Latest Expert Opinions

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Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 16, 2013

(A Top Pick April 23/12. Up 36.33%.) Have had an excellent turnaround. New CEO has done a good job of reorienting the financial part of the business. Has recently been trimming his position because of excellent gains.

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Thomson Reuters Corp (TRI-T)
September 16, 2013

(A Top Pick April 23/12. Up 36.33%.) Have had an excellent turnaround. New CEO has done a good job of reorienting the financial part of the business. Has recently been trimming his position because of excellent gains.

PAST TOP PICK
PAST TOP PICK
September 16, 2013

(A Top Pick April 23/12. Up 5.85%.) Sold all his holdings at between $30 and $31 in late 2012. Has pulled back significantly so he has been adding to his holdings lately. Very good value here. Should grow its dividend 4%-5% a year over the next 4 or 5 years.

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(A Top Pick April 23/12. Up 5.85%.) Sold all his holdings at between $30 and $31 in late 2012. Has pulled back significantly so he has been adding to his holdings lately. Very good value here. Should grow its dividend 4%-5% a year over the next 4 or 5 years.

HOLD
HOLD
September 16, 2013

Likes this very much. Has been a disappointing stock until the last 3 months when Warren Buffett disclosed that he had been buying. His target is in the low $40. Well run. Good capital discipline. Will be increasing their dividend over the next couple of years.

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Suncor Energy Inc (SU-T)
September 16, 2013

Likes this very much. Has been a disappointing stock until the last 3 months when Warren Buffett disclosed that he had been buying. His target is in the low $40. Well run. Good capital discipline. Will be increasing their dividend over the next couple of years.

SPECULATIVE BUY
SPECULATIVE BUY
September 16, 2013

Its value is sort of on a breakup basis and something in the area of $14. This would be a speculative buy.

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BlackBerry (BB-T)
September 16, 2013

Its value is sort of on a breakup basis and something in the area of $14. This would be a speculative buy.

BUY
BUY
September 16, 2013

Gone sideways for the last few months and thinks the next real leg up will come when the Corrib gas field, where Shell is the operator, comes on stream in the letter part of 2014. You may have to be patient over the next while. But he likes the company’s prospects.

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Vermilion Energy Inc (VET-T)
September 16, 2013

Gone sideways for the last few months and thinks the next real leg up will come when the Corrib gas field, where Shell is the operator, comes on stream in the letter part of 2014. You may have to be patient over the next while. But he likes the company’s prospects.

HOLD
HOLD
September 16, 2013

Potash market has been in turmoil since the cartel had their differences. If you could predict when they get it sorted out, which they will, it would govern your attitude towards the industry. Longer-term he feels potash demand will grow well. He has reduced his target to around $36. You get a pretty good dividend, which will increase over time.

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Potash market has been in turmoil since the cartel had their differences. If you could predict when they get it sorted out, which they will, it would govern your attitude towards the industry. Longer-term he feels potash demand will grow well. He has reduced his target to around $36. You get a pretty good dividend, which will increase over time.

COMMENT
COMMENT
September 16, 2013

Has been a disappointing company in terms of price appreciation recently. There was a big sale of Newmont’s holdings, which depressed the price. The major CapX demands are behind them, so there will be more available for payment of dividends. Doesn’t think you will see significant capital appreciation.

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Canadian Oil Sands (COS-T)
September 16, 2013

Has been a disappointing company in terms of price appreciation recently. There was a big sale of Newmont’s holdings, which depressed the price. The major CapX demands are behind them, so there will be more available for payment of dividends. Doesn’t think you will see significant capital appreciation.