Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 7, 2011
Was under investigation. Has a large resource. Wouldn't by any at this time.
Niko Resources (NKO-T)
September 7, 2011
Was under investigation. Has a large resource. Wouldn't by any at this time.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$53.000
Owned
No
COMMENT
COMMENT
September 7, 2011
Great growth story in the 90s but peaked out around 2000. Trading at a fair multiple now. Dividend was raised and is almost 3%. Would be a seller if the trade at at around $56 and a buyer at around $48. Getting a lot of competition.
Walmart Inc (WMT-N)
September 7, 2011
Great growth story in the 90s but peaked out around 2000. Trading at a fair multiple now. Dividend was raised and is almost 3%. Would be a seller if the trade at at around $56 and a buyer at around $48. Getting a lot of competition.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$52.420
Owned
No
BUY
BUY
September 7, 2011
This is something he would look at here. You might get a short-term boost here because he feels you are about to see India and China take their foot off the brake.
ArcelorMittal (MT-N)
September 7, 2011
This is something he would look at here. You might get a short-term boost here because he feels you are about to see India and China take their foot off the brake.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$19.770
Owned
No
COMMENT
COMMENT
September 7, 2011
Feels the US president is going to say Yes to the Keystone project and it is going to get built. They need our oil. Will have to raise a lot of money to build this, which could be a bit of a negative.
TC Energy (TRP-T)
September 7, 2011
Feels the US president is going to say Yes to the Keystone project and it is going to get built. They need our oil. Will have to raise a lot of money to build this, which could be a bit of a negative.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$42.680
Owned
No
TOP PICK
TOP PICK
September 7, 2011
Rock solid balance sheet. Industry leader. Showing very good sales in emerging markets, which he likes. Trades at about 8-9 times forward earnings. Pays 4%+.
Intel (INTC-Q)
September 7, 2011
Rock solid balance sheet. Industry leader. Showing very good sales in emerging markets, which he likes. Trades at about 8-9 times forward earnings. Pays 4%+.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$20.080
Owned
Yes
TOP PICK
TOP PICK
September 7, 2011
Good management. Businesses are going to have to be more efficient in this environment and this is one of their choices. Very strong balance sheet. Paying a dividend of a little under 1%. Good international sales.
Oracle (ORCL-N)
September 7, 2011
Good management. Businesses are going to have to be more efficient in this environment and this is one of their choices. Very strong balance sheet. Paying a dividend of a little under 1%. Good international sales.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$27.630
Owned
Yes