Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 5, 2013

A good business and there is good optimism about an uptick in aerospace and with the pickup on the economy, it could do well.

A good business and there is good optimism about an uptick in aerospace and with the pickup on the economy, it could do well.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$4.980
Owned
No
DON'T BUY
DON'T BUY
September 5, 2013

As good of a name as any to participate in nuclear energy. Junior companies would have more challenges. He is not particularly bullish on Uranium prices and there is still some uncertainty after the accident in Japan.

Cameco Corporation (CCO-T)
September 5, 2013

As good of a name as any to participate in nuclear energy. Junior companies would have more challenges. He is not particularly bullish on Uranium prices and there is still some uncertainty after the accident in Japan.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$20.500
Owned
No
COMMENT
COMMENT
September 5, 2013

[Caller wants High Dividend Energy – what does guest recommend?] Likes LEG-T. But no dividend but there is speculation that they could convert to a dividend paying company. SU-T (HOLD) is a good way to play and get a dividend. You might also consider TOU-T

[Caller wants High Dividend Energy – what does guest recommend?] Likes LEG-T. But no dividend but there is speculation that they could convert to a dividend paying company. SU-T (HOLD) is a good way to play and get a dividend. You might also consider TOU-T

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$6.140
Owned
No
HOLD
HOLD
September 5, 2013

It is not going to do any worse. A fundamentally challenged company but there is a lot of value in the patents, software, and subscriber base, and they are looking at strategic alternatives and might sell the company. There is too much event risk to short it.

BlackBerry (BB-T)
September 5, 2013

It is not going to do any worse. A fundamentally challenged company but there is a lot of value in the patents, software, and subscriber base, and they are looking at strategic alternatives and might sell the company. There is too much event risk to short it.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$11.600
Owned
No
HOLD
HOLD
September 5, 2013

He chose to sell this morning. Is looking at other names in the sector. Hold it but be ready to take the profits.

He chose to sell this morning. Is looking at other names in the sector. Hold it but be ready to take the profits.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$3.920
Owned
No
HOLD
HOLD
September 5, 2013

Best of breed. He would hold it if he still owned. Dividend. Good long term blue chip name and he prefers it over Lowes. Rona has had a very tough time.

Home Depot (HD-N)
September 5, 2013

Best of breed. He would hold it if he still owned. Dividend. Good long term blue chip name and he prefers it over Lowes. Rona has had a very tough time.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$72.990
Owned
No
DON'T BUY
DON'T BUY
September 5, 2013

Doesn’t like it. Has a few challenges, leverage of 4x. Convertible debt offering. He still thinks it trades at a premium. Prefers others.

Canexus Corp (CUS-T)
September 5, 2013

Doesn’t like it. Has a few challenges, leverage of 4x. Convertible debt offering. He still thinks it trades at a premium. Prefers others.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$7.160
Owned
Unknown