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| Comment | Canadian Oil Sands Trust | COS.UN-T | 27.740 | Canadian Oil Sands (COS.UN-T) or Crescent Point (CPG-T)? Rumoured they will be buying more Syncrude. Will be changing to a corporation and paying a dividend. Prefers Crescent Point (CPG-T). 5% yield. (See Top Picks.) | 2010-01-29 | ||
| BUY | Crescent Point Energy Corp | CPG-T | 37.850 | Canadian Oil Sands (COS.UN-T) or Crescent Point (CPG-T)? Prefers Crescent Point as it has a slightly higher yield and has far more growth potential. 7.25% yield. (See Top Picks.) | 2010-01-29 | ||
| BUY on WEAKNESS | Bank of Nova Scotia | BNS-T | 44.830 | Canadian banks, at least temporarily, are a little out of favour now. Primary concern in the short term is capital as the new Basil requirements may slow the ability to raise dividends. | 2010-01-29 | ||
| HOLD | Russel Metals | RUS-T | 17.300 | A good hold for the dividend. Not expecting it to go up anytime soon. A window onto the steel industry and the outlook is better but it's slow in coming. | 2010-01-29 | ||
| Comment | Barrick Gold | ABX-T | 37.120 | His theory is that these are the ones that pushed gold to the mini-peak because they were unwinding their hedge. Gold is currently in a natural pullback. Technically, gold could go down a little bit more. If you think gold is going higher, this would be a Hold. | 2010-01-29 | ||
| BUY | CML Healthcare Income Fund | CLC.UN-T | 13.300 | Canadian lab business with some smaller US tuck-ins and they are working out to show some growth. Safe place to be in the market with a 7.5% dividend. | 2010-01-29 | ||
| BUY | PetroBakken Energy | PBN-T | 29.650 | A Bakken play and striking out into the Cardium side with the latest 2 acquisitions. Paid kind of on the expensive side per barrel but there is a lot of drilling coming. Looking at little more like Crescent Point (CPG-T) in that they are building up a great number of multi-years of drilling. Good price. | 2010-01-29 | ||
| Comment | Teck Resources Ltd. (B) | TCK.B-T | 35.010 | Primarily coal, which has a lot of demand from China. Concerns that China will be putting brakes on growth have had a fairly major impact on all base metals. As fear eases, this will go back over $40 eventually. Will probably wait before reinstituting an aggressive dividend policy. | 2010-01-29 | ||
| TOP PICK | Aecon Group Inc | ARE-T | 13.580 | Primarily Canadian infrastructure with toll crossroad in Israel and Ecuador airport as big contracts. Acquired an oil sands and oil sands related company in February, which won the big fire-bag restart from Suncor (SU-T). Stock really moved on this but has now pulled back. Good backlog. | 2010-01-29 | ||
| TOP PICK | Suncor Energy Inc | SU-T | 33.760 | Has dropped back with the retreat in oil prices. You have the restart on the oil sands side. Best operator there. Still 2 or 3 years of synergies that they can pull out of the Petrocan acquisition as well as a couple of dispositions of non-core assets. | 2010-01-29 | ||
| TOP PICK | Agrium | AGU-T | 60.140 | If you were going to buy one fertilizer stock, this is it. You get the retail side in the US and Canada. You get pieces of all 3 of potash, nitrogen and phosphate. There is also still the chance that they acquire C F industries. | 2010-01-29 | ||
| PAST TOP PICK | Kinross Gold | K-T | 17.310 | (A Top Pick Jan 26/09. Down 16.81%.) | 2010-01-29 | ||
| PAST TOP PICK | Shoppers Drug Mart Corp | SC-T | 42.550 | (A Top Pick Jan 26/09. Down 3.63%.) Think there will be a pop on this one. | 2010-01-29 | ||
| PAST TOP PICK | Potash Corp of Saskatchewan | POT-T | 105.920 | (A Top Pick Jan 26/09. Up 16.56%.) | 2010-01-29 | ||
| TOP PICK | Goldcorp Inc | G-T | 41.120 | Really good growth. Trying to acquire a Junior in Mexico, which is next to the big growth and will be able to grow and replace reserves for the next 4-5 years. | 2009-12-30 | ||
| TOP PICK | Shoppers Drug Mart Corp | SC-T | 44.650 | Essentially flat for the year because of concerns about the Ontario government's possible legislation on pharmaceuticals. 20% below where it would normally be. Very cheap. | 2009-12-30 | ||
| TOP PICK | Aecon Group Inc | ARE-T | 14.920 | All the contracts are now being signed and putting them together you get a growing infrastructure play, which isn't so dependent on the economy. Trading at 12X next years earnings. | 2009-12-30 | ||
| PAST TOP PICK | Research In Motion | RIM-T | 71.050 | (A Top Pick Feb 2w3/09. Up 51.6%.) In spite of competition he loves the valuation of 13X forward earnings, which is half of Apple’s (AAPL-Q). | 2009-12-30 | ||
| PAST TOP PICK | Great West Lifeco | GWO-T | 26.780 | (A Top Pick Feb 2w3/09. Up 86.6%.) Expecting a normal 8%-10% increase from this point on. | 2009-12-30 | ||
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| PAST TOP PICK | Agrium | AGU-T | 65.810 | (A Top Pick Feb 2w3/09. Up 42.8%.) Trying to acquire C F Industries. Still likes. 2-year outlook is really good. | 2009-12-30 | ||
| Comment | Thompson Creek Metals | TCM-T | 12.400 | Molybdenum. The prices have been rising but have now started to flatten out. Moly prices will only continue to go up if the economy continues to improve. Strictly an economic play. | 2009-12-30 | ||
| DON'T BUY | Yellow Pages Income Fund | YLO.UN-T | 5.350 | Sold his holdings because of worries on the balance sheet but they have been addressing it quite well by pushing their maturities out. Debt is still pretty high. Auto Traders hasn't worked. Didn't want to take a chance of a cut in distributions again. Their recent reset preferreds would be a better deal as they are yielding over 7%. | 2009-12-30 | ||
| BUY | PetroBakken Energy | PBN-T | 32.360 | PetroBakken (PBN-T) or Crescent Point (CPG-T)? Likes the Bakken play and both of these companies but in the short term prefers PetroBakken, which has a better value. | 2009-12-30 | ||
| Comment | Crescent Point Energy Corp | CPG-T | 39.220 | PetroBakken (PBN-T) or Crescent Point (CPG-T)? This one has an 8 to 10 inventory of drilling plays. Likes the Bakkens and both of these companies but in the short term prefers PetroBakken, which has a better value. | 2009-12-30 | ||
| Comment | Red Back Mining Inc | RBI-T | 14.840 | Gold in Africa, South America, Surinam and a little in Quebec. Had a nice run like all golds. Prefers Iamgold (IMG-T), which is cheaper on a price to net asset value as well as better growth. | 2009-12-30 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Gold. The pullback of $1220-$1090 has surprised him. Thinks you should still be in gold but he is not looking for $2000. 1200 to 1250 would be reasonable and as it gets back there in the next 6 months, he will lighten up his holdings. | 2009-12-30 | ||
| DON'T BUY | Petrobank Energy and Resources | PBG-T | 51.100 | Over top of PetroBakken (PBN-T) and PetroMinerales (PMG-T) and has an enhanced recovery process. When PetroBakken was weak and PetroMinerales was where it was, you got the heavy oil for free when you owned this stock but now you have to pay about $6. When you pay almost nothing he would buy this one but he prefers the Bakken play at this time. | 2009-12-30 | ||
| Comment | Progress Energy Resources | PRQ-T | 14.120 | There will be a bunch of shale gas play around giving a little bit too much gas and too easy to find. You need really cold weather for a couple of months, which he doesn't think is very likely. If a trader, think about getting out at the end of January but for a long term hold, they have a good balance sheet, pays a good dividend and has good drilling prospects. | 2009-12-30 | ||
| Comment | Pembina Pipeline Income Trust | PIF.UN-T | 17.540 | Yield is very important and what you do with your business trusts because they are going to have to convert. This one might be able to get away with a small cut in distributions. The business is good and grows. Would be a little nervous as it has been going up a lot lately and if it got to $18 he would consider a trim. | 2009-12-30 | ||
| SELL | Arc Energy Trust | AET.UN-T | 19.980 | Well managed but there is a potential small cut when they convert to a corp. Even a small cut in the short term would hurt the price so he would consider Crescent Point (CPG-T), which has already converted and the yield is very similar and they have better growth. | 2009-12-30 | ||
| BUY | Nexen Inc | NXY-T | 25.180 | This and Talisman (TLM-T) are statistically 2 of the cheapest oils. Thinks this one is a takeover candidate in the $33-$35 range. Slowly getting their act together on Long Lake. | 2009-12-30 | ||
| HOLD | Canadian Imperial Bank of Commerce | CM-T | 67.920 | Canadian Imperial (CM-T) or National Bank (NA-T). Which would you sell? As Canadian Imperial have cleared up their problems, it has become a well-run Canadian retail bank and probably the one with the best 2-3 year outlook. Prefers Toronto Dominion (TD-T) | 2009-12-30 | ||
| SELL | National Bank of Canada | NA-T | 59.990 | Canadian Imperial (CM-T) or National Bank (NA-T). Which would you sell? Would only own this when it is a big discount to the others. Prefers Toronto Dominion (TD-T) | 2009-12-30 | ||
| DON'T BUY | Teck Resources Ltd. (B) | TCK.B-T | 37.760 | Has pulled back with the rest of the commodities. Have fixed the balance sheet. Outlook for coal is better. Tied to Asia and China better than others. If there is a pullback in the group, it will pull back more than the others. Longer term it will be fine. | 2009-12-30 | ||
| BUY | Power Corp | POW-T | 28.820 | This or the underlying assets, Great West Life (GWO-T) and Investors Group (IGM-T)? He owns Great West. Nothing wrong with IGM. Also have media assets. All 3 dilute it a little. Has no problem with this one but a slight preference for Great West. | 2009-12-30 | ||
| HOLD | MagIndustries Corp. | MAA-T | 0.485 | Huge potash deposits on the west coast of Africa and have a signed deal to send it to Brazil. Just needs financing to put it into play. Memorandum of Understanding with Sino Hydro has been delayed twice. Think they will definitely get financing and it's only a matter of time. | 2009-12-30 | ||
| SELL | Daylight Energy Trust | DAY.UN-T | 10.190 | Gassy. Has moved up a little but will probably have to cut its double-digit yield distributions. Expect it will retreat at that point. If you want to be tricky, you could sell it now and buy it back after the cut. He prefers something oilier. | 2009-12-30 | ||
| DON'T BUY | Denison Mines Corp | DML-T | 1.310 | Like uranium but doesn't particularly like this company. His least favourite. He owns Paladin (PDN-T), which has better growth, better mines, lower costs and is a little cheaper. | 2009-12-30 | ||
| HOLD | Precision Drilling Corp. | PD.UN-T | 7.680 | (Market Call Minute.) Recovered somewhat. A lot of it is gas oriented. A hold at best. | 2009-12-30 | ||
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| BUY on WEAKNESS | Canadian National R.R. | CNR-T | 57.090 | (Market Call Minute.) Would like it to be a little bit cheaper. A definite buy in the low $50's. | 2009-12-30 | ||
| BUY | Connacher Oil and Gas | CLL-T | 1.300 | (Market Call Minute.) Small-cap, juniorish oil sands play. Pretty cheap. As they bring it into production he expects the stock to be $1.50-$1.60 later on. | 2009-12-30 | ||
| HOLD | Westshore Terminals Inc. | WTE.UN-T | 14.150 | (Market Call Minute.) Coal terminal in BC. Expects there will be more demand for coal from Asia. | 2009-12-30 | ||
| Comment | Canadian Pacific Rail | CP-T | 56.930 | (Market Call Minute.) If you like East-West shipping of coal, grain and potash this would be a preference over CNR. | 2009-12-30 | ||
| Comment | Thomson Reuters Corp | TRI-T | 33.810 | (Market Call Minute.) Has been flat for a year, which he finds perplexing. He is looking at this one. Cheap. | 2009-12-30 | ||
| TOP PICK | Sherritt International Corp. | S-T | 6.080 | 1/3rd each of nickel, coal and oil. Has pulled back sharply. NAV of $11 with little value for Abitobe, the big nickel mine that comes on in Madagascar in 2011. When that comes on it goes up to $13-$14. | 2009-12-07 | ||
| TOP PICK | Suncor Energy Inc | SU-T | 36.760 | Best oil sands play with lowest cost and longest history. Going to finish off Firebag 3 and 4. Great long-term story. | 2009-12-07 | ||
| TOP PICK | Manulife Financial | MFC-T | 18.010 | Sold half his position when they cut the dividend but at $18 it is trading under 10 X earnings. Great long-term business. Will probably make Asian acquisitions. | 2009-12-07 | ||
| PAST TOP PICK | Toronto Dominion | TD-T | 66.200 | (A Top Pick Dec 23/08. Up 74.2%.) Still his favourite bank. Likes the retail aspect. Think they will do a better than average job on the US retail. A switch to Royal (RY-T) wouldn't be bad. | 2009-12-07 | ||
| PAST TOP PICK | Agrium | AGU-T | 63.790 | (A Top Pick Dec 23/08. Up 77.7%.) Still likes. Thinks that nitrogen, potash and phosphate will all have a pretty good 2010. Buy on weakness. | 2009-12-07 | ||
| PAST TOP PICK | Kinross Gold | K-T | 21.020 | (A Top Pick Dec 23/08. Up 5.9 %.) Didn't keep pace with bullion because of operational problems in Brazil and will take several quarters to fix. Still a buy. | 2009-12-07 | ||
| BUY | Onex Corp | OCX-T | 23.350 | Lots of cash. Trading at a fair size discount to NAV. Long-term track record of investing is great. You'll have to be patient. | 2009-12-07 | ||
| Comment | MagIndustries Corp. | MAA-T | 0.490 | Green field potash mine on the west coast of Africa. A deal with Sino Hydro was postponed but the company feels they will come back in the next few weeks. | 2009-12-07 | ||
| BUY | Research In Motion | RIM-T | 63.400 | Reports 17th Dec. and has started to act a little better in the last few days and there are rumblings that the quarter will be decent. Trading at 11 or 12 times earnings. | 2009-12-07 | ||
| HOLD | Bank of Montreal | BMO-T | 54.050 | His least favourite bank. Has a little bit of trouble with their strategy and their US exposure. (See Top Picks.) | 2009-12-07 | ||
| BUY | Bank of Nova Scotia | BNS-T | 48.610 | Good international exposure. You can expect a 10% total return including dividends. | 2009-12-07 | ||
| BUY | Trans Canada Corp | TRP-T | 34.500 | Pre-raise money and acquired Keystone. Stock has finally gone through the issue price. Not looking for an increase in dividends until late 2011 and 2012. 4.4% dividend. | 2009-12-07 | ||
| BUY on WEAKNESS | Crescent Point Energy Corp | CPG-T | 38.700 | Converted from a trust. Loads of growth with years of prospects in the Bakkens. A little expensive so try to buy it on weakness. | 2009-12-07 | ||
| DON'T BUY | Barrick Gold | ABX-T | 44.630 | Suspects that in closing out their hedge book they were partly responsible for gold going over $1200. Still the biggest gold company and has the most trouble to grow because of its size. Prefers companies with production growth. | 2009-12-07 | ||
| BUY | Eldorado Gold | ELD-T | 13.830 | Good management. Has production growth, which he likes in a company. | 2009-12-07 | ||
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| BUY on WEAKNESS | Goldcorp Inc | G-T | 43.560 | Has probably had a bit of overreaction on the down side, which gives a trading opportunity as opposed to a long-term hold. $38 would be a great entry point. | 2009-12-07 | ||
| BUY on WEAKNESS | Aecon Group Inc | ARE-T | 14.840 | Had a big pop on the announcement by Suncor (SU-T) of starting up of Firebag #3 and #4 which will be done by their acquisition earlier this year. | 2009-12-07 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 4.730 | Transportation side is okay but the aerospace side is dicier and he doesn't own it because of that. Too unpredictable. | 2009-12-07 | ||
| Comment | SNC-Lavalin Group Inc. | SNC-T | 48.330 | Looking at this and others such as Bird Construction (BDT.UN-T), Armtec (ARF.UN-T) and IBI (IBG.UN-T) because of the infrastructure aspects. | 2009-12-07 | ||
| BUY on WEAKNESS | Bird Construction Income Fund | BDT.UN-T | 33.540 | Looking at this and others because of infrastructure aspects. 5.4% yield. Would be interested at $30. | 2009-12-07 | ||
| Comment | Legacy Oil + Gas Inc. | LEG-T | 9.700 | Just did a reverse 1 for 6 split that pushed the stock price up. Management has a good track record with other companies. Has a lot of Bakken plays to drill. | 2009-12-07 | ||
| BUY | Encana Corp | ECA-T | 29.380 | Encana split into 2 separate companies Encana (ECA-T) and Cenovus (CVE-T). If you combined the 2 prices, this would be as cheap as they have been in quite a while. This one is the gassy side but this is the premier company and it will have growth despite the price of gas. | 2009-12-07 | ||
| Comment | Cenovus Energy | CVE-T | 25.500 | Encana split into 2 separate companies Encana (ECA-T) and Cenovus (CVE-T). If you combined the 2 prices, this would be as cheap as they have been in quite a while. This one is getting cheap under $26. Still not 100% oil. | 2009-12-07 | ||
| BUY | Avenir Diversified Income Trust | AVF.UN-T | 4.800 | Small Junior oil/gas as well as a real estate division and a gas marketing division. Asset value of $6 and pays 14% yield. Believes the most likely scenario is that it goes private or breaks up in some manner. | 2009-12-07 | ||
| HOLD | Cogeco Cable | CCA-T | 35.430 | (Market Call Minute.) | 2009-12-07 | ||
| SELL | TorstarCorp (B) | TS.B-T | 6.680 | (Market Call Minute.) It survives but it's not a business he is interested in. | 2009-12-07 | ||
| HOLD | Westshore Terminals Inc. | WTE.UN-T | 13.500 | (Market Call Minute.) Passes on coal through the BC terminal and has a pretty good yield. | 2009-12-07 | ||
| DON'T BUY | Bonavista Energy Trust | BNP.UN-T | 20.100 | (Market Call Minute.) Gassy and not his favourite place to be. Would prefer Progress (PRQ-T), which has better drilling upside. | 2009-12-07 | ||
| BUY | PetroBakken Energy | PBN-T | 30.480 | (Market Call Minute.) This is the merger of Tristar and Petrobank’s Bakken play. Undervalued by 10%-15%. | 2009-12-07 | ||
| TOP PICK | Eldorado Gold | ELD-T | 11.460 | Just announced a 32% increase in reserves in their Turkey mine. Probably has the best production profile of the 5 or 6 large Canadian gold companies. Good management. | 2009-10-28 | ||
| TOP PICK | Canadian National R.R. | CNR-T | 50.750 | A tentative cyclical way to get some economic exposure. Great management and really good cost control. As soon as there is a start of some volume and recovery in the economy, it will drop right to the bottom line and you could get $60. | 2009-10-28 | ||
| TOP PICK | Toronto Dominion | TD-T | 62.380 | (A Top Pick Nov 25/08. Up 58.58%.) The group is off a little more than 10% and there are general rumblings that the earnings are going to be quite good. Attractive at this level. | 2009-10-28 | ||
| PAST TOP PICK | BCE Inc. | BCE-T | 25.470 | (A Top Pick Nov 25/08. Down 28.98%.) | 2009-10-28 | ||
| PAST TOP PICK | Rogers Communcations (B) | RCI.B-T | 30.300 | (A Top Pick Nov 25/08. Down 10.41%.) | 2009-10-28 | ||
| DON'T BUY | Teck Resources Ltd. (B) | TCK.B-T | 30.720 | Finds it a little overvalued and would like a pull back into the $25-$27 range. | 2009-10-28 | ||
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| BUY | Crescent Point Energy Corp | CPG-T | 37.100 | Saskatchewan Bakken play. Good value. | 2009-10-28 | ||
| STRONG BUY | Research In Motion | RIM-T | 65.400 | 13X earnings and 25% earnings growth makes it a good buy. Could see it doubling in a few years but could see it reaching $100. Not losing market share. Apple (AAPL-Q) is growing a bit faster. Nokia (NOK-N) and Motorola (MOT-N) are the ones losing market share | 2009-10-28 | ||
| BUY | Agnico-Eagle Mines | AEM-T | 66.100 | Any of the senior golds would be fine. His preferences are Eldorado (ELD-T), Iamgold (IMG-T) and GoldCorp (G-T). (See Top picks.) | 2009-10-28 | ||
| WEAK BUY | Denison Mines Corp | DML-T | 1.590 | Uranium prices started to turn around in the last few weeks. A commodity that had not moved and was overdue so he likes uranium longer-term. Prefers Paladin Resources (PDN-T) to this one because of its lower costs and a better growth profile. | 2009-10-28 | ||
| BUY | MagIndustries Corp. | MAA-T | 0.600 | Junior potash that has an understanding with Sino Hydro in China and is hoping it will be signed by Friday. Thinks it will go through so he would buy it here. | 2009-10-28 | ||
| BUY | Sherritt International Corp. | S-T | 6.800 | Having a conference call at 2 PM. It was $.19 and the consensus was $.13 If you like nickel, the pullback represents a buying opportunity. Had dipped to $6.01, which would be a great entry point if it went there again. | 2009-10-28 | ||
| BUY | Avenir Diversified Income Trust | AVF.UN-T | 5.000 | Have made a couple of small oil acquisitions. Pretty low payout at around 65%. Thinks there is a chance that it will go private. 14% yield. Nobody follows it and it is under the radar screen. Asset value is about $6. | 2009-10-28 | ||
| BUY | Potash Corp of Saskatchewan | POT-T | 100.960 | Did relatively well in the recent pullback. Holding up well because of a rumour that BHP Billiton (BHP-N) would like to buy them. Still a couple of quarters away from decent earnings. | 2009-10-28 | ||
| BUY | Sunlife Financial | SLF-T | 28.820 | Because of their mutual fund side, when markets pull back, they pull back too. 5% yield and 11X earnings. | 2009-10-28 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Now that we are up 5+% for September, a shallow correction would be back to 11,000. There is a lot of money on the sidelines. He is increasingly thinking that a correction won’t happen since everyone is expecting it. Market is overvalued for US consumers, but oils, for example, are still attractive. Not putting any more cash into this market right now. If we were to get the correction, he would then. | 2009-09-15 | ||
| VAGUE | HBP NYMEX Nat'l Gas Bull+ | HNU-T | 2.700 | This is a trading vehicle. As soon as they bounce around, they start losing track with the underlying commodity. The split wont affect the investor. Would prefer a senior Gas company. | 2009-09-15 | ||
| HOLD | Sunlife Financial | SLF-T | 31.220 | Flat in an up market. Stocks in this group are lagging a little. Still worry there is exposure to credit in the UK. Be patient. You get paid well to wait. | 2009-09-15 | ||
| BUY | Research In Motion | RIM-T | 89.200 | It sells off a week or so before earnings if the expectation is for lower earnings. He thinks it will be as expected and the next quarter will be above. Could take profits if it is $95 just before earnings. | 2009-09-15 | ||
| BUY | Suncor Energy Inc | SU-T | 38.650 | Not too late to buy even though it has had such a run-up. Could buy half now and the rest if there is a pull-back. They now have time to massage some of the assets from Petro Canada. | 2009-09-15 | ||
| HOLD | Teck Resources Ltd. (B) | TCK.B-T | 29.250 | Can throw past seasonality out the window. They fixed the balance sheet and now outlook for coal prices is much better than it was 6 months ago. In another 6 months it will be fine. Would be a candidate to pull back more than the market if a correction occurs. | 2009-09-15 | ||
| BUY | Crescent Point Energy Corp | CPG-T | 37.480 | Previous issue they did closed today so there was some flipping done. Will show above average growth. Dividend wont change bit stock price will go up. | 2009-09-15 | ||
| WAIT | Bank of Nova Scotia | BNS-T | 48.500 | Likes it. But it just went up so wait to buy. Hold on to it for the dividend. Take profits over $50 | 2009-09-15 | ||
| BUY | Aecon Group Inc | ARE-T | 11.490 | Likes it and likes this entry point. Announcing contracts all over the place. They are going to have higher earnings over next 3-4 years. | 2009-09-15 | ||
| PAST TOP PICK | Kinross Gold | K-T | 24.600 | (Top Pick Sept 9/08, Up 42%) Largest senior gold producer that is not hedged. Good production growth over next 2-3 years. Would still hold it. | 2009-09-15 | ||
| SELL | Birchcliff Energy Ltd. | BIR-T | 8.210 | Had one of the best runs. Pure gas, pretty liquid. It will probably be one of the first ones to finish. If bought for a trade, then hang off, otherwise sell half and ride the rest. | 2009-09-15 | ||
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| DON'T BUY | Encana Corp | ECA-T | 63.620 | Re-announced splitting into oil and gas, causing a blip. Unlikely to go much higher in the next couple of months. Would keep both after the split if holding before. | 2009-09-15 |