Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 10, 2011
This was in terrible shape. They sold some properties and added some properties. Very good management. It’s a good source of yield. Slightly risky. Bit too high of a payout ratio but thinks are improving.
OneREIT (ONR.UN-T)
March 10, 2011
This was in terrible shape. They sold some properties and added some properties. Very good management. It’s a good source of yield. Slightly risky. Bit too high of a payout ratio but thinks are improving.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$5.710
Owned
Yes
BUY
BUY
March 10, 2011
Big portion of business in the US. Recent numbers were better than previous. They are doing their job. They are good at it. Likes it despite the complications.
Extendicare Inc (EXE-T)
March 10, 2011
Big portion of business in the US. Recent numbers were better than previous. They are doing their job. They are good at it. Likes it despite the complications.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$11.190
Owned
Unknown
WEAK BUY
WEAK BUY
March 10, 2011
Has come back a lot. Did an issue in February. Business has picked up for them. They are pretty close to earning their payout ratio. High risk and fair amount of risk. Onee of the best performing so far this year. Have done a lot to clean themselves up.
Temple Hotels (TPH-T)
March 10, 2011
Has come back a lot. Did an issue in February. Business has picked up for them. They are pretty close to earning their payout ratio. High risk and fair amount of risk. Onee of the best performing so far this year. Have done a lot to clean themselves up.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$4.570
Owned
No
BUY
BUY
March 10, 2011
He sold about 9 months ago. It had had a really good run. It was just a matter of valuation. 100% non-North American, management well liked. It’s starting to look interesting again.
Eldorado Gold (ELD-T)
March 10, 2011
He sold about 9 months ago. It had had a really good run. It was just a matter of valuation. 100% non-North American, management well liked. It’s starting to look interesting again.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$14.840
Owned
No
BUY
BUY
March 10, 2011
Iron ore’s outlook looks very good. LIM looks interesting. It is not the most junior so not the most likely to be taken out.
Iron ore’s outlook looks very good. LIM looks interesting. It is not the most junior so not the most likely to be taken out.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$13.100
Owned
No
HOLD
HOLD
March 10, 2011
He is concerned, but not overly so. Would be a sell if oil went to $120. Monitor it closely. They are the most efficient. Had lagged the whole group. Was a buyer 6 weeks ago.
He is concerned, but not overly so. Would be a sell if oil went to $120. Monitor it closely. They are the most efficient. Had lagged the whole group. Was a buyer 6 weeks ago.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$72.380
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
March 10, 2011
Met with CEO recently and came away more positive than ever. In Mexico. You would have a possible double here.
Argonaut Gold (AR-T)
March 10, 2011
Met with CEO recently and came away more positive than ever. In Mexico. You would have a possible double here.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$4.520
Owned
Unknown