Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 19, 2012

This is the ultra-short long treasuries, which is basically a levered product. With this one you are betting against the Fed which recently announced they are going to be buying 10-30 year bonds until the economy improves. You will have a buyer against you for a long time, however if the economy succeeds, the yield should increase. You have the time against you so you have to be careful. Wait until you see growth rates really pick up in manufacturing, consumers and housing.

This is the ultra-short long treasuries, which is basically a levered product. With this one you are betting against the Fed which recently announced they are going to be buying 10-30 year bonds until the economy improves. You will have a buyer against you for a long time, however if the economy succeeds, the yield should increase. You have the time against you so you have to be careful. Wait until you see growth rates really pick up in manufacturing, consumers and housing.

Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$16.400
Owned
Unknown
DON'T BUY
DON'T BUY
September 19, 2012

Bonds. Based on the restructuring proposal, which will be settled on October 15, the bonds are trading at $.60 to the $1.00 and seem to be fully valued. If the restructuring does not occur, he could see more downside to it.

Yellow Media Inc (Y-T)
September 19, 2012

Bonds. Based on the restructuring proposal, which will be settled on October 15, the bonds are trading at $.60 to the $1.00 and seem to be fully valued. If the restructuring does not occur, he could see more downside to it.

Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$0.065
Owned
No
BUY
BUY
September 19, 2012

This is a short-term, 1 to 5 year corporate bond ETF. Relatively diversified. Sensitivity to interest rates remains high. Good investment.

This is a short-term, 1 to 5 year corporate bond ETF. Relatively diversified. Sensitivity to interest rates remains high. Good investment.

Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$20.280
Owned
Unknown
DON'T BUY
DON'T BUY
September 19, 2012

Regarding government bonds, the risk of rates being so low, he would try to avoid them.

Regarding government bonds, the risk of rates being so low, he would try to avoid them.

Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$42.890
Owned
Unknown
COMMENT
COMMENT
September 19, 2012

Just did an issue, 6.75%- Oct/20. Rated high-yield. Lending to gold producers, you want to make sure they have diversified mines as well as being low cost producers. This company could eventually get taken over.

Iamgold Corp (IMG-T)
September 19, 2012

Just did an issue, 6.75%- Oct/20. Rated high-yield. Lending to gold producers, you want to make sure they have diversified mines as well as being low cost producers. This company could eventually get taken over.

Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$15.750
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 19, 2012

(A Top Pick Sept 16/11. Up 11.79%.) From a regulatory standpoint, brokers cannot take on as much risk as before. From a debt standpoint this is good. He is taking profit right now but longer-term he is still comfortable with the name

Goldman Sachs (GS-N)
September 19, 2012

(A Top Pick Sept 16/11. Up 11.79%.) From a regulatory standpoint, brokers cannot take on as much risk as before. From a debt standpoint this is good. He is taking profit right now but longer-term he is still comfortable with the name

Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$119.020
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 19, 2012

(A Top Pick Sept 16/11. Up 14.22%.) Still likes.

Intact Financial (IFC-T)
September 19, 2012

(A Top Pick Sept 16/11. Up 14.22%.) Still likes.

Marc-Andre Gaudreau
Sr. VP Fixed Income, Natcan Investment Management
Price
$59.250
Owned
Yes