Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 9, 2011
Specialty paper company. Not a lot of people are talking about forest products. She likes it. Excitement in the story is about a pulp plant that they are converting to a product that will be used with rayon, and since cotton products have taken off, there is a lot of interest in rayon. Company will do well after they convert in the summer. It can be rolled out to other plants.
Specialty paper company. Not a lot of people are talking about forest products. She likes it. Excitement in the story is about a pulp plant that they are converting to a product that will be used with rayon, and since cotton products have taken off, there is a lot of interest in rayon. Company will do well after they convert in the summer. It can be rolled out to other plants.
Lesley Marks
Vice President & Portfolio Manager, Jones Heward Investment Counsel
Price
$50.700
Owned
Yes
WAIT
WAIT
March 9, 2011
Were very comfortable with the investment. Recently they fell on hard times due to profitability. They bid too aggressively in projects. Usually new management comes into the business and turns it around but it will take some time. 2 – 3 quarters.
Were very comfortable with the investment. Recently they fell on hard times due to profitability. They bid too aggressively in projects. Usually new management comes into the business and turns it around but it will take some time. 2 – 3 quarters.
Lesley Marks
Vice President & Portfolio Manager, Jones Heward Investment Counsel
Price
$9.520
Owned
No
WAIT
WAIT
March 9, 2011
Will be producing near term. Iron ore is a crowded space in Canada. Short-term outlook in markets is volatile. But long-term demand for Iron Ore in China is strong. You have to be willing to ride out the volatility. New Millennium and Champion are alternates.
Will be producing near term. Iron ore is a crowded space in Canada. Short-term outlook in markets is volatile. But long-term demand for Iron Ore in China is strong. You have to be willing to ride out the volatility. New Millennium and Champion are alternates.
Lesley Marks
Vice President & Portfolio Manager, Jones Heward Investment Counsel
Price
$75.500
Owned
No
BUY
BUY
March 9, 2011
Street was disappointed. Expectation was for higher reserves. She doesn’t think there is a lot more downside. She would be looking at it as a buying opportunity. If management starts to buy stock, street will have confidence in management.
Street was disappointed. Expectation was for higher reserves. She doesn’t think there is a lot more downside. She would be looking at it as a buying opportunity. If management starts to buy stock, street will have confidence in management.
Lesley Marks
Vice President & Portfolio Manager, Jones Heward Investment Counsel
Price
$8.650
Owned
No
DON'T BUY
DON'T BUY
March 9, 2011
Rare Earth (she is not familiar with this one in particular): Quotas on exports of Rare earth out of China. She is not as positive on this commodity because it is a quota-related play.
Rare Earth (she is not familiar with this one in particular): Quotas on exports of Rare earth out of China. She is not as positive on this commodity because it is a quota-related play.
Lesley Marks
Vice President & Portfolio Manager, Jones Heward Investment Counsel
Price
$0.830
Owned
No
BUY
BUY
March 9, 2011
Prefers MSD-T. Positive on this kind of company. Recently they had a flurry of great licensing news, which has boosted it. They recently financed. Feels they over financed. Great balance sheet and great cash flow.
Prefers MSD-T. Positive on this kind of company. Recently they had a flurry of great licensing news, which has boosted it. They recently financed. Feels they over financed. Great balance sheet and great cash flow.
Lesley Marks
Vice President & Portfolio Manager, Jones Heward Investment Counsel
Price
$5.730
Owned
No
BUY
BUY
March 9, 2011
Positive on it. Has had some significant strategic deals but there will be good news flow out of this one. Great cash flow, great balance sheet.
Mosaid (MSD-T)
March 9, 2011
Positive on it. Has had some significant strategic deals but there will be good news flow out of this one. Great cash flow, great balance sheet.
Lesley Marks
Vice President & Portfolio Manager, Jones Heward Investment Counsel
Price
$30.350
Owned
Yes