Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 23, 2012

Recently blew away numbers. Expanding into a mortgage platform and into the back office of US lenders. High-margin business. Cheque creation used to be 80% of their business but is now 40%. Although we use less cheques, their fees keep going up and up.

DH Corporation (DH-T)
August 23, 2012

Recently blew away numbers. Expanding into a mortgage platform and into the back office of US lenders. High-margin business. Cheque creation used to be 80% of their business but is now 40%. Although we use less cheques, their fees keep going up and up.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$19.720
Owned
Yes
TOP PICK
TOP PICK
August 23, 2012

Windows 8 and Office 2013 are coming. There is also the Surface (new pad) coming. Trading at 10X earnings. Has $7 of cash. Thinks there will be a cycle upgrade on technology from companies because they avoided the 7 and the Vista. 2.6% dividend yield, which will probably be increased next year.

Microsoft (MSFT-Q)
August 23, 2012

Windows 8 and Office 2013 are coming. There is also the Surface (new pad) coming. Trading at 10X earnings. Has $7 of cash. Thinks there will be a cycle upgrade on technology from companies because they avoided the 7 and the Vista. 2.6% dividend yield, which will probably be increased next year.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$30.255
Owned
Yes