STOCKCHASE

(Top Pick Mar 25/11, Flat) Turned out to be right. His cash position is heading down and he is at 50%.

2012-02-08

TOP PICK

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Continues to see issues in the broad equity market.

2011-11-29

TOP PICK

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(A Top Pick Sept 7/10.)

2011-11-17

PAST TOP PICK

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(Top Pick Mar 25/11) Was recommending 70% then, now 50%. He has set prices on a bunch of different companies and if it is not trading at that price, he just waits.

2011-11-01

Comment

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As you get stopped out of positions, your cash position increases and he does not re-invest in a falling market.

2011-10-25

TOP PICK

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Markets have been really driven off the monetary stimulus and it's really the underlying fundamentals that have to carry the day. Not a bad time to be a little more conservative and have your powder dry. He is a third cash, third fixed income, and a third equity.

2011-10-14

TOP PICK

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Is king. Not exciting and not a 10 bagger. There is some serious downside risk. He is more than 70% cash personally. Wants to be one of the guys buying at the bottom.

2011-09-28

PAST TOP PICK

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(Top Pick Mar 25’11) Was at 70%.

2011-09-20

TOP PICK

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Gives you the flexibility to deal with what’s coming. Right now there are a lot of uncertainties.

2011-09-13

TOP PICK

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(Top Pick Sep 7/10) Not unhappy having cash at the present time. Profile for next two years will be similar to Japan over last few years. Long down trend with enormous trading moves.

2011-08-31

TOP PICK

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Chyanne Fickes

She is currently running at about 20% cash. Economic numbers in the US have been very weak. Also concerned about the European situation. There are a lot of good things out there that will get cheaper.

2011-08-22

TOP PICK

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Believes that this is a shortened economic cycle that is probably running out of gas. This is quite an oversold market and is looking for a 2 to 3 months rally in the fall that sets up an opportunity for people to reposition their portfolios. He is only about 50% invested right now.

2011-08-18

PAST TOP PICK

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(Top Pick Jul 23/10) Last year he was at 20% and now he is at 7-11%.

2011-07-18

PAST TOP PICK

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(A Top Pick March 25/11.) 65% in cash.

2011-07-14

PAST TOP PICK

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(A Top Pick Oct 15/20.) Still likes. Trading at 10X earnings.

2011-06-21

TOP PICK

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Has sold about 25% of his portfolio. This is a good time of the year to get out of some of his positions. Then he is in a position to buy later on.

2011-05-31

TOP PICK

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(A Top Pick May 10/10.) Every year at some point the market goes through some kind of consolidation. Has always found you can afford to be wrong for a month, but can’t afford to be wrong for 6-8 months. You can always redeploy it if things start to improve.

2011-05-18

PAST TOP PICK

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(A Top Pick May 26/10.)

2011-04-28

TOP PICK

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Market is consolidating so he has raised a fair bit of cash. At this point in the market, you don’t need to chase anything. Just be patient.

2011-04-21

PAST TOP PICK

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(Top Pick Mar 22/10)

2011-03-30

TOP PICK

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Number 1 favourite. Markets had an amazing run since 2008. Governments are being forced to raise taxes and cut spending. Central banks will be forced to raise interest rates. He is seeing a 20-30% correction. High yield bonds are a great place to be as long as you are not too far out.

2011-03-25

TOP PICK

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John Hood

Money market. He wants cash right now so he can be flexible. He is in 45% cash at present.

2011-03-11

PAST TOP PICK

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(A Top Pick Feb 19/09. N/A.) (BNN indicated Top Picks as being on Feb 19/10 but were actually Picks on Feb 19/09 so percentages could be wrong.) Fully invested now.

2011-03-01

TOP PICK

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(Top Pick Jan 14/10) He was 25-35% cash last year, but has positioned himself where he wants to be now. There will be better names along the way and so he is holding some cash. He is an asset allocator and you have to have some cash for a balanced portfolio.

2011-01-11

BUY

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Mark Carpani

Bonds will out perform cash. Cash – 1%, bonds 5-6% or more. Bonds are better than cash right now.

2011-01-10

TOP PICK

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His fund has about 45% cash. Expects we will be in range-bound markets for the foreseeable future.

2010-10-15

PAST TOP PICK

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(A Top Pick Jan 14/10.) Has about 25%-30% of his holdings in cash.

2010-09-29

TOP PICK

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(A Top Pick Oct 26/09. N/A.) He is holding 40%-55%.

2010-09-07

TOP PICK

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Don Vialoux

He is over 80% cash right now because the uncertainty of the midterm election and market should bottom in October. The low for the 4th year cycle is coming in the 4th quarter of this year. Watch for the low and then get back into the market.

2010-08-27

TOP PICK

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Philip Doyle

Historically August going into September is the worst period to hold equities and is faced with macro uncertainties.

2010-08-20

PAST TOP PICK

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(Top Pick May 6/09) At that time he needed to reduce exposure to equity market.

2010-08-05

TOP PICK

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Holding 40% cash in his funds. Energy resource area is a risk trade but only works if there is global growth. Top down view of global growth seems to be deteriorating. You want to be cautious for the next 3-4 months. You can start looking to buy in the late fall.

2010-07-23

PAST TOP PICK

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(A Top Pick July 10/09. Not applicable.)

2010-07-02

PAST TOP PICK

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Robert McWhirter

(A Top Pick June 22/09. N/A.)

2010-06-18

TOP PICK

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(A Top Pick Sept 28/09. N/A.) He is very defensive and is holding 45%-50% in cash in his fund. Risk of a double dip is low because we have China, India and Brazil continuing to grow very well.

2010-05-26

TOP PICK

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20%-25% in your holdings will give you flexibility. With every government globally printing money, you have to have some equity exposure and some yield.

2010-05-10

TOP PICK

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Holding 66% of his portfolio in cash, as this is the unfavourable season. You need cash to take advantage of opportunities that will come along, such as today. Expects the market to be volatile in the summertime.

2010-05-06

DON'T BUY

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Hank Cunningham

Risky by itself. Have your money working I the market all the time. Venture in to the short-term bond market – up to 3 years. It guards against inflation.

2010-04-27

PAST TOP PICK

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(Top Pick Mar 12/09) Always believes in having enough to make a purchase.

2010-04-05

PAST TOP PICK

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(A Top Pick March 31/09.) Had about 30% cash at that time but is now 10%-15% depending on the portfolio.

2010-03-12

PAST TOP PICK

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Pretty boring but good at the time. Was 55% at the time. Right now, maybe 2-3%.

2010-03-05

PAST TOP PICK

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Ben Stadelmann

(Top Pick Apr 1/09) He is at 25% now. Still thinks there will be good opportunities ahead.

2010-03-03

TOP PICK

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Is in 40-50% cash. We have challenges out there. The market has come a long way in the last 10 months and we are due for a pause. There is always something else coming down the pipe.

2010-02-19

PAST TOP PICK

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(Top Pick Feb. 19/09, Up 0%)

2010-02-19

PAST TOP PICK

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(Top Pick Feb 25/09, Up 0%) 35-40% cash was held at that date. Still holds 10-15% and sometimes 20% cash. Does not want to chase value

2010-02-17

PAST TOP PICK

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(Top Pick Jan 12/09) Has 25% cash in one portfolio.

2010-02-09

TOP PICK

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(A Top Pick Aug 18/09.) Recommends 30%, as you need to try to make a return. This is a year of capital preservation. The fund he runs is 60% cash currently.

2010-02-05

PAST TOP PICK

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(A Top Pick Jan 2/09.) Only about 2%-3% in cash now.

2010-01-22

PAST TOP PICK

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(A Top Pick Jan 20/09.)

2010-01-18

TOP PICK

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He is holding about 40% cash.

2010-01-14

PAST TOP PICK

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(A Top Pick Dec 3/08. N/A.)

2009-12-11

PAST TOP PICK

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(A Top Pick Jan 19/09. N/A.) His cash levels are now at a low level.

2009-12-10

PAST TOP PICK

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(A Top Pick Dec 1/08. N/A) Fully invested now.

2009-11-25

PAST TOP PICK

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(A Top Pick May 5/09.) Currently has zero cash.

2009-11-23

PAST TOP PICK

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Bill Harris, CFA

(Top Pick Nov 24/08) He is now fully invested. He put a lot into high yield bonds shortly afterwards.

2009-11-10

PAST TOP PICK

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(A Top Pick Oct 22/08. N/A.) Dropped his holdings from about 50% to only about 3%. Thinks the economy is now recovering.

2009-11-09

PAST TOP PICK

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Ron Meisels

(A Top Pick Dec 4/08. N/A.) He is now totally invested.

2009-11-05

TOP PICK

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Jaime Carrasco

Cautious. He is happy to sit on the sidelines with a little bit of cash to see what happens. 20%-30% in cash would be good. There could be a rebound in the US$ but fundamentally it will go lower.

2009-10-29

TOP PICK

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(A Top Pick Oct 2/08. N/A.) Suggests 30%-50% for a portfolio and if the markets do pop another 10%-12% in the US, he would be even higher as the correction will be quite severe.

2009-10-26

PAST TOP PICK

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(A Top Pick Jan 19/09.)

2009-10-09

TOP PICK

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(A Top Pick Aug 18/09. N/A.) Market is discounting a V shaped recovery predicated upon large amounts of fiscal stimulus and even greater amounts of monetary stimulus. Feels both of these stimuli will begin to wane once we get into the summer of 2010 (?) and he expects a square root recovery. He recommends 25%-30%.

2009-09-28

PAST TOP PICK

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(A Top Pick Sept 22/08. N/A.) Recovery is happening so you can now be fully invested so you should be rotating out of cash.

2009-09-28

PAST TOP PICK

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(A Top Pick Sept 8/08. N/A.)

2009-09-14

TOP PICK

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Jaime Carrasco

He is sitting at 20%.

2009-09-04

PAST TOP PICK

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Veronika Hirsch

(A Top Pick Nov 21/08. N/A.) Her cash varies between 20% and 30%. If there is a correction Sept/Oct she is hoping to get it down to 5%-10%.

2009-09-02

PAST TOP PICK

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(A Top Pick Aug 22/08. N/A.)

2009-08-21

TOP PICK

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30% of portfolio should be cash. He also has a significant portion in corporate bonds, which he considers cash also.

2009-08-18

PAST TOP PICK

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(A Top Pick Aug 5/08.) Fully invested now.

2009-08-06

PAST TOP PICK

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(A Top Pick Sept 22/08. N/A.) Has gone from 50% to 20% and is looking to move down to 5%.

2009-07-24

TOP PICK

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(A Top Pick Jan 19/09. No change.) Biased that the market is going to go up but nothing wrong with having a little bit of cash. Market is now in a trading range giving plenty of opportunities to Buy and Sell over the next few years.

2009-07-10

TOP PICK

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Jaime Carrasco

He is currently 20% cash. Thinks there will be a better buying opportunity and he would like to be ready. If the Cdn$ starts to rise and interest rates start to come down he will go higher than 20%.

2009-07-06

TOP PICK

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Robert McWhirter

(A Top Pick June 18/08.) Thinks we have seen the bottom but we are in the midst of an intermediate pullback, which will last about 3 months and may give back half of the lift you have seen from the first week of March lows. As it gets into the first part of November and for the balance of the year hopefully a new bull market will start.

2009-06-22

TOP PICK

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His clients are holding 40% to 60% cash in their portfolios. He wants to sit by the sidelines until the sentiment starts to turn negative again.

2009-05-21

TOP PICK

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His philosophy is to reduce equity positions at this time and get back in on October 27.

2009-05-05

TOP PICK

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Joseph Schachter

Sitting in 20-30%. Could be 20-40% cuts in many stocks. Defensive Strategy.

2009-05-01

PAST TOP PICK

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(A Top Pick March 25/08.)

2009-04-14

TOP PICK

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Ben Stadelmann

He is about 50% cash.

2009-04-01

TOP PICK

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New accounts are at 50% cash. If the markets hold their 50-day moving average, despite all the bad news is coming, this will be a clear indication that markets want to go much higher. At that time, he will probably start investing in stages.

2009-03-31

TOP PICK

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Good to have this for times coming up more so than right now.

2009-03-12

TOP PICK

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(A Top Pick March 5/08.) Market risk is to the downside in the short-term. He currently holds 52% in cash.

2009-03-06

TOP PICK

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(A Top Pick March 26/08. No change.) This is his hedge. If the market does what he thinks it is likely to do, you had better not be fully invested. For his conservative clients he runs about 60% and for more aggressive clients it would be about 50%.

2009-03-05

TOP PICK

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He has fairly high holdings in cash. He has been using it on short-term maturity corporate bonds.

2009-02-25

TOP PICK

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He is running about 35%-40% cash. He will deploy the cash when the market starts looking positive.

2009-02-20

TOP PICK

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(A Top Pick Feb 15/08. No change.) 50% to 60% cash in his equity portfolios

2009-02-19

TOP PICK

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Veronika Hirsch

This gives flexibility to react to the market. Her fund is 74% cash but the average portfolio should be 25%.

2009-02-05

TOP PICK

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He is nervous about the market and feels there are further risks to the downside. 30% to 40% of the portfolio should be in cash. You can deploy this opportunistically as values appear.

2009-01-20

TOP PICK

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His portfolios are around 35% cash. Once he is convinced the bottom has been reached, he'll put the money back into the market.

2009-01-19

TOP PICK

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Opportunities going forward will be good. Wouldn't deploy too much cash at this time. Patience, along with cash, is king.

2009-01-12

TOP PICK

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Gives you the ability to walk in when other people are on a mat. You have a good 6 months window to pick up things at a huge discount to historic valuation.

2009-01-02

TOP PICK

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Even though there is a bit of a bounce in the market, we may not be out of the woods. He is keeping a 20%-30% cash position available.

2008-12-17

TOP PICK

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Ron Meisels

Make sure you have a lot of cash for the time when the time is right for getting in. 60% to 70% cash in a portfolio is not bad.

2008-12-04

TOP PICK

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You have to be defensive in this market. Cash allows you to take your time and think about it and figure out what it is you want to hold coming out of this. His fund is currently 45% to 50% in cash.

2008-12-03

TOP PICK

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He has about 50% in cash. All about picking your spots and building a portfolio as we come through this period. Cash gives you opportunity. We are in a time that could ultimately turn into a great opportunity.

2008-12-01

TOP PICK

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Bill Harris, CFA

He is holding cash because they companies he is looking at are getting into a better price range. He wants to be at full capacity if oil hits $30. Looking for the lowest cost producers.

2008-11-24

TOP PICK

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Veronika Hirsch

Because of high volatility, there are days when there are buying opportunities. You don't want to be in a position where you have to sell something in order to buy something else. 25% to 30% would be a good holding.

2008-11-21

TOP PICK

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If you are not sitting on a third or half cash, you are taking some pretty significant risks. His clients are much closer to 75%. Would like to see market stabilization with an end to the horrendous 10% days. Would also like a better clue that they US administration has any idea of what to do. So far, he sees nothing.

2008-11-17

TOP PICK

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It is unclear if the market is basing, but when it does, you can put the money to work. He and his clients are currently holding 30% to 50%.

2008-11-12

TOP PICK

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Chyanne Fickes

Economic news coming out is pretty bad. Rising unemployment, tightening credit and rising unemployment.

2008-11-04

TOP PICK

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