Latest Expert Opinions

Signal
Opinion
Expert
SHORT
SHORT
April 5, 2012
He is short this one and expects it to fall further. They have good assets and are a good company. But they have to sell oil at a low price. Strong production but a difficulty in marketing at the right price. A number of refineries down currently. A number of these oil companies are higher cost enterprises so discounted oil prices are bad for them.
He is short this one and expects it to fall further. They have good assets and are a good company. But they have to sell oil at a low price. Strong production but a difficulty in marketing at the right price. A number of refineries down currently. A number of these oil companies are higher cost enterprises so discounted oil prices are bad for them.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$31.770
Owned
Yes
DON'T BUY
DON'T BUY
April 5, 2012
Precious metals are under pressure. We are used to resources being a leadership part of the market and it is just not right now. Global growth is not that rosy. Total reserves for the industry went down last year, which is good. But there are ea lot of people and funds that built big positions in this stock and are facing difficult decisions. There are 8 days of selling pressure on this stock.
Precious metals are under pressure. We are used to resources being a leadership part of the market and it is just not right now. Global growth is not that rosy. Total reserves for the industry went down last year, which is good. But there are ea lot of people and funds that built big positions in this stock and are facing difficult decisions. There are 8 days of selling pressure on this stock.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$10.480
Owned
Unknown
SELL
SELL
April 5, 2012
A tough position to be in. They are not covering their distribution. Price of gas is in free fall so no one knows where the bottom is. There are a lot of natural sellers here. This could take a while. Don’t buy things that are falling in price. If gas prices stay week, it can continue to go lower. Pick a stop.
A tough position to be in. They are not covering their distribution. Price of gas is in free fall so no one knows where the bottom is. There are a lot of natural sellers here. This could take a while. Don’t buy things that are falling in price. If gas prices stay week, it can continue to go lower. Pick a stop.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$20.490
Owned
Unknown
BUY
BUY
April 5, 2012
Since 2007 he has been quite negative on financials and specifically banks. Slow down in growth rate and difficulty generating a strong rate of return. Reality is that trading like a utility is now not a bad thing. Banks are working globally at rebuilding balance sheets. Capital is building quickly and dividend growth is likely to happen.
Since 2007 he has been quite negative on financials and specifically banks. Slow down in growth rate and difficulty generating a strong rate of return. Reality is that trading like a utility is now not a bad thing. Banks are working globally at rebuilding balance sheets. Capital is building quickly and dividend growth is likely to happen.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$58.630
Owned
Unknown
BUY
BUY
April 5, 2012
A big position in his income strategy. Predictable revenue stream. There is a secular growth opportunity that could give them a triple in their cash flow. He would put this in almost any portfolio.
Altagas Ltd (ALA-T)
April 5, 2012
A big position in his income strategy. Predictable revenue stream. There is a secular growth opportunity that could give them a triple in their cash flow. He would put this in almost any portfolio.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$30.950
Owned
Yes
TOP PICK
TOP PICK
April 5, 2012
Wind power in Florida, Good growth rate and in cash flow. Low variable cost of energy once sunk costs are there. Dividend will grow, stock is pretty fully valued. If US cuts back on programs to build new wind power, that will make more cash available to grow the dividend.
Wind power in Florida, Good growth rate and in cash flow. Low variable cost of energy once sunk costs are there. Dividend will grow, stock is pretty fully valued. If US cuts back on programs to build new wind power, that will make more cash available to grow the dividend.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$62.880
Owned
Yes
TOP PICK
TOP PICK
April 5, 2012
(Top Pick May 18/11) We were headed into a pretty rocky summer but now he is fully invested.
CASH (CASH)
April 5, 2012
(Top Pick May 18/11) We were headed into a pretty rocky summer but now he is fully invested.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$0.010
Owned
No