STOCKCHASE

(A Top Pick Aug 27/08. Up .14%.) Has outperformed the market.

2009-08-13

PAST TOP PICK

75.720

(A Top Pick Aug 27/08. Down 13.1%.) One of the most respected companies in the world and will really benefit from some of the problems of the big 3 car companies. Has outperformed the market very nicely.

2009-06-16

TOP PICK

76.470

Alan Kral , CFA, CIC

Short and long term problems in industry will all work out. Not sure that domestic manufacturers will be able to satisfy the demand. Toyota is pretty well positioned. Risk is that it is too big. One of the others could come in and undercut them.

2009-04-21

BUY

77.140

Andrew Guy, CFA

Validations are done differently in Japan. Good company.

2009-04-17

DON'T BUY

59.760

Andrew Guy, CFA

(Market Call Minute.) Would avoid the auto industry. Balance sheets are stretched and autos are not selling.

2008-11-19

TOP PICK

63.680

US auto industry is going to be down in production to the lowest in 20-25 years. Took their estimates down. Made about $10 a share last year but will only make about $5 this year. Very strong balance sheet. Very high quality company and will be a winner long-term.

2008-11-14

DON'T BUY

67.090

David Baskin

Smartest car company on the planet. Suffered in the US in the last 2 months along with everyone else. Going forward, they have the products that people are going to want to buy. Nimble and smart management. If you are going to buy a car company, this would be the one that he wouldn't be rushing to buy right now.

2008-11-06

BUY

62.400

Ben Stadelmann

Likes long-term view. Leader in the field. Adaptable company. They’re looking at a real drop in demand in cars. Cars are extremely vulnerable to recession. Thinks car manufacturers will go down to 2003 levels.

2008-10-09

TOP PICK

88.000

Hap (Robert) Sneddon FCSI

Probably his most favourite stock in the world. Think they will earn about $9 a share this year so you are getting one of the great, most respected companies in the world with the best technology and the best brands for about 10X earnings.

2008-08-27

Comment

89.600

Paul Harris, CFA

Largest car company globally. Announced slower sales growth than expected. This is the real risk. People are not buying cars aggressively. If the US$ continues to do well, that is fine but if the yen gets stronger this will have an impact on them. Shorter term there could be some volatility.

2008-08-14

HOLD

91.610

(Market Call Minute.) Good yield. Downside protection at around $80. Best of breed.

2008-08-12

DON'T BUY

90.340

Gordon Higgins, CA, MBA

Has warned that their sales are slower. People are probably going to keep their cars longer.

2008-08-08

DON'T BUY

89.050

Jeff Parent B. Eng. FCSI

Chart shows a very clear channel downtrend. At the lower end of the range right now. Selloff in June/July was quite dramatic. Doesn’t see a tremendous amount of buying in the charts. Support is at around $8 and will probably hold there for a while.

2008-07-30

BUY

90.040

Bruce Cooper

One of the highest quality Japanese companies. He would not consider a North American carmaker but he would look at this one. Strong balance sheet, high margins and constantly gaining market share. With US consumer under pressure, it has guided down in sales. Good long-term hold. Watch for near-term volatility.

2008-07-29

BUY

93.190

Drummond Brodeur

One of the best managed car companies globally. Has come off on the back of the US markets but they will continue to grow their market share around the world. Down to about 10X estimated earnings. Yielding about 3% dividend.

2008-07-24

BUY

92.600

Longer term, a superb company. People will continue to buy cars globally. Especially well positioned to benefit from expansion of the middle class in Asia. It will be choppy but a great entry point.

2008-07-10

PAST TOP PICK

92.340

Thomas George

(A Top Pick Sept 13/07. Down 21%.) A global leader. The whole macro environment has been difficult for them. One of the best names to hold within this sector. Very strong balance sheet. Hold.

2008-07-09

BUY

102.450

Has been taking market share in North America. Has exposure and market share overseas. Also well positioned in the hybrid and smaller vehicles.

2008-06-18

TOP PICK

100.190

Highest quality automotive company in the world. Great position in fuel inefficient cars with their hybrid technology becoming more and more valuable every day. Have a reputation for fuel efficiency. Cost advantages with lower-cost plants around the world. There is a good Asian growth story. Very cheap at 10.5X forward earnings.

2008-05-21

BUY on WEAKNESS

100.180

She just purchased this one in the $95 range. At global company. Has now overtaken General Motors in the US. Great productivity. Might be a bit early, but feels global growth will continue to be strong. Pretty attractive purchase in the $90 to $95 range.

2008-04-23

Comment

106.070

Kenneth P. Norquay, CMT

A 1-year chart indicates it is still in a downtrend and it won't be out of it until it breaks through the downtrend. Chart shows a low in January and this was recently followed by a test of that low and it held. That's a positive sign and might be good for short-term traders but he wouldn't buy yet.

2008-03-11

BUY

110.730

Don Reed

Likes this one a lot. From a revenue and production point of view is very large. Have command of about 35% of the US market. Has dropped because of softness in the US market, which would be a caution when buying.

2008-02-22

PAST TOP PICK

113.250

(A Top Pick Dec 19/07. Up 10%.) Loves Toyota. Only trading at about 11 multiple. It keeps going up but the earnings keep going up even faster. Still a Buy.

2008-02-20

TOP PICK

105.580

This is one of the great global companies. Has a great market position right now with a reputation for fuel economy and environmentally friendly. They have about a $2000 cost advantage over the big 3 in the US. Trades at about 10X earnings.

2007-12-19

WEAK BUY

115.460

Price come off quite a bit. Avoided auto space for last 18 months. Concerned with U.S slow down. Very well positioned company, especially with hybrid. Great balance sheet, lots of cash, well managed. One of better companies to own in sector.

2007-09-19

HOLD

123.360

The problem with the YEN is that the Japanese investors have little faith in their own economy, due to low interest rates. (for example Japan government bonds are offering less then 2% return, and bond yields are lower then any other major market.) The fundamentals of the Japanese economy is not that bad, so it shouldn't be weak, but it is because so much of the domestic money is going abroad. Nothing wrong with Toyota. The only problem with Toyota is the YEN, as well as concerns with the US. Fundamentals are fine.

2007-06-06

BUY

133.600

Both Honda (HMC-N) and Toyota (TM-N) are two of the best automotive stocks in the world. They are both pretty close to their all-time highs. You could make a case for either of these companies. He has no automotive companies.

2007-02-28

BUY

130.890

Paul Harris, CFA

Toyota (TM-N) and Honda (HMC-N) are 2 of the premier companies globally along with BMW and Porsche. Expectation is for slightly slower growth. Very simple format of making good-quality cars with 2 brand names that they build upon slowly.

2007-01-15

WEAK BUY

124.250

Extremely well run organization. A lot of cash on the balance sheet. Auto companies are facing difficulty right now, so the pricing environment won’t be very good, even for the successful ones. Toyota probably has the highest margins in the space. The leader in hybrids.

2006-12-13

HOLD

121.000

David Driscoll

Feels this is the best company and Honda would be #2 in the world. Has started to pull back because of the strengthening of the Japanese yen. Profits, because of the weakening US dollar, will be lower. Should have some pretty good numbers and performance moving forward over the next 5 years.

2006-12-05

BUY

112.370

David Driscoll

With their more fuel efficient vehicles, they are taking could share away from North American autos. Prefers this over Honda Motor (HMC-N) as their margins are much better. Put a limit order with a price that you are happy with so that you will not get clobbered if the price falls back.

2006-08-17

BUY

98.840

Very well run company. Has come off with fears of what is going to happen to the consumer, particularly in the US. On a medium to long-term basis, it is well positioned to continue taking market share.

2006-07-20

DON'T BUY

95.830

Michael Sprung

Considered the dominant player in the automobile industry today. A very strong company. You would be buying a market leader when everybody recognises it as such. Could be a little expensive.

2006-07-18

BUY

121.360

David Driscoll

Honda (HMC-N) and Toyota (TM-N) have been killing the North American auto manufacturers. Doesn't see any slowdown of this. Good core holding.

2006-05-08

WEAK BUY

102.800

Did very well last year. The hybrid technology was the main driver. It is continuing to pick up market share on a global basis. Over the long term, should continue to do well. The automobile industry is a distressed sector and that hurts even the winners, so he doesn't own any.

2006-01-26

Comment

72.150

Paul Harris, CFA

A great company. Great products. Have executed incredibly well. The auto sector is in over capacity. There is also a currency affect on the stock.

2005-06-30

WEAK BUY

52.120