| BUY | | FNX Mining Company | FNX-T | 6.370 | Doing a lot of new drilling in the udbury area. | 2003-05-15 | |
| BUY | | National Bank of Canada | NA-T | 35.530 | Undervalued. | 2003-05-15 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 3.910 | A turn around story. Good management. | 2003-05-15 | |
| BUY | | Pengrowth Energy Trust (US) | PGH-N | 14.950 | Geat liquidity of shares because of its size. Solid management. There could be some dilution of shares, but it won't be much. | 2003-05-15 | |
| DON'T BUY | | Rothmans Inc | ROC-T | 23.400 | At fair market value now. Losing both market share and volumes. | 2003-05-15 | |
| DON'T BUY | | Placer Dome | PDG-T | 14.840 | Cheaper than the mid cap golds. Stock is expensive. | 2003-05-15 | |
| DON'T BUY | | Barrick Gold | ABX-T | 24.270 | Cheaper than the mid cap golds. Stock is expensive. | 2003-05-15 | |
| HOLD | | Royal Bank | RY-T | 60.000 | Close to full value. Will perform with the market. A safe stock. | 2003-05-15 | |
| TOP PICK | | GEAC Computer | GAC-T | 5.170 | Cheap at 6 X forcast earnings. Good management. | 2003-05-15 | |
| TOP PICK | | A Comment -- General Comments From an Expert | A Commentary | 34.150 | Stable business. Earnings have been reasonably good. Brazil operations look like they will be having better margins. | 2003-05-15 | |
| TOP PICK | | Energy Savings Income Fund | SIF.UN-T | 18.500 | Has had a tremendous growth period. A growth company. Moving in to marketing to larger commercial companies. Distribution should move up to $1.40. | 2003-05-15 | |
| BUY | | Toronto Dominion | TD-T | 31.310 | Canadian banks are trading at better multiples than their US peers. In the short term they are being hit with problems. Long term buys. Prefers CIBC and Royal. | 2002-07-25 | |
| BUY | | Canadian Imperial Bank of Commerce | CM-T | 41.250 | Canadian banks are trading at better multiples than their US peers. In the short term they are being hit with problems. Long term buys. Prefers CIBC and Royal. | 2002-07-25 | |
| BUY | | Royal Bank | RY-T | 47.800 | Canadian banks are trading at better multiples than their US peers. In the short term they are being hit with problems. Long term buys. Prefers CIBC and Royal. | 2002-07-25 | |
| BUY | | Kinross Gold | K-T | 2.580 | Likes but you have to believe gold is going up. | 2002-07-25 | |
| BUY | | Arc Energy Trust Units | AET.UN-T | 11.860 | A favourite trust at this time. | 2002-07-25 | |
| BUY | | ATI Technologies | ATY-T | 10.870 | Trading at low multiples. Making new innovative chips. | 2002-07-25 | |
| DON'T BUY | | Nortel | NT-T | 1.420 | Doubts if they can acieve any earnings by mid 2003. | 2002-07-25 | |
| STRONG BUY | | CAE Inc | CAE-T | 9.940 | A good value. Less than 12 X earnings. | 2002-07-25 | |
| STRONG BUY | | Bombardier Inc (B) | BBD.B-T | 10.480 | Treat as a long term hold. Has a strong backlog of orders. | 2002-07-25 | |
| TOP PICK | | Magna Entertainment (A) | MEC.A-T | 7.200 | Good assets. Electronic wagering problems have been solved and will be the big growth. | 2002-07-25 | |
| TOP PICK | | Energy Savings Income Fund | SIF.UN-T | 28.360 | Good distribution. Stable cash flow. | 2002-07-25 | |
| TOP PICK | | Barrick Gold | ABX-T | 22.700 | Strong cash flow. Good hedging strategies. | 2002-07-25 | |
| WAIT | | Compton Petroleum | CMT-T | 3.410 | Gas prices are weak and inventories are high. Wait until the fall. | 2002-07-25 | |
| WATCH | | Hudson Bay Co. | HBC-T | 12.400 | Trading in a $12/18 range. Margins are thin. They are cutting costs. Watch the results in the next quarter. | 2002-07-25 | |
| BUY | | Gabriel Resources | GBU-T | 4.750 | There are general concerns on Romania holdings, but feels the government is stable. Speculative. | 2002-05-08 | |
| BUY | | Forzani Group | FGL-T | 20.200 | Likes. Still attractive multiples in spit of its fast rise. Strong management. | 2002-05-08 | |
| BUY | | Biovail Corp. | BVF-T | 55.330 | Analyst report re: accounting, dropped the price. Oversold, so a good buy. | 2002-05-08 | |
| BUY | | CAE Inc | CAE-T | 12.750 | Low valuations compared to US counterparts. New joint contract with Boeing. | 2002-05-08 | |
| BUY | | Kinross Gold | K-T | 2.990 | Not hedged, so has subtabtial moves based on gold. Speculative. | 2002-05-08 | |
| BUY | | Barrick Gold | ABX-T | 32.750 | Hedged. For a long term, more stable gold holding, this is better than the unhedged companies. | 2002-05-08 | |
| BUY | | A Comment -- General Comments From an Expert | A Commentary | 2.280 | Positive on this company and feels that commodity prices can go higher. | 2002-05-08 | |
| BUY | | PanGeo Pharma | PIL.H-X | 3.450 | Good growth characteristics. Has done well. | 2002-05-08 | |
| BUY | | A Comment -- General Comments From an Expert | A Commentary | 37.770 | Could have a 12/15% increase in the share price. | 2002-05-08 | |
| BUY | | Hudson Bay Co. | HBC-T | 13.700 | Positive. Good inventory conrol is now in place. | 2002-05-08 | |
| BUY | | Glamis Gold | GLG-T-X | 10.970 | OK, but prefers IM Gold. | 2002-05-08 | |
| BUY | | Iamgold Corp | IMG-T | 7.150 | Likes better than Glamis. | 2002-05-08 | |
| DON'T BUY | | Tesco Corp | TEO-T | 18.930 | Good company. New contract with Coneco. Overbought, so a little high. | 2002-05-08 | |
| DON'T BUY | | MDS Inc | MDS-T | 21.350 | Good company, but fully valued. Good management. HOLD if you own. | 2002-05-08 | |
| DON'T BUY | | Nortel | NT-T | 4.680 | No clarity on its revenues going forward. Could drop further, depending on the sector. | 2002-05-08 | |
| DON'T BUY | | Canadian Tire Corporation Ltd | CTC-T | 30.800 | Good quality company, but prefers Hudson Bay. | 2002-05-08 | |
| STRONG BUY | | ATI Technologies | ATY-T | 14.350 | Hit in the tech downfall. Enormous market possibilities. Has been oversold. | 2002-05-08 | |
| TOP PICK | | Magna Entertainment (A) | MEC.A-T | 12.080 | Good holdings in their race tracks. Margins should grow substantially. | 2002-05-08 | |
| TOP PICK | | FNX Mining Company | FNX-T | 2.970 | Good quality gold grades. | 2002-05-08 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 15.100 | Jet orders deferred will come back in 2003. Has good contracts. | 2002-02-13 | |
| BUY | | Biovail Corp. | BVF-T | 69.500 | Balance sheet has been cleaned up. Stock price has dropped unnecessarily. Cheap. | 2002-02-13 | |
| BUY | | Petro-Can | PCA-T | 35.350 | Expects oil prices will improve. Good long term. | 2002-02-13 | |
| BUY | | Magellan Aerospa | MAL-T | 4.900 | At a good price. Good products/partnership. | 2002-02-13 | |
| BUY | | Laurentian Bank | LB-T | 34.100 | Good long term hold. Reasonable dividend. | 2002-02-13 | |
| DON'T BUY | | Nortel | NT-T | 9.670 | Good product mix but sector inventory is too high. | 2002-02-13 | |
| DON'T BUY | | Research In Motion | RIM-T | 37.460 | Good product and getting into good alliances. Expensive. Wait and see. | 2002-02-13 | |
| PAST TOP PICK | | Alimentation Couche-Tard (A) | ATD.A-T | 27.600 | Has become expensive. Could have some pull back. Wait and see. | 2002-02-13 | |
| TOP PICK | | CAE Inc | CAE-T | 10.480 | Changing their focus to training rather than selling. This should create some good revenues. Net asset value is $8/8.50. | 2002-02-13 | |
| TOP PICK | | Kinross Gold | K-T | 1.620 | Debt is coming down. Unhedged in gold. | 2002-02-13 | |
| TOP PICK | | Magna Entertainment (A) | MEC.A-T | 14.450 | Expects margins to expand. Into good prospective big earnings. | 2002-02-13 | |
| WEAK BUY | | Bank of Montreal | BMO-T | 35.090 | May be a bit pricey. Prefers BNS. | 2002-02-13 | |
| BUY | | Bank of Montreal | BMO-T | 38.900 | Loan loss provisions will be hit, but will be well absorbed. | 2001-10-03 | |
| BUY | | Bank of Nova Scotia | BNS-T | 47.990 | Loan loss provisions will be hit, but will be well absorbed. | 2001-10-03 | |
| BUY | | Canadian Imperial Bank of Commerce | CM-T | 53.100 | Loan loss provisions will be hit, but will be well absorbed. | 2001-10-03 | |
| BUY | | Royal Bank | RY-T | 48.880 | Loan loss provisions will be hit, but will be well absorbed. | 2001-10-03 | |
| BUY | | Toronto Dominion | TD-T | 40.150 | Loan loss provisions will be hit, but will be well absorbed. | 2001-10-03 | |
| BUY | | Canadian Tire Corporation Ltd | CTC-T | 22.650 | Have a plan to improve margins in next 1.5/2 years. Good mngmnt. Great hold. | 2001-10-03 | |
| BUY | | National Bank of Canada | NA-T | 27.690 | Good bank. Limited loan losses.Strong ROE. | 2001-10-03 | |
| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 2.200 | The smaller of the telco wireless. Very good company, but too much competition. | 2001-10-03 | |
| DON'T BUY | | Nortel | NT-T | 8.740 | Could see ongoing losses to the end of 2002. | 2001-10-03 | |
| HOLD | | ATI Technologies | ATY-T | 12.800 | One of the best companies in their sector. Also likes Envidio. Good balance sheet. Cash. | 2001-10-03 | |
| TOP PICK | | Alimentation Couche-Tard (A) | ATD.A-T | 18.000 | Made a good US acquisition. Earns 28% on equity. Good margins. Safe haven. | 2001-10-03 | |
| TOP PICK | | CAE Inc | CAE-T | 8.550 | Good mngmnt and some good military contracts. Possible takeover. | 2001-10-03 | |
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