Latest Expert Opinions

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Opinion
Expert
TOP PICK
TOP PICK
September 10, 2013

Made a European acquisition last year at a pretty good price. Have met their original operating targets at the 9% level. Feels they can still improve European margins beyond the 9% target they originally set. Had a very good track record in buying assets to either increase geographic exposure or increasing their vertical market. Has a target price of closer to $40.

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CGI Group (A) (GIB.A-T)
September 10, 2013

Made a European acquisition last year at a pretty good price. Have met their original operating targets at the 9% level. Feels they can still improve European margins beyond the 9% target they originally set. Had a very good track record in buying assets to either increase geographic exposure or increasing their vertical market. Has a target price of closer to $40.

TOP PICK
TOP PICK
September 10, 2013

Likes that they are diversified. They have pharma, consumer discretionary and medical devices. There are catalysts in each of those divisions to keep earnings growing. Pharma division went through the expiration of all their patent drugs and have new products now that are doing well. In medical devices, they made an acquisition last year, which will expand their product portfolio, giving more leverage when dealing with hospitals. 2.9% dividend yield. Target of $95 over the next 12 months.

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Johnson & Johnson (JNJ-N)
September 10, 2013

Likes that they are diversified. They have pharma, consumer discretionary and medical devices. There are catalysts in each of those divisions to keep earnings growing. Pharma division went through the expiration of all their patent drugs and have new products now that are doing well. In medical devices, they made an acquisition last year, which will expand their product portfolio, giving more leverage when dealing with hospitals. 2.9% dividend yield. Target of $95 over the next 12 months.

TOP PICK
TOP PICK
September 10, 2013

55% of revenues are from emerging markets. A large global player in food and personal care. Management is very good at improving operating efficiencies and getting products to market quicker. Yield of 3.63%.

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Unilever PLC (UL-N)
September 10, 2013

55% of revenues are from emerging markets. A large global player in food and personal care. Management is very good at improving operating efficiencies and getting products to market quicker. Yield of 3.63%.

COMMENT
COMMENT
September 10, 2013

Cutting back on some jobs in their mortgage area. Mortgage interest rates have increased over the past year, which has resulted in higher mortgage rates. This has resulted in a decline in mortgage activity. She is cautiously optimistic that as the economy slowly improves, return is not going to shoot up sharply in the next year, but will rise slowly.

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Bank of America (BAC-N)
September 10, 2013

Cutting back on some jobs in their mortgage area. Mortgage interest rates have increased over the past year, which has resulted in higher mortgage rates. This has resulted in a decline in mortgage activity. She is cautiously optimistic that as the economy slowly improves, return is not going to shoot up sharply in the next year, but will rise slowly.

COMMENT
COMMENT
September 10, 2013

On her watch list. Hasn’t bought it yet because of valuation. Trades at a pretty high multiple. In an attractive position in the global economy. Target price of about $200.

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Visa Inc. (V-N)
September 10, 2013

On her watch list. Hasn’t bought it yet because of valuation. Trades at a pretty high multiple. In an attractive position in the global economy. Target price of about $200.

COMMENT
COMMENT
September 10, 2013

Still likes this. Just became a Corp so will be paying dividends. Thinks they are very well placed. They are providing transportation to a lot of the oil sands projects. Have projects in place where she can see decent cash flow growth in the next few years. She has a $27 price target. This, along with the yield provides a very attractive return for income oriented investors.

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Inter Pipeline (IPL-T)
September 10, 2013

Still likes this. Just became a Corp so will be paying dividends. Thinks they are very well placed. They are providing transportation to a lot of the oil sands projects. Have projects in place where she can see decent cash flow growth in the next few years. She has a $27 price target. This, along with the yield provides a very attractive return for income oriented investors.

HOLD
HOLD
September 10, 2013

Has pulled back from prior highs this year because interest rates have trended up and there is a kind of slow down in housing activity.

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Weyerhaeuser Co (WY-N)
September 10, 2013

Has pulled back from prior highs this year because interest rates have trended up and there is a kind of slow down in housing activity.