Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 16, 2012
Sees considerable up side. There is single tenant risk in Magna. 5.7% yield should be able to grow.
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Granite REIT (GRT.UN-T)
February 16, 2012
Sees considerable up side. There is single tenant risk in Magna. 5.7% yield should be able to grow.
HOLD
HOLD
February 16, 2012
Continues to like the mid-stream sector. Primary concern is that there might be less volume flowing through pipelines. Have until 2015 to book up the pipeline.
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Veresen Inc (VSN-T)
February 16, 2012
Continues to like the mid-stream sector. Primary concern is that there might be less volume flowing through pipelines. Have until 2015 to book up the pipeline.
BUY
BUY
February 16, 2012
Best rail operator in North America with very high margins. Longer term you can’t argue with it.
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Best rail operator in North America with very high margins. Longer term you can’t argue with it.
DON'T BUY
DON'T BUY
February 16, 2012
Concerned about longer-term growth prospects. Majority of profits are from wire line profits and more and more people are opting out of having a wire line.
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BCE Inc. (BCE-T)
February 16, 2012
Concerned about longer-term growth prospects. Majority of profits are from wire line profits and more and more people are opting out of having a wire line.
BUY
BUY
February 16, 2012
Acquired a bunch of nursing homes in Ontario yesterday. Street is optimistic. Longer term it should work out for them. The portfolio has not reached its potential. Possibility that in 3-5 years they could be $8-10. They could get acquired, too.
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Acquired a bunch of nursing homes in Ontario yesterday. Street is optimistic. Longer term it should work out for them. The portfolio has not reached its potential. Possibility that in 3-5 years they could be $8-10. They could get acquired, too.
DON'T BUY
DON'T BUY
February 16, 2012
Is fine. He has concerns about longer-term growth. Gas prices are low and people may not want to lock in.
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Just Energy Group (JE-T)
February 16, 2012
Is fine. He has concerns about longer-term growth. Gas prices are low and people may not want to lock in.
DON'T BUY
DON'T BUY
February 16, 2012
Doesn’t own lifecos. We have had volatile equity environments and interest rates have been low. This will continue so it will constrain growth. He would prefer to own banks. MFC would be better than SLF in the lifeco space is you must own it.
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Doesn’t own lifecos. We have had volatile equity environments and interest rates have been low. This will continue so it will constrain growth. He would prefer to own banks. MFC would be better than SLF in the lifeco space is you must own it.