Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 28, 2011
(A Top Pick Dec 17/10. Down 46.47%.) India went down 25% and Indian financials, which were affected by the Reserve Bank of India continuing to increase interest rates and reserve requirements. This is still an excellent way to play the rise India’s middle class.
ICICI Bank Ltd. (IBN-N)
December 28, 2011
(A Top Pick Dec 17/10. Down 46.47%.) India went down 25% and Indian financials, which were affected by the Reserve Bank of India continuing to increase interest rates and reserve requirements. This is still an excellent way to play the rise India’s middle class.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$25.980
Owned
Yes
BUY
BUY
December 28, 2011
Royal Dutch Shell (RDS.A-N) Vodaphone (VOD-Q)? Both are likely to do OK for you over time. This is one of the leading global phone companies with a very decent yield but which will probably get reduced over time as they have not been getting regular dividend as a shareholder in Verizon (VZ-N).
Vodafone Group PLC (VOD-Q)
December 28, 2011
Royal Dutch Shell (RDS.A-N) Vodaphone (VOD-Q)? Both are likely to do OK for you over time. This is one of the leading global phone companies with a very decent yield but which will probably get reduced over time as they have not been getting regular dividend as a shareholder in Verizon (VZ-N).
Gavin Graham
Trustee, Pointbreak ETFs
Price
$27.410
Owned
Unknown
BUY
BUY
December 28, 2011
Royal Dutch Shell (RDS.A-N) Vodaphone (VOD-Q)? Both are likely to do OK for you over time. Good dividend. This would be the more stable one of the two.
Royal Dutch Shell (RDS.A-N) Vodaphone (VOD-Q)? Both are likely to do OK for you over time. Good dividend. This would be the more stable one of the two.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$72.220
Owned
Unknown
COMMENT
COMMENT
December 28, 2011
Just did a complete reversal from a massive empire building by the previous management. This is probably a good thing but the dividend has now been cut. New management is on trial for the future.
Veolia Environnement (VE-N)
December 28, 2011
Just did a complete reversal from a massive empire building by the previous management. This is probably a good thing but the dividend has now been cut. New management is on trial for the future.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$10.530
Owned
Unknown
COMMENT
COMMENT
December 28, 2011
A specialized mortgage investment/finance company. They buy good quality mortgages using a spread to leverage and paying that out as a dividend. If you think the US mortgage business is going to continue to chug along, the dividend is probably sustainable. The high dividend is probably a sign that the market is expecting a cut in the dividend.
A specialized mortgage investment/finance company. They buy good quality mortgages using a spread to leverage and paying that out as a dividend. If you think the US mortgage business is going to continue to chug along, the dividend is probably sustainable. The high dividend is probably a sign that the market is expecting a cut in the dividend.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$16.110
Owned
Unknown
COMMENT
COMMENT
December 28, 2011
Recently acquired Shell gas stations in Atlantic Canada, which is a good fit. Compared to Loblaws (L-T), this has been a big success story.
Recently acquired Shell gas stations in Atlantic Canada, which is a good fit. Compared to Loblaws (L-T), this has been a big success story.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$57.730
Owned
Unknown
HOLD
HOLD
December 28, 2011
Major problem has been the losing of market share to people like Bloomberg but secondly the financial market, which is a very big part of their market, has been hit with all the banks, etc cutting back so they don’t need as many screens. Good balance sheet and pays a reasonable dividend. Wait to see if they’ve got the bugs ironed out on their Icon system.
Major problem has been the losing of market share to people like Bloomberg but secondly the financial market, which is a very big part of their market, has been hit with all the banks, etc cutting back so they don’t need as many screens. Good balance sheet and pays a reasonable dividend. Wait to see if they’ve got the bugs ironed out on their Icon system.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$26.600
Owned
Unknown