Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
September 13, 2011
Likes the auto industry, specifically while there are concerns around the economy. As a result of 2008 there are fewer cars coming off lease so a used car is relatively expensive. If you look at Japan’s spring, there is a shortage of parts. There are now fewer parts suppliers and they are more powerful there. He owns two auto part US companies. Auto should perform better of economy gets a little bit better. Business is currently strong in North America. Wait until the market behaves a bit better before getting into it.
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Magna Int'l. (A) (MG-T)
September 13, 2011
Likes the auto industry, specifically while there are concerns around the economy. As a result of 2008 there are fewer cars coming off lease so a used car is relatively expensive. If you look at Japan’s spring, there is a shortage of parts. There are now fewer parts suppliers and they are more powerful there. He owns two auto part US companies. Auto should perform better of economy gets a little bit better. Business is currently strong in North America. Wait until the market behaves a bit better before getting into it.
BUY
BUY
September 13, 2011
In the right neighborhood – diversified company. You could own this one.
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Viterra Inc (VT-T)
September 13, 2011
In the right neighborhood – diversified company. You could own this one.
DON'T BUY
DON'T BUY
September 13, 2011
Well run company, diversified. The problem is that it is the wrong kinds of business for the current economic environment. These types of companies can really get clobbered. If you think this is a mid-cycle slowdown, then it could do well in a mid-cycle slowdown. It will have a difficult time if the economy is slowing.
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Well run company, diversified. The problem is that it is the wrong kinds of business for the current economic environment. These types of companies can really get clobbered. If you think this is a mid-cycle slowdown, then it could do well in a mid-cycle slowdown. It will have a difficult time if the economy is slowing.
HOLD
HOLD
September 13, 2011
There are concerns about the costs of oil sands producers. Don’t add yet.
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Canadian Oil Sands (COS-T)
September 13, 2011
There are concerns about the costs of oil sands producers. Don’t add yet.
DON'T BUY
DON'T BUY
September 13, 2011
Processor of oil seeds. With crop size being small it could impact their revenues. Prefers not to be in processors but in fertilizers.
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Processor of oil seeds. With crop size being small it could impact their revenues. Prefers not to be in processors but in fertilizers.
BUY
BUY
September 13, 2011
Great business but in the wrong spot right now. Tremendous sand finding and increasing production. With that they will raise their distribution. They are attractive relative to other producers, but he is reducing his energy exposure. If you want to own one this is one and the yield is good.
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Baytex Energy Corp (BTE-T)
September 13, 2011
Great business but in the wrong spot right now. Tremendous sand finding and increasing production. With that they will raise their distribution. They are attractive relative to other producers, but he is reducing his energy exposure. If you want to own one this is one and the yield is good.
DON'T BUY
DON'T BUY
September 13, 2011
The metals producers are really out of favour. Severely under performed the market along with all metal producers. An area to avoid.
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Hudbay Minerals Inc. (HBM-T)
September 13, 2011
The metals producers are really out of favour. Severely under performed the market along with all metal producers. An area to avoid.