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| HOLD | 45.710 | Larry Berman CFA, CMT, CTA | Relative to the rest of the financials, it has been a standout in the last number of months,. Strong uptrend. A bit of a concern is that it has not made a higher high for a number of months. | 2006-07-24 | |
| BUY | 45.710 | Michael Smedley | Very solid hold. It should continue to go up. They are in a great area. Well-managed. | 2006-07-20 | |
| BUY on WEAKNESS | 45.710 | Jonathen Wellum, B. Comm, B. Sc | A closed end sort of alternative asset management. Has large positions in the properties, hydro electric, timber. A little bit expensive. Would buy on 10% weakness. | 2006-06-23 | |
| DON'T BUY | 45.710 | Peter Gibson | 3 companies, Brookfield Asset Management (BAM.A-T), Home Capital (HCG-T) and Kingsway Financial (KFS-T) have been great calls for the last couple of years and all 3, in the last couple of months, have started to show weaker characteristics. Most of it is probably due to higher interest rates and prospects in the real estate market. | 2006-06-22 | |
| BUY | 48.270 | David Driscoll | A good stock to have in a portfolio. You are getting good revenue streams and profits from various activities. Very well run company. | 2006-05-08 | |
| BUY | 46.570 | David Burrows | In a group that is performing very well right now. One of the nice things about asset management is that it tends to be really stable revenue. This company manages interesting types of assets that institutional investors are interested in. Not cheap. | 2006-04-28 | |
| BUY | 45.860 | John Zechner | Just split the shares 3 for 2 and raised the dividends. Will be a slow grower. Valuation is enticing but not fantastic. Safe to own. | 2006-04-26 | |
| BUY | 65.350 | Bill MacLachlan | A well diversified company, used to be "Brasscam" More value to come. More growth here. | 2006-03-15 | |
| BUY | 56.760 | Peter Brieger | Starting to look at this one. Likes what they are doing. | 2006-01-16 | |
| TOP PICK | 58.540 | Gavin Graham | Management has been concentrating on hot assets. Have a lot of forested land in B.C. Forestry is a commodity that has not moved but there will be a big demand out of Asia. They have raised their dividend consistently. | 2006-01-09 | |
| BUY | 56.000 | Ron Meisels | A very strong stock. It is continually trading above the 200 day moving average. Because of the new name, it will take a while for people to get used to it. Should go to new all time highs. | 2005-12-01 | |
| TOP PICK | 54.850 | Michael Smedley | Blue chip. Very clever company. Solidly run. | 2005-11-10 | |
| DON'T BUY | 54.680 | David Chapman | Had a spectacular rise. No sign of a top yet. 1 year chart shows movements are starting to get laboured and the trend line has become much more gentle. Made a top in Sept and then a slightly higher top in Oct which could be a sign that the stock is running out of steam. Once it breaks the trend line, the downtrend will start to get underway. | 2005-11-09 | |
| BUY | 50.000 | David Driscoll | For an investor looking for a solid conservative investment, it's very good. Have made very good decisions on directions they want to move. The only issue is right now is what are they going to do with all that cash. They'll probably increase the dividends and buy back shares. | 2005-10-21 | |
| BUY | 52.870 | David Baskin | Evolving into a property/asset management company. This gives you a lot of leverage on your capital and you don't have to actually own the stuff that you manage. Smart management. | 2005-10-06 | |
| DON'T BUY | 51.820 | James Cole, BA, CFA | Utilities, pipelines, etc. have done fabulously well and benefited from growth in the Price/Earnings ratio which has grown from a typical 12 to 18. Very little room for expansion in the P/E ratio. You'll have single digit growth and a reasonable dividend yield. Would consider paring back and moving into better areas. | 2005-09-22 | |
| HOLD | 48.820 | Bruce Campbell | Trades at a premium valuation to its net asset value. Can't see much upside. | 2005-09-12 | |
| BUY | 45.890 | Gordon Higgins, CA, MBA | Used to be the ultimate resource and the ultimate conglomerate. Have now focused on generating cash flow out of a lot of businesses. They sell off some of their businesses and collect a fee for managing it. A nice steady income stream. Great financial engineering. Will eventually get rid of Noranda and they'll have more capital to do more things. | 2005-08-11 | |
| HOLD | 44.900 | Michael Smedley | A big company, very clever people doing great things in their empire of real estate, hydro generation, etc. A long term hold. Dividends. Will probably see them sell off the rest of Noranda one day. | 2005-07-20 | |
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| HOLD | 47.700 | Bob Stodgell | Changing from resource based to more real estate based. Not so keen on it in its present form with the real estate exposure. | 2005-06-15 | |
| BUY | 46.630 | Paul Harris, CFA | A great conglomerate. Strong management. Generating a lot of cash flow. Trades at a discount to its net asset value. | 2005-06-03 | |
| BUY | 47.300 | Michael Smedley | If you are a serious blue chip investor, this is by far the best in current times. Tremendously focused. | 2005-05-25 | |
| TOP PICK | 47.100 | Bill MacLachlan | Very impressed with their descipline in dealing with their non-core assets such as Noranda (NRD-T) Falconbridge (FL-T) and timber assets. Have made it clear that they are looking for buyers, but at top dollar. Good track record. Also have power generation and the Brookfield assets (BPO-T). Not terribly expensive. | 2005-05-17 | |
| DON'T BUY | 43.930 | Ross Healy | At about twice its book value and has no upside potential. Doesn't care for the company at this time. A lot of restructuring going on with the company, so it's kind of hard to figure out. | 2005-04-07 | |
| BUY | 45.000 | Brian Acker, CA | With talk of a takeover, Falconbridge (FL-T) is trading in line with Noranda (NRD-T). To participate in the gains of these 2 companies, would recommend looking at this one which is enjoying all those earnings coming in. | 2005-03-22 | |
| TOP PICK | 46.250 | David Baskin | Liked their real estate holdings, liked before they did their deal on the timber on the west coast. Theyare in the process of monotizing some of their assets, and he wants to be along for the ride. A "value play" | 2005-03-08 | |
| HOLD | 41.900 | Michael Smedley | Very fine, solid company. Extremely clever people. | 2005-01-19 | |
| DON'T BUY | 42.100 | Mark Jackson, CFA | For a holding company would rather get it at a lower price. Prefers others. | 2004-12-07 | |
| DON'T BUY | 43.550 | Gordon Higgins, CA, MBA | Now trading above its asset value. Investors hope that Brascan will get a much better price for Noranda. They hold a little bit, but have been selling some down. | 2004-12-02 | |
| BUY on WEAKNESS | 45.600 | Bill Carrigan | A lot of money pouring in. Diversified. Has a lot of commodities. With anything dealing in commodities, be careful. Getting close to the top of its channel when a lot of stock gets sold. Try to buy at the bottom of the channel. | 2004-11-26 | |
| DON'T BUY | 41.670 | Danny Tomka | Has done a great job of restructuring. Has been selling off assets which is good. Real estate market is very sensitive to interest rates, so could have problems. | 2004-11-09 | |
| VAGUE | 41.440 | Robert Floyd | Trying to focus off the cyclicals and is a strategy they have been working on for the last couple of months. | 2004-10-19 | |
| BUY | 38.250 | Peter Brieger | Likes their development on real estate, their power plants and their management of others assets. A long term play. | 2004-09-29 | |
| WAIT | 39.020 | Rob Callander | Will do well over 2 or 3 years. Energy play. Acquire if there is a pull back. Conservati | 2004-09-23 | |
| BUY | 38.640 | Pierre Bernard | Very good management. Have made some good business decisions. Long term hold. | 2004-09-21 | |
| DON'T BUY | 38.470 | Ross Healy | Trading pretty close to a long term valuation high and the stock is getting a little bit sticky here. | 2004-09-17 | |
| TOP PICK | 38.570 | Bill MacLachlan | Likes the simplification of the corporate structure and its transparency. Acquisition of Reliant Energy was good. Power generation is going to be a very strong asset going forward. Sale of Noranda and Nexfor, it will unlock a better valuation. | 2004-09-16 | |
| BUY | 35.700 | Martin Hubbes, CFA | Likes what is going on at this company. Good management team. Restructuring, trying to surface all the value in a very complex structure. Should be more upside. | 2004-08-23 | |
| HOLD | 36.940 | Ross Healy | Stock runs into quite strong technical resistance at about 2 X book value which is $39/40. Earnings forecasts have been shooting up so there is some reason for optimism. | 2004-08-16 | |
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| DON'T BUY | 37.100 | Laura Wallace | Making a move into the power part of the market and the vesting some of its assets. Relatively expensive for the risks. | 2004-08-09 | |
| HOLD | 37.070 | Bruce Campbell | Becoming leaner by retreating to power, real estate. Expects that Noranda will be sold but doesn't expect a great premium coming about because of it. | 2004-08-06 | |
| HOLD | 37.160 | Robert Floyd | Looking for new play out of Noranda and what is going to happen to this position. When it reaches the top of its cycle, sell. | 2004-08-03 | |
| BUY | 36.170 | Michael Smedley | Brilliantly run. Currently trying to sell off Noranda and Falconbridge. Holds some very good assets. | 2004-07-28 | |
| BUY | 36.900 | Ian Nakamoto | Their asset, Noranda, is up for sale and depending on what they would get for it, will determine their stock price. If your long-term investor this is a good company. | 2004-07-27 | |
| WEAK BUY | 37.100 | Ray Steele | Well diversified. | 2004-07-12 | |
| PAST TOP PICK | 37.560 | Gavin Graham | (Past top pick Apr 27/04. Up 23%.) Continue to like it. | 2004-07-06 | |
| VAGUE | 36.700 | Robert Floyd | Would prefer owning Falconbridge based on the divestiture talks. | 2004-06-28 | |
| BUY | 37.480 | Michael Smedley | Outlook is very strong. Will go further. | 2004-06-16 | |
| BUY | 36.010 | David Burrows | Their energy business is going well. There is rumors that they may be backing out of the metals sector. Cash flow generated out of this business is wonderful. | 2004-05-27 | |
| TOP PICK | 35.990 | Michael Smedley | Glad that they did not get Canary Wharf as they made great money when they lost the deal. Good management. Trading at a 10% discount to net asset value. | 2004-05-26 | |
| BUY | 49.130 | David Baskin | Has a really interesting blend of assets. As always traded at a discount to the value of its assets. Feels the net asset value is 15/20% higher than the price of the stock. | 2004-05-14 | |
| TOP PICK | 46.250 | Gavin Graham | Has had a good run because it is firing on all cylinders. A very attractive stock. | 2004-04-27 | |
| BUY | 50.900 | Allan Meyer | Very financially focused. Low yield but they have a good business. | 2004-04-12 | |
| BUY | 51.630 | Ian Nakamoto | Feels there is a big reorganization occurring. Slowly unwinding their natural resource holdings. Canary Wharf will be a good holding for them. | 2004-04-06 | |
| HOLD | 50.550 | Robert Floyd | Has done well over the last little while. Offers a reasonable dividend. | 2004-03-25 | |
| BUY | 50.000 | Peter Arender, CFA | Still has 15/20% upside based on Falconbridge's earnings from nickel which should be good. | 2004-03-17 | |
| VAGUE | 49.910 | David Baskin | They have terrific assets. The sell position is that the parts are worth more than the stock. Clicking on all cylinders right now. | 2004-03-01 | |
| DON'T BUY | 49.100 | Laura Wallace | Would rather own the pieces than the actual company. | 2004-02-25 | |
| DON'T BUY | 42.370 | Brian Acker, CA | Fully valued. Good dividend. | 2004-01-30 | |
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| BUY | 41.460 | Pierre Bernard | A good long-term hold and a good dividend. | 2004-01-13 | |
| HOLD | 39.950 | Peter Brieger | Would consider buying at $37. | 2003-12-22 | |
| BUY | 41.320 | Robert Floyd | A conservative way of holding a variety of metals. As the economy picks up, the stock should go higher. | 2003-12-08 | |
| HOLD | 38.650 | Gavin Graham | Always sells at a discount to its underlying assets. Tends to trade in cycles. | 2003-11-06 | |
| WEAK BUY | 37.000 | Ted Macklin | If lower interest rates continue, this company should do well. Not a big fan of conglomerates. Prefers pure plays. | 2003-10-30 | |
| HOLD | 35.740 | Larry Berman CFA, CMT, CTA | Starting to level out. Watch for something bearish. | 2003-09-15 | |
| DON'T BUY | 35.920 | Michael Sprung | Under new management. Doing a wonderful job of restructuring and reorganizing. Probably reaching the upper end of fair value. Prefers their components, such as Nexfor. May Be looking at buying in to Canary Wharf. | 2003-09-11 | |
| BUY | 35.800 | Richard Stone | Good dividend. Will do well in the Canary Wharf play. Restructuring is good. Solid management. | 2003-09-10 | |
| BUY | 35.350 | Peter Brieger | A great company and doing some interesting things on Canary wharf, but prefers a higher yield.Should do very well over three to five years. | 2003-08-27 | |
| WEAK BUY | 34.590 | Bruce Campbell | It reported last week and its numbers were fine on all its holdings except for Noranda.Gives one of the higher dividends on stocks on the TSE.Would get better leverage by buying one of its holdings. | 2003-08-11 | |
| WEAK BUY | 29.430 | Laura Wallace | Good dividend yield. Major concern is Noranda. Prefers buying companies direct rather than through a conglomerate. | 2003-03-26 | |
| DON'T BUY | 29.290 | Gordon Higgins, CA, MBA | Pumping money into Noranda, so depends on Noranda's growth. | 2003-03-03 | |
| BUY | 29.250 | Peter Arender, CFA | Good dividend. Nice mix of assets. Good valuation. | 2003-02-04 | |
| DON'T BUY | 29.900 | Michael Smedley | Limited growth in the near term. | 2003-02-03 | |
| BUY | 30.410 | Martin Hubbes, CFA | New management. A long term play. | 2002-10-09 | |
| TOP PICK | 33.200 | Steven Wippersteg | Likes their diversified conglomerate. Earnings should continuie to grow. | 2002-08-30 | |
| DON'T BUY | 32.750 | David Burrows | Trades at a discount to its underlying holdings. Wait for a market reversal. | 2002-07-26 | |
| DON'T BUY | 34.480 | Mark Jackson, CFA | Have to wait to see what assets they sell. Prefers Power Financial as a holding company. | 2002-07-09 | |
| BUY | 34.550 | Brian Acker, CA | Likes. Good assets/price. | 2002-07-04 | |
| WEAK BUY | 37.050 | John Zechner | Restructured. Net asset value is about $40. Won't have any huge growth. | 2002-06-06 | |
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| BUY | 34.700 | David Burrows | Have good targets on earnings. | 2002-05-17 | |
| BUY | 34.000 | Nereo Piticco | New management has made some good moves. | 2002-04-08 | |
| DON'T BUY | 34.700 | Joe Connolly | Into some structural changes. Do they keep Noranda and Falconbridge. | 2002-04-02 | |
| DON'T BUY | 34.010 | Ross Healy | Getting near its high. If you own, hold. | 2002-03-28 | |
| TOP PICK | 34.000 | Bill Shaw | Acquisition of Trilon is a great move at a greta price. Good assets. | 2002-03-26 | |
| DON'T BUY | 33.610 | Rob Callander | Has had a big move up. | 2002-03-20 | |
| DON'T BUY | 33.280 | Ted Macklin | Good company, but a little high now. | 2002-03-04 | |
| BUY on WEAKNESS | 31.870 | Steven Wippersteg | Fairly high valued now. Long term outlook is good, but in the meantime there could be some profit taking. | 2002-02-27 | |
| BUY | 31.870 | Ian Nakamoto | A good long term. The conglomerate may split. Good dividend. | 2002-02-27 | |
| BUY | 29.670 | Brendan Kyne | New management. Could be broken up similar to CP. Would be good. | 2002-01-24 | |
| BUY | 28.800 | Steven Wippersteg | Likes their diversification. At a good price. | 2002-01-11 | |
| BUY | 28.000 | Michael Smedley | Good dividend yield. Good assets. | 2001-12-24 | |
| BUY on WEAKNESS | 27.950 | Mike Weir | Long term is good, but expect a pause in the short term. Trades below its asset value. Buy in the mid $20's. | 2001-12-20 | |
| DON'T BUY | 26.500 | Eric Bushell | Doesn't expect them to split their holdings. Fully valued. | 2001-12-13 | |
| DON'T BUY | 26.500 | Bill Shaw | Would own its subsidiaries instead. Prefers a pure play in metals. | 2001-12-11 | |
| PAST TOP PICK | 26.740 | David Burrows | (Was a top pick on July 16 no change) Was a defensive play. HOLD, but don't BUY. | 2001-12-10 | |
| DON'T BUY | 30.250 | Joe Connolly | Reasonably good. Would like to see Noranda and Falconbridge sorted out first. | 2001-12-02 | |
| BUY | 26.850 | Ian Nakamoto | Good dividend. Good price. | 2001-11-21 | |
| BUY | 26.910 | Bill Shaw | Trading at a discount. Good assets. | 2001-11-20 | |
| BUY | 24.400 | Gavin Graham | (Was a top pick on July 12 down 56%) Good dividend and at a good price. Oversold. | 2001-11-05 | |
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| BUY | 25.900 | Pierre Bernard | Prefers over Noranda. Owns a large share of Noranda and is better diversified. | 2001-10-23 |
