Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
February 15, 2012
Great company. One of the concerns that the market has is that they will be doing a lot of CapX but historically they have gotten a lot out of their CapX. Trades at 13X earnings. 3% dividend yield. Have a lot of products coming out over the next little while. Good story going forward.
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Intel (INTC-Q)
February 15, 2012
Great company. One of the concerns that the market has is that they will be doing a lot of CapX but historically they have gotten a lot out of their CapX. Trades at 13X earnings. 3% dividend yield. Have a lot of products coming out over the next little while. Good story going forward.
COMMENT
COMMENT
February 15, 2012
Retail bank. Sold his holdings when it broke down. Made a good acquisition but it caused some problems. 43% owned by the UK government. Good management so they will slowly work their way out of their situation. Will take time but if you hold it, you will do well with it.
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Retail bank. Sold his holdings when it broke down. Made a good acquisition but it caused some problems. 43% owned by the UK government. Good management so they will slowly work their way out of their situation. Will take time but if you hold it, you will do well with it.
DON'T BUY
DON'T BUY
February 15, 2012
Thinks there are better places to be in the oil sands. Would prefer Cenovus (CVE-T). Expect that oil will do well but to capture the oil price at these levels you will probably be better to own something a little more international.
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Canadian Oil Sands (COS-T)
February 15, 2012
Thinks there are better places to be in the oil sands. Would prefer Cenovus (CVE-T). Expect that oil will do well but to capture the oil price at these levels you will probably be better to own something a little more international.
BUY WEAKNESS
BUY WEAKNESS
February 15, 2012
Like a lot of the financials, the stock has run up a lot from its low in Nov/11. Trading at about 0.7X Book, which is very cheap. Small yield of about 1.2%. Trades at about 9X earnings. Very strong retail franchise.
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Morgan Stanley (MS-N)
February 15, 2012
Like a lot of the financials, the stock has run up a lot from its low in Nov/11. Trading at about 0.7X Book, which is very cheap. Small yield of about 1.2%. Trades at about 9X earnings. Very strong retail franchise.
COMMENT
COMMENT
February 15, 2012
Has not like this one for a long time. Trades at around 12-13 times earnings. 4% yield. One of the problems is that it was given a very high multiple over many years but the earnings came from GE Capital. They're not going to get the stability of earnings anymore. You can pick it up here or on a pullback.
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General Electric (GE-N)
February 15, 2012
Has not like this one for a long time. Trades at around 12-13 times earnings. 4% yield. One of the problems is that it was given a very high multiple over many years but the earnings came from GE Capital. They're not going to get the stability of earnings anymore. You can pick it up here or on a pullback.
BUY
BUY
February 15, 2012
Has done a very good job. Has run up a lot but you are going to get a good dividend. Have made some really strong growth on the TV and wireless side.
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Telus Corp (T-T)
February 15, 2012
Has done a very good job. Has run up a lot but you are going to get a good dividend. Have made some really strong growth on the TV and wireless side.
COMMENT
COMMENT
February 15, 2012
Won't be a growth stock but has a good dividend. 7% yield.
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Bell Aliant (BA-T)
February 15, 2012
Won't be a growth stock but has a good dividend. 7% yield.