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| TOP PICK | 55.880 | Mark Grammer | Very well run. Has exposure to interest rates and if they start to pick up, their interest margins will expand and the stock will do extremely well. If they get acquired, it will create a nice premium. | 2011-01-17 | |
| PAST TOP PICK | 59.310 | David Burrows | (A Top Pick Sept 8/08. Down 28.86%.) Stopped out in Sept/Oct last year. Wouldn't buy. | 2009-09-14 | |
| PAST TOP PICK | 57.160 | Matthew McCall | (A Top Pick Sept 8/08. Down 31.29%.) | 2009-06-04 | |
| BUY | 47.810 | Mark Grammer | Current market conditions provide opportunities for the high-quality US banks. Top 3 quality US banks would be JP Morgan (JPM-N), Wells Fargo (WFC-N) and Northern Trust (NTRS-Q). On a 3-year view, these stocks will make you a fair amount of money. | 2008-12-29 | |
| TOP PICK | 84.130 | David Burrows | Completely focused on private investors through their asset management and advisory services and their custody business, which has massive growth opportunity in front of them. Very good ROE. Very little credit risks. | 2008-09-08 | |
| TOP PICK | 84.130 | Matthew McCall | Feels financials have hit bottom and this is one that has sidestepped credit issues. They concentrate on the ultra wealthy and do quite a bit with institutions corporate pensions. Well run company. | 2008-09-08 | |
| TOP PICK | 42.950 | Barbara Marcin | Will far outpace the average market in its earnings are the cyclicals that are exposed to the economy. | 2004-05-28 | |
| TOP PICK | 42.950 | John Rogers | A high quality company that is cheap. Likes the bank stocks and this is his favorite. Bargain price. | 2004-05-28 | |
| TOP PICK | 39.650 | Jonathen Wellum, B. Comm, B. Sc | Good growth. Has a high retention rate of clients. | 2002-09-13 | |
| TOP PICK | 62.740 | Jonathen Wellum, B. Comm, B. Sc | Good earnings | 2001-07-18 | |
| STRONG BUY | 61.250 | Jonathen Wellum, B. Comm, B. Sc | Favourite US financial. Good retention of clients. No debt issues. | 2001-03-29 |
