Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 4, 2012
(A Top Pick March 16/11. Up 110.31%.) This is the dominant carrier in New Zealand. Smart phones are producing a lot of revenue for the carriers. Have a policy that when they are making money, 90% of it goes to shareholders.
(A Top Pick March 16/11. Up 110.31%.) This is the dominant carrier in New Zealand. Smart phones are producing a lot of revenue for the carriers. Have a policy that when they are making money, 90% of it goes to shareholders.
Ben Stadelmann
Vice President, Contra the Heard
Price
$9.970
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 4, 2012
(A Top Pick March 16/11. Up 23.44%.) South Korean game maker.
(A Top Pick March 16/11. Up 23.44%.) South Korean game maker.
Ben Stadelmann
Vice President, Contra the Heard
Price
$2.330
Owned
Yes
COMMENT
COMMENT
April 4, 2012
A tremendous success story. They offer the middle-class people a tremendous cup of coffee without breaking the bank. This company will do fine for that reason. Presumes this will be around for a very long time.
Starbucks (SBUX-Q)
April 4, 2012
A tremendous success story. They offer the middle-class people a tremendous cup of coffee without breaking the bank. This company will do fine for that reason. Presumes this will be around for a very long time.
Ben Stadelmann
Vice President, Contra the Heard
Price
$56.960
Owned
No
COMMENT
COMMENT
April 4, 2012
Unpopular right now, this is odd when all the utilities are very popular. Some investors are unsure if the yield is sustainable. Had a number of power contracts that were very favourable. As the prices for natural gas went down, the stock market for power is going down. New contracts coming on are probably not going to be priced the same as the old ones. He could possibly buy this, not for tremendous potential but for some yield. 3.6% yield.
Transalta Corp (TA-T)
April 4, 2012
Unpopular right now, this is odd when all the utilities are very popular. Some investors are unsure if the yield is sustainable. Had a number of power contracts that were very favourable. As the prices for natural gas went down, the stock market for power is going down. New contracts coming on are probably not going to be priced the same as the old ones. He could possibly buy this, not for tremendous potential but for some yield. 3.6% yield.
Ben Stadelmann
Vice President, Contra the Heard
Price
$18.270
Owned
No
HOLD
HOLD
April 4, 2012
Insures mortgages. If there were a bust in Canada and foreclosure rates spiked, this would be in trouble. This is why the sentiment is somewhat against the company. Good yield and payout ratio is quite reasonable giving it a margin of safety.
Insures mortgages. If there were a bust in Canada and foreclosure rates spiked, this would be in trouble. This is why the sentiment is somewhat against the company. Good yield and payout ratio is quite reasonable giving it a margin of safety.
Ben Stadelmann
Vice President, Contra the Heard
Price
$22.140
Owned
No
TOP PICK
TOP PICK
April 4, 2012
(A Top Pick March 16/11. Up 0.91%.) New Jersey regional bank. Originally liked because of the lack of exposure to consumer real estate but more to the hospitality industry. Turns out those loans also had nasty write-downs. Now making good progress on getting bad loans off the books. Commercial lending has improved. Well capitalized.
(A Top Pick March 16/11. Up 0.91%.) New Jersey regional bank. Originally liked because of the lack of exposure to consumer real estate but more to the hospitality industry. Turns out those loans also had nasty write-downs. Now making good progress on getting bad loans off the books. Commercial lending has improved. Well capitalized.
Ben Stadelmann
Vice President, Contra the Heard
Price
$3.340
Owned
Yes
BUY
BUY
April 4, 2012
Likes this one. Pretty much at a bargain priced right now. Transportation division is doing very well. Business jets are doing quite well.
Likes this one. Pretty much at a bargain priced right now. Transportation division is doing very well. Business jets are doing quite well.
Ben Stadelmann
Vice President, Contra the Heard
Price
$4.030
Owned
Yes