Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 24, 2012
(A Top Pick Oct 13/11. Up 6.93%.) Best performing stock in the index last year however, over 80% of their production is weighted towards gas so he exited the position.
Trilogy Energy Corp (TET-T)
February 24, 2012
(A Top Pick Oct 13/11. Up 6.93%.) Best performing stock in the index last year however, over 80% of their production is weighted towards gas so he exited the position.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$32.650
Owned
No
PAST TOP PICK
PAST TOP PICK
February 24, 2012
(A Top Pick Oct 13/11. Up 19.32%.)
Longview Oil (LNV-T)
February 24, 2012
(A Top Pick Oct 13/11. Up 19.32%.)
Mason Granger
Portfolio Manager, Sentry Investments
Price
$10.750
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 24, 2012
(A Top Pick Oct 13/11. Up 2.32%.) Being acquired by Crescent Point Energy.
(A Top Pick Oct 13/11. Up 2.32%.) Being acquired by Crescent Point Energy.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$9.820
Owned
No
BUY
BUY
February 24, 2012
Very diversified and well-managed company. Lots of inflation proof assets like properties, financials and utilities.
Very diversified and well-managed company. Lots of inflation proof assets like properties, financials and utilities.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$31.510
Owned
Unknown
WATCH
WATCH
February 24, 2012
Very successful in things like Equatorial Guinea where they have big offshore oilfields. Tends to be volatile. With current high oil prices, this is likely to be a stock that benefits. Very much a leveraged play on your outlook on oil. Has a lot of growth coming through. Be a little cautious until you see that some of the production issues have been dealt with.
Hess Corp. (HES-N)
February 24, 2012
Very successful in things like Equatorial Guinea where they have big offshore oilfields. Tends to be volatile. With current high oil prices, this is likely to be a stock that benefits. Very much a leveraged play on your outlook on oil. Has a lot of growth coming through. Be a little cautious until you see that some of the production issues have been dealt with.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$67.000
Owned
Yes
COMMENT
COMMENT
February 24, 2012
Avis bought out Avis Europe at the beginning of the 4th quarter and basically took a write off. Has recovered very strongly from the great recession. There is a little bit of growth in the number of cars being rented. 1st and 4th quarters are their worst quarters but they make money in the summer. Margins are being squeezed by competition and people unwilling to pay.
Avis Budget Group (CAR-Q)
February 24, 2012
Avis bought out Avis Europe at the beginning of the 4th quarter and basically took a write off. Has recovered very strongly from the great recession. There is a little bit of growth in the number of cars being rented. 1st and 4th quarters are their worst quarters but they make money in the summer. Margins are being squeezed by competition and people unwilling to pay.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$13.280
Owned
Unknown
SELL
SELL
February 24, 2012
Number of European telecoms have decent dividend yields but this one has had its stock dropping over the last 5 years so it is regarded as having ex-growth. If you want a European telecom, you might consider switching to Vodafone (VOD-Q) or Telefonica (TEF-N).
Orange SA (ORAN-N)
February 24, 2012
Number of European telecoms have decent dividend yields but this one has had its stock dropping over the last 5 years so it is regarded as having ex-growth. If you want a European telecom, you might consider switching to Vodafone (VOD-Q) or Telefonica (TEF-N).
Gavin Graham
Trustee, Pointbreak ETFs
Price
$15.870
Owned
Unknown