STOCKCHASE

Larry Berman CFA, CMT, CTA

He has a model price of $37.28, an upside of about 14%.

2007-02-01

WEAK BUY

26.470

Paul Harris, CFA

Missed their numbers slightly, but the big news is, it is being split up into different component parts. This will take a year which is a long time. The danger is, they could take their eye off the ball. There are better places for your money.

2006-01-20

DON'T BUY

28.900

Gavin Graham

A conglomerate. Has been a great turnaround, but having seen a very big rebound what is the future for their holdings.

2005-12-29

DON'T BUY

28.100

The fact that this stock has traded off quite dramatically there should be some decent support in the $26/28 area. Could be a small bounce, but expects it would roll over into 2006 with lower lows.

2005-09-28

SELL

27.830

A diversified company that has disapponted since the spring. Have had to reset expectations for free cash flow. A little concerned that management are not on top of things well enough.

2005-08-31

DON'T BUY

27.480

Trading at 1.5 X book and for a manufacturer that's pretty fair value. Balance sheet is quite large.

2005-08-04

WATCH

29.110

Paul Harris, CFA

Likes this company. A good story. Tremendous amount of free cash flow. New management has restructured the company nicely. They now have top start to grow by acquisition.

2005-06-30

BUY on WEAKNESS

28.650

Paul Harris, CFA

Have had lots of problems in the past but their management has been very strong. The key thing with them is that they are in some very cash generated companies and they throw off lots of cash. A very solid company. They'll go through some bumps. Grown through acquisitions and they'll have to get back on that road to making bigger and bigger acquisitions. Would like it lower down.

2005-06-03

BUY

34.010

Gavin Graham

One of those "back from the dead" stories. Has some nice businesses. Looks attractive.

2005-02-03

BUY

33.530

Will do well in 2005. Well diversified. Likes the new management. Will generate $5 billion in free cash flow this year.

2004-11-10

BUY

30.700

At a very strong resistance point at 2 X its Book Value. Fair Market Value is about $40.

2004-09-17

TOP PICK

31.290

C. KIm Goodwin

2004-08-20

DON'T BUY

31.580

David Driscoll

Companies that are heavily into the industrial areas will pick up some pricing power which will be good down the road, but it is presently a little ahead of itself. We'll probably go sideways.

2004-07-15

TOP PICK

31.910

Francis Gannon

A quality company. Likes the new management. Paying down debt. Should generate consistent revenue growth and cash flow over the next several years.

2004-06-18

WEAK BUY

31.680

Larry Berman CFA, CMT, CTA

Is in a lot of attractive businesses, should do well. Likes the company, but nervous of passed issues.

2004-06-11

HOLD

29.410

Ron Meisels

Had a major selloff in the bear market and tech downturn of 2002. It is now going through an upward correction. Could go higher, but put in a stop loss as they could drop to its base again.

2004-05-21

PAST TOP PICK

29.600

(A top pick Dec 15/03. Up 17%.) It started to do some things technically that he liked which was his reason for buying. A quality Company with good fundamentals.

2004-03-03

HOLD

27.990

Jonathen Wellum, B. Comm, B. Sc

Fairly valued at these prices. Their underlying businesses are good and are generating free cash flow.

2004-02-20

BUY

27.600

Bob Stodgell

Great management. Still working out from a lot of debt. Have some interesting core businesses. A long-term hold.

2004-01-15

TOP PICK

25.140

Larry Berman CFA, CMT, CTA

A real company with real earnings. Has a very nice trend.

2003-12-15

DON'T BUY

21.250

Ben Stadelmann

Doesn't like their history of banditry by management. Management has a difficult job picking up the pieces.

2003-10-23

BUY

21.450

Have a lot of very, very good businesses levered to the economy.

2003-10-22

DON'T BUY

20.120

Matt Barasch

No longer a high flier.Acquisitions used to fuel their growth.No longer have the balance sheet to make acquisitions.Will have decent growth, but nothing exciting.Not cheap.

2003-08-22

DON'T BUY

18.360

David Driscoll

Has probably moved up a little too fast.Still more questions to come.Still being investigated.

2003-08-08

BUY

19.750

Impressive conglomerate. Earnings are coming out soon. Expects more upside.

2003-07-28

HOLD

19.330

Cheap. New management. New lawsuits can be obsorbed.

2003-06-20

WAIT

15.600

Found another 1 Billion loss in the books. If they can survive this, there are a lot of great businessess that they own.

2003-04-30

BUY

15.040

Trading near its book value. Upside potential is a lot higher. Interesting speculation. Not a bad bet.

2003-04-28

DON'T BUY

14.360

Difficult to analyse what they own and whats good or bad. There are also legal problems.

2003-04-22

HOLD

12.860

Has some good assets and well diversified.

2003-03-31

DON'T BUY

16.900

John Zechner

Has accounting and tax problems. Wait.

2002-12-05

DON'T BUY

12.140

Jonathen Wellum, B. Comm, B. Sc

Very risky. Large debt. A litigation risk.

2002-10-07

WEAK BUY

16.310

David Burrows

Cheap at 7 X earnings. Use a stop-loss.

2002-08-23

BUY

16.720

Good management and owns some good businesses. Probably some hidden values. Has risks.

2002-08-21

DON'T BUY

13.300

Still a risk. Speculative.

2002-08-16

DON'T BUY

12.800

Can't understand their balance sheet.

2002-07-31

DON'T BUY

12.030

David Burrows

New CEO looks good. Doesn't know what the end story will be.

2002-07-26

DON'T BUY

11.980

Investment bank has removed their rating. Questions the books.

2002-07-17

BUY

13.730

Joe Connolly

Has had a lot of problems. Making some good changes. At a good price.

2002-07-12

BUY

10.100

Peter Brieger

Speculative, but a reasonable bet.

2002-06-07

DON'T BUY

16.770

Laura Wallace

Facing a lot of challenges in the near term. Very volatile.

2002-06-04

DON'T BUY

21.500

Bill MacLachlan

Not sure that everything is out in the open yet. If you own, SELL.

2002-05-30

PAST TOP PICK

23.700

( A "high risk" TOP pick on Mar 18. Down 30%) Have three businesses that are worth more than the stock is trading at. If they can sell CIT for a reasonable price, some of the issues will disappear. Remaining businesses will be good. RISK/REWARD is still

2002-05-27

DON'T BUY

18.820

Bob Stodgell

Management has flip flopped. Have to be nimble with this stock. Prefers others.

2002-05-09

WEAK BUY

18.820

Cheap. Very choppy. Should wait for the cloud hanging over it to clear up.

2002-05-09

DON'T BUY

18.450

A lot of debt due in 2003. Ability to sell CIT is questionable.

2002-04-30

DON'T BUY

26.690

Too much controversy and question marks.

2002-04-23

DON'T BUY

29.890

A lot of debt. Slow earnings.

2002-04-19

DON'T BUY

29.950

Neil Murdock

Not a fan of the management style.

2002-04-15

BUY

32.250

Down because of accounting concerns and possible split up of assets.

2002-04-04

DON'T BUY

32.250

Arthur Heinmaa

Would only own this company through their bonds.

2002-04-04

DON'T BUY

31.710

Management can't seem to make up their minds on spinning of assets. They need to get a good game plan.

2002-04-01

PAST TOP SHORT

32.320

Thinks they're trying to get rid of it. Not a buy.

2002-03-28

DON'T BUY

33.350

Joe Connolly

Accounting concerns. Have to get rid of their financial arm. Could drop in price.

2002-03-21

WEAK BUY

34.500

Peter Brieger

Speculative

2002-03-19

TOP PICK

33.750

Very cheap. Conservative. Good balance sheet.

2002-03-18

DON'T BUY

30.300

Glenn Paradis, BA, CFA

Not a fan. Too risky.

2002-03-01

DON'T BUY

30.050

There are accounting questions.

2002-02-27

DON'T BUY

30.050

Ian Nakamoto

Too risky.

2002-02-27

PAST TOP PICK

27.250

(Was a top pick on Jan 2 down 51%) Sold two days later. Risky. If no fraud then stock will go up.

2002-02-22

BUY

27.900

Peter Brieger

Near its 52 week low.

2002-02-15

DON'T BUY

27.900

David Burrows

Too many unknowns at this time.

2002-02-15

TOP PICK

31.800

Good price.

2002-02-11

DON'T BUY

28.050

Can't understand their balance sheet.

2002-02-07

DON'T BUY

34.850

A lot of questions on management.

2002-01-30

BUY

33.650

Cheap enough to speculate on it.

2002-01-29

BUY

44.370

Brendan Kyne

A split up of assets could move this stock up.

2002-01-24

DON'T BUY

46.450

Noah Blackstein, B.A., CFA

Complicated balance sheet.

2002-01-18

DON'T BUY

45.070

Glenn Paradis, BA, CFA

They grow by acquisition. There are a lot of accounting issues. Caution.

2002-01-17

BUY

46.710

Ray Steele

High quality, blue chip. Cheaper than GE. Slow growth.

2002-01-16

BUY

50.250

2002-01-11

STRONG BUY

50.250

At a very good price. Dropped because of incorrect rumours on them purchasing Honeywell.

2002-01-11

DON'T BUY

54.200

David Driscoll

Not a fan. Don't like the type of acquisitions they are making.

2002-01-09

BUY

54.650

Jeff Morrison

A high quality company and at a good price now.

2002-01-08

DON'T BUY

54.380

Neil Murdock

Makes a lot of acquisitions and not sure if management can handle. Prefers GE.

2002-01-07

TOP PICK

57.250

(Was a top pick on Sept 10 up 23.5%) Still likes. Prefers over GE.

2002-01-02

BUY

59.760

Brendan Kyne

A good long term hold.

2001-12-04

DON'T BUY

57.310

Accounting is questionable. Trading at a bargain price.

2001-11-20

DON'T BUY

45.100

Excellent company, but could go lower. Cheap.

2001-09-17

TOP PICK

47.710

Very cheap. 15 X this year's earnings and 12 X next . Earnings growth close to 20%. Good predictable earnings.

2001-09-10

DON'T BUY

46.580

Trying to be a conglomerate. Paid too much for last acquisition.

2001-09-07

BUY

53.770

Solid business. Debt level a little high. Good price.

2001-08-10

DON'T BUY

52.650

Gavin Graham

Fully valued now.

2001-05-09

DON'T BUY

46.300