Latest Expert Opinions

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Opinion
Expert
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September 26, 2013

Became 36% of his portfolio. Should this be trimmed or is it a company that he should continue to hold. 36% of a portfolio is way too high. He generally doesn’t sell in November/December because he wants to defer taxes to the next year, allowing him to earn money on the money.

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Stella-Jones Inc. (SJ-T)
September 26, 2013

Became 36% of his portfolio. Should this be trimmed or is it a company that he should continue to hold. 36% of a portfolio is way too high. He generally doesn’t sell in November/December because he wants to defer taxes to the next year, allowing him to earn money on the money.

DON'T BUY
DON'T BUY
September 26, 2013

On his Stock Watch list. He knows there have been some agreements between management and some of the investors, which he feels bodes well for the company. At this point in time, he is not willing to jump in. They still have to deal with some internal things before it would be of more interest to him.

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On his Stock Watch list. He knows there have been some agreements between management and some of the investors, which he feels bodes well for the company. At this point in time, he is not willing to jump in. They still have to deal with some internal things before it would be of more interest to him.

COMMENT
COMMENT
September 26, 2013

At one time this is one of the banks that was of great interest when it was lower down. He wouldn’t be buying into it now. Prefers a stock when it is half the price. It has a real momentum flavour about it.

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Keycorp (KEY-N)
September 26, 2013

At one time this is one of the banks that was of great interest when it was lower down. He wouldn’t be buying into it now. Prefers a stock when it is half the price. It has a real momentum flavour about it.

COMMENT
COMMENT
September 26, 2013

Has zero interest in this. Doesn’t buy anything that hasn’t been around for at least 10 years.

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Facebook (FB-Q)
September 26, 2013

Has zero interest in this. Doesn’t buy anything that hasn’t been around for at least 10 years.

COMMENT
COMMENT
September 26, 2013

Used to follow this really closely. He had been looking at this one at about $8. Liked the way they were diversified into different sectors.

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Superior Plus Corp (SPB-T)
September 26, 2013

Used to follow this really closely. He had been looking at this one at about $8. Liked the way they were diversified into different sectors.

TOP PICK
TOP PICK
September 26, 2013

This was the wireless arm of France Telecom. He has a target price of $27.34. If it takes 10 years to get there, it is still a huge, huge gain. Management has said they want to maintain the dividend at €0.8 through 2014. This is the biggest player in France and they are also in Spain and Poland and growing in Africa. Some of the negatives include having too much goodwill and too many intangibles on the balance sheet.

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Orange SA (ORAN-N)
September 26, 2013

This was the wireless arm of France Telecom. He has a target price of $27.34. If it takes 10 years to get there, it is still a huge, huge gain. Management has said they want to maintain the dividend at €0.8 through 2014. This is the biggest player in France and they are also in Spain and Poland and growing in Africa. Some of the negatives include having too much goodwill and too many intangibles on the balance sheet.

TOP PICK
TOP PICK
September 26, 2013

Has really moved along on their turnaround. New management moved operations from Calgary to Kansas City. Let a lot of staff go and lowered the breakeven. Sold off all the non-agricultural sector. About $12 million in the bank. No debt on the balance sheet. Next year or two could do very well by them.

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AgJunction Inc (AJX-T)
September 26, 2013

Has really moved along on their turnaround. New management moved operations from Calgary to Kansas City. Let a lot of staff go and lowered the breakeven. Sold off all the non-agricultural sector. About $12 million in the bank. No debt on the balance sheet. Next year or two could do very well by them.