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| BUY | 28.860 | Don Reed | Telecom. They don't do much outside of France. Well-run. On a valuation basis, it is probably one of the cheaper European telecoms. Performance won't be dramatic, but he is very comfortable with the yields. | 2007-07-12 | |
| DON'T BUY | 27.820 | Paul Harris, CFA | A lot of telecoms in Europe pay a better dividend than Canadian ones. Doesn't like the sector over the long term. A lot of capital expenditure they have to go through. Margins are being eroded. | 2007-04-12 |