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Signal Opinion Expert

2009-03-23

HOLD
UTS Energy (UTS-T (Dead))
“Total SA” made a hostile bid. Management indicated the price is too low. It is usually worthwhile to wait to the last moment.
oil/gas
Gavin Graham

Trustee, Pointbreak ETFs

Price: $1.710
Owned: No

2008-04-16

BUY
Oilsands Quest Inc. (BQI-A (Dead))
“The” oil sands play in Saskatchewan. Have one million acres of land. People running it are very smart with good experience. Saskatchewan has far less competition for oil sands development then Alberta, which is kind of crowded. Patience will be required on this one and be prepared for a 3 to 5 year time frame.
oil/gas
Michael Decter

President & CEO, Lawrence Decter Investment Counsel

Price: $4.250
Owned: Unknown

2010-12-02

TOP PICK
Freeport McMoran Copper & Gold (FCX-N)
“The” copper company globally. (Copper/gold.) Low cost producer. Wouldn’t be surprised if someone doesn’t take a run at them as an acquisition.
non-base metal mining
Terry Shaunessy

Founder & Director, IndeXit

Price: $107.640
Owned: Yes

2010-04-23

COMMENT
A Comment -- General Comments From an Expert 
“Sell in May and go away”? 3 worst months for the market are September, February and May so don't sell in May, sell before May. Sectors he would sell would be high beta sectors, the ones that have no dividends and that have moved hard. You want to lock in a profit.
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capital Corp

Price: $0.020
Owned: Unknown

2011-03-02

COMMENT
A Comment -- General Comments From an Expert 
“Risk on” and “Risk off”: It’s a new term from 2010. Risk on means you are willing to take more risk – it is a good time to take more risk. Risk off means it is time to be scared and people flee to American treasuries. Diversification covers this anyway.
Benj Gallander

President, Contra the Heard Investment Letter

Price: $0.020
Owned: Unknown

2010-01-08

COMMENT
A Comment -- General Comments From an Expert 
“Principal Protection Notes” structure has always been a problem. Transparency is so poor that you never seem to win on them. You can construct your own without paying management fees by buying a 10-year residual bond at a discount. E.g. $.80 on the $1 and with the $.20 you buy the underlying security. If your investment goes to zero, your $.80 goes to 100, which is like a principal protection.
Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Management

Price: $0.020
Owned: Unknown

2009-12-23

DON'T BUY
Manitoba Telecom Services (MBT-T (Dead))
“Manitoba Telecom (MBT-T) or Crescent Point (CPG-T) for dividend and safety?” From a pure safety point of view, you are always better off with a telecom than an oil company however there is a chance Manitoba Tel may have to cut their dividend depending of what they do on the wireless side. Not generating very much earnings growth. To be really safe he would select Telus (T-T) or BCE (BCE-T).
telephone utilities
John Zechner

Chairman, J. Zechner & Assoc

Price: $33.420
Owned: No

2007-09-19

BUY
Talisman Energy (TLM-T (Dead))
“Like the poor stepchild.” cheapest oil company in the world. Trades at 3.8 times cash flow, very cheap. Huge production growth plan for next year. Screaming buy right now.
oil/gas
Derek Webb, CFA

Chairman, CIO, Webb Asset Management

Price: $18.770
Owned: No

2011-02-01

BUY
Kerr Mines Inc (KER-T)
“Jumps and Steps” – quite common in junior companies. Each jump is a news item. As it gets closer to production, it will keep on doing this. Pullbacks are due to profit taking. Must stay above the $0.30 level, otherwise it may be bad news.
Golds
Jeff Parent B. Eng. FCSI

Vice President and Portfolio Manager, Matco Financial Inc

Price: $0.400
Owned: No

2010-09-03

COMMENT
Royal Bank (RY-T)
“In the money” covered calls versus “out of the money” covered calls? On “out of the money” he first all takes a look at X dividend date to see how much dividend he will collect. Looks to pick up 6%-8% over 6 to 8 months. Normally goes out 6 months. Rarely uses “in the money”.
banks
John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $52.800
Owned: Unknown

2008-10-21

BUY
Cameco Corporation (CCO-T)
“Go to” name if you want uranium exposure. Has its problems and downgraded its production earlier this year. Still don't know if Cigar Lake is a new leak or remedial problems from its earlier leak and no timeframe as to when it will come in. Very good cost base. Highly liquid and strong assets.
integrated mines
Dennis da Silva

Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.

Price: $18.350
Owned: Unknown

2009-06-05

TOP PICK
Apollo Group Inc. (APOL-Q (Dead))
“For-profit” adult education. Can include night school and online courses. Their most well known brand is University of Phoenix. Unemployment in the US will probably be an average of between 6% and 7.5% and many of those will go back to school. Have just rolled out a major initiative for a 2-year degree rather than 4-years.
other services
Michael Yoshikami

President & Chief Investment Strategist, YCMNET Advisors

Price: $62.980
Owned: Yes

2003-11-28

TOP PICK
Canadian Tire Corporation Ltd (CTC-T)
“Fair market value” is much higher than the present price. Ran up against a major technical target of 1.6X book value but recently broke out and then settled back in. A very promising kind of pattern. Continues to grow at about 10/11% annually.
specialty stores
Ross Healy

Chairman, Strategic Analysis Corp

Price: $39.300
Owned: Yes

2003-11-28

BUY
Inco (N-T)
“Fair market value” is about $43. Has pretty strong technical resistance above $48 and could have a very healthy setback at that point. Long-term, the Asian market will have strong demand.
integrated mines
Ross Healy

Chairman, Strategic Analysis Corp

Price: $44.100
Owned: Unknown

2006-10-17

TOP PICK
iUnits S&P/TSX 60 ETF (XIU-T)
“Buy when it snows and Sell when it goes.” This has been coming down and reached a very important low on Oct 4. Since then, the signals have turned positive. Historically, this would give you a 9-10% return, but if you use the MACD buy/sell signals, the return can be much better.
investment companies/funds
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $68.550
Owned: No

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