| TOP PICK | | TSX Group | X-T | 48.500 | Merging with the Montreal exchange (MXX-T). The best way to participate in any economy is the stock exchange. If you believe that anything good will happen in the market, these shares should perform even better. | 2008-02-01 | |
| TOP PICK | | Bank of Montreal | BMO-T | 58.070 | Likes the financial sector. This is a bank stock that has really come off in price. Probably doesn't have any major issues but does have the potential of being one of the great takeover candidates if bank mergers are ever allowed. Yield of almost 5%. | 2008-02-01 | |
| TOP PICK | | Teck Cominco Ltd. (B) | TCK.B-T | 34.900 | A lot of resource stocks have been hit by concerns of slowdowns. One way of participating in the resource sector in a well-diversified way. Undervalued compared to its global peers. | 2008-02-01 | |
| PAST TOP PICK | | Montréal Exchange | MXX-T | 37.700 | (A Top Pick Oct 24/07. Up 18.6%.) Talks between Montreal and TSX had looked like they had stalled very badly last summer but looks like it is proceeding now. Going forward, the TSX (X-T) is the better bet. | 2008-02-01 | |
| PAST TOP PICK | | Shoppers Drug Mart Corp | SC-T | 47.870 | (A Top Pick Oct 24/07. Down 10%.) Still buying. Doesn't see the falloff as a permanent setback. Business is very sound. | 2008-02-01 | |
| PAST TOP PICK | | Viterra Inc | VT-T | 11.690 | (A Top Pick Oct 24/07. Down 0.68%.) If you want to trade stocks, this is one that is all over the place. The longer-term trend is up. Really believes a portion of all portfolios should be in agriculture. | 2008-02-01 | |
| BUY | | Shaw Communication (B) | SJR.B-T | 20.530 | As a momentum investor he likes stocks where share prices are doing well with a consistent track record of doing well. This could just be a correction because of the market itself. He does like communications and technology stocks in general. This could be a very good opportunity. | 2008-02-01 | |
| Comment | | Bombardier Inc (B) | BBD.B-T | 4.880 | This is a tough one. It is high risk. You will probably do all right. Still on its road to recovery. The business could continue building on the successes that it has had. | 2008-02-01 | |
| DON'T BUY | | Iamgold Corp | IMG-T | 7.860 | Gold has gone over $900 an ounce and yet this stock is languishing at lower prices than it was a year ago. Prefers gold stocks that are doing well in a strong old market. | 2008-02-01 | |
| BUY | | Kinross Gold | K-T | 21.780 | This is a gold stock that is doing well in a positive gold market. | 2008-02-01 | |
| Comment | | Yamana Gold Inc. | YRI-T | 15.770 | Not totally familiar with the stock. The charge indicates it is doing well in a positive gold market. He prefers Kinross (K-T). | 2008-02-01 | |
| DON'T BUY | | BCE Inc. | BCE-T | 36.000 | Has been the subject of a takeover offer By the Ontario Teachers Pension. The market is clearly saying that the deal is not going to go through. As a publicly held company, fair market is probably in the low $30's. | 2008-02-01 | |
| BUY | | Urbana Corp. (A Shares) | URB.A-T | 4.150 | (Disclosure-Owned by Caldwell) There will be more consolidation of stock exchanges globally and more of them will become public companies. | 2008-02-01 | |
| BUY | | Potash Corp of Saskatchewan | POT-T | 141.950 | Likes this one very much. As a price momentum investor, this is probably the best momentum story that he has ever seen. | 2008-02-01 | |
| Comment | | Athabasca Potash Inc. | API-T | 6.190 | Doesn't know this one but on the face of it, this is probably good. Fertilizer demand is not going to let up anytime soon. He will be interested in looking at this one. | 2008-02-01 | |
| Comment | | Yahoo! | YHOO-Q | 28.380 | There is an offer by Microsoft (MSFT-Q). Deals take an awfully long time to do, particularly in the US. There will be a big, long, antitrust discussion and could take a year, even at lightning speed. If you own, considering that you gain $3, is it worthwhile holding? You might consider taking profits now. | 2008-02-01 | |
| BUY | | Toronto Dominion | TD-T | 69.030 | Interest rates are coming way, way down and banks do well in a declining interest rate environment. They have stated they are free of any sub prime entanglements. They have also indicated that their acquisition they are buying in the US is also free. Good dividend. | 2008-02-01 | |
| SELL | | Nortel | NT-T | 12.650 | The ugliest chart in the free world. We just sell and then find something else. | 2008-02-01 | |
| BUY | | Canadian Imperial Bank of Commerce | CM-T | 73.480 | This bank will be fine. They have the capital injection and the worst of the subprime thing seems to be over for them. | 2008-02-01 | |
| BUY | | Bank of Nova Scotia | BNS-T | 48.830 | Canada's most international bank. Doesn't yield as much as some of the others, but you will get a great yield over the next year or two. | 2008-02-01 | |
| BUY | | Barrick Gold | ABX-T | 50.640 | Likes this one as it has clearly participated in the stronger move on gold. Globally diversified. | 2008-02-01 | |
| Comment | | Yellow Pages Income Fund | YLO.UN-T | 12.300 | Looking at the pullback that it has had, it is one that is well worth looking at. Although he doesn't own it, he is going to have a good close look at it as a possibly could yield and value play. | 2008-02-01 | |
| DON'T BUY | | Imperial Oil | IMO-T | 50.250 | This company has limitations on what it can do. It is entirely focused on Canada. With energy prices, you would have thought would have done better over the last year or so. Prefers something more international. | 2008-02-01 | |
| Comment | | Tim Hortons | THI-T | 34.500 | Would characterize this as a good yield play although the dividend is very low. He could see it growing over time. | 2008-02-01 | |
| BUY | | Research In Motion | RIM-T | 92.320 | (Market Call Minute.) | 2008-02-01 | |
| BUY | | Rogers Communcations (B) | RCI.B-T | 47.060 | A technology leader. Gives the people what they want. Good operational track record. As part of a diversified portfolio, it's worth buying at this price. | 2007-10-24 | |
| DON'T BUY | | Research In Motion | RIM-T | 120.310 | As a retail investor, it's too high to buy right now. | 2007-10-24 | |
| HOLD | | Canadian Tire Corporation Ltd | CTC-T | 93.500 | Stores within 15 minutes of 70% of the population. A darling of the Canadian retail industry. Not subject to a takeover because it's family owned. | 2007-10-24 | |
| BUY | | Manulife Financial | MFC-T | 41.250 | Likes it. Better way to play the insurance business is with Power Financial since it has a broader category. Likes banks over insurance, but still likes it. | 2007-10-24 | |
| VAGUE | | Sunlife Financial | SLF-T | 51.950 | Likes Manulife's chart better, but still likes this. SLF is still trading sideways, whereas Manulife has broken out. | 2007-10-24 | |
| VAGUE | | NYSE Group | NYX-N | 90.000 | Thinks the New York stock exchange is one of the cheapest exchanges in the world. | 2007-10-24 | |
| BUY | | Encana Corp | ECA-T | 63.390 | A core hold in their energy sector. The natural gas is so out of favor, and oil is so high. It is a good investment. | 2007-10-24 | |
| BUY | | Alcoa | AA-N | 38.200 | Have been watching it. The take over bid will be wrapped up soon. Doesn't leave many left. Could be a subject of a take-over. | 2007-10-24 | |
| TOP PICK | | Viterra Inc | VT-T | 11.760 | Saskatuwan wheat pool. He likes the agricultural business. Different sectors surge in sequence. Energe, gold, now agriculture.
Their style is watching trends and macro-trends. Paid in the 10's. | 2007-10-24 | |
| TOP PICK | | Shoppers Drug Mart Corp | SC-T | 54.700 | Has had such a good track record both operationally and in terms of it's price. An extremely well run business. | 2007-10-24 | |
| TOP PICK | | Montréal Exchange | MXX-T | 30.870 | A backdoor way to play the US options business. They have the market cap to do it. Montreal should give itself more options then just Toronto. Will make themselves a serious key player by making acquisitions in the US options market. | 2007-10-24 | |
| BUY | | Bank of America | BAC-N | 47.480 | The risk is that the sub-prime risk isn't over, and there may be bigger exposures still to come. But with BAC the risk isn't huge. They will be getting all the problems (skeletons out of the closet) out right away. It will be a higher price a year from now. | 2007-10-24 | |
| DON'T BUY | | Nortel | NT-T | 15.520 | Doesn't know what will turn this stock around. | 2007-10-24 | |
| TOP PICK | | Viterra Inc | VT-T | 11.900 | Just completed a merger with Agricore (AU-T), making them the dominant grain distributor in western Canada. Market rotation has gone from energy to metals and now to anything related to agriculture. Over the next few years, wheat is going to be a hot commodity and this is a good way to play it. | 2007-07-24 | |
| TOP PICK | | NYMEX Holdings Inc. | NMX-N | 128.940 | An energies futures commodity exchange. A future takeover candidate. Likes how they partner with and develop other exchanges to trade different energy commodities globally. | 2007-07-24 | |
| TOP PICK | | Cisco | CSCO-Q | 29.760 | This is the 800 pound gorilla in the communications infrastructure business. Consistent management. Will be a leading provider of all the new communications equipment. | 2007-07-24 | |
| DON'T BUY | | Pfizer Inc | PFE-N | 24.890 | Has been a very frustrating stock to have. Doesn't seem to be able to get out of its own way. | 2007-07-24 | |
| PAST TOP PICK | | Goldcorp Inc | G-T | 28.200 | (A Top Pick Feb 27/07. Down 7%.) Has been frustrating as gold has been considerably stronger than the stocks themselves. This now seems to be changing. | 2007-07-24 | |
| PAST TOP PICK | | Aeroplan Income Fund | AER.UN-T | 21.000 | (A Top Pick Feb 27/07. Up 7.7%.) The loyalty program business has been one that has been growing over a number of years. | 2007-07-24 | |
| PAST TOP PICK | | Thomson Reuters Corp | TRI-T | 45.110 | (A Top Pick Feb 27/07. Down 6.1%.) The recent Reuters acquisition can be a very positive and accretive one for them. | 2007-07-24 | |
| BUY | | Microsoft | MSFT-Q | 30.800 | With the high Cdn$, this is a good time to make an entry. Chart looks like it is just beginning to break out to new highs. In Cdn$ terms you are buying it at a huge discount. | 2007-07-24 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 6.520 | Still has quite a bit more potential left in it. Seems to be coming out with new contracts all the time. The growth side seems to be the rails. | 2007-07-24 | |
| BUY | | NYSE Group | NYX-N | 75.400 | Over the next couple of years, he sees the US portion of the business adding a derivatives component to it. Can see the floor closing in a few years and then their current profit margins of 24% could move up sharply. | 2007-07-24 | |
| PARTIAL BUY | | Uranium One Inc. | UUU-T | 12.640 | Uranium has come off quite substantially in the last several months. Looking out many years ahead, our options for energy are very limited and we will be weaning ourselves away from Mideast oil. Would recommend you accumulate a little bit at a time, which will give you a good average cost. | 2007-07-24 | |
| BUY | | Shoppers Drug Mart Corp | SC-T | 51.400 | A tremendous Canadian growth story. Has made a nice base and should be making new highs over the next 3 to 6 months. | 2007-07-24 | |
| Comment | | Manulife Financial | MFC-T | 39.240 | Has been in a trading range of about $35 to $40 for some time. Financial services have generally been trending down, but that is more on the bank's side. Believes it will probably move up. Prefers Great West Life (GWO-T). | 2007-07-24 | |
| BUY | | Great West Lifeco | GWO-T | 35.050 | The whole Power Financial group (PWF-T) has been well managed for a long period of time. | 2007-07-24 | |
| PARTIAL BUY | | Cameco Corporation | CCO-T | 42.850 | If you are looking at uranium out over several years or decades, he cannot see it being out of favour. It is one of the few alternatives we have to middle eastern energy. Both for environmental and political reasons, we will be reducing our reliance on oil. Don't buy a full position, but perhaps only a third. | 2007-07-24 | |
| DON'T BUY | | CitiGroup | C-N | 49.310 | Everybody seems to hate the big US financials right now. The chart looks like it has a double top. From a technical view, that is not a happy looking chart. | 2007-07-24 | |
| BUY | | Rogers Communcations (B) | RCI.B-T | 50.260 | Have done a very good job of promoting their company, being on the leading edge of whatever is driving the communications revolution. Sees no reason why the stock will let up any time soon. | 2007-07-24 | |
| BUY | | Transalta Corp | TA-T | 30.560 | Technically it has broken out to new highs. While it may pull back a little bit, it is very much in an uptrend and looks like it wants to head higher. 3.25% yield. | 2007-07-24 | |
| BUY | | Canadian Western Bank | CWB-T | 29.000 | Very much likes the 2nd tier of financials. This has been a wonderful growth story. Expects it will continue to do well. At some point, it will probably get taken over. | 2007-07-24 | |
| Comment | | Google | GOOG-Q | 514.000 | This will be a very hard one to call going forward. Has a lot of competition coming from different areas. Trading at close to 45 X current earnings and 34 X forward. | 2007-07-24 | |
| BUY | | EMC Corp | EMC-N | 19.050 | Data storage. A technology infrastructure play. Feels it can have a considerable run from where it is. | 2007-07-24 | |
| Comment | | Biovail Corp. | BVF-T | 21.620 | Has been a very frustrating stock. Not sure what is going to drive the stock going forward. | 2007-07-24 | |
| BUY | | 3M Co. | MMM-N | 89.690 | Has been a better stock than GE (GE-N) as a proxy for the US economy. | 2007-07-24 | |
| TOP PICK | | Goldcorp Inc | G-T | 31.000 | As a proxy for gold, this is an excellent idea. | 2007-02-27 | |
| TOP PICK | | Aeroplan Income Fund | AER.UN-T | 20.050 | With the business model of consumer loyalty programs, it will do nothing but grow over the next number of years. | 2007-02-27 | |
| TOP PICK | | Thomson Reuters Corp | TRI-T | 48.020 | Has always admired their ability to analyze what they do. Dominate legal and investment information sector. Technically, it looks like it wants to break out. | 2007-02-27 | |
| BUY | | Yellow Pages Income Fund | YLO.UN-T | 13.740 | Feels some of the business trusts are good investments for the next while. Yield of about 7.5%. Continuing to grow its business. Recently acquired Eastern Canada Yellow Pages. | 2007-02-27 | |
| BUY | | General Electric | GE-N | 34.660 | An excellent core holding. 3% dividend yield. Some price targets of $45. | 2007-02-27 | |
| SELL | | Weyerhaeuser | WYL-T | 99.350 | Merging with Domtar (DTC-T). Forestry industry is a very tough business. Doesn't know what will help them become profitable over the next several years. | 2007-02-27 | |
| Comment | | Seamark Asset Managemnet | SM-T | 7.700 | Investment management Company. Has seen asset management Companies go through tough times through the years and has seen them fix their problems and go forward. Feels that this one can do the same thing. | 2007-02-27 | |
| DON'T BUY | | Precision Drilling Corp. | PD.UN-T | 27.290 | Not bullish on the energy sector. Drilling companies are a leveraged way to play the energy sector. | 2007-02-27 | |
| Comment | | Shoppers Drug Mart Corp | SC-T | 51.050 | Has been a really consistent performing company. Until you begin to see the stock flattening out or fall over, it is one that will continue to go up and pay a decent dividend. | 2007-02-27 | |
| BUY | | Denison Mines Corp | DML-T | 14.430 | Can't see any reason why uranium would slow down in the next little while. | 2007-02-27 | |
| Comment | | Potash Corp of Saskatchewan | POT-T | 181.900 | This is a stock that just doesn't seem to want to quit. If you have long view, you can buy on weakness. There won't be a decrease in need for fertilizer globally. | 2007-02-27 | |
| DON'T BUY | | Imperial Oil | IMO-T | 42.450 | The charts on integrateds look really ugly and he doesn't see them turning around anytime soon. A shortage of gasoline hasn't had any effect on stocks. | 2007-02-27 | |
| BUY | | Royal Bank | RY-T | 54.600 | Expects it will continue to do well. Ultimately, there will be some form of bank mergers. Not sure that their US strategy is going to work for them. | 2007-02-27 | |
| BUY | | NYMEX Holdings Inc. | NMX-N | 126.980 | A US commodity exchange. What he likes about exchanges is the derivative space. This is relatively cheap compared to a lot of exchanges. Will probably merge ultimately. | 2007-02-27 | |
| HOLD | | Verizon Communications | VZ-N | 36.630 | An interesting space with a lot of challenges coming at it. Feels the Internet will be pushing all the telephone companies pretty hard at some point. Probably can't go too far wrong holding this. | 2007-02-27 | |
| DON'T BUY | | Electonic Data Systems | EDS-N | 28.080 | This is a business that has had many ups and downs over the last while. It has a lot of big competitors. | 2007-02-27 | |
| BUY | | Eldorado Gold | ELD-T | 6.990 | Very bullish on gold. Expects this one will do very well over the next several years. | 2007-02-27 | |
| HOLD | | Shell Canada | SHC-T | 44.630 | Parent company, Royal Dutch, is taking it over. Would recommend tendering your stock. | 2007-02-27 | |
| BUY | | NYSE Group | NYX-N | 84.450 | His firm has a big vested interest in the NYSE. Has pulled back in the last little while. He feels that it will eventually trade at over $200. | 2007-02-27 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Gold: - Feels there will be a lot more international buying in the next while and gold will exceed $700 this year and $1000 in the next few years. | 2007-02-27 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 4.050 | Will recover. Better financial shape than CAE. | 2003-06-09 | |
| BUY | | Fairfax Financial | FFH-T | 195.000 | A good way to play the stock market. Volatile. | 2003-06-09 | |
| BUY | | JP Morgan | JPM-N | 33.760 | US financials have had a big bounce off the bottom and can move higher. | 2003-06-09 | |
| BUY | | MDS Inc | MDS-T | 18.340 | A way to participate in the Cdn biotechs. Not heavily traded. | 2003-06-09 | |
| BUY on WEAKNESS | | Toronto Dominion | TD-T | 36.490 | Would buy in the low $30's. Exposure to the market with TD Waterhouse has held it back. | 2003-06-09 | |
| DON'T BUY | | Celestica Inc | CLS-T | 20.800 | Very volatile. | 2003-06-09 | |
| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 1.970 | Shareholders could be left with nothing. | 2003-06-09 | |
| TOP PICK | | AGF Management (B) | AGF.B-T | 14.100 | A good way to leverage yourself to the Cdn market. Good price. | 2003-06-09 | |
| TOP PICK | | TSX Group | X-T | 26.700 | A good way to play the Cdn stock market. Rumors that cash on hand could be used as a dividend. | 2003-06-09 | |
| TOP PICK | | Zarlink | ZL-T | 7.100 | Communications industry has had problems which hurt. Will survive. Has leading edge technology. | 2003-06-09 | |
| WEAK BUY | | Microsoft | MSFT-Q | 32.750 | A tough one to call. No debt. Strong balance sheet. Linux may be creating a problem. | 2003-06-09 | |
| BUY | | Sceptre Investment Council Ltd | SZ-T | 5.850 | Likes the investment manegement sector. 14% yield. | 2003-01-08 | |
| BUY | | Toronto Dominion | TD-T | 34.800 | Banking sector will do well over the next year. | 2003-01-08 | |
| BUY | | JP Morgan | JPM-N | 26.770 | Negative issues are now largely behind them. | 2003-01-08 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 5.790 | Likes the new CEO. Has been using as a trading stock. Has ben oversold. | 2003-01-08 | |
| BUY | | General Electric | GE-N | 25.500 | Their problems seem to be working there way through. Expects the US economy to take off and GE is a reflection of their economy. | 2003-01-08 | |
| DON'T BUY | | Encana Corp | ECA-T | 47.320 | Gas prices will be volatile, but trend will probably go lower. | 2003-01-08 | |
| DON'T BUY | | ATI Technologies | ATY-T | 8.570 | Prone to erratic behaviuor. | 2003-01-08 | |
| DON'T BUY | | Trans Canada Corp | TRP-T | 22.340 | Not a fan. | 2003-01-08 | |
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