| BUY | 34.060 | Ian Ainsworth | Re-engineered itself to focus on its test measurement and instrument business. Very broad product line in that space. Moved manufacturing offshore. Really a play on R&D rather than the economy. If you want exposure nanotechnology, optics, Intermaxtic biotechnology, etc. this company has products going into all those areas. | 2006-12-14 | |
| TOP PICK | 36.710 | Robert Lauzon | 8.5% yield growth. They like the focus on Alberta. The company mainly has two businesses; one is trucking and the other is moving oil service equipment. Pay out ratio is around 65%. Lots of room for distribution increases. No debt on the balance sheet. Risks could be commodity prices or a slow down in the Alberta economy.( which he does not see happening) Paid $24-30.50. | 2006-03-01 | |
| PAST TOP SHORT | 35.980 | Ron Meisels | (A Top Sell July 7/05. Down 11%.) It had fallen below the 200 day moving average and every rally that we had, failed to go higher than the 200 which indicated a negative trend. Historically this stock has an up tick at year end, but will then fall again. | 2005-12-01 | |
| WEAK BUY | 35.650 | Bill Carrigan | In a long upward trend line, and you should never buy during this period. Currently, the stock is trying to break up. It could be a trade. If the stock violates the trend lines, be sure to get out. | 2005-11-28 | |
| BUY on WEAKNESS | 34.980 | Bruce Campbell | Just reported a weak quarter. Earnings were down. Having distribution problems as they switch over to Great Canadian Super stores. Their margins are still the best by far. Feels there's another tough quarter coming, but they are good operators and will eventually get it fixed. Has been buiying on weakness. | 2005-11-21 | |
| DON'T BUY | 30.570 | Peter Hofstra | Not a huge fan of this one. They seem to have trouble executing. | 2005-10-27 | |
| TOP PICK | 32.200 | Brian Acker, CA | If you are looking for a cheap, cheap oil play, this is the one. Has a model price of $99, a 49% differential. | 2005-09-07 | |
| TOP PICK | 12.000 | Garth Jestley | The knock on this company had been that they were very concentrated in the Olds area of Alberta, but they have now expanded outside that area. Low declines and lots of drilling prospects. | 2005-06-03 | |
| VAGUE | 83.600 | Bruce Hartman | Trust conversion is becoming controversial because of vote allowing option holders to vote and large windfall to employees. The windfall is not that large. Likes this trust. Gas weighted. Well operated. | 2005-05-20 | |
| WEAK BUY | 20.750 | Glenn MacNeill, P.Eng. | A little disappointed by the last 3 quarters and its ability to make its projections. Has a great group of properties in N.E. British Columbia and N.W. Alberta. Multi-zoned which gives it a better chance of making its production. | 2005-04-29 | |
| DON'T BUY | 20.650 | Brian Acker, CA | Has a model price of $38.01 which is a differential of 17%. Perpetually trades above its valuation. | 2005-04-28 | |
| BUY | 22.480 | David Baskin | Q: Preference between Novelis (NVL-T) and this company? A: Prefers the metal producer Alcan over the packager. This company, relying on aluminum prices, can be more volatile, but he's a believer in aluminum prices. | 2005-03-29 | |
| BUY | 24.110 | Sandy McIntyre | | 2005-03-04 | |
| BUY | 24.430 | Gavin Graham | | 2005-03-02 | |
| BUY | 24.340 | Paul VanEeden | | 2005-03-01 | |
| BUY | 24.480 | Laura Wallace | | 2005-02-28 | |
| WAIT | 25.050 | Brad Willock | Eliot Spitzer investigation has touched this company and put pressure on the stock. New CEO and not sure of him. In a lot of emerging markets which are growing very rapidly. Good as a one-stop financial stop, but you need a good long term view. | 2004-11-10 | |
| BUY | 22.380 | Brian Prokop | Have done very well. New drilling rigs which require fewer people to operate and can drill more quickly. Will probably be a takeout down the road. | 2004-09-15 | |
| BUY | 22.150 | Charles Dillingham | | 2004-08-20 | |
| DON'T BUY | 28.270 | Peter Brieger | Felt that John Chambers and Cisco's endorsement was very exciting. After thinking the accounting was being cleaned up, it turned out there is far more than expected. This has created a lack of credibility. | 2004-07-05 | |
| BUY | 12.040 | Garth Jestley | They don't own because it is such a thin trading stock. They have done a very good job and have good assets and good management. | 2004-01-21 | |
| DON'T BUY | 7.850 | Brendan Kyne | Not bullish on the price of natural gas. Will be a market perform. | 2003-11-19 | |
| BUY | 3.520 | Brendan Kyne | Sees improving fundamentals. A nice exposure to rising commodity prices. Possibly some acquisitions in the future. Expect it to go higher. | 2003-11-19 | |
| BUY | 51.120 | Norman Levine | | 2001-02-11 | |
| BUY | 44.000 | John Sinkins, CFA | Solid company. Low now. Likes | 2000-10-26 | |
Experts that have talked about Agilent Technologies
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