Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 2, 2012
(A Top Pick Dec 8/11. Up 53.47%.) Sold a quarter of his position Friday because they were up so much. Still likes. Trading at about 10X earnings.
Apple (AAPL-Q)
April 2, 2012
(A Top Pick Dec 8/11. Up 53.47%.) Sold a quarter of his position Friday because they were up so much. Still likes. Trading at about 10X earnings.
Randall Abramson
Co-founder, President and CEO, Chief Portfolio Mgr, Trapeze Asset Management
Price
$618.630
Owned
Yes
TOP PICK
TOP PICK
April 2, 2012
Trading at 50% of its fair value. Still in early stages although they are currently doing 2000 barrels a day. Have guided to 4000 barrels. Have guided to $48 million of cash flow starting at the end of this year. Trades at about 2X cash flow. Potential to cash flow more than its share price in 3 years.
Trading at 50% of its fair value. Still in early stages although they are currently doing 2000 barrels a day. Have guided to 4000 barrels. Have guided to $48 million of cash flow starting at the end of this year. Trades at about 2X cash flow. Potential to cash flow more than its share price in 3 years.
Randall Abramson
Co-founder, President and CEO, Chief Portfolio Mgr, Trapeze Asset Management
Price
$1.740
Owned
Yes
TOP PICK
TOP PICK
April 2, 2012
BestBuy.com is growing at 30%-40% and forecasting another double digit growth for this year. Growing in China. Shrinking back there big box stores.
BestBuy.com is growing at 30%-40% and forecasting another double digit growth for this year. Growing in China. Shrinking back there big box stores.
Randall Abramson
Co-founder, President and CEO, Chief Portfolio Mgr, Trapeze Asset Management
Price
$23.640
Owned
Yes
TOP PICK
TOP PICK
April 2, 2012
About 85% of their business is oil. Looking for 25% more production as well as more earnings per share growth, etc. Should be about $25 of value in 3 years. Drilled about 99 wells last year and hit all 99.
About 85% of their business is oil. Looking for 25% more production as well as more earnings per share growth, etc. Should be about $25 of value in 3 years. Drilled about 99 wells last year and hit all 99.
Randall Abramson
Co-founder, President and CEO, Chief Portfolio Mgr, Trapeze Asset Management
Price
$9.530
Owned
Yes
BUY
BUY
April 2, 2012
Horizons Enhanced Income Financials ETF (HEF-T) or BMO Covered Call Cdn Banks ETF (ZWB-T) for a long term investment? Likes them both about equally and they are similar. Enhanced Income Financials if you feel insurance will outperform banks otherwise Covered Call Cdn Banks.
Horizons Enhanced Income Financials ETF (HEF-T) or BMO Covered Call Cdn Banks ETF (ZWB-T) for a long term investment? Likes them both about equally and they are similar. Enhanced Income Financials if you feel insurance will outperform banks otherwise Covered Call Cdn Banks.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$8.650
Owned
No
BUY
BUY
April 2, 2012
Horizons Enhanced Income Financials ETF (HEF-T) or BMO Covered Call Cdn Banks ETF (ZWB-T) for a long term investment? Likes them both about equally and they are similar. Enhanced Income Financials if you feel insurance will outperform banks otherwise Covered Call Cdn Banks.
Horizons Enhanced Income Financials ETF (HEF-T) or BMO Covered Call Cdn Banks ETF (ZWB-T) for a long term investment? Likes them both about equally and they are similar. Enhanced Income Financials if you feel insurance will outperform banks otherwise Covered Call Cdn Banks.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$14.690
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 2, 2012
(A Top Pick March 23/11. Down 19.38%.) Still likes. Commodities are going to be high volatility. This is work against investors in the last year but he would hope that it will work for them in the future.
(A Top Pick March 23/11. Down 19.38%.) Still likes. Commodities are going to be high volatility. This is work against investors in the last year but he would hope that it will work for them in the future.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$19.370
Owned
Yes