Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 13, 2011
Invests in mortgages on a leveraged basis. Tends to well in a falling interest rate environment. 15% dividend. Has owned in the past. Not now because lots of talk about trying to force American financing mechanism to the detriment to this company. A very, very well run mortgage REIT. IF you can assess risks, you could own it.
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Invests in mortgages on a leveraged basis. Tends to well in a falling interest rate environment. 15% dividend. Has owned in the past. Not now because lots of talk about trying to force American financing mechanism to the detriment to this company. A very, very well run mortgage REIT. IF you can assess risks, you could own it.
HOLD
HOLD
September 13, 2011
Pulp prices have been quite strong and distributions have been very good. Believes distribution is safe. But if you look at this summer, weakness in economy would wash over this company.
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Canfor Pulp Products (CFX-T)
September 13, 2011
Pulp prices have been quite strong and distributions have been very good. Believes distribution is safe. But if you look at this summer, weakness in economy would wash over this company.
DON'T BUY
DON'T BUY
September 13, 2011
Thinks integrated oil and gas companies will be under pressure. Own a pure producer. Prefers income-producing equities at this point.
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Hess Corp. (HES-N)
September 13, 2011
Thinks integrated oil and gas companies will be under pressure. Own a pure producer. Prefers income-producing equities at this point.
PAST TOP PICK
PAST TOP PICK
September 13, 2011
(Top Pick Sept. 28/10, Down 17.82) Thought that market was improving with capacity to fill up. In Q4 it turned out they weren’t filling up. They weren’t able to hit the numbers so he exited. Business fundamentals were deteriorating.
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(Top Pick Sept. 28/10, Down 17.82) Thought that market was improving with capacity to fill up. In Q4 it turned out they weren’t filling up. They weren’t able to hit the numbers so he exited. Business fundamentals were deteriorating.
PAST TOP PICK
PAST TOP PICK
September 13, 2011
(Top Pick Sep 28/10, Up 1.22%) He would buy today and will likely buy back. Is going to convert in January to a REIT. There had been concerns about cell company mergers for a while.
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American Tower (AMT-N)
September 13, 2011
(Top Pick Sep 28/10, Up 1.22%) He would buy today and will likely buy back. Is going to convert in January to a REIT. There had been concerns about cell company mergers for a while.
PAST TOP PICK
PAST TOP PICK
September 13, 2011
(Top Pick Sep 28/10, UP 14.60%) Would still buy it today. 40% revenues from China. Dominate fast food in China. Asian markets were the first to start rolling over so he got out. He is a little bit sorry it got out of it. They continue to execute very well. He would buy it here. He would like to see the markets stabilize a bit.
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Yum! Brands (YUM-N)
September 13, 2011
(Top Pick Sep 28/10, UP 14.60%) Would still buy it today. 40% revenues from China. Dominate fast food in China. Asian markets were the first to start rolling over so he got out. He is a little bit sorry it got out of it. They continue to execute very well. He would buy it here. He would like to see the markets stabilize a bit.
BUY
BUY
September 13, 2011
This is economically sensitive, but is a large holding for him. Iron Ore prices have held globally. If production costs go up it doesn’t hurt them. Pays a nice yield. If you believe that it is possible that growth can stay somewhat positive, this should continue to do quite well. Price is moving around because there is concern about the global economy.
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This is economically sensitive, but is a large holding for him. Iron Ore prices have held globally. If production costs go up it doesn’t hurt them. Pays a nice yield. If you believe that it is possible that growth can stay somewhat positive, this should continue to do quite well. Price is moving around because there is concern about the global economy.