Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
August 23, 2012

(Market Call Minute.) A confusing balance sheet.

Extendicare Inc (EXE-T)
August 23, 2012

(Market Call Minute.) A confusing balance sheet.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$8.020
Owned
No
SELL
SELL
August 23, 2012

(Market Call Minute.) He owns the bonds. Poor performer.

Transalta Corp (TA-T)
August 23, 2012

(Market Call Minute.) He owns the bonds. Poor performer.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$15.710
Owned
Yes
HOLD
HOLD
August 23, 2012

(Market Call Minute.) Have had a lot of redemptions.

(Market Call Minute.) Have had a lot of redemptions.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$11.590
Owned
_N/A
WEAK BUY
WEAK BUY
August 23, 2012

(Market Call Minute.) Recovery. Allstream has done better.

(Market Call Minute.) Recovery. Allstream has done better.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$34.390
Owned
Unknown
HOLD
HOLD
August 23, 2012

(Market Call Minute.) Dealing with low interest rates which is very bad for insurance companies.

(Market Call Minute.) Dealing with low interest rates which is very bad for insurance companies.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$23.030
Owned
Unknown
HOLD
HOLD
August 23, 2012

(Market Call Minute.) Apartments out East. Shipping industry is about to create a lot of new jobs but there are a lot of new apartments been developed privately.

(Market Call Minute.) Apartments out East. Shipping industry is about to create a lot of new jobs but there are a lot of new apartments been developed privately.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$13.220
Owned
Unknown
TOP PICK
TOP PICK
August 23, 2012

8% bond due November 15/18. This trades as a high yielder but the credit metrics has it is as an A low rated bond. Low leverage. Just finished their Madagascar project. Great management.

8% bond due November 15/18. This trades as a high yielder but the credit metrics has it is as an A low rated bond. Low leverage. Just finished their Madagascar project. Great management.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$4.720
Owned
Yes