Rss Top Picks FeedRss Daily Feed| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 2 registered members and 34 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
| Bruce Cooper of T.D. Asset |
|---|
| TOP PICK | Coca-Cola Company | KO-N | 51.570 | 80% of earnings come from outside of the US. Has exceptional cash flow. Trades at about 15X earnings with a dividend yield of 3%. | 2008-07-29 | ||
| BUY | Koninklijke Philips Electronics | PHG-N | 33.590 | Have been going through a slow motion restructuring over the last 5 years, which has been the right thing to do. Balance sheet is in great shape. Expected to buy back about 10% of their shares this year. | 2008-07-29 | ||
| BUY | Toyota | TM-N | 90.040 | One of the highest quality Japanese companies. He would not consider a North American carmaker but he would look at this one. Strong balance sheet, high margins and constantly gaining market share. With US consumer under pressure, it has guided down in sales. Good long-term hold. Watch for near-term volatility. | 2008-07-29 | ||
| TOP PICK | DuPont | DD-N | 43.560 | Chemical conglomerate. Likes their position in agriculture. Sales were up 23% year over year. First half earnings were up over 20%. Trades at 12X earnings with a dividend yield of almost 4%. | 2008-07-29 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | European Utilities: Can be divided into 2 categories. Energy market is deregulated so with higher energy costs they have higher power costs. There is also the regulated utility, which is the more defensive one. The utility sector is providing the traditional defensive haven. There are a lot that would yield 4% to 5%. | 2008-07-29 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Australian Banks: Not bottoming as yet. 2 of them have issued profit warnings in the last few days. There has been a bit of a housing bubble in Australia, interest rates have gone up and housing prices are starting to roll over. Yields are attractive, but not sure they are safe. | 2008-07-29 | ||
| HOLD | A Comment -- General Comments From an Expert | A Commentary | 0.020 | British Gas: Probably one of the highest quality oil/gas companies in Europe. Has the fastest growth rate of all the major European energy companies. Very much focused on gas and LNG. Good long-term holding with strong fundamentals. | 2008-07-29 | ||
| BUY | Banco Santander SA | STD-N | 19.220 | Based in Spain but very strong franchise in Latin America. Spain is a bit more problematic because of their housing bubble. Earnings per share were up double digits. Strong balance sheet. Yield of around 4%. | 2008-07-29 | ||
| TOP PICK | Bouygues | EN-FP | 0.010 | Trades on the Paris exchange. Conglomerate but its best business is its global road building business, which has grown its earnings by 17% compounded annually for the last 20 years. Trading at 9X earnings. | 2008-07-29 | ||
| WEAK BUY | Valeant Pharmaceuticals | VRX-T | 59.950 | Grows through acquisition which can be risky. Could go a little higher. | 2002-05-17 | ||
| WATCH | Coolbrands (A) Sold to Nestle | COB.A-T | 6.650 | Likes the deal with Weightwatchers. May be a little ahead of itself. | 2002-05-17 | ||
| DON'T BUY | Labopharm Inc | DDS-T (Dead) | 5.340 | Volatile. Too few projects on the go. Risky. | 2002-05-17 | ||
| PAST TOP PICK | Dorel Industries (A) | DII.A-T | 38.350 | (Was a top pick on Mar 21 up 18%) Still likes. Cheap. | 2002-05-17 | ||
| TOP PICK | Firstservice Corp | FSV-T | 37.880 | Has grown their earnings about 20% annually over the last 10 years. Strong management. | 2002-05-17 | ||
| DON'T BUY | Iamgold Corp | IMG-T | 5.500 | A one trick pony. Very risky. Product has taken too long to develop. | 2002-05-17 | ||
| BUY | Onex Corp | OCX-T | 20.600 | High quality company. Has a lot of cash. | 2002-05-17 | ||
| TOP PICK | Payless Shoesource Inc | PSS-N | 57.990 | Good cash flow. 13 X this years earnings. | 2002-05-17 | ||
| DON'T BUY | Patheon | PTI-T | 11.600 | High valuation. Return on equity is poor. | 2002-05-17 | ||
| PAST TOP PICK | Ritchie Bros Auctioneers Inc. (US) | RBA-N | 32.400 | (Was a top pick on Mar 21 up 21%) Still likes. A long term hold. | 2002-05-17 | ||
|
| |||||||
| PAST TOP PICK | Ruby Tuesday | RT-N | 24.270 | (Was a top pick on Mar 21 up 8%) Still likes. Good valuation. | 2002-05-17 | ||
| BUY on WEAKNESS | Seamark Asset Managemnet | SM-T | 24.700 | Growing quickly. Good dividend but a little ahead of itself. Well managed. | 2002-05-17 | ||
| WEAK BUY | Stressgen Biotechnologies Corp | SSB-T | 4.500 | In the final stage of their clinical trials. Will be a couple of years before you know if the product works. | 2002-05-17 | ||
| DON'T BUY | Vasogin | VAS-T | 4.950 | Quite risky. No earnings. | 2002-05-17 | ||
| DON'T BUY | World Heart | WHT-T | 4.650 | Has struggled. Product they are working on has good potential, but is taking a long time. Risky. | 2002-05-17 | ||
| WEAK BUY | Extendicare REIT | EXE.UN-T | 5.650 | Government issues in US could create severe problems. | 2002-05-17 | ||
| WEAK BUY | Coolbrands (A) Sold to Nestle | COB.A-T | 6.150 | Recent management change has been good. They now have a license to produce Weight Watcher products. Going in the right direction. | 2002-05-02 | ||
| DON'T BUY | Labopharm Inc | DDS-T (Dead) | 4.750 | Interesting technology. Future is unclear. Risky. | 2002-05-02 | ||
| PAST TOP PICK | Dorel Industries (A) | DII.A-T | 38.650 | (Was a top pick on Mar 21 up 16.5%) Still likes. Relatively cheap. | 2002-05-02 | ||
| DON'T BUY | Descartes | DSG-T | 5.480 | Haven't worked out how to make profits yet. Not sure of the value of the product. Has a strong balance sheet. | 2002-05-02 | ||
| BUY on WEAKNESS | Forzani Group | FGL-T (Dead) | 21.350 | Earnings growth ahs been outstanding and management is strong. May be a little high. Would like to see it pull back. | 2002-05-02 | ||
| TOP PICK | CHC Helicopters (A) | FLY.A-T | 28.220 | Only one competitor so can have price increases. Good cash flow and trades at 9 X next years earnings. | 2002-05-02 | ||
| DON'T BUY | Hemosol | HML-T | 3.750 | Have had a tough time getting approval. Competition is growing. Future is uncertain. | 2002-05-02 | ||
| TOP PICK | Payless Shoesource Inc | PSS-N | 57.820 | Dominant as shoe retailer. Tremendous cash flow which they use for share buy-back. Very profitable. | 2002-05-02 | ||
| PAST TOP PICK | Ritchie Bros Auctioneers Inc. (US) | RBA-N | 29.880 | (Was a top pick on Mar 21 up 13%) Still likes. A strong franchise. A Buy & Hold stock. | 2002-05-02 | ||
| PAST TOP PICK | Ruby Tuesday | RT-N | 24.910 | (Was a top pick on Mar 21 up 13%) | 2002-05-02 | ||
| WEAK BUY | Stressgen Biotechnologies Corp | SSB-T | 3.530 | Well along on the approval line. Product seems to be good. The sector is suffering. A higher risk. | 2002-05-02 | ||
| BUY | Canadian Pacific Ships | TEU-T | 15.830 | Shipping capacity has increased because of launching of new ships. At the same time, the economy has sluimped. Long term should be OK. | 2002-05-02 | ||
| DON'T BUY | Tundra Semiconductor | TUN-T | 11.900 | In the telecom sector so may take a while. Good products. | 2002-05-02 | ||
| DON'T BUY | Westaim Corp | WED-T | 4.390 | Speculative. Japanese competition is tough. Not sure they can compete. | 2002-05-02 | ||
|
| |||||||
| DON'T BUY | Wi-Lan Inc. | WIN-T | 2.600 | A lot of competition. Sales have been poor. Speculative. | 2002-05-02 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 0.530 | Not profitable. Negative cash flow. | 2002-05-02 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 24.600 | Owns and likes. Trades at 12 X earnings. Business is doing very well. Has strong cash flow and is using it to help reduce debt. | 2002-05-02 | ||
| TOP PICK | Extendicare REIT | EXE.UN-T | 5.820 | Have sold some assets to pay down debt. Trades at a discount to its US peers. | 2002-05-02 | ||
| WEAK BUY | Sleeman | ALE-T (Dead) | 10.370 | Excellent brands. A slow growth market. Trades at 12 X earnings. | 2002-03-21 | ||
| DON'T BUY | ATI Technologies | ATY-T (Dead) | 20.700 | A little expensive. | 2002-03-21 | ||
| TOP PICK | Dorel Industries (A) | DII.A-T | 33.000 | Trades at 11 X earnings. | 2002-03-21 | ||
| PAST TOP PICK | Datamirror Corp | DMC-T | 11.750 | (Was a top pick on Nov 29 up 33%) | 2002-03-21 | ||
| DON'T BUY | Electrovaya Inc. | EFL-T | 1.290 | Product is expensive and sales are slow. Have a lot of cash. Wait for sales to improve. | 2002-03-21 | ||
| DON'T BUY | Forzani Group | FGL-T (Dead) | 18.350 | Had a great run. Dominates their sector. Trading at 18 X this years earnings and 13 X next year's. Fully priced now. | 2002-03-21 | ||
| STRONG BUY | CHC Helicopters (A) | FLY.A-T | 26.500 | A good business. Not a lot of competition. Good earnings. Trades at 9 X earnings. | 2002-03-21 | ||
| DON'T BUY | Gennum | GND-T | 12.900 | Having to play catch up in switching to digital chips for hearing aids. 25 X earnings. | 2002-03-21 | ||
| DON'T BUY | Hemosol | HML-T | 4.200 | Approval of Hemolink was denied. No revenues or earnings. | 2002-03-21 | ||
| WEAK BUY | Inex Pharmaceuticals Corp | IEX-T | 6.500 | In phase 3 trials. Speculative. | 2002-03-21 | ||
| DON'T BUY | Patheon | PTI-T | 12.750 | A little high. Tends to grow by acquisition which creates debt or good will. | 2002-03-21 | ||
| TOP PICK | Ritchie Bros Auctioneers Inc. (US) | RBA-N | 26.400 | Operates globally. Strong cash flow. Low risk. | 2002-03-21 | ||
| TOP PICK | Ruby Tuesday | RT-N | 22.140 | Growing well. Good cash flow. Low risk. | 2002-03-21 | ||
| DON'T BUY | Teknion Corp | TKN-T | 10.500 | Dominates their sector, but short term is slow. Good company with a strong balance sheet. Wait for 2003/2004 for sales to pick up. | 2002-03-21 | ||
| DON'T BUY | ATS Automation | ATA-T | 17.900 | Very good company with a good track record. Business' are in a capital cutback which will hurt them. Too high. | 2002-01-15 | ||
| TOP PICK | Firstservice Corp | FSV-T | 39.750 | Have grown their earnings 20% plus per year for last 10 years. Good cash flow. | 2002-01-15 | ||
|
| |||||||
| BUY | Magellan Aerospa | MAL-T | 5.000 | Good management. Aerospace in a downturn. At a good price now. | 2002-01-15 | ||
| BUY on WEAKNESS | Seamark Asset Managemnet | SM-T | 19.020 | Has a good long term investing record in US and Canada. Good dividend. Pretty high now. Would buy in mid teens. | 2002-01-15 | ||
| WAIT | Stressgen Biotechnologies Corp | SSB-T | 5.500 | Fairly risky, but a good risk/reward ratio. In phase 3 trials. Could double if they get into a good partnership. | 2002-01-15 | ||
| DON'T BUY | TLC Laser Eye Centres | TLC-T | 4.200 | In a tough business. Has lost money for the last 8 years. Has a lot of competition. | 2002-01-15 | ||
| BUY | Extendicare REIT | EXE.UN-T | 6.100 | Sold some assets, so in better shape now. A good company and at a good price. | 2002-01-15 | ||
| DON'T BUY | Certicom | CIC-T | 2.950 | Volatile and high risk. Unproven business model. | 2001-11-29 | ||
| BUY on WEAKNESS | Cognos | CSN-T | 31.400 | Good long term but fully valued now. | 2001-11-29 | ||
| BUY on WEAKNESS | Labopharm Inc | DDS-T (Dead) | 9.490 | Good partnership. A lot of potential. Pretty high right now. | 2001-11-29 | ||
| TOP PICK | Datamirror Corp | DMC-T | 8.850 | Good fundamentals Profitable. | 2001-11-29 | ||
| DON'T BUY | Electrovaya Inc. | EFL-T | 0.870 | Good product. Some manufacturing problems. High risk. | 2001-11-29 | ||
| PAST TOP PICK | Home Capital Group | HCG-T | 9.000 | (Was a top pick on Apr 17 up 31%) Good company. Low risk. Earnings have grown over 20%. Trades at 8/9 X earnings. | 2001-11-29 | ||
| BUY | Kingsway Financial Services | KFS-T | 16.990 | Good earnings. 12 X next years earnings. | 2001-11-29 | ||
| DON'T BUY | Mortice Kerns | MKX-T (Dead) | 1.870 | New management stabilized the company. Sales are weak and the company is losing money. | 2001-11-29 | ||
| DON'T BUY | 01 Communique Laboratory | ONE-T | 0.500 | Good product, but limited demand for retail sales. | 2001-11-29 | ||
| PAST TOP PICK | Shawcor Ltd. (A) | SCL.A-T | 12.750 | (Was a top pick on Apr 17 down 31%) Still has a good long term outlook. | 2001-11-29 | ||
| BUY | SNC-Lavalin Group Inc. | SNC-T | 27.800 | Still has room to move up. Needs the economy to grow. | 2001-11-29 | ||
| BUY | Stressgen Biotechnologies Corp | SSB-T | 4.500 | New issue coming up so stock is drifting. Good phase 2 trials. Phase 3 trials can take a long time. | 2001-11-29 | ||
| DON'T BUY | 724 Solutions | SVN-T | 3.600 | Volatile and high risk. Unproven business model. | 2001-11-29 | ||
| DON'T BUY | Wi-Lan Inc. | WIN-T | 3.740 | High risk. Not profitable. Poor sales. | 2001-11-29 | ||
| PAST TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 18.230 | (Was a top pick onApr 17 up 88%) Trades at 10 X next years earnings. Can still go higher. | 2001-11-29 | ||
|
| |||||||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 2.170 | Bleeding money. High risk. Could go very high. | 2001-11-29 | ||
| WEAK BUY | Cognos | CSN-T | 25.630 | Good software company. A leader. Good price. MS may be coming out with a similar product. | 2001-08-01 | ||
| WAIT | Descartes | DSG-T | 18.850 | Reporting tomorrow so stock has dropped. Strong balance sheet. Has cash. | 2001-08-01 | ||
| BUY | Envoy Communications Group | ECG-T (Dead) | 2.400 | Good mngmnt. Economy has hurt. Should recover. | 2001-08-01 | ||
| DON'T BUY | Hemosol | HML-T | 12.320 | Should get product approved, but not sure that demand will be strong. Also has competition. | 2001-08-01 | ||
| TOP PICK | SNC-Lavalin Group Inc. | SNC-T | 20.400 | Engineering globally (Not US) Beijing subway contract | 2001-08-01 | ||
| TOP PICK | Timberland Co. CL A | TBL-N (Dead) | 34.650 | Price is good because of economy, mad cow, etc. Strong mngmnt. 10 X earnings. | 2001-08-01 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 13.700 | Global. Restructured an acquisition which created debt, so stock dropped. 9 X earnings. Cheap. | 2001-08-01 | ||
| TOP PICK | Dorel Industries (A) | DII.A-T | 28.500 | Not affected by economic downturns. 12 X earnings. | 2001-06-07 | ||
| TOP PICK | Firstservice Corp | FSV-T | 32.250 | Increased earnings 20% + for 9 straight years. Recurring revenue @ 80%. Very cheap. | 2001-06-07 | ||
| DON'T BUY | Hemosol | HML-T | 14.950 | Will be a market for the product, but has competition and not sure how big the market will be. | 2001-06-07 | ||
| DON'T BUY | Kinross Gold | K-T | 1.230 | Not a fan of golds. | 2001-06-07 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 20.000 | Cautious on communication companies. Don't expect strong earnings for a couple of years. Volatile. | 2001-06-07 | ||
| BUY | Paramount Resources | POU-T | 17.400 | Has lagged compared to other gas stocks. At a goof price. | 2001-06-07 | ||
| DON'T BUY | Patheon | PTI-T | 15.060 | Well managed. Trading at over 30 X earnings which is a bit steep. | 2001-06-07 | ||
| TOP PICK | Ritchie Bros Auctioneers Inc. (US) | RBA-N | 26.600 | Global leader in their sector. Earnings and cash flow will be strong for the balance of this year. | 2001-06-07 | ||
| PAST TOP PICK | Shermag | SMG-T | 9.500 | (Was a top pick on Aug 16/00 up 20%) Still only trading at 9 X trailing earnings. Good price. | 2001-06-07 | ||
| BUY | Stressgen Biotechnologies Corp | SSB-T | 6.600 | News on a product created a pop on the stock. Still early data. Could go higher. | 2001-06-07 | ||
| DON'T BUY | TLC Laser Eye Centres | TLC-T | 6.600 | A tough business. Too much competition. | 2001-06-07 | ||
| DON'T BUY | Wi-Lan Inc. | WIN-T | 6.070 | A tough space to be in. Sales are down. | 2001-06-07 | ||
|
| |||||||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 11.700 | Trying to make an acquisition which is before the courts. If it goes through, they'll have a lot of debt. Still likes. | 2001-06-07 |
