Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 21, 2012
(Market Call Minute.) Good recovery. Management has done a great job in making strong acquisitions. No longer trucking but is now a multifaceted company.
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(Market Call Minute.) Good recovery. Management has done a great job in making strong acquisitions. No longer trucking but is now a multifaceted company.
DON'T BUY
DON'T BUY
February 21, 2012
(Market Call Minute.) Street is expecting a lot from this company in 2012 and you are paying up for that expectation. He wouldn't pay that multiple.
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Finning Int (FTT-T)
February 21, 2012
(Market Call Minute.) Street is expecting a lot from this company in 2012 and you are paying up for that expectation. He wouldn't pay that multiple.
TOP PICK
TOP PICK
February 21, 2012
Had negative headlines recently as people are worried about their exposure to Gadhafi but have been doing business in Libya for years and these things happen. Bidding on a record number of contracts. 25% discount to its US competitors but has much better growth. Have a whole slew of assets including part highway #407, big transmission line in Alberta. He has fair value at $55+.
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Had negative headlines recently as people are worried about their exposure to Gadhafi but have been doing business in Libya for years and these things happen. Bidding on a record number of contracts. 25% discount to its US competitors but has much better growth. Have a whole slew of assets including part highway #407, big transmission line in Alberta. He has fair value at $55+.
TOP PICK
TOP PICK
February 21, 2012
Hasn't done anything but is starting to get more attention. Growing their earnings by double digits. Increased their dividends by 33%. Valuation is at 8X earnings and should be at 12 or 13 times.
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Cisco (CSCO-Q)
February 21, 2012
Hasn't done anything but is starting to get more attention. Growing their earnings by double digits. Increased their dividends by 33%. Valuation is at 8X earnings and should be at 12 or 13 times.
TOP PICK
TOP PICK
February 21, 2012
Mortgage lender. Banks are paring back their business in mortgage lending. This company continues to deliver 20% growth year-over-year. People are worried about the housing market but if we continue to have low interest rates and modest growth there will be strong housing demand. Trading at 8X earnings.
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Home Capital Group (HCG-T)
February 21, 2012
Mortgage lender. Banks are paring back their business in mortgage lending. This company continues to deliver 20% growth year-over-year. People are worried about the housing market but if we continue to have low interest rates and modest growth there will be strong housing demand. Trading at 8X earnings.