Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 24, 2012

Will probably have a good quarter. Most are treading water. TD looks good. Most if not all will be increasing their dividends. Doesn’t expect RY to be a blockbuster from here – just the dividend increase. Aug 30 numbers come out and div increase could be announced then.

Royal Bank (RY-T)
August 24, 2012

Will probably have a good quarter. Most are treading water. TD looks good. Most if not all will be increasing their dividends. Doesn’t expect RY to be a blockbuster from here – just the dividend increase. Aug 30 numbers come out and div increase could be announced then.

Chyanne Fickes
Vice President of Investments, Stone Funds
Price
$53.730
Owned
Unknown
BUY
BUY
August 24, 2012

Has under-performed all year. It has not done as well as the others so there is catch up. They are not fully integrated so doesn’t benefit from the downstream. Brent vs. WTI impacts them negatively.

Has under-performed all year. It has not done as well as the others so there is catch up. They are not fully integrated so doesn’t benefit from the downstream. Brent vs. WTI impacts them negatively.

Chyanne Fickes
Vice President of Investments, Stone Funds
Price
$31.060
Owned
Unknown
DON'T BUY
DON'T BUY
August 24, 2012

Not one of her favorites. It seems to have broken down a bit technically. Fundamentally the company seems to be hurting badly from McDonald’s, who have been extremely promotionally. Has PE multiple so if it misses on earnings it will really get whacked. Input costs are really going to be horrific and you are going to see price increases. Customers are not willing to take price increases in these companies (the whole space).

Not one of her favorites. It seems to have broken down a bit technically. Fundamentally the company seems to be hurting badly from McDonald’s, who have been extremely promotionally. Has PE multiple so if it misses on earnings it will really get whacked. Input costs are really going to be horrific and you are going to see price increases. Customers are not willing to take price increases in these companies (the whole space).

Chyanne Fickes
Vice President of Investments, Stone Funds
Price
$50.450
Owned
Unknown
BUY
BUY
August 24, 2012

Likes it. Slow and steady growth. Lots of cash and would benefit from an acquisition. Have proven themselves very good at execution. They lost Lipitor earlier in the year and managed to hold on to quite a good market share. It is inexpensive, as are all of those in the space. Big cash balance. 3.2% dividend.

Pfizer Inc (PFE-N)
August 24, 2012

Likes it. Slow and steady growth. Lots of cash and would benefit from an acquisition. Have proven themselves very good at execution. They lost Lipitor earlier in the year and managed to hold on to quite a good market share. It is inexpensive, as are all of those in the space. Big cash balance. 3.2% dividend.

Chyanne Fickes
Vice President of Investments, Stone Funds
Price
$24.010
Owned
No
HOLD
HOLD
August 24, 2012

They are starting to go through their cash. Biggest worry for analysts is that they will run out before someone comes in and does something. There is not a price she would be comfortable in buying the stock at. It is a very speculative situation. She has one from 5-6 years ago and it is indestructible. She would have to wait for the keyboard version of the next model personally. She is therefore worried about the sales of the new product. RIM has a lot going for it and some day there will be some kind of corporate activity. Wait until Nov/Dec if you want to buy.

BlackBerry (BB-T)
August 24, 2012

They are starting to go through their cash. Biggest worry for analysts is that they will run out before someone comes in and does something. There is not a price she would be comfortable in buying the stock at. It is a very speculative situation. She has one from 5-6 years ago and it is indestructible. She would have to wait for the keyboard version of the next model personally. She is therefore worried about the sales of the new product. RIM has a lot going for it and some day there will be some kind of corporate activity. Wait until Nov/Dec if you want to buy.

Chyanne Fickes
Vice President of Investments, Stone Funds
Price
$6.880
Owned
Unknown
DON'T BUY
DON'T BUY
August 24, 2012

Nice dividend. Payout ratio is low. When you look at their suite of products, this is a dying business. This stock is cheap for a reason. Products are all centered around snail mail. 11% yield is a real red flag. Doesn’t know if they will survive.

Pitney Bowes (PBI-N)
August 24, 2012

Nice dividend. Payout ratio is low. When you look at their suite of products, this is a dying business. This stock is cheap for a reason. Products are all centered around snail mail. 11% yield is a real red flag. Doesn’t know if they will survive.

Chyanne Fickes
Vice President of Investments, Stone Funds
Price
$13.610
Owned
Unknown
DON'T BUY
DON'T BUY
August 24, 2012

Prospects are quite good. Replaced much of board yesterday, which was a good thing. We have excellent banks in Canada so there is no reason to go bottom fishing in the US. There are too many disruptive practices coming into the big banks in the US.

Bank of America (BAC-N)
August 24, 2012

Prospects are quite good. Replaced much of board yesterday, which was a good thing. We have excellent banks in Canada so there is no reason to go bottom fishing in the US. There are too many disruptive practices coming into the big banks in the US.

Chyanne Fickes
Vice President of Investments, Stone Funds
Price
$8.160
Owned
Unknown