| TOP PICK | | Cognos | CSN-T | 42.230 | Feels technology will be one of the leaders going out of this turmoil. Long-term, not a bad place to be. World-class company. One of two major business intelligence players. Earnings growth is probably low teens at best but you're not paying a high multi | 2007-08-30 | |
| TOP PICK | | Magna Int'l. (A) | MG.A-T | 92.920 | Continues to deliver well above expectations. Last 2 quarters have been blow away numbers. Into an arrangement with Russian Machines, which he feels could be very good for them. | 2007-08-30 | |
| TOP PICK | | CAE Inc | CAE-T | 13.400 | A late cycle player because it's levered to the civil and military aerospace side. Has tons of growth ahead of it. Global demand for pilots is huge. | 2007-08-30 | |
| Comment | | BCE Inc. | BCE-T | 40.100 | If you hold, you will gain two dollars plus a dividend. | 2007-08-30 | |
| DON'T BUY | | AbitibiBowater Inc. | ABH-T | 2.050 | In a bad industry. Demand for newsprint is generally in decline. Global competition is strong. They are about to merge with Bowater (BOW-N), which will give them almost 50% share of the newsprint business. This merger is the only opportunity they have to | 2007-08-30 | |
| BUY | | Imperial Oil | IMO-T | 45.200 | Likes the integrated oil companies. A good solid company to hold. They buy back stock regularly. Well run. | 2007-08-30 | |
| BUY | | Royal Bank | RY-T | 53.930 | Had a pretty good quarter. Banks look very interesting here. Doesn't think there's a lot more damage that could be felt on the asset side. Very well run. | 2007-08-30 | |
| DON'T BUY | | Bank of Montreal | BMO-T | 64.530 | Harris Bank in Chicago continues to largely under perform. A lot of Bank of Montreal earnings have been heavily driven by trading in capital markets related revenue and are not creating growth in other parts of the banking business. | 2007-08-30 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 6.030 | The numbers are good and they continue to beat expectations. Infrastructure build out globally is doing well for their train sector. Margins are going up on trains and aerospace. Balance sheet is in good shape and they are generating cash. | 2007-08-30 | |
| BUY | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Gold: - Seasonal wise, this would be the time to get into golds. If the US were to cut rates, it would re-ignite another fall in their dollar and that is when you would see the biggest lift in gold. He thinks rates are stable in this environment. | 2007-08-30 | |
| BUY | | Thomson Reuters Corp | TRI-T | 43.850 | Sold their educational side and is acquiring Reuters. This is the most important move they have made in the last couple of years. Stock has proved to be defensive in this volatile market. Has always been an expensive stock and is starting to grow into it | 2007-08-30 | |
| BUY | | Norbord Inc. | NBD-T | 7.570 | Because of what is going on in the housing market, it has come under a lot of pressure. From a valuation point, it looks pretty attractive and if you are prepared to sit tight for 12 or 18 months, you can probably make money in it. Well diversified and w | 2007-08-30 | |
| TOP PICK | | Quebecor Inc (B) | QBR.B-T | 39.850 | The Videotron and Quebecor Media assets were severely undervalued. Videotron is probably the best run cable company in Canada. Trades at 5.5 X EBITDA. Seeing the fastest growth in revenue out of all the cable companies in Quebec. There is room for pricing to go up. The printing side is also starting to turn. | 2007-02-07 | |
| TOP PICK | | SNC-Lavalin Group Inc. | SNC-T | 36.090 | If you put $9 value on Highway #407, the stock is trading at 18.5 X 07. Huge backlog at over $11 billion. All the major companies in the infrastructure sector are doing extremely well. | 2007-02-07 | |
| TOP PICK | | Gildan Activewear Inc. | GIL-T | 62.450 | Looks like it is going to deliver 20% plus earnings growth. Trades at 20 X 07 and 16 X 08. Fabulous management. Low-cost operator and can compete with anybody in the world in their market. | 2007-02-07 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Financial Services - Environment for banks right now is one of the most stable you can find. Not a lot of pressure for rates or from credit conditions. Doesn't see a big correction coming for financials. Expecting high single-digit plus good dividend yield. | 2007-02-07 | |
| BUY | | Great West Lifeco | GWO-T | 35.460 | Indirectly owns this one through Power Financial (PWF-T). Quite optimistic with the acquisition of the US Putnam Group. | 2007-02-07 | |
| HOLD | | Manulife Financial | MFC-T | 41.030 | Tremendously well managed. While diversified by geography and business line. Had a huge run and he questions if he should start trimming. Would look to buy on any weakness. | 2007-02-07 | |
| BUY | | Algoma Steel | AGA-T | 37.700 | There's a fair amount of speculation that the Canadian steels are all takeover targets. Starting to warm up to the steels. Have been impressed with how well they have managed inventories. | 2007-02-07 | |
| PAST TOP PICK | | Encana Corp | ECA-T | 57.310 | (A Top Pick Mar 21/06. Up 7.2%.) Fairly optimistic about the energy complex in general. Outlook for gas over the next year or two is very strong. Still a Buy. | 2007-02-07 | |
| PAST TOP PICK | | Alimentation Couche-Tard (B) | ATD.B-T | 25.660 | (A Top Pick Mar 21/06. Up 2.4%.) Convenience store side has been fine. It's the dramatic move in gasoline prices that has hampered margins heavily. | 2007-02-07 | |
| PAST TOP PICK | | Teck Cominco Ltd. (B) | TCK.B-T | 84.200 | (A Top Pick Mar 21/06. Up 15.4%.) Will be generating tremendous amounts of cash. Big question, what will they do with all the money. If it went up a couple of dollars, he would probably take some money off the table. | 2007-02-07 | |
| BUY | | Aur Resources | AUR-T | 20.920 | It is facing the rapid decline in copper prices. You will probably see some element of earnings being reduced. Seems to be holding here reasonably well. If you’re reasonably optimistic, like he is, some of the metals are looking a little more interesting. | 2007-02-07 | |
| Comment | | Petro-Can | PCA-T | 45.990 | The issue of the costs in general is one that dogs the oil and gas industry, especially the oil sands. Just released results that were weakish. Costs were higher than what people expected. The big knock on this company is that they are failing to replace reserves fast enough. | 2007-02-07 | |
| WATCH | | Loblaws | L-T | 51.240 | Reporting tomorrow and he is not expecting a lot of good news. Has not liked this company on a valuation basis for a long, long time. He is now starting to take a good hard look at this one. Would like to see the game plan laid out. | 2007-02-07 | |
| DON'T BUY | | Telus Corp | T-T | 56.950 | An interesting story. Has pretty much done nothing for a couple of months because of all the damage from the income trust story. Seems to be a slowdown in the adoption of wireless and new subscribers. Would be careful on this name. | 2007-02-07 | |
| Comment | | CANWEST MEDIAWORKS INCOME FUND | CWM.UN-T | 8.340 | Will possibly be going private. Can-West Media is a major player and they are not going to be pushed into paying a high price for this asset. You might get $1-$1.50 more. | 2007-02-07 | |
| DON'T BUY | | Sherrit | S-T | 14.130 | Benefiting from what has gone on in the nickel market. Have also been doing very well with oil. If Castro should die, things might ease up a little. It has had a huge run, and wouldn't buy at this price. | 2007-02-07 | |
| Comment | | Sunlife Financial | SLF-T | 51.460 | Likes the stock. Trading roughly in line with the banks. | 2007-02-07 | |
| BUY | | Breakwater Resources | BWR-T | 1.660 | Zinc producer. Thinks the zinc market will be in deficit again in 2007, so the outlook is not bad. | 2007-02-07 | |
| Comment | | LionOre Mining International | LIM-T | 13.080 | Primarily nickel and the outlook for nickel is incredibly bullish right now. | 2007-02-07 | |
| BUY | | Kinross Gold | K-T | 15.250 | Have just recently taken down a fairly large acquisition. They have a lot more diversification in mines as well as their global reaches. A reasonably high-cost producer and if you believe gold is going up significantly, you want to be in the higher cost plays as there is a lot more leverage available. | 2007-02-07 | |
| BUY | | Canadian Western Bank | CWB-T | 24.200 | Has become a little bit of a proxy for the oil/gas market, so when oil/gas started to roll over, this one got hit at the same time. Always looks expensive relative to the rest of the Canadian banks. Trades at a higher multiple and doesn't pay as high a dividend. | 2007-02-07 | |
| SELL | | Alliance Atlantis Communications Inc. (B) | AAC.B-T | 51.660 | Canwest Global (CGS-T) has made a bid for the company and it does not look like there will be any other bids. He would just tender the stock for cash. | 2007-02-07 | |
| HOLD | | Inmet Mining | IMN-T | 58.980 | Seems to be behaving fairly well. Has corrected back. Copper has seen the worst of the damage we are going to get. Good operator. Globally diversified. | 2007-02-07 | |
| TOP PICK | | Alimentation Couche-Tard (B) | ATD.B-T | 26.700 | (A Top Pick Mar 21/06. Up 7.6%.) Delivering the results he was looking for. The stability in gasoline will help to add stability to their quarterly numbers. Poised to continue to grow quite strongly. Looking for large acquisitions in the US. | 2006-10-25 | |
| TOP PICK | | Cameco Corporation | CCO-T | 39.380 | Likes uranium. It's supply constrained, and there is no available product to come from anywhere else. Have a fabulous cost structure. All you need is a $5 increase in the price of uranium, and you've offset the damage of Cigar Lake. | 2006-10-25 | |
| TOP PICK | | Gildan Activewear Inc. | GIL-T | 58.000 | Have a fabulous game plan in terms of how they plan on growing their business. Have delivered phenomenal growth to date. Extremely well capitalized. Management owns a lot of stock. | 2006-10-25 | |
| PAST TOP PICK | | Encana Corp | ECA-T | 54.700 | (A Top Pick Mar 21/06. Up 2%.) Still likes this. Expects the gas market to continue to do well. | 2006-10-25 | |
| PAST TOP PICK | | Teck Cominco Ltd. (B) | TCK.B-T | 84.440 | (A Top Pick Mar 21/06. Up 12.1%.) Still Likes. | 2006-10-25 | |
| BUY on WEAKNESS | | Paladin Resources | PDN-T | 5.060 | Cameco’s (CCO-T) mine problem put a big push on all the other uranium stocks. One of the more interesting juniors as it is just on the cusp of starting production. Wait for a pullback to possibly $4.50-$4.75. | 2006-10-25 | |
| BUY | | Rona Inc | RON-T | 22.950 | Stock has probably bottomed. Too much hand wringing about the housing market. The stocks have discounted a lot of bad news in the housing market. Canadian housing is in much better shape. | 2006-10-25 | |
| BUY | | LionOre Mining International | LIM-T | 9.150 | Has had a massive move. Inco’s gone, and people are looking for alternatives. Could be a takeover. Good operation and costs are well in line. Doesn't see nickel prices going down anytime soon. | 2006-10-25 | |
| DON'T BUY | | Potash Corp of Saskatchewan | POT-T | 135.570 | This company has a scarcity value attached to it. Returning pretty reasonable results. Feels a little momentuming to him, because of the speed with which it took off. | 2006-10-25 | |
| DON'T BUY | | Alcan Aluminum | AL-T | 48.700 | Has been a disappointment in the last few months. A great company to own longer-term. Very conservatively run. There is no scarcity of aluminum, and the price of power in Asia can be quite cheap. Doesn't see a lot of movement from here. | 2006-10-25 | |
| DON'T BUY | | AGF Management (B) | AGF.B-T | 23.180 | Benefited tremendously from speculation on an income trust, conversion. Have a good franchise. Broadly diversified by the product lines. Doesn't think there's a lot more left in the stock. | 2006-10-25 | |
| HOLD | | Inmet Mining | IMN-T | 55.900 | Focused primarily on copper. Getting a little concerned on how far this has gone. What is going to drive base metal stocks further, has to be a re-rating of the multiples. If you own, you might consider taking some profits. | 2006-10-25 | |
| BUY | | Talisman Energy | TLM-T | 19.350 | One of the cheapest exploration/production plays out there. They are refocusing their efforts geographically. Very sensible in dealing with their assets. | 2006-10-25 | |
| Comment | | Hudbay Minerals Inc. | HBM-T | 18.850 | Has done extremely well. In a sweet spot, because it's a major producer of zinc. You have to be careful as a lot of the value is tied up in only one mine that has a long life. Also do their own smelting and have to buy product at current prices. | 2006-10-25 | |
| BUY | | Uranium Participation Corp. | U-T | 11.070 | He is bullish on uranium. This is a structure that holds physical uranium. Had a big move. Market is starting to anticipate that next year there will be higher uranium prices. | 2006-10-25 | |
| Comment | | Telus Corp | T-T | 63.100 | Telus (T-T) and BCE (BCE-T) are converting into trusts. What is going on with Telus as far as their payout ratio goes looks very attractive and there is probably better growth prospects. Would opt for Telus between the two. | 2006-10-25 | |
| Comment | | BCE Inc. | BCE-T | 31.600 | Telus (T-T) and BCE (BCE-T) are converting into trusts. What is going on with Telus as far as their payout ratio goes looks very attractive and there is probably better growth prospects. Would opt for Telus between the two. | 2006-10-25 | |
| BUY | | Denison Energy | DEN-T | 20.430 | What hurt this company, after the disaster at Cameco (CCO-T) was that they where in line to do some of the milling work at Cigar Lake. This will actually be recovered with much higher uranium prices. | 2006-10-25 | |
| BUY | | Celestica Inc | CLS-T | 13.310 | Earnings are coming oat very soon. Has finally shrunk itself down to its size and gotten out of many of the high cost, geography that they were in two. They can now start to increase their margins. | 2006-10-25 | |
| BUY | | Descartes | DSG-T | 4.080 | Looks like they have turned the corner. Have changed their business model. Not selling software up front. They are really operating as an operating model. Likes the change. | 2006-10-25 | |
| BUY | | Thomson Reuters Corp | TRI-T | 47.650 | Unloading their Learning Division for $5 billion. Likes their focus on new management. | 2006-10-25 | |
| SELL | | Inco | N-T | 85.890 | Wouldn't hold onto the stock. | 2006-10-25 | |
| DON'T BUY | | Home Capital Group | HCG-T | 29.010 | An alternative lender. There has been a lot of damage done to this kind of stock in the US. | 2006-10-25 | |
| BUY | | Imperial Oil | IMO-T | 40.530 | Doesn't think that Exxon will buy them out. If you are bullish on energy, this will do as well as any of the integrated. | 2006-10-25 | |
| DON'T BUY | | Nova Chemicals Corp. | NCX-T | 32.990 | Trying to fix itself. Chemicals are having a hard time getting any credibility right now. | 2006-10-25 | |
| HOLD | | Telus Corp | T-T | 54.350 | Just reported a really good 2nd quarter. Earnings were revised up substantially. Has been expecting to see some slowing in the growth on the wireless side. Well-managed and poised to continue doing well operationally. 2% yield. Would consider buying under $50. | 2006-08-28 | |
| HOLD | | Rogers Communcations (B) | RCI.B-T | 55.850 | Had been expecting there would be a slowing generally in wireless but they are delivering fabulous numbers. Would look at this at around $50. | 2006-08-28 | |
| HOLD | | Manulife Financial | MFC-T | 36.550 | Likes this from a longer-term perspective. A very broadly diversified business model. Have a very strong franchise in Asia. A buy at $33/34. | 2006-08-28 | |
| WEAK BUY | | Petro-Can | PCA-T | 48.510 | One of the few integrateds that has been seeing earning revisions downwards as opposed to upwards. Still pretty cheap, but not a good enough reason to buy. If you believe energy is going to remain strong, you could nibble away at this one on weakness. | 2006-08-28 | |
| TOP PICK | | Cameco Corporation | CCO-T | 43.670 | Trading 44 X current earnings. Really likes the outlook for uranium. The outlook for production is not even going to be able to meet the demand in the near/medium term. They are not only in mining, but looking for other facets of nuclear energy. | 2006-08-28 | |
| TOP PICK | | Toronto Dominion | TD-T | 64.820 | Very strong on the domestic side for both retail and institutional sides. They have a great opportunity in Ameritrade. Entered the US market through Bank North in a very sensible fashion. | 2006-08-28 | |
| TOP PICK | | Gildan Activewear Inc. | GIL-T | 53.900 | Have demonstrated an ability to compete with almost any low-cost manufacturer anywhere in the world. Incredibly strong management. Their ability to grow their earnings consistently for the next 2 years is there. Won't be heavily impacted by a slowdown in the economy. Cheap. | 2006-08-28 | |
| DON'T BUY | | Yellow Pages Income Fund | YLO.UN-T | 14.570 | A research report claimed that the page count for them is starting to come down and people are using alternative methods to reach their market. Not getting enough of a yield for him to own. | 2006-08-28 | |
| BUY | | Alcan Aluminum | AL-T | 50.920 | Has had the good results of late, but he is becoming concerned that the market is looking at this as fully priced. Will probably have to work hard to make a lot of money from here. Will probably be a market performer from here. | 2006-08-28 | |
| BUY | | Maple Leaf Foods | MFI-T | 12.140 | Started looking at this stock because of a lot of consolidation among the major meat producer/packers. Not a bad company. Stock has sold off pretty hard. Could be a takeover candidate or consolidated. Not expensive. | 2006-08-28 | |
| BUY | | Talisman Energy | TLM-T | 19.470 | Believes that oil is going to stay well above normal prices. One of the cheapest exploration production producers. Good growth. Well diversified globally. Excellent management. | 2006-08-28 | |
| PAST TOP PICK | | Encana Corp | ECA-T | 61.160 | (A Top Pick Mar 21/06. Up 15%.) Next leg that will drive valuations is when they announce partner with their oil sands opportunity that is supposed to happen in the 3rd quarter. Gas prices are probably poised to go higher in the next 6 months. | 2006-08-28 | |
| PAST TOP PICK | | Alimentation Couche-Tard (B) | ATD.B-T | 23.790 | (A Top Pick Mar 21/06. Down 3.5%.) As gasoline prices rose, margins for retailers were squeezed. They'll probably have another quarter that will show margin pressure. Still likes. Good price. | 2006-08-28 | |
| PAST TOP PICK | | Teck Cominco Ltd. (B) | TCK.B-T | 76.160 | (A Top Pick Mar 21/06. Up 2%.) Fears of the US economy have probably contributed to the drop in price. As this is a global company, the fears are probably unfounded. Good growth. Well diversified globally. | 2006-08-28 | |
| SELL | | Algoma Steel | AGA-T | 36.200 | Steel pricing continues to remain strong which indicates that either 1) things are going to continue to be good or 2) the market is saying things are going to start slowing down and steel will catch up on the downside. He would take some profits as it is probably up on speculation. | 2006-08-28 | |
| DON'T BUY | | IPSCO Inc | IPS-T | 103.390 | Great operation, management, assets and low-cost, but he wouldn't be interested in playing the steels. | 2006-08-28 | |
| DON'T BUY | | Shell Canada | SHC-T | 36.850 | Their results have not been as good as some of the other integrated players, but not an expensive stock. Certainly defensive in this type of volatile market. People are probably concerned about their participation in the oil sands projects they are involved in and they are clearly going to have to spend a lot more money to execute these projects. | 2006-08-28 | |
| DON'T BUY | | Nortel | NT-T | 2.330 | Think they finally have a man in charge that really has a credible game plan. Thinks his long-term plan is to become a Motorola (MOT-N) type model. Trying to become dominant in a couple of major lines business where they can be a major player. Pension liability is still a big issue. | 2006-08-28 | |
| WAIT | | Cott Corp | BCB-T | 18.250 | Gone through a tough time. Input costs increased which they weren't able to pass on fast enough. Has found a bottom and started to go up again on news of selling iced tea through Wal-Mart. Big change in management. Have only delivered one good quarter so would wait to see what happens. Not a fan of the soft drink business. | 2006-08-28 | |
| BUY | | Canadian National R.R. | CNR-T | 48.150 | Rails have been pretty much hammered in the last 3 months and thinks it has been overdone. Reported the best quarter of the railway. Trading at 11 X earnings. Has a fabulous ROE. | 2006-08-28 | |
| BUY | | Canadian Pacific Rail | CP-T | 54.390 | Rails have been oversold in the last three months. Good price. | 2006-08-28 | |
| DON'T BUY | | JDS Uniphase | JDU-T | 2.970 | Trying to remain relevant. The whole fibre-optic thing has died down tremendously. Not making any real money. | 2006-08-28 | |
| DON'T BUY | | Bombardier Inc (B) | BBD.B-T | 3.400 | Gets hurt by the strong Cnd$. The concern is on the aerospace side as to whether they were going to commit themselves to a very large capital project. Have a pretty big pension shortfall liability. Hasn't been a lot of margin improvement. | 2006-08-28 | |
| HOLD | | Tim Hortons | THI-T | 28.600 | Waiting for the next shoe to drop when the rest of Wendy's stock gets dumped into the market. Canadian operations are extremely well run but the US is a question mark. If you own, would hold and buy more when the stock has dropped further. | 2006-08-28 | |
| HOLD | | Goldcorp Inc | G-T | 33.750 | Looking for a correction on golds. This one is a senior producer and a very attractive stock. Trades at fairly high multiples relative to most of the seniors. Good production growth and low-cost producer. Strong management. | 2006-05-29 | |
| TOP PICK | | Teck Cominco Ltd. (B) | TCK.B-T | 70.850 | Owns Inco (N-T), so likes the proposal they have made to buy it. Zinc is not an easy metal to find globally on an economic basis. Lots of cash. Not expensive. | 2006-05-29 | |
| BUY on WEAKNESS | | Talisman Energy | TLM-T | 19.920 | Has been one of the cheapest senior producers out there. Has probably rallied based on their 3 to 1 split. Would look for a pullback. The outlook for the energy sector is pretty good. | 2006-05-29 | |
| BUY | | Denison Energy | DEN-T | 13.960 | More of a junior related play in the uranium space. He generally deals with large caps. Likes the outlook for uranium in general. | 2006-05-29 | |
| DON'T BUY | | Cognos | CSN-T | 33.510 | Going through a rough time with a messy investigation. The poster child for Canadian software companies that have been incredibly successful. Trades at a premium. Finds the valuation is too high. | 2006-05-29 | |
| TOP PICK | | Alimentation Couche-Tard (B) | ATD.B-T | 25.700 | A secular growth company. Clearly in the early stages of consolidating the convenient store market in the US. Have used extremely good judgement in how they finance their acquisitions. Looking for good solid growth for the next couple of years through organic growth as well as acquisitions. | 2006-05-29 | |
| DON'T BUY | | Loblaws | L-T | 54.000 | Has benefited from the fact that the Ontario market is the least competitive market. Going through some growing pains. Doesn't think that they are done in some of the issues they are facing. | 2006-05-29 | |
| TOP PICK | | Encana Corp | ECA-T | 54.090 | Big disappointment this year has been natural gas, but it is still trading north of $6 even though it has been a mild winter. Feels that $6 is a floor. Have tremendous reserve potential growth. Also have oil sands assets. | 2006-05-29 | |
| BUY | | Petro-Can | PCA-T | 49.720 | Very good diversified, both upstream and downstream, company. Probably under performed its peers because it lacks the oil sands cachet. Earnings have been getting revised lower in 06 due to production/costs. Not expensive. Good long-term hold. | 2006-05-29 | |
| BUY | | Power Corp | POW-T | 30.580 | A diversified financial company has delivered reasonable returns and growth. Management changeover coming, but he does not see an issue with this. Excellent long-term company. | 2006-05-29 | |
| DON'T BUY | | Westaim Corp | WED-T | 5.720 | They are just now getting their flat panel to production specs. A tricky business. They had to show potential commercial quantities before they can put together any merger. | 2006-05-29 | |
| BUY on WEAKNESS | | Rona Inc | RON-T | 23.450 | There we are concerns last year on interest rates which put a lot of pressure on this stock. At this stage, it looks like a pretty decent opportunity. Would probably set back and wait for it to pull back a bit. A pretty good company. The earnings are there. | 2006-03-21 | |
| BUY | | TSX Group | X-T | 50.650 | If you are positive on equities and that there will be a fair amount of financing going on, this will be good for this stock. A good broad based way to play the equity market. | 2006-03-21 | |
| TOP PICK | | Encana Corp | ECA-T | 53.650 | Has come under a fair amount of pressure with natural gas being under pressure. Offers a pretty good valuation at 5.5 X cash flow. With the strong economy, you are going to see industrial demand come back for natural gas heading into the spring and summer. | 2006-03-21 | |
| DON'T BUY | | Zarlink | ZL-T | 2.930 | New management has gone through a very substantial cost cutting effort. Have refocused the business into three product lines. Longer term, they are taking the right tack, but for the present would consider taking some money off the table. | 2006-03-21 | |
| DON'T BUY | | BCE Inc. | BCE-T | 28.820 | Spinning off their rural lines into an income trust. This is a move to try and surface some value and it has been a real challenge for the company to convince investors that there is value to be surfaced. Difficult to see the company growing their earnings at a serious rate of speed. Dividend at 4.5% is very attractive. | 2006-03-21 | |
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