List by Company Name |
List by Symbol |
Notes:Part #407 owner. Got Beijing subway contract for Olympics.
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-17 | STRONG BUY | Norman Levine |
He feels that all the negative press SNC has been having is actually old news, and it's pushing the stock down past where it should be. Has a lot of confidence in the new management. Tweet finance |
Price: $41.870 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown |
| 2013-05-17 | PAST TOP PICK | Norman Levine |
Recommended at $37.32 now $42.04 up 15.17% Bought a bit early, but still feels it's a great buying opportunity. They will be fined a lot of money, but their balance sheet can take it. They have new contracts coming on. Tweet finance |
Price: $41.870 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown |
| 2013-05-15 | VAGUE | David Baskin |
Performance of the company on an operating basis over the last few quarters. They've been good at keeping their back logs at very high levels. But it may be that we are seeing those back logs are due to underbidding too aggressively, and the low margins we are seeing on these back logs may be the results of this. (He's speculating) He would have liked to have seen better operating performance. Tweet finance |
Price: $41.790 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-13 | DON'T BUY | Zachary Curry |
Thinks it's a good company but doesn't own due to concerns about corruption issues they are facing. Fears there may be cancelled contracts. Tweet finance |
Price: $41.540 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No |
| 2013-04-25 | DON'T BUY | Paul Harris, CFA |
They have all these legal issues. There are some big question marks. Are their margins on all the contracts any more. It is not cheap. Tweet finance |
Price: $43.580 Subject: NORTH AMERICAN - LARGE & GLOBAL EQUITIES Bias: SELECTIVE Owned: No |
| 2013-04-23 | WAIT | Nick Majendie |
Has a reputational problem with legal charges, including criminal, against past executives. Trying to restore their reputation and the new CEO has done a lot of work. Haven’t seemed to suffer unduly in terms of losing customers and clients. On this one, you can afford to wait. Tweet finance |
Price: $43.160 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: No |
| 2013-04-19 | COMMENT | David Cockfield |
Every time you think things have settled down, something else pops up. He wouldn’t mind adding to his holdings as time goes on. This is a tremendous company. They are really good at the engineering side. Problems have all been on the sales side. Part of the problem is that they are operating in all parts of the world. Getting new contracts all the time. Good long-term growth situation. Tweet finance |
Price: $42.490 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-04-10 | PAST TOP PICK | Norman Levine |
(A Top Pick April 26/12. Up 22.83%.) Tweet finance |
Price: $44.720 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2013-04-09 | WAIT | Christine Poole |
Sold her holdings when they ran into all their difficulties. There is still not a full picture of what happened in the last few years. Have made some senior management and board changes, which is positive. Haven’t clearly laid out what their strategy is. She would rather wait for a clear picture. Tweet finance |
Price: $43.400 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-04-01 | COMMENT | Michael Bowman |
Likes the whole sector. It seems that every day something is happening in this company and it makes the front page. Has great support at $41.50. Tweet finance |
Price: $41.950 Subject: CANADIAN LARGE & ETFs Bias: CAUTIOUS Owned: Unknown |
| 2013-03-25 | DON'T BUY | John O'Connell, CFA |
Doesn’t think you should be investing in companies where the board doesn’t know where the money has gone. The can of worms just continues to unfold. Thinks they are going to get themselves into trouble with governments. A lot of assets, but a lot of debt too. Tweet finance |
Price: $41.600 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: No |
| 2013-03-18 | DON'T BUY | Peter Brieger |
Sold his holdings when they 1st started having troubles about a year ago. Sees nothing but a succession of further stumbles. They get things wrong on the ethical and bribery sides. Let it settle out before doing anything. Tweet finance |
Price: $43.250 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-03-12 | DON'T BUY | David Burrows |
(Market Call Minute.) Their reputation is following them around. This is a company that has news risks in it. Tweet finance |
Price: $42.910 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US MARKET Owned: No |
| 2013-02-27 | TOP PICK | David Cockfield |
The way things are going, we may see more things come out of the woodwork. He hopes the stock gets knocked down again as he would love to buy it under $40. Huge company with thousands of engineers. Significant and profitable deals continue to be added to their project backlog. Third World companies need the kind of projects that they have. Yield of 1.87%. Tweet finance |
Price: $47.130 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2013-02-26 | PAST TOP PICK | Barry Schwartz |
(A Top Pick Feb 21/12. Down 2.71%.) Still thinks it is very attractive. Great assets. Headline risks are not going away, but if you can ignore that, there is great value here. Assets are worth $30 a share, which means the rest of the business is trading at 8X earnings versus others which trade at 15X earnings. Tweet finance |
Price: $47.170 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |