Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 3, 2012
About 30% of its underlying holdings are Canadian. This would be bottom fishing. Looks like there is going to be a Renaissance in uranium. US has recently stopped new coal plants from being built. Also, China has an insatiable appetite for energy.
About 30% of its underlying holdings are Canadian. This would be bottom fishing. Looks like there is going to be a Renaissance in uranium. US has recently stopped new coal plants from being built. Also, China has an insatiable appetite for energy.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$16.130
Owned
Unknown
TOP PICK
TOP PICK
April 3, 2012
Have excellent proprietary aerospace components that focus on military and commercial aircraft. About 90% of sales are products only made by them. About 55% of revenue is aftermarket sales. Military sales may be fragile but there is a massive refurbishment of existing global commercial aircraft.
Have excellent proprietary aerospace components that focus on military and commercial aircraft. About 90% of sales are products only made by them. About 55% of revenue is aftermarket sales. Military sales may be fragile but there is a massive refurbishment of existing global commercial aircraft.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$117.280
Owned
Yes
TOP PICK
TOP PICK
April 3, 2012
Western oriented REIT. Good dividend of just under 7%. Just did a capital raise of about $130-$150 million giving them a war chest for potential acquisitions. Trading at a discount to its peers. Will probably be taken out.
Western oriented REIT. Good dividend of just under 7%. Just did a capital raise of about $130-$150 million giving them a war chest for potential acquisitions. Trading at a discount to its peers. Will probably be taken out.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$16.140
Owned
Yes
TOP PICK
TOP PICK
April 3, 2012
Liberty Media owns about 40% and recently filed with FCC to see about a take over. This got everybody up in arms. This puts protection on you buying the stock. Have 20 million subscribers and will have $1.5 billion in cash by the end of the year. Own satellites and there may be a move to use broadband satellites, which would be an extra revenue stream.
Liberty Media owns about 40% and recently filed with FCC to see about a take over. This got everybody up in arms. This puts protection on you buying the stock. Have 20 million subscribers and will have $1.5 billion in cash by the end of the year. Own satellites and there may be a move to use broadband satellites, which would be an extra revenue stream.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$2.325
Owned
Yes