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| TOP PICK | | Rayonier Inc. | RYN-N | 41.450 | Owns timberland and involved in specialty fibres. Timber has very little correlation with commodity markets. Without harvesting, it continues to grow. Good for long-term holding. 5% yield. | 2006-11-23 | |
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| TOP PICK | | Smith & Nephew PLC | SNN-N | 47.150 | Manufacture hip and knee replacements. With an aging population and an increasing heavier population, there is more demand for their product. | 2006-11-23 | |
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| TOP PICK | | Cisco | CSCO-Q | 26.910 | Generates a tremendous amount of cash flow. If it grows by 2%, you will get roughly an 8% to 9% real rate of return. There is a lot of upside if it does better than this. Expect a dividend will be declared. | 2006-11-23 | |
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| BUY | | Power Corp | POW-T | 36.250 | They will continue to do well. | 2006-11-23 | |
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| SELL | | Thomson Reuters Corp | TRI-T | 48.460 | There are better places to put your money. | 2006-11-23 | |
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| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Emerging Markets: - Your best return will be doing research and finding individual companies in regions you are interested in. Access could also be made through some of their banks. The other way would be ETF’s which would have the lowest expenses. Also consider actively traded funds, which were, tend to avoid some of the losers. | 2006-11-23 | |
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| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Preferred Shares: - He is a proponent of preferred shares where you are getting dividend income as opposed to interest income. Tax on dividend is roughly 20% and on interest, roughly 46%. | 2006-11-23 | |
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| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Dividend versus Bond: - On a growing company, dividends should increase and eventually pass the rate of return on a Bond. Banks are good examples. | 2006-11-23 | |
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| BUY | | ICICI Bank Ltd. | IBN-N | 39.300 | Even with the big run it has had, it is still fair value. | 2006-11-23 | |
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| BUY | | Fortis NV | FORSY-NL | 0.001 | Even with the big run it has had, it is still fair value. | 2006-11-23 | |
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| BUY | | Uranium One Inc. | UUU-T | 14.320 | One of the few companies that are poised to bring uranium onto the market. Recently signed a contract where the uranium supply is going to be at spot prices, but with an escalating floor. Believes that uranium will continue going up. | 2006-11-23 | |
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| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Copper Outlook: - The fervour is in the Chinese demand. They have started increasing their internal production so copper prices have dropped. | 2006-11-23 | |
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| BUY | | Royal Bank | RY-T | 49.720 | Only like TD #1 and RY #2 at this time. | 2002-10-04 | |
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| BUY | | Toronto Dominion | TD-T | 25.250 | Only like TD #1 and RY #2 at this time. | 2002-10-04 | |
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| BUY | | Pfizer Inc | PFE-N | 28.550 | Sector has been hit hard. A very liquid stock. | 2002-10-04 | |
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| BUY | | Manulife Financial | MFC-T | 29.300 | Positive on insurance companies. | 2002-10-04 | |
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| DON'T BUY | | Bank of Montreal | BMO-T | 34.410 | Only like TD #1 and RY #2 at this time. | 2002-10-04 | |
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| DON'T BUY | | Bank of Nova Scotia | BNS-T | 43.300 | Only like TD #1 and RY #2 at this time. | 2002-10-04 | |
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| DON'T BUY | | Canadian Imperial Bank of Commerce | CM-T | 36.650 | Only like TD #1 and RY #2 at this time. | 2002-10-04 | |
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| DON'T BUY | | CitiGroup | C-N | 27.980 | Will have problems on liabilities through derivitives. | 2002-10-04 | |
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| DON'T BUY | | Hudson Bay Co. | HBC-T | 6.700 | Not a fan. Could drop further. | 2002-10-04 | |
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| DON'T BUY | | Gennum | GND-T | 12.000 | Likes the company, but feels its expensive at this time. Would buy at $9. | 2002-10-04 | |
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| DON'T BUY | | Home Depot | HD-N | 25.800 | Likes the company, but too expensive. | 2002-10-04 | |
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| DON'T BUY | | Calpine Corp | CPN-N | 2.320 | Could go under. Big debt. | 2002-10-04 | |
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| DON'T BUY | | Cisco | CSCO-Q | 9.460 | Has a lot of cash, but not sure they will have much growth. Too expensive. | 2002-10-04 | |
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| DON'T BUY | | Celestica Inc | CLS-T | 17.070 | Can't see much growth. | 2002-10-04 | |
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| DON'T BUY | | Kroger Co. | KR-N | 12.800 | Prefers Safeway and Ahold. Too much competition from Wal Mart. Can't see growth. | 2002-10-04 | |
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| DON'T BUY | | Qualcom | QCOM-Q | 29.260 | Their income is based on royalties. Too expensive. | 2002-10-04 | |
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| PAST TOP PICK | | Sonoco | SON-N | 20.740 | (Was a top pick on Feb 8. Down 20%.) Still likes. Good dividend. | 2002-10-04 | |
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| PAST TOP PICK | | Fortis Inc. | FTS-T | 49.650 | (Was a top pick on Feb 8. Down 66%.) Still likes. Good dividend at 6%. | 2002-10-04 | |
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| PAST TOP PICK | | Aliance Capital Mngmnt Holding | AC-N | 26.660 | (Was a top pick on Feb 8. Down 38%.) Still likes. Good dividend at 9%. | 2002-10-04 | |
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| TOP PICK | | Cemex SA | CX-N | 20.200 | Global operations. 7 X earnings. Hefty cash flow. | 2002-10-04 | |
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| TOP PICK | | Foment Economico Mexican | FMX-N | 37.070 | High growth. Good dividend. | 2002-10-04 | |
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| WEAK BUY | | State Street Corp | STT-N | 33.960 | Stable income from custodial fees. Prefers insurance companies. | 2002-10-04 | |
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| BUY | | Bristol Myers Squibb | BMY-N | 24.290 | 9.25% dividend. Has been hit hard. Stable cash flow. | 2002-08-29 | |
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| BUY | | Paychex | PAYX-Q | 23.810 | Good price. Growing aggressively. No debt. | 2002-08-29 | |
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| DON'T BUY | | Bombardier Inc (B) | BBD.B-T | 6.510 | Has a large debt load. Can go lower. | 2002-08-29 | |
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| DON'T BUY | | Nortel | NT-T | 1.650 | Not sure how they are going to survive. | 2002-08-29 | |
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| DON'T BUY | | GEAC Computer | GAC-T | 4.160 | Good company, but sales are still iffy. | 2002-08-29 | |
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| DON'T BUY | | Bank of Nova Scotia | BNS-T | 46.690 | Dividend is safe. May have to write off more debt. | 2002-08-29 | |
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| DON'T BUY | | Wendy's | WEN-N | 35.630 | Not a fan of fast food chains. Too much competition. | 2002-08-29 | |
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| DON'T BUY | | Univision | UVN-N | 23.730 | Very expensive. Would buy at $15/16. | 2002-08-29 | |
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| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 5.400 | Prefers the bonds. | 2002-08-29 | |
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| DON'T BUY | | EMC Corp | EMC-N | 7.020 | Still in transition. Wait and see. | 2002-08-29 | |
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| TOP PICK | | Cemex SA | CX-N | 23.640 | Trades at 7 X earnings. Good yield. Paying down debt. | 2002-08-29 | |
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| TOP SHORT | | Micron Technology | MU-N | 17.250 | Losing money. Have a lot of competition. | 2002-08-29 | |
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| BUY on WEAKNESS | | Paychex | PAYX-Q | 38.600 | A little bit pricey. Would buy below $30. | 2002-04-04 | |
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| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 35.100 | Expensive and not sure where the growth is going to come from. | 2002-04-04 | |
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| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 6.450 | Would prefer buying their bnds instead. | 2002-04-04 | |
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| DON'T BUY | | Emergis Inc. | EME-T | 10.700 | Can't see any value. | 2002-04-04 | |
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| DON'T BUY | | Alcan Aluminum | AL-T | 60.680 | Very expensive. Has to have a big increase in aluminum commodity before it could go up. | 2002-04-04 | |
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| DON'T BUY | | Tyco | TYC-N | 32.250 | Would only own this company through their bonds. | 2002-04-04 | |
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| DON'T BUY | | Canadian Tire Corporation Ltd | CTC-T | 30.000 | Has become more focused. Can't see them being able to grow as strongly. | 2002-04-04 | |
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| DON'T BUY | | BCE Inc. | BCE-T | 28.500 | Running negative free cash flow for 5 years. Thinks dividend is at risk. | 2002-04-04 | |
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| DON'T BUY | | Oracle | ORCL-Q | 12.220 | No debt. Sector is expensive. Margins are slim. | 2002-04-04 | |
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| DON'T BUY | | EMC Corp | EMC-N | 11.710 | Prospects are not great and it is expensive. | 2002-04-04 | |
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| DON'T BUY | | Precision Drilling | PD-T | 50.470 | Prefers their bonds instead. | 2002-04-04 | |
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| TOP PICK | | Cemex SA | CX-N | 29.380 | Trades at 6 X earnings Div 3.2%. Reducing debt. Free cash flow is $15 a share. | 2002-04-04 | |
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| TOP PICK | | Foment Economico Mexican | FMX-N | 44.920 | At a good price. Buying into a growing demographic. 13 X earnings. Solid dividends. $6 free cash flow. | 2002-04-04 | |
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| TOP PICK | | Fairfax Financial | FFH-T | 166.600 | Insurance companies offer very good value. Margins are increasing. | 2002-04-04 | |
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| BUY | | Siemens | SI-N | 57.190 | Will be tainted by the same questions that GE has. Overall looks good plus you getthe rise of the Euro. | 2002-02-08 | |
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| BUY | | Gennum | GND-T | 12.650 | Still feels the product will come into its own with an aging population. Sales have been slower than expected. Long term is good. | 2002-02-08 | |
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| BUY | | Bombardier Inc (B) | BBD.B-T | 14.970 | Good price. Fair market value is about $17/18. | 2002-02-08 | |
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| BUY | | Ahold N V Adr | AHO-N | 24.160 | Prefers this over Loblaws. Better multiple and a global stock. | 2002-02-08 | |
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| DON'T BUY | | GEAC Computer | GAC-T | 7.350 | Questionable if they can maintain growth. | 2002-02-08 | |
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| DON'T BUY | | Coca-Cola Company | KO-N | 45.850 | Could have accounting situations. | 2002-02-08 | |
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| DON'T BUY | | Calpine Corp | CPN-N | 8.400 | Will have to Wait and see what is happening in oilo/gas sector later this year. | 2002-02-08 | |
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| DON'T BUY | | Elan Corp. | ELN-N | 14.800 | Accounting is questionable. | 2002-02-08 | |
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| DON'T BUY | | Loblaw Companies Ltd | L-T | 53.500 | Sold their holdings to buy Ahold. Too expensive. | 2002-02-08 | |
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| PAST TOP PICK | | Cemex SA | CX-N | 25.000 | (Was a top pick on Nov 23 up 4.6%) Still likes. Paying down their debt. 8 X earnings. 4% yield. | 2002-02-08 | |
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| PAST TOP PICK | | Unilever NV | UN-N | 56.100 | (Was a top pick on Nov 23 no change) Still likes. At a good value. A defensive stock. | 2002-02-08 | |
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| PAST TOP PICK | | Foment Economico Mexican | FMX-N | 39.200 | (Was a top pick on Nov 23 up 20%) Still likes. | 2002-02-08 | |
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| TOP PICK | | Sonoco | SON-N | 25.950 | 3.1% yield. Good cash flow. | 2002-02-08 | |
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| TOP PICK | | Aliance Capital Mngmnt Holding | AC-N | 44.280 | 6% yield. At a good price. | 2002-02-08 | |
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| BUY | | Altria Group Inc | MO-N | 49.900 | Litigation is an issue, but is built in on the price. Has a big dividend and at a good price. | 2002-01-28 | |
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| BUY | | Fairfax Financial | FFH-T | 170.010 | Prefers over Great West Life. | 2002-01-28 | |
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| BUY on WEAKNESS | | Zenon Environmental | ZEN-T | 17.600 | Fully valued now. Buy on weakness. | 2002-01-28 | |
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| BUY on WEAKNESS | | Hispanic Broadcast | HSP-N | 24.270 | Prefers over Grupo Televiso. Better value. | 2002-01-28 | |
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| BUY on WEAKNESS | | Symantic Corp | SYMC-Q | 77.200 | Prefers over Check Point, but both are expensive right now. | 2002-01-28 | |
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| DON'T BUY | | State Street Corp | STT-N | 54.260 | Was a good stock, but too highly valued now. | 2002-01-28 | |
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| DON'T BUY | | Calpine Corp | CPN-N | 12.040 | Too soon to look at it now. Wait for 6/12 months. | 2002-01-28 | |
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| DON'T BUY | | Biovail Corp. | BVF-T | 76.940 | Expects the shorts will make it very volatile. | 2002-01-28 | |
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| DON'T BUY | | Grupo Televisa | TV-N | 46.150 | Prefers Hispanic Broadcasting instead. Better value. | 2002-01-28 | |
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| DON'T BUY | | Great West Lifeco | GWO-T | 33.850 | Prefers Fairfax. | 2002-01-28 | |
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| DON'T BUY | | IBM | IBM-N | 108.150 | Questions their figures on their earnings. | 2002-01-28 | |
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| DON'T BUY | | Check Point Software Tech | CHKP-Q | 108.150 | Prefers Semantic, but both are expensive right now. | 2002-01-28 | |
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| TOP PICK | | Foment Economico Mexican | FMX-N | 40.650 | Ata very good value at 13 X earnings. Big growth. | 2002-01-28 | |
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| TOP PICK | | Glaxosmithkline PLC | GSK-N | 48.180 | Good value. Yield of 2.3%. Good pipeline of products. Good R & D budget. | 2002-01-28 | |
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| TOP PICK | | Aliance Capital Mngmnt Holding | AC-N | 44.000 | Great yield of 6% and growing. | 2002-01-28 | |
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| BUY | | Bank of Montreal | BMO-T | 35.550 | Banks are good. TD is first choice. Avoid Bank of Nova Scotia. | 2001-12-07 | |
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| BUY | | Canadian Imperial Bank of Commerce | CM-T | 54.850 | Banks are good. TD is first choice. Avoid Bank of Nova Scotia. | 2001-12-07 | |
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| BUY | | Royal Bank | RY-T | 49.500 | Banks are good. TD is first choice. Avoid Bank of Nova Scotia. | 2001-12-07 | |
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| BUY | | Toronto Dominion | TD-T | 41.140 | Banks are good. TD is first choice. Avoid Bank of Nova Scotia. | 2001-12-07 | |
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| BUY | | Altria Group Inc | MO-N | 45.080 | 5% dividend yield. Less vulnerable in an economic slowdown. | 2001-12-07 | |
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| BUY | | Bombardier Inc (B) | BBD.B-T | 14.960 | Good value. Smaller jets will be in more demand. | 2001-12-07 | |
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| BUY | | Symantic Corp | SYMC-Q | 66.810 | Anti virus software has an ongoing income from updates. Cheap now. | 2001-12-07 | |
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| DON'T BUY | | Bank of Nova Scotia | BNS-T | 49.350 | Has a lower credit rating than other banks which can be a problem. | 2001-12-07 | |
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| DON'T BUY | | Entrust Technologies | ENTU-Q | 10.110 | Revenues are in a steep decline and they will have a big write off soon. | 2001-12-07 | |
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| DON'T BUY | | Jean Coutu Group (PJC) (A) | PJC.A-T | 29.250 | Prefers Walgreen. In a weaker economy, they will be vulnerable because of their debt. | 2001-12-07 | |
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| DON'T BUY | | Emergis Inc. | EME-T | 47.100 | Up because of tech growth. Doesn't think techs will pay off. | 2001-12-07 | |
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