T BUY
DON'T BUY
February 28, 2011
Imperial Oil (IMO-T) versus Suncor (SU-T)? He prefers Suncor (SU-T), which has a better growth profile. Imperial has some additional oil sands coming up in the next few years but they are not there yet.
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Imperial Oil (IMO-T)
February 28, 2011
Imperial Oil (IMO-T) versus Suncor (SU-T)? He prefers Suncor (SU-T), which has a better growth profile. Imperial has some additional oil sands coming up in the next few years but they are not there yet.
PAST TOP PICK
PAST TOP PICK
February 28, 2011
(A Top Pick March 9/10. Up 44.3%.)Imperial Oil (IMO-T) versus Suncor (SU-T)? He prefers Suncor (SU-T), which has a better growth profile. Imperial has some additional oil sands coming up in the next few years but they are not there yet. Still a Buy.
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Suncor Energy Inc (SU-T)
February 28, 2011
(A Top Pick March 9/10. Up 44.3%.)Imperial Oil (IMO-T) versus Suncor (SU-T)? He prefers Suncor (SU-T), which has a better growth profile. Imperial has some additional oil sands coming up in the next few years but they are not there yet. Still a Buy.
COMMENT
COMMENT
February 28, 2011
He is a value investor and it is hard to view this one as a value stock. His question is, what is Apple without Steve Jobs. Is it still a great company because it has great products and great people or is Steve Jobs the genius behind this? If he is no longer there permanently, does it rest on its laurels for a while and then start to fade away? Great unknown. Too much uncertainty.
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Apple (AAPL-Q)
February 28, 2011
He is a value investor and it is hard to view this one as a value stock. His question is, what is Apple without Steve Jobs. Is it still a great company because it has great products and great people or is Steve Jobs the genius behind this? If he is no longer there permanently, does it rest on its laurels for a while and then start to fade away? Great unknown. Too much uncertainty.