| TOP PICK | 0.000 | John Stephenson | Doesn't think the big problems in the US are going to be evaporating soon. Fannie and Freddie are big issues right now. Haven't seen the implications of commercial loan defaults, which is the next leg to drop. Use this to pick up some core holdings and perhaps some juniors for fun. | 2008-08-22 | |
| BUY | 0.000 | David Driscoll | US Cash – everyone should have some component of US cash. For diversification and to offset inflation. | 2008-08-11 | |
| TOP PICK | 0.000 | John Stephenson | Looking at really difficult times in the market. US have got huge problems. Banking situation is more serious than people realize. Fed’s balance sheet is starting to look worse than CitiGroup’s (C-N) as they are exchanging treasuries for garbage mortgages. | 2008-08-06 | |
| TOP PICK | 0.000 | David Burrows | (A Top Pick Aug 9/07.) Expects to see market leadership unfold over the next few weeks. | 2008-08-05 | |
| TOP PICK | 0.000 | John Stephenson | Facing an unprecedented challenge right now with the global financial system. All of the countries have been working to try and shore up the US financial system. Thinks the problem is far greater than we are being led to believe. | 2008-07-16 | |
| TOP PICK | 0.000 | Ross Healey | It is getting increasingly difficult to buy companies that he has confidence in. You can put your cash in T-bills or bank paper. | 2008-07-15 | |
| TOP PICK | 0.000 | David Burrows | (A Top Pick Aug 9/07.) He is probably 75% cash right now. When the market terms, it won't go straight up so take your time to see what is real before stepping back in. | 2008-07-11 | |
| PAST TOP PICK | 0.000 | Benj Gallander | (A Top Pick Sept 21/07.) | 2008-07-04 | |
| TOP PICK | 0.000 | Robert McWhirter | (A Top Pick July 26/07.) Had seen storm clouds on the horizon a year ago. Again cautious on the market. (This is his 1st and 2nd Top Picks.) | 2008-06-18 | |
| PAST TOP PICK | 0.000 | Jean-Francois Tardif | He holds about 30% to 35% in cash. | 2008-05-27 | |
| PAST TOP PICK | 0.000 | Paul Thornton | (A Top Pick Nov 21/07.) Get your cash into the market now. | 2008-05-07 | |
| WATCH | 0.977 | David Burrows | Canadian Dollar, commodity prices will stay firm, so Canadian dollar will also stay firm. Suggests using Canadian dollar to buy international assets.
US dollar continues to have problems, longer term trend is it's heading lower. | 2008-03-19 | |
| TOP PICK | 25.650 | John Stephenson | With what is going on in the US, it is mind-boggling that the market has held in so well. Worst is not over yet. Bullish on resource stocks, particularly energy and oil, he thinks there will be a pullback once more bad news comes in the 2nd quarter when 1st quarter earnings start getting announced. That will be an opportunity to start picking away at some great quality Canadian energy names. | 2008-03-05 | |
| TOP PICK | 27.940 | Dennis Dasilva | He is about 30% cash across his resource funds. He is looking at weakening oil prices through the 2nd and 3rd quarters and wants to be in a better position to buy when oil prices are weaker. Also sees volatility in the general market playing havoc with base metal stocks. | 2008-02-25 | |
| TOP PICK | 27.000 | David Burrows | He runs at about 40% cash on the high-end to about 15% on the low end. Thinks there will be continued volatility and the market leadership is still emerging, so you have to pick your spots. | 2008-02-15 | |
| TOP PICK | 31.090 | Paul VanEeden | Canadian treasury bills are a good example of this. The only game here is to preserve your capital. If assets get cheaper, you want to have buying power. | 2008-02-05 | |
| TOP PICK | 30.990 | David Burrows | He wants to see that when the next market pulls back toward the lows, what doesn't sell off. There will be lots of opportunities to get plays. | 2008-01-28 | |
| PAST TOP PICK | 32.250 | David Burrows | (A Top Pick Aug 9/07.) Because of extreme volatility last year. | 2008-01-18 | |
| TOP PICK | 40.500 | Brendan Kyne | Recommends 25% cash. The subprime issue in the US is still happening. There will be more write-downs. China is trying to contain growth a little. | 2007-12-17 | |
| TOP PICK | 39.500 | Paul Thornton | Lots of cash is great right now. 80% would be great. When we are in a correction, wait until it finally turns and then you can out your cash into the next group that leads. | 2007-11-21 | |
| TOP PICK | 40.650 | Paul Thornton | Would wait for more evidence that the market has gained some strength and to see which sectors will be the new leaders. | 2007-11-16 | |
| PAST TOP PICK | 38.830 | Robert McWhirter | (A Top Pick Feb 28/07.) Currently dropped to less than 10%. | 2007-11-07 | |
| PAST TOP PICK | 40.500 | Benj Gallander | He still have a huge amount of cash. 1/3 of the amount of money in the market then he would have under normal circumstances. | 2007-10-18 | |
| PAST TOP PICK | 40.970 | Ross Healey | (A Top Pick Dec 4/06.) Given that there are a lot of risks in the market, he would suggest keeping 30% of your portfolio in cash. | 2007-10-05 | |
| TOP PICK | 38.510 | Benj Gallander | Keeps it in boring stuff like GIC’s etc. | 2007-09-21 | |
| TOP PICK | 39.230 | Norman Levine | This can be invested in any of the big 5 banks money market funds or in their T Bill funds. | 2007-09-11 | |
| TOP PICK | 41.000 | Ben Stadelmann | Has never had as few stocks in his portfolio in 15 years as he does now. When the market does get hit and companies you like are available, it gives you an opportunity. | 2007-09-07 | |
| PAST TOP PICK | 39.700 | Richard Croft | (A Top Pick Aug 30/06.) This was a recommendation until you got through September/October. | 2007-08-24 | |
| TOP PICK | 40.000 | Peter Hodson | Keep a little powder on the side. 8 to 10%. | 2007-08-17 | |
| TOP PICK | 39.810 | Rob Callander | Treasury bills:-if you have a third of your portfolio in treasury bills you will sleep better. | 2007-08-14 | |
| TOP PICK | 39.406 | David Burrows | (A Top Pick Aug 23/06.) This gives a cushion for an unpredictable market. It gives buying power when needed. | 2007-08-09 | |
| TOP PICK | 40.200 | Robert McWhirter | (A Top Pick July 25/06.) Over 25% of its portfolio is in cash. His indicators tell him there is rough sledding ahead. Spread between corporate bonds and US Govt bonds appear to have broken a long-term downtrend and indicate caution. | 2007-07-26 | |
| TOP PICK | 40.650 | Jean-Francois Tardif | The risk/reward of this market has been reduced. It is time to be more careful. Get rid of stocks that have not been working or ones that have gone up a lot and you are not sure anymore. | 2007-07-16 | |
| PAST TOP PICK | 37.790 | Peter Brieger | July 18 2006.
Minimum 10%. | 2007-06-29 | |
| TOP PICK | 37.900 | Kenneth P. Norquay, CMT | US-Cash.
Thinks that it's going down and everyone hates it.
Canadian dollar is going up and everyone loves it.
He sees a turn coming. | 2007-06-01 | |
| PAST TOP PICK | 37.610 | Benj Gallander | (A Top Pick Oct 6/06.) Now wishes he had deployed some of it. Doesn't think you do much buying before November/December. | 2007-05-18 | |
| PAST TOP PICK | 37.450 | David Burrows | at the time was a wise move, and they got repositioned in August of last year. | 2007-05-16 | |
| TOP PICK | 37.350 | Jean-Francois Tardif | Feels investors should not be as highly invested as they were a year ago. | 2007-04-27 | |
| PAST TOP PICK | 35.900 | Ben Stadelmann | (A Top Pick Sept 14/06.) | 2007-04-20 | |
| PAST TOP PICK | 35.590 | Benj Gallander | (A Top Pick Oct 6/06.) Still sitting on a lot of cash. Having trouble finding good stocks to buy. | 2007-04-19 | |
| TOP PICK | 32.010 | Jean-Francois Tardif | Global markets have had a massive run, so the risk/reward is not as attractive. In a correction, having cash gives you an opportunity to buy. | 2007-04-10 | |
| TOP PICK | 30.810 | Jean-Francois Tardif | Stock markets globally have gone up very high in the last year. | 2007-03-13 | |
| PAST TOP PICK | 30.780 | Ross Healey | (A Top Pick Dec4/06.) He is running about 35% cash. | 2007-03-07 | |
| TOP PICK | 28.630 | Robert McWhirter | (A Top Pick Oct 25/06.) Still not convinced that it is time to put all your money to work. | 2007-02-28 | |
| PAST TOP PICK | 29.360 | David Burrows | (A Top Pick Sept 13/06.) Now pretty much fully invested. | 2007-01-08 | |
| TOP PICK | 26.650 | Ross Healey | (A Top Pick Aug 3/06.) Holding 40%-60% of his portfolios in cash. Not a lot of long-term stocks he would like to buy. | 2006-12-04 | |
| TOP PICK | 26.656 | Robert McWhirter | Looking for a correction in the market which will give a good opportunity in the next two or three months. | 2006-11-28 | |
| PAST TOP PICK | 25.520 | Chyanne Fickes | (A Top Pick Aug 21/06.) Had been over 10%, but is now around 5%. Still likes Cash as she thinks this bull market has to run out sooner or later. | 2006-11-06 | |
| TOP PICK | 24.991 | Robert McWhirter | (A Top Pick July 25/06.) | 2006-10-25 | |
| TOP PICK | 24.510 | Benj Gallander | (A Top Pick June 7/05.) | 2006-10-06 | |
| BUY | 23.530 | Ross Healey | Has 60% in cash. | 2006-09-18 | |
| TOP PICK | 23.530 | Robert McWhirter | (A Top Pick June 21/06.) Cautious on the overall market looking into the 4th quarter. Holding about 25% cash. | 2006-09-15 | |
| TOP PICK | 24.300 | Ben Stadelmann | Why buy stocks today if you can buy them cheaper tomorrow? We are at a point where there is a confluence of events going on. Mid-term US elections can create a down cycle. | 2006-09-14 | |
| TOP PICK | 24.180 | David Burrows | (A Top Pick July 12/06.) Still investing in global large cap growth stocks, but it is not clear that that is where the new leadership is. | 2006-09-13 | |
| TOP PICK | 23.000 | Chyanne Fickes | Current news seems to indicate poor economic conditions in the US are growing. | 2006-08-31 | |
| TOP PICK | 23.500 | Richard Croft | At 3.5/4% on treasury bills is a pretty decent yield for parking your cash until we get through September/October. | 2006-08-30 | |
| TOP PICK | 23.500 | David Burrows | Indicators that he uses to gauge market risk are generally positive. Action in the marketplace tells him there is some risk. Money is moving to defensive groups. Stocks are rallying back towards old highs but not making new highs. Utility stocks are doing well. Coming into the seasonably weak period. | 2006-08-23 | |
| TOP PICK | 22.500 | Robert McWhirter | In this market you have to be very nimble. Too many questions about the market at this time. | 2006-08-15 | |
| HOLD | 22.680 | Jean-Francois Tardif | It is time to be very careful in the general market because the US is slowing down. There will be a lot of companies that suffer. Likes resources and gold. | 2006-08-08 | |
| TOP PICK | 23.000 | Ross Healey | Has 40% plus in cash. This is the time to be safe. | 2006-08-03 | |
| TOP PICK | 23.370 | Robert McWhirter | Light of uncertainty in the marketplace. 50 Day moving average has crossed over the 200 Day moving average. | 2006-07-25 | |
| TOP PICK | 23.000 | Peter Brieger | Feels that the markets have another 5/10% on the downside. His clients are getting 4% net annualized for 30 days for bank acceptances (?). | 2006-07-18 | |
| TOP PICK | 22.950 | David Burrows | There are enough divergence's to indicate a very strong risk in the marketplace. | 2006-07-12 | |
| TOP PICK | 21.610 | David Burrows | Looks for themes/sectors that are clearly outperforming the rest of the market. There is none of that right now. This market weakness has been pervasive across-the-board for a number of sectors. Not seeing stocks that are outperforming the rest of the market. He is about 80% cash in his portfolios. | 2006-06-27 | |
| TOP PICK | 21.350 | Robert McWhirter | (A Top Pick Mar 13/06.) Feels that the four-year bull market has ended. Feels that cash of 30/50% would be appropriate. | 2006-06-21 | |
| TOP PICK | 22.210 | David Burrows | He is 70% into cash. Until there is real focused strength in one part of the market or another, there is no use in laying any bets. Will wait for the volatility to come out of the market. | 2006-06-15 | |
| TOP PICK | 22.840 | Robert McWhirter | NASDAQ index is only up by 1.7% and the TSX High Tech index has dropped by 12%. Cautious because of high oil prices, rising the 10 year US bond with a bunch of other stuff. | 2006-05-04 | |
| TOP PICK | 22.579 | Jean-Francois Tardif | A lot of things have moved up and there is more speculation in the market making the market and some stocks a little more risky. Risk/reward is less attractive. | 2006-04-19 | |
| TOP PICK | 22.750 | Robert McWhirter | Caution signals are going up in oil, bonds etc.
| 2006-03-13 | |
| PAST TOP PICK | 20.280 | David Burrows | (A Top Pick Oct 26/05.) Has now significantly reduced his cash position in his portfolio. | 2006-01-04 | |
| TOP PICK | 20.540 | Michele Robitaille | The S&P capped index is at an all-time high despite the pullback on Friday. Pretty full in terms of valuations. Thinks the market will be soft over the next few weeks. | 2005-12-19 | |
| PAST TOP PICK | 21.150 | Ross Healey | (A Top Pick Oct 13/05.) He is still is 35% in cash at this time. | 2005-12-13 | |
| TOP PICK | 18.750 | David Burrows | When you are in a period of transition in the market, this is where yoiu see risk. His models showed risk at the beginning of October and they have not turned positive. | 2005-11-11 | |
| TOP PICK | 20.000 | David Burrows | Cash does a number of things for you. It gives you flexibility, opportunity and defense. All three are important. Having cash gives him the opportunity to invest in a heartbeat when the time comes. | 2005-10-26 | |
| TOP PICK | 18.750 | Ross Healey | Expecting a little bit more downside in the market. If he can see the Standard and Poor settling back to the 1080/1100 area, he would feel that the market has washed out and would give him a chance. | 2005-10-13 | |
| TOP PICK | 18.560 | Larry Berman CFA, CMT, CTA | This is a call on the Cdn$. You have a high from last November of around $0.85 with another one just recently. This either creates a double top for the Cdn$ and you get a pull back to around $0.80 or it breaks out and goes to $0.90. Risk/reward is excellent. Use a really tight stop of maybe half a cent and if it does keep going then turn around and go long. | 2005-09-28 | |
| TOP PICK | 19.000 | Ross Healey | This is just to alert the viewers that he is a little concerned about having a setback in the markets, probably led by the US. If that happens, then there are going to be some late bloomers in Canada that will do quite well. 25/30% of your portfolio wouldn't be bad. | 2005-09-14 | |
| PAST TOP PICK | 18.500 | Ben Stadelmann | (A Top Pick June 7. No change.) | 2005-09-06 | |
| PAST TOP PICK | 18.260 | David Burrows | (A Top Pick May 3/05.) Picked this when his risk model went negative. A change came through in the beginning of June and entered the market again. | 2005-08-25 | |
| PAST TOP PICK | 19.000 | David Burrows | ( A Top Pick May 3/05.) Fully invested now. His model turned positive in May. | 2005-07-13 | |
| TOP PICK | 20.900 | Benj Gallander | This is the time of year they don't like buying a lot of stocks. Prefers waiting for the end of the year when tax loss selling is going on. | 2005-06-07 | |
| TOP PICK | 20.450 | Andrew McCreath | Good to keep you powder dry. The market is churning trying to figure out what it wants to do. Expects foreigners will continue to buy US treasury bonds and hence interest rates will stay relatively benign. Summer tends to be a time for tougher market conditions. | 2005-05-04 | |
| TOP PICK | 20.770 | David Burrows | (A Top Pick Jan 12/05.) Not because he feels the market is going into the tank. It's just that there's no clear identifiable leadership to focus on. | 2005-05-03 | |
| TOP PICK | 22.300 | David Burrows | For the last 8 weeks, there has been a distinct lack of leadership and the strength that had been in metals and energy isn't as prevalent and there hasn't been anything to take its place. We're 31 months into this cyclical bull market. That's getting long in the tooth without having some kind of meaningful correction. Cash is 20% in Canada and 40% in the US. | 2005-04-12 | |
| TOP PICK | 23.360 | Jean-Francois Tardif | Have had a great run and in the last year, especially in the small cap and it's getting tougher to find great opportunities. | 2005-03-18 | |
| TOP PICK | 22.980 | David Burrows | (Top Pick Jan 12/05.) Risk level in the market is higher. Only add to positions where you can see some upside. | 2005-03-14 | |
| TOP PICK | 23.660 | Jean-Francois Tardif | Either Cash or Shorts. Take profits. There are lots of companies he likes, but they have already moved a lot. | 2005-02-24 | |
| TOP PICK | 23.590 | David Burrows | We've been in a cyclical bull market for 29 months, the Canadian market still looks very strong and there are specific pockets that look really good however, the risk level is considerably higher and it's difficult to put new positions on. | 2005-02-15 | |
| TOP PICK | 23.919 | Don Vialoux | (A Top Pick Dec 6/04.) Looking for major indices to test their lows over the next 2/3 months. There's been a little rally which is a good time to clear out of some of the equities. | 2005-02-10 | |
| PAST TOP PICK | 23.860 | Veronika Hirsch | (A Top Pick Nov 4/04.) Nearly fully invested now. | 2005-01-28 | |
| TOP PICK | 23.600 | David Burrows | Indicators are showing that risk in the markets is elevated. | 2005-01-12 | |
| PAST TOP PICK | 22.750 | David Burrows | (Was a Top Pick July 20/04.) Fully invested now. | 2004-12-10 | |
| TOP PICK | 23.720 | Don Vialoux | Important for timing purposes when opportunities arise. | 2004-12-06 | |
| PAST TOP PICK | 25.110 | Ross Healey | (A Past Top pick Sept 17/04.) Still has about 35/40% of the fund in cash. Would rather buy value than momentum, so will wait for value. | 2004-12-01 | |
| TOP PICK | 24.269 | Veronika Hirsch | Good to have some money ready just in case. If a favourite stock drops, you will be ready. | 2004-11-04 | |
| TOP SELL | 22.990 | Barbara Marcin | Better in the market in something that has a dividend yield. | 2004-10-01 | |
| PAST TOP PICK | 21.090 | Ross Healey | (A Top Pick May 20/04.) Still likes. | 2004-09-17 | |
| TOP PICK | 20.640 | Ross Healey | (Past top pick May 20/04. No change.) The market since that time is only up 0.03% so was a good choice. | 2004-08-16 | |
| WAIT | 22.820 | David Burrows | Market models are negative so they are having a hard time finding good ideas but, it's a great time to be looking. | 2004-08-03 | |
| TOP PICK | 22.770 | David Burrows | It's important to preserve capital when the market indicates. If the market starts to improve they can then invest. | 2004-07-20 | |
Experts that have talked about CASH
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