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| Bob Stodgell of Stodgell Inv Mngmnt |
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| TOP PICK | BCE Inc. | BCE-T | 37.400 | Thinks the deal will get done at $42.75. If it gets done at a lower price, it still would be higher than the current price and you get a dividend. | 2008-05-20 | ||
| HOLD | Encana Corp | ECA-T | 95.950 | Planning to split into 2 companies. Oil and gas. When they do, it would be worthwhile holding both companies. Both companies could be vulnerable as a takeover. | 2008-05-20 | ||
| HOLD | Hewlett-Packard Co | HPQ-N | 46.460 | Has done exceptionally well. Have been cost-cutting. Now getting into the arena of consulting by acquiring Electronic Data Systems (EDS-N). When companies go through things like this, you have to be careful and patient for integration risks. | 2008-05-20 | ||
| HOLD | Petro-Canada | PCA-T | 59.300 | Has started to pick up a bit of momentum. Good long-term investment. | 2008-05-20 | ||
| TOP PICK | Power Corp | POW-T | 33.150 | Down 17% year to date. Insurance industry has been under great pressure, mainly because of the portfolio. This company has wonderful businesses and great long-term management. It will come back. Increased their dividends by 20% last quarter, which indicates they are sure things are going to improve. 3.5% yield. | 2008-05-20 | ||
| BUY | Rogers Communcations (B) | RCI.B-T | 42.860 | On the assumption that the Bell Canada (BCE-T) deal does get done, there will be a lot of money that has been designated for the Telecom area and will have to be redeployed. Feels the competitive landscape will be changing too. Good long-term holding. | 2008-05-20 | ||
| DON'T BUY | Starbucks | SBUX-Q | 16.840 | Have expanded aggressively the last few years. There is a trend towards other products. Getting a lot of competition. Think they have some hard decisions to make. | 2008-05-20 | ||
| TOP PICK | Thomson Reuters Corp | TRI-T | 36.820 | Information provider by electronic delivery. As demand for information increases, this should be a decent story. Have exposure in the Asian Pacific region that could overcome their potential weaknesses in the financial industry in North America. | 2008-05-20 | ||
| PARTIAL BUY | Trans Canada Corp | TRP-T | 39.850 | Utilities are good to have for a diversified portfolio. Suggests that you nibble a little bit. And you keep some of your money; there could be an opportunity when the stock drops. | 2008-05-20 | ||
| BUY | Telus Corp | T-T | 47.670 | On the assumption that the Bell Canada (BCE-T) deal does get done, there will be a lot of money that has been designated for the Telecom area and will have to be redeployed. Feels the competitive landscape will be changing too. Good long-term holding. | 2008-05-20 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Oil Stocks: - If you don't have a position, you should wait a little bit. Investors may be taking some profits now. It's good to hold some cash as the market crests into new territory. | 2008-05-20 | ||
| BUY | Alcoa | AA-N | 32.780 | There is still room to run because of the demands from the evolving economies for all the base metals. | 2008-02-07 | ||
| Comment | Bombardier Inc (B) | BBD.B-T | 4.960 | Are doing very well in some of their train divisions. Their regional jet business is turning around. He has not found this one particularly attractive. | 2008-02-07 | ||
| BUY | BCE Inc. | BCE-T | 34.720 | The head of the Teachers Ontario Pension says the deal is going to go through. Some of the financiers giving their loans are causing the concerns. The market is telling you that it does have risks. If this is part of several of your holdings the odds are pretty good and could be worth the risk. | 2008-02-07 | ||
| Comment | CitiGroup | C-N | 26.700 | There is some awfully smart money buying into some of these major US financials. This is a great franchise. In this sector, buy the best assets you can and hold them for the long-term. | 2008-02-07 | ||
| TOP PICK | Canadian National R.R. | CNR-T | 50.400 | A bit of a sensitive economic call. Has held up relatively well compared to the rest of the market. Great company. | 2008-02-07 | ||
| TOP PICK | Petro-Canada | PCA-T | 43.770 | Likes that they are in all facets of the energy business. Seems like it has been under a lot of pressure. Thinks it's good long-term value. If there is some plateauing of the oil prices coming out of this quarter, all the companies are going to do quite well. | 2008-02-07 | ||
| TOP PICK | Teck Resources Ltd. (B) | TCK.B-T | 34.670 | A great resource play. Well diversified in commodities. Good price. Almost 3% yield. | 2008-02-07 | ||
| BUY | Talisman Energy | TLM-T | 15.390 | Feels there is a lot of value but there are some geopolitical issues. Typically crude tends to have a weak first quarter. Expect there will be some troughing here. Feels the demand for oil is going to be strong long-term. This one looks like reasonably good quality. | 2008-02-07 | ||
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| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Canadian Banks: If he had to pick one right now, Royal (RY-T), Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T) are ones he would look at. An interesting way to see what the market thinks of them is to look at the dividend yield. It is very attractive in that you get the dividend tax credit and the equivalent yield of 20-30 year Canada bonds. | 2008-02-07 | ||
| BUY | Bank of America | BAC-N | 48.850 | These companies are hard to replicate in the Canadian market. Thinks it's interesting. Colgate Palmolive also. With the Canadian dollar high it's a chance to get into world class companies. | 2007-10-18 | ||
| TOP PICK | Bank of Montreal | BMO-T | 62.180 | The lowest price to book. Big yield. They have a lot of initiatives, which if they work out, will be very good. Even if they don't it will be fine. | 2007-10-18 | ||
| BUY | Bank of Nova Scotia | BNS-T | 51.450 | Likes the Canadian Banks. Nothing wrong with BNS, has been buying other banks, but is generally positive. | 2007-10-18 | ||
| BUY | Canadian Imperial Bank of Commerce | CM-T | 98.960 | Long term is a wonderful asset. It's great that they've got a more worldly perspective. Short term he thinks it's fine. | 2007-10-18 | ||
| TOP PICK | Canadian National R.R. | CNR-T | 52.250 | Big huge US footprint. If the US economy bounces back, or even just muddles through this will do well. Economic risk, but you've got to take some risks. | 2007-10-18 | ||
| BUY | Canadian Pacific Rail | CP-T | 68.860 | He likes the rails. It does have exposure to the economy. It's a good infrastructure play. He is more partial to CN then CP but they are both good. | 2007-10-18 | ||
| VAGUE | Home Depot | HD-N | 31.680 | Likes the stock. Thinks there will be a great opportunity in the next 3 or 4 months in this entire sector. If you are holding for 5 years, fine. If you are short term, then wait. | 2007-10-18 | ||
| VAGUE | Hewlett-Packard Co | HPQ-N | 52.870 | He doesn't like tech usually. But HP has been a great turn-around story. They've been very draconian about costs and expenditures. Strategically you might have to wait a bit though. | 2007-10-18 | ||
| BUY | Manulife Financial | MFC-T | 41.870 | Likes their exposure in the far east. The company is looking globally. Thinks it's great. Buy and hold. | 2007-10-18 | ||
| WAIT | Petro-Canada | PCA-T | 53.650 | Might as well wait and see what the Alberta government does with the Royalty regime. Likes it long term, but short term wait. Dividend is .97 % | 2007-10-18 | ||
| TOP PICK | SPDR HOMEBUILDERS E.T.F. | XHB-N | 21.030 | Contains Home depot, Sherwin Williams, all the big names. Thinks there is an opportunity here. | 2007-10-18 | ||
| Comment | Alcoa | AA-N | 39.300 | Some great assets, great managers. But he likes Alcan better. | 2007-06-11 | ||
| HOLD | Alcan Aluminum | AL-T (Dead) | 87.400 | If you're a short term trader, you've made an excellent return, take some profits. If you are a long term investor, hold. | 2007-06-11 | ||
| TOP PICK | Bank of Montreal | BMO-T | 69.450 | Market is volatile, but is yielding at least 4%. If BMO comes around, then there will be gains, which may be 10 or 12%. Bought recently over the last 2 or 3 days. | 2007-06-11 | ||
| BUY | Canadian Oil Sands | COS-T | 30.110 | Long on reserves. It's weak right now, he doesn't know why. He is looking at it, to buy. | 2007-06-11 | ||
| BUY | Goldcorp Inc | G-T | 25.580 | Gold has been volatile. Likes it but doesn't own it. | 2007-06-11 | ||
| HOLD | Great West Lifeco | GWO-T | 34.380 | Thinks it's a good company. It's lagged over the last little while, due to interest rate fears. | 2007-06-11 | ||
| BUY | Manulife Financial | MFC-T | 38.550 | They have huge positions in US and Asia. They are international in scope. The US slow down could hurt them, but they are very well managed, and should show a dividend. | 2007-06-11 | ||
| Comment | Rogers Communcations (B) | RCI.B-T | 44.150 | Just paid a great dividend. Have done a great job with PDA's. Likes them, and for the long term you'll be fine. | 2007-06-11 | ||
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| TOP PICK | SNC-Lavalin Group Inc. | SNC-T | 38.450 | A huge infrastructure play. Any big infrastructure, highways, etc that has international scope. Revenues are diversified. It's expensive, but worth it. He has bought from low $30's to $38.45 | 2007-06-11 | ||
| TOP PICK | Thomson Reuters Corp | TRI-T | 44.830 | Showing a bit more organic growth. They are well positioned in Asia. Not as expensive as everyone thinks, because they've got more money then they thought from their learning division. The delivery of information, once everything is set up, is a very profitable business. Long long term managers. Bought as high as $40. More in the mid $30's | 2007-06-11 | ||
| WEAK BUY | Canadian Natural Rsrcs | CNQ-T | 68.120 | Nigeria, potential civil war in Iraq and attempts in Saudi Arabia are putting the price of oil up. He predicts oil won't hit a new high this year. In the last two years there are people that have made great money in oil. May be prudent to take some off the table. If you are just started out and you don't have any oil investments he advises looking at starting positions in a good company such as CNQ, Petro Canada, and Suncor. | 2006-03-02 | ||
| WEAK BUY | Encana Corp | ECA-T | 48.950 | Well run company. Recently went through a transition at the top. (New CEO) They hedged a lot of production forward. As a two-three year investment should do okay. The company has not acted as well as some of the others. If he had a new portfolio full of cash he would add to it, start a position with it. | 2006-03-02 | ||
| HOLD | Enbridge | ENB-T | 34.750 | Good long term holding. Excellent investment. Conservative stock. He owns and is holding. | 2006-03-02 | ||
| WEAK BUY | Ford Motor | F-N | 7.660 | He has had a long standing history with Ford. He used to own stocks in this company. Predicts there is opportunity with GM or Ford. It should just be the speculative part of your portfolio, should not be your core portfolio. | 2006-03-02 | ||
| WEAK BUY | General Motors Corporation | GM-N | 19.410 | This company has taken drastic steps. They have reduced dividends, taken salary reductions. Believes there is an opportunity here. Recommends that this stock be the part of the portfolio that is speculative, not the core. | 2006-03-02 | ||
| BUY on WEAKNESS | Imperial Oil | IMO-T | 108.960 | Great investment, good solid corporation. Owned by Exon. Oil might ease a little. Wait for weaknesses. Don't take full positions. | 2006-03-02 | ||
| TOP PICK | Labrador Iron Ore | LIF.UN-T | 26.600 | Pays 5% yield plus a dividend. It is a royalty. The company owns 15% of Iron Ore of Canada. There is a call on iron ore. Three major producers. In a bit of a turmoil right now which is causing a bit of weakness. Iron ore has a long reserve life-30 years. A great income stream. Paid $26.00 recently. | 2006-03-02 | ||
| VAGUE | National Bank of Canada | NA-T | 63.170 | Exceptional bank, earnings not as clean because there was some trading there. Relatively well valued. Likes this bank but their earnings were not exceptional like the CIBC. | 2006-03-02 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 3.510 | Viable operation, has turned the corner . Prefers to be in something safer. | 2006-03-02 | ||
| VAGUE | Royal Bank | RY-T | 94.900 | Very likely that a stock split will occur. It is a highly regarded bank, top of the pecking order. It could be an acquirer of other banks. Recently bought a little for a client. | 2006-03-02 | ||
| TOP PICK | Thomson Reuters Corp | TRI-T | 43.140 | Good solid company. He has liked it for a long time. They have come out with some good earnings and raised their dividends 10%. Free cash flow, before tax revisions were up 17%. A lot of their businesses are growing. Bought in Dec. at around $39.00. Looking for a number with a 5. | 2006-03-02 | ||
| TOP PICK | George Weston Ltd. | WN-T | 86.700 | May have overstepped the program too quickly and are trying to fix it. The advantage is Loblaws , which is their core holding. Great positioning in market place and they have the stores. Walmart is a threat. But they are pretty experienced and they are going to rectify their mistakes. He bought in the low 80's. | 2006-03-02 | ||
| BUY | Bank of Montreal | BMO-T | 57.300 | Likes the banks. They all have very high returns on equity. | 2005-10-13 | ||
| BUY | Canadian Natural Rsrcs | CNQ-T | 45.310 | Could drop in the near term, but 6 months from now you should be quite happy. Good long term holding. Recently bought some in the low $50's thinking it was a good price. | 2005-10-13 | ||
| BUY | Encana Corp | ECA-T | 56.100 | Trying to buy some of this stock currently. Natural gas is still pretty strong and hasn't come off that much. Probably cash flows about 5 X next year's cash flow. Could still have some weakness in the next little while. A good place to enter the energy sector. | 2005-10-13 | ||
| WEAK BUY | Veresen Inc | VSN-T | 11.100 | Haven't bought it recently. There are 2 parts to their business. Pipeline and their chemical side. Prospects are starting to improve for them. Not too bad. | 2005-10-13 | ||
| HOLD | Falconbridge Ltd | FAL-T | 33.900 | If you own and want a long term holding, accepting the Inco (N-T) shares might be the direction you should look at. | 2005-10-13 | ||
| TOP PICK | General Electric | GE-N | 34.020 | Had some earnings out that are a little bit better. This is a wonderful, very large company. A good conglomerate. Wonderful management. Earnings growth in the 15% range. Organic growth about 8%. Dividends have been growing over the past 10/15 years at about 14% annually. | 2005-10-13 | ||
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| TOP PICK | Labrador Iron Ore | LIF.UN-T | 25.500 | Has a 7% royalty on all the iron ore the Iron Ore Company of Canada sells as well as a 15% stake in Iron Ore. Reserve life is 35/40 years. A modest dividend, but sees this increasing through their 15% holding. There is a feeling that the Iron Ore dividend will be reinstated. Also feels there's a long term demand cycle for many of the commodities. | 2005-10-13 | ||
| TOP PICK | Power Corp | POW-T | 30.200 | A defensive play. Great assets. Globally diversified. Dividend of about 2%. Over the last 6 years, their dividend almost doubled. | 2005-10-13 | ||
| BUY | iShares S&P/TSX Global Gold | XGD-T | 52.790 | The US$ has declined and as gold is always priced in US$, this fell also. Worried about potential inflation and further weakness in the US$. A good way to play gold. | 2005-10-13 | ||
| TOP PICK | Alcan Aluminum | AL-T (Dead) | 37.690 | Inventories of aluminum is at all time lows. Feels there is going to be big consumption of basic materials. If you are going to buy a world class company, you should buy when things are not great. | 2005-06-15 | ||
| TOP PICK | BCE Inc. | BCE-T | 29.000 | Thinks there's a bit of a short term play here. They're probably going to look at doing something with Bell Globe Media. That could add a lot of money to their coffers. They are also talking about parts of their business being moved into a trust. With all this money, they would probably reduce their debt, increase the dividend. 4.5% dividend plus $2/3 as a conservative investment it could be alright. | 2005-06-15 | ||
| HOLD | Brascan Corporation | BAM.LV.A-T | 47.700 | Changing from resource based to more real estate based. Not so keen on it in its present form with the real estate exposure. | 2005-06-15 | ||
| WEAK BUY | Dofasco | DFS-T | 39.300 | Admires the company. They have done a good job of managing. Likes the argument that their is going to be great demand over the next several years from developing countries. Not sure if its a compelling Buy at these levels, but a very good company. | 2005-06-15 | ||
| WEAK BUY | General Motors Corporation | GM-N | 36.340 | Some one, who is a pretty savvy investor, has just taken a huge position in this company. Management has given the union until the end of the month on whether they can cut down on their health costs. Speculative. | 2005-06-15 | ||
| BUY | Power Financial Corp | PWF-T | 31.750 | A very solidly run company. Good long term hold. (Owns Power Corp (POW-T) instead.) | 2005-06-15 | ||
| WEAK BUY | Canadian Pacific Ships | TEU-T | 19.950 | Beacme pretty interesting when it was in the mid-teens. The knock against them is that they have smaller container ships and they are mostly Atlantic where the most lucrative routes are in the Pacific. Not as compelling at these levels. It's OK but wouldn't want it as a core holding. | 2005-06-15 | ||
| BUY | Talisman Energy | TLM-T | 46.300 | Has a pending lawsuit re their previous Sudan holdings, but forgetting lawsuits, the underlying company is very attractive. Targets on the street is that there is a 10/15% appreciation within a year. | 2005-06-15 | ||
| TOP PICK | Wal-Mart Stores Inc. | WMT-N | 49.850 | 1.2% dividend. Likes their consistant dividend record and their consistant increase in that dividend. The multiples have shrunk. Have realized that they have to target the higher end shopper. Also will try to address line-ups. Going to try to formalize banking relationships for their clients. | 2005-06-15 | ||
| BUY | Western Oil Sands Inc. | WTO-T | 22.200 | Oil will be a long term investment and you'll probably be just fine with it. Good quality assets. | 2005-06-15 | ||
| BUY | Agnico-Eagle Mines | AEM-T | 19.000 | Expects the US$ to continue to fall, so has a good feeling about gold. Should do well. | 2004-11-11 | ||
| BUY | Alcan Aluminum | AL-T (Dead) | 60.790 | Likes the basic commodities sector and this company. | 2004-11-11 | ||
| WEAK BUY | Intel | INTC-Q | 23.170 | Likes the management changes. Have increased their dividends and have had a share buy-back. However, not sure where the demand for tech is. Not a tech expert, but feels it has possibilities. | 2004-11-11 | ||
| TOP PICK | Manitoba Telecom Services | MBT-T | 45.700 | A pretty big yield and quite safe. The trending in their financing and their numbers all seem to be going up. A good alternative to fixed income. If interest rates go up, the dividends might be increased! | 2004-11-11 | ||
| BUY | Magna Int'l. (A) | MG-T | 93.850 | The automotive business couldn't be in much worse shape but they are scratching out their work. Will be a big part of automotive going forward. A value player will find the price appealing. | 2004-11-11 | ||
| DON'T BUY | Merck & Company | MRK-N | 26.150 | More aggressive than what they would want. A number of outstanding issues regarding litigation would keep the top executives eyes off running the business. Prefers Pfizer. | 2004-11-11 | ||
| BUY | Inco | N-T | 46.100 | Likes the basic commodities sector and this company. | 2004-11-11 | ||
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| TOP PICK | Pfizer Inc | PFE-N | 27.150 | Trading close to a 52 week low. Trading at about 11.5 X next year's earnings. A contrarian pick when looked at with the US$. A first class company. Have about $20 billion in net free cash flow. | 2004-11-11 | ||
| BUY | Proctor & Gamble | PG-N | 54.000 | Good for long term investors. Dividend increases quite regularily. Great franchise. With the falling US$, it's easier for them to do business internationally. | 2004-11-11 | ||
| BUY | Power Corp | POW-T | 29.960 | Likes both Power Corp and Power Financial. Good long term holding. Well diversified and well managed. | 2004-11-11 | ||
| BUY | Power Financial Corp | PWF-T | 30.800 | Likes both Power Corp and Power Financial. Good long term holding. Well diversified and well managed. | 2004-11-11 | ||
| VAGUE | Research In Motion | RIM-T | 100.320 | Fantastic what the stock has done. Wonders about potential obsolescence. | 2004-11-11 | ||
| TOP PICK | iShares S&P/TSX Global Gold | XGD-T | 54.520 | Gives a wide choice of gold companies with Placer and Barrick being the larger percentage. Also, hedging is only about 12% using this and that is not too bad. Probably won't be a long term hold. | 2004-11-11 | ||
| BUY | Arc Resources Ltd | ARX-T | 15.700 | Hold several Income Trusts rather than just one. | 2004-08-24 | ||
| BUY | Encana Corp | ECA-T | 53.000 | What will be surprising in the next couple of quarters is how much cash these companies have. It'll be interesting to see what they do with it. An excellent company. | 2004-08-24 | ||
| BUY | Home Depot | HD-N | 36.330 | An excellant company. Interesting to see them carve out market share. A good core holding. | 2004-08-24 | ||
| DON'T BUY | Manitoba Telecom Services | MBT-T | 42.300 | A lot of disapointment when they didn't go to an income trust. Expects a bit of a crunch on their earnings for a short while. Doesn't see a lot of upside at the moment. | 2004-08-24 | ||
| TOP PICK | Merrill Lynch & Co | MLC-T | 66.720 | Confident that the markets are going to imprve. A good proxy for the market. Exchangable into Merril Lynch US so it can go into RRSP's. | 2004-08-24 | ||
| BUY | RioCan Real Estate Investment | REI.UN-T | 16.190 | Hold several Income Trusts rather than just one. | 2004-08-24 | ||
| BUY | Sunlife Financial | SLF-T | 36.000 | Likes the sector. Good quality assets. | 2004-08-24 | ||
| TOP PICK | Thomson Reuters Corp | TRI-T | 43.420 | Their asset, Thomson Financial, is starting to show some progress. 2 1/4% yield. Generates a lot of cash flow. | 2004-08-24 | ||
| BUY | Trans Canada Corp | TRP-T | 27.040 | A good core holding. If interest rates move up dramatically, there will be significant pressure on them. Still has some room to go. | 2004-08-24 | ||
| BUY | Yellow Media Inc | YLO-T | 11.710 | Hold several Income Trusts rather than just one. | 2004-08-24 | ||
| TOP PICK | CML Healthcare | CLC-T | 10.850 | Hold several Income Trusts rather than just one. Pays 8.73%. Demographics are good, so the potential for them to increase their revenues should be good. Very steady business. | 2004-08-24 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 21.680 | Likes metal stocks. Prefers Alcan and Inco. Could be a takeover. | 2004-08-24 | ||
| BUY | Arc Resources Ltd | ARX-T | 14.630 | In spite of higher oil prices, the stock hasn't moved much. Because of the higher prices, expect that these companies will end up with a lot more revenue than has been anticipated. At a good price. | 2004-05-13 | ||
| TOP PICK | Alcan Aluminum | AL-T (Dead) | 52.760 | Have turned the tide in regards to global economy so these types of stocks are worth looking at. Should be a core holding. | 2004-05-13 | ||
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| BUY | EMC Corp | EMC-N | 11.130 | Recently made a good acquisition. This sector is very important. May be a little rich, but if you are comfortable in the valuations of techs generally, you'll probably do alright. | 2004-05-13 |
