Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 2, 2011
Higher oil prices are going to hurt them. Prior to the middle east problems, traffic was picking up, pricing was getting better and everything was indicating they could have a really good year. This is one of the most sensitive companies to higher oil prices. If oil prices are down below $100 by June, we are OK otherwise you don’t want to own.
Air Canada (AC-T)
March 2, 2011
Higher oil prices are going to hurt them. Prior to the middle east problems, traffic was picking up, pricing was getting better and everything was indicating they could have a really good year. This is one of the most sensitive companies to higher oil prices. If oil prices are down below $100 by June, we are OK otherwise you don’t want to own.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$2.840
Owned
Unknown
HOLD
HOLD
March 2, 2011
Thinks potash prices are going to head higher. In the long run, a fantastic Hold. Seasonality, after the spring you can consider taking some profits.
Thinks potash prices are going to head higher. In the long run, a fantastic Hold. Seasonality, after the spring you can consider taking some profits.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$59.820
Owned
Yes
COMMENT
COMMENT
March 2, 2011
Couple of years ago was having trouble making their quarters. Over promising and under delivering. In gold, that’s a No-No. Have been in the penalty box. Delivered last 2 quarters. Good growth ahead of them with 3 o 4 new projects but they don’t come on until 2012. Fantastic story for 2013 but she questions how investors will handle it over the next year. Expects people will start looking forward to it next year. Cheap on 2012 production. If they spin out their copper/gold deposit, it could add a couple of $’s to the stock.
Couple of years ago was having trouble making their quarters. Over promising and under delivering. In gold, that’s a No-No. Have been in the penalty box. Delivered last 2 quarters. Good growth ahead of them with 3 o 4 new projects but they don’t come on until 2012. Fantastic story for 2013 but she questions how investors will handle it over the next year. Expects people will start looking forward to it next year. Cheap on 2012 production. If they spin out their copper/gold deposit, it could add a couple of $’s to the stock.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$12.570
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 2, 2011
Liked it a couple of $’s ago when all the bad news was in the stock. This is a stock that you will never get at 10X earnings. Class act with great management. Questions how the generic drug situation will work out.
Liked it a couple of $’s ago when all the bad news was in the stock. This is a stock that you will never get at 10X earnings. Class act with great management. Questions how the generic drug situation will work out.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$40.180
Owned
Unknown
WAIT
WAIT
March 2, 2011
Have some fantastic drilling prospects but there is no major drilling going on this year. Didn’t make production. Wouldn’t Hold for the next 6 months but would consider Buying towards the end of this year.
Have some fantastic drilling prospects but there is no major drilling going on this year. Didn’t make production. Wouldn’t Hold for the next 6 months but would consider Buying towards the end of this year.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$82.000
Owned
No
WATCH
WATCH
March 2, 2011
Has been the under performer of all the Cdn banks. Reporting very soon, so you’ll have to wait. If they disappoint viz. a viz. the other banks, it’s going to be ugly.
Royal Bank (RY-T)
March 2, 2011
Has been the under performer of all the Cdn banks. Reporting very soon, so you’ll have to wait. If they disappoint viz. a viz. the other banks, it’s going to be ugly.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$56.940
Owned
No
BUY
BUY
March 2, 2011
Wouldn’t be one of her all time favourite service companies but she likes it here. With present oil prices there will be lots of drilling. Cheap (See Top Picks.)
Wouldn’t be one of her all time favourite service companies but she likes it here. With present oil prices there will be lots of drilling. Cheap (See Top Picks.)
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$11.870
Owned
Unknown