Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
March 10, 2011
Very levered to oil prices, both ways. Are selling assets to clean up balance sheet. As long as oil stays above $85, they are undervalued. A junior oil sands play. A little riskier than average.
Show full opinionHide full opinion
Very levered to oil prices, both ways. Are selling assets to clean up balance sheet. As long as oil stays above $85, they are undervalued. A junior oil sands play. A little riskier than average.
BUY
BUY
March 10, 2011
They had disappointed last year and pre-announced a contract loss. Now, have a better outlook and a record outlook. Under $10 is a good entry point.
Show full opinionHide full opinion
Aecon Group Inc (ARE-T)
March 10, 2011
They had disappointed last year and pre-announced a contract loss. Now, have a better outlook and a record outlook. Under $10 is a good entry point.
WAIT
WAIT
March 10, 2011
Likes it. Almost a 10% pullback. It depends on your short term outlook. If you are trying to pick a bottom, watch wat happens in Saudi Arabia in the next 2 to 3 weeks.
Show full opinionHide full opinion
Cenovus Energy (CVE-T)
March 10, 2011
Likes it. Almost a 10% pullback. It depends on your short term outlook. If you are trying to pick a bottom, watch wat happens in Saudi Arabia in the next 2 to 3 weeks.
PAST TOP PICK
PAST TOP PICK
March 10, 2011
(Top Pick Apr. 19/10, Up 37.15) Prefers this over POT because you get everything. Will hold on for a long time.
Show full opinionHide full opinion
Agrium (AGU-T)
March 10, 2011
(Top Pick Apr. 19/10, Up 37.15) Prefers this over POT because you get everything. Will hold on for a long time.
PAST TOP PICK
PAST TOP PICK
March 10, 2011
(Top Pick Apr. 19/10, Up 24.4%) Pulled back nicely. Combination of good production growth over a decade and good exposure to oil. Well managed with a good balance sheet. A key holding.
Show full opinionHide full opinion
(Top Pick Apr. 19/10, Up 24.4%) Pulled back nicely. Combination of good production growth over a decade and good exposure to oil. Well managed with a good balance sheet. A key holding.
PAST TOP PICK
PAST TOP PICK
March 10, 2011
(Top Pick Apr. 19/10, Down 7.21%) Well-known story, has recovered somewhat, but pulled back very recently. Unhedged to the market and had a billion and a half of product that they had to guarantee. In 12 to 18 months you might see a dividend increase. They have covered the hedge to more than half of where it was.
Show full opinionHide full opinion
(Top Pick Apr. 19/10, Down 7.21%) Well-known story, has recovered somewhat, but pulled back very recently. Unhedged to the market and had a billion and a half of product that they had to guarantee. In 12 to 18 months you might see a dividend increase. They have covered the hedge to more than half of where it was.
BUY
BUY
March 10, 2011
Should have fallen by the amount of the dividend. What happened was you got a turnover in the type of holder. Some of the fast money that might have been in there was exiting. Now you would expect value guys to step up and buy it. It’s worth looking at, as it is getting interesting.
Show full opinionHide full opinion
Should have fallen by the amount of the dividend. What happened was you got a turnover in the type of holder. Some of the fast money that might have been in there was exiting. Now you would expect value guys to step up and buy it. It’s worth looking at, as it is getting interesting.