| TOP PICK | | Manulife Financial | MFC-T | 41.240 | (A Top Pick Nov 6/06. Up 8.4%.) Has concerns about the banks but wants to be in the financials and this is a phenomenal company. Earnings are growing at 15%. Have a 17% ROE. Well diversified in products, distribution and geographically. | 2007-10-01 | |
| TOP PICK | | Oilexco Inc | OIL-T | 14.500 | In the North Sea and have had great success finding oil. Planning on exiting 08 at 70,000 barrels a day and 100,000 in 09. Costs are going up as they are going into a new development, which will be started in the 2nd half of 08. Cash flow will grow significantly. | 2007-10-01 | |
| TOP PICK | | Telus Corp | T-T | 57.740 | Last quarter wasn't great and the stock got really hit. Has under performed the group and is a great value play. She is looking for this quarter to be much better. Will be re-capitalizing their balance sheet, so that will look better. To roll out their GSM system, it will only take about $450 million of capX, which is really good. | 2007-10-01 | |
| PAST TOP PICK | | Niko Resources | NKO-T | 97.450 | (A Top Pick Nov 6/06. Up 39.9%.) Own a block in the Indian Sea and are currently negotiating the gas price. Could get a good price of $4.20 BTU. Starting new drilling in which they have 100% interest. Still a Buy. | 2007-10-01 | |
| PAST TOP PICK | | TSO3 Inc | TOS-T | 2.300 | (A Top Pick Nov 6/06. Down 19.3%.) It's just a matter of time. If you are looking for fast money, take it out and move on. She is keeping hers as a Hold. | 2007-10-01 | |
| BUY | | Timminco Ltd. | TIM-T | 14.200 | High-grade silica for solar panels. Recently did a $84 million financing and with that are increasing their production facilities in Quebec and will be able to refine almost triple their capacity. Expect silica will go up from about $50,000 a metric ton to about $65,000 on the next contract. There is a worldwide shortage of this product. | 2007-10-01 | |
| DON'T BUY | | Nortel | NT-T | 17.370 | Have questions about their basic fundamental business. When she looks at a stock, the first thing she checks is management. They actually haven't had a clean income statement for years. | 2007-10-01 | |
| DON'T BUY | | Rona Inc | RON-T | 22.000 | Stocks in this sector in the US have been really beaten up. Our housing industry has not sustained the same decline, but she feels we are reaching the top of a bubble here. If there is a downturn in the economy, there could be more downside on this stock. | 2007-10-01 | |
| Comment | | Dundee Wealth Management Inc. | DW-T | 17.300 | Bank of Nova Scotia (BNS-T) just completed an agreement for 18% of the stock. CI Financial (CIX.UN-T) is also interested, but have to put a memorandum to the board. Until that happens, we won't know what will happen. An arbitrage play at this point. | 2007-10-01 | |
| DON'T BUY | | National Bank of Canada | NA-T | 55.250 | Of all the banks, they are probably the most exposed to the subprime problems in the US and will have the biggest hit. Would wait for more clarification before buying. | 2007-10-01 | |
| DON'T BUY | | Shoppers Drug Mart Corp | SC-T | 54.550 | Has been a spectacular stock. Have had a recent initiative of expanding into Quebec, which could be quite profitable for them. Have really decent earnings growth in 08 and 09, but you are looking at 15% growth in a 14X PE making it fully valued to her. | 2007-10-01 | |
| HOLD | | Petrobank Energy and Resources | PBG-T | 38.600 | This is a stock where the fundamentals keep changing. You're getting more of a valuation for their Thai technology. The Street has not given full valuation for their technology. Their company Petrominerales (PMG-T) in Colombia has been a real moneymaker for them. Pretty much fully valued. | 2007-10-01 | |
| BUY | | Kaboose Inc. | KAB-T | 2.630 | Family oriented website for children and mothers. They are doing quite well and looking at $.15 in 09. Has a 40% growth rate. | 2007-10-01 | |
| DON'T BUY | | Loblaws | L-T | 45.250 | Do not buy stocks on the way down, as you can't tell when a low has been reached. Distribution centres still aren't fixed. Biggest issue with these companies, besides Wal-Mart, are rising food costs that will cut into margins. | 2007-10-01 | |
| DON'T BUY | | Research In Motion | RIM-T | 97.900 | This has been a great trading stock. At this price, it is supposed to make $.50, which gives you a 50X trailing PE. Getting a little pricey. Competition is growing. | 2007-10-01 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Canadian banks - Not keen on the banks in general. Have more issues than the other non-bank financials. Sub primes are causing them to have write offs. Basic Capital Market business is going to be slowing. | 2007-10-01 | |
| Comment | | Toronto Dominion | TD-T | 76.330 | If she was going to own a bank, the 3 that she likes would be this one, Royal (RY-T) and Scotia (BNS-T). They have the least exposure to the sub primes. | 2007-10-01 | |
| HOLD | | Royal Bank | RY-T | 55.930 | A good long-term hold. Her other choices in banks would be Toronto Dominion (TD-T) and Scotia (BNS-T). At this price, she is taking some money off the table and putting it into non-bank financials. | 2007-10-01 | |
| WATCH | | CI Financial Income Fund | CIX.UN-T | 26.450 | Has done extremely well. The issue right now is what is going to happen with Dundee (DW-T). She would wait until that is cleared up. They could get stuck in a bidding war. | 2007-10-01 | |
| STRONG BUY | | Thomson Reuters Corp | TRI-T | 42.450 | In the past 12 months they have completely reinvented themselves. There are not a lot of analysts’ reports that have really got into the guts of what the company has done in the last little while. A great little Buy here. Really cheap. | 2007-10-01 | |
| DON'T BUY | | Fortis Inc. | FTS-T | 27.000 | Has always thought that for a utility company it is quite expensive at 20X earnings. Doesn't really grow at 20%, so she doesn't see the point of owning it. | 2007-10-01 | |
| SELL | | Great West Lifeco | GWO-T | 36.420 | They apparently are also involved with the sub prime situation. Given that it has done really well in the last little while, relative to ManuLife (MFC-T), she would switch. | 2007-10-01 | |
| BUY | | Allen-Vanguard Corp. | VRS-T | 9.740 | Products have become much more commodity driven given what is going on in Iraq. There is a $20 target on this stock and it has been extremely volatile. A little pricey, but not a bad play. | 2007-10-01 | |
| BUY | | Aecon Group Inc | ARE-T | 15.230 | A great little infrastructure play, but a little overvalued. Would probably buy. Good for retail investor as it is very thinly traded. | 2007-10-01 | |
| DON'T BUY | | Bombardier Inc (B) | BBD.B-T | 6.050 | Doesn't like the management. Stock is overvalued. | 2007-10-01 | |
| DON'T BUY | | LuLulemon Athletica | LLL-T | 42.690 | Grossly overvalued at 70X expected earnings. | 2007-10-01 | |
| HOLD | | Talisman Energy | TLM-T | 19.210 | Just announced results that were quite good and in line with what was expected. Market is not expecting the commodity price to stay where it is. Had a significant production decline in the North Sea. They are also in the process of selling off assets. | 2007-08-02 | |
| TOP PICK | | Niko Resources | NKO-T | 95.490 | Have had some excellent results in terms of exploration. The more holes they drill and the more success they have, the higher the value of the company becomes. | 2007-08-02 | |
| SELL | | Celestica Inc | CLS-T | 6.180 | Has never been one of her favourites. If they were ever to do well, now would be the time. Price cutting in this area has been horrendous. Margins are razor thin. | 2007-08-02 | |
| BUY | | Bank of Nova Scotia | BNS-T | 49.330 | Because of their international exposure it will provide the least amount of downside risk and could be the best bank on the upside. | 2007-08-02 | |
| BUY | | Sunlife Financial | SLF-T | 51.340 | Just came out with excellent earnings. Looks interesting. | 2007-08-02 | |
| Comment | | Manulife Financial | MFC-T | 39.560 | Stock has been dead for some time and she can't explain it. Numbers are good and they are executing well in the US. | 2007-08-02 | |
| TOP PICK | | Oilexco Inc | OIL-T | 12.900 | Feels that oil prices will stay strong. OPEC is not increasing production. China is still a strong consumer. | 2007-08-02 | |
| Comment | | Uranium One Inc. | UUU-T | 11.840 | All the uranium stocks have been decimated because of the uranium price decline. Really won't know what this company can do until the acquisition is completed later this month. | 2007-08-02 | |
| BUY | | Wi-Lan Inc. | WIN-T | 3.300 | Getting companies to pay up for use of their patents. Failed to announce a major deal by the end of July, which they said they would do. Earnings estimates for the next 2 years are in the neighbourhood of $.45-$.50. Very cheap. | 2007-08-02 | |
| Comment | | Brookfield Asset Management (A) | BAM.A-T | 36.290 | Has been hit in the last few weeks but doesn't think this is totally warranted. There are concerns about the Meryl Lynch rental agreement in their New York holdings. | 2007-08-02 | |
| TOP PICK | | Telus Corp | T-T | 60.400 | Reporting to moral and she is expecting good things. Margins are good. Making a huge amount of money on wireless. Doesn't think they will be making a play for BCE. | 2007-08-02 | |
| HOLD | | Research In Motion | RIM-T | 236.100 | Loves to trade this, as it is a great trading stock. She'll probably keep her holdings until after the split. Great management. | 2007-08-02 | |
| BUY | | Nexen Inc | NXY-T | 32.790 | Trades in line with the other oil companies. Not a bad buy at this price. | 2007-08-02 | |
| TOP PICK | | Niko Resources | NKO-T | 98.580 | (A Top Pick July 4/06. Up 55.6%.) Every time they drill in the D6 block the NAV goes up. Expect at some time this will be a takeout. | 2007-07-05 | |
| TOP PICK | | Telus Corp | T-T | 65.260 | Great franchise. The situation with BCE is going to benefit them. When BCE investors have to cash out, this is a logical place for them to put their money. | 2007-07-05 | |
| TOP PICK | | Oilexco Inc | OIL-T | 13.100 | Oil/gas exploration play in the North Sea. Having tremendous success recently in the Huntington block where they found a lot of 41-degree (high-quality) oil and gas. Also have 72% interest in 2 blocks adjacent. Trading at a ridiculously low multiple to cash flow. | 2007-07-05 | |
| PAST TOP PICK | | TSO3 Inc | TOS-T | 2.600 | (A Top Pick July 4/06. Down 12.5%.) Has a good breakthrough in sterilizing technology of medical equipment in hospitals. It will take over the industry and is just a matter of time. | 2007-07-05 | |
| PAST TOP PICK | | Manulife Financial | MFC-T | 39.460 | (A Top Pick July 4/06. Up 9.4%.) Having a very tough time getting over $41. Great management. Opening up 380 new sites in China next year. | 2007-07-05 | |
| BUY | | Rogers Communcations (B) | RCI.B-T | 45.930 | One of the better companies out there. Undervalued. Has done well and will continue to do well. Investors will have to sell their BCE shares and some of that will move into this stock. | 2007-07-05 | |
| Comment | | BCE Inc. | BCE-T | 41.580 | The difference between current stock price and what the Teachers’ Pension is offering is due to arbitrage. There is a 6-month wait before you get your money from the teachers. | 2007-07-05 | |
| DON'T BUY | | National Bank of Canada | NA-T | 61.320 | Banks in general are not her favourite. This one suffers from being a regional bank with very little room for growth. | 2007-07-05 | |
| BUY | | Canadian Imperial Bank of Commerce | CM-T | 95.570 | Likes management. Stock has done very poorly in the last little while and is unwarranted. | 2007-07-05 | |
| BUY | | Petrobank Energy and Resources | PBG-T | 29.000 | Light oil in Saskatchewan, heavy oil in Columbia and a new technology Thai for the oil sands. Thai technology is extremely attractive. | 2007-07-05 | |
| DON'T BUY | | Shoppers Drug Mart Corp | SC-T | 48.250 | Stock is priced to perfection. Have never disappointed in terms of their earnings. At 24 X earnings with an 8% growth rate it is not good value. | 2007-07-05 | |
| Comment | | Manitoba Telecom Services | MBT-T | 48.370 | Has done very well. Yield is quite high, but there is concern that they will not be able to continue with that kind of dividend. Could be a target at some point, which is why it is at its current high price. | 2007-07-05 | |
| HOLD | | Angiotech Pharmaceuticals | ANP-T | 7.310 | Have had serious problems with their stents. The whole area is having issues. Excellent management. They have big pipeline and the technology is still excellent. | 2007-07-05 | |
| SELL | | Celestica Inc | CLS-T | 6.730 | She sees no reason whatsoever to own the stock. Net margin for 2007 was .04%and are now trading at a 44 multiple. | 2007-07-05 | |
| BUY on WEAKNESS | | Power Financial Corp | PWF-T | 40.750 | Likes the stock, but doesn't think it's a great entry point. Phenomenal company. Likes all of their businesses. | 2007-07-05 | |
| DON'T BUY | | Nortel | NT-T | 24.900 | This is an example of a company that shouldn't really be listed. Haven't had financial statements that you can rely on. | 2007-07-05 | |
| BUY | | Talisman Energy | TLM-T | 20.700 | Traits in line with the price of oil. If you think the end price will increase, like she does, this is a pretty good holding. | 2007-07-05 | |
| DON'T BUY | | TSX Group | X-T | 43.220 | An expensive stock. Are definitely going to have very strong competition in the next couple of years. | 2007-07-05 | |
| DON'T BUY | | Canadian National R.R. | CNR-T | 55.090 | Having some issues with carloads being down due to slowing economy and manufacturing getting hit. Now trading at a discount to Canadian Pacific (CP-T). | 2007-07-05 | |
| BUY | | Absolute Software Corp. | ABT-T | 26.400 | Their product is a chip in laptops that can trace it if stolen. Recently got 2 contracts and one of them were in the financial sector. A good takeout story. | 2007-07-05 | |
| BUY | | Bank of Nova Scotia | BNS-T | 51.790 | Hollinger has a lawsuit for $50 million, which to a bank is not serious. She doesn't think there's any merit in it. Earnings growth rate looks excellent. Well-run bank. | 2007-07-05 | |
| TOP PICK | | Manulife Financial | MFC-T | 40.250 | (A Top Pick Nov 6/06. Up 6.4%.) Very good growth rate. Very nice ROE. Likes their international expansion. Expect there will be more acquisitions in the future. From the technical aspect, she feels it has been doing some basing. | 2007-04-17 | |
| TOP PICK | | Niko Resources | NKO-T | 84.750 | (A Top Pick Nov 6/06. Up 22.3%.) A classic takeout play. Have asset rich gas prospecting plays in India. | 2007-04-17 | |
| TOP PICK | | Shaw Communication (B) | SJR.B-T | 46.300 | Has lagged the group. Fundamentally is still doing extremely well. | 2007-04-17 | |
| PAST TOP PICK | | TSO3 Inc | TOS-T | 2.260 | (A Top Pick Nov 6/06. Down 13.1%.) New technology for sterilizing hospital-operating equipment. Still likes it long-term. | 2007-04-17 | |
| SELL | | BCE Inc. | BCE-T | 38.600 | She just bought into this stock about a month ago, but because the big jump, she has started selling. $40 would be her ultimate target, which is very close to that now. | 2007-04-17 | |
| Comment | | Consumers Waterheater Fund | CWI.UN-T | 16.880 | Had a big jump in sympathy with the takeout of UE Waterheater Fund (UWH.UN-T). | 2007-04-17 | |
| Comment | | Angiotech Pharmaceuticals | ANP-T | 6.990 | Makes drug alluding stents. Its penetration rate in the US was 75% but has dropped to 65%. Will be launching in Japan in the fall. Have a lot of debt on the balance sheet and are in the process of selling assets. | 2007-04-17 | |
| BUY | | Bank of Nova Scotia | BNS-T | 53.540 | No exposure to the US and the sub-prime mortgage situation. Just reported 14% growth in earnings. Healthy increase in dividends. Wonderful international platform that has been expanding nicely. | 2007-04-17 | |
| Comment | | Talisman Energy | TLM-T | 21.740 | Actively buying back its shares. People are looking $800 million-$1 billion in assets sales. This would be a catalyst for the stock to move up from here. | 2007-04-17 | |
| Comment | | Petro-Can | PCA-T | 47.070 | Have had disappointing operating results in the past couple of years. Incredibly cheap at 4 X cash flow. Can't see any catalyst in the near future that will move this stock. OK for a long-term investor. | 2007-04-17 | |
| Comment | | Rogers Communcations (B) | RCI.B-T | 42.180 | Has been taking profits in the last little while. Has a lot of free cash flow and their numbers look good. Good margins. Not her favourite stock. | 2007-04-17 | |
| BUY | | Research In Motion | RIM-T | 148.820 | Numbers weren't quite as good as the street expected and there was a 20% drop in price. At this price, it makes more sense to get into the stock. | 2007-04-17 | |
| BUY | | Encana Corp | ECA-T | 60.750 | Stock has gone up because there's a lot more interest in natural gas. Gas looks very interesting here right now. | 2007-04-17 | |
| HOLD | | Northern Property REIT | NPR.UN-T | 25.360 | Run apartment complexes in the north. A lot of their clients are governments and large oil companies, so have a very stable income. Distributions are very stable. Exceptionally well-run company. | 2007-04-17 | |
| BUY | | Canadian Natural Rsrcs | CNQ-T | 67.270 | Their Horizon project in the oil sands is a model of how you should run an oil sands project. Have kept the costs down. Growing their gas assets quite nicely. Very well run. | 2007-04-17 | |
| STRONG BUY | | Galleon Energy Inc. (A) | GO.A-T | 16.810 | Primarily a gas play. Management is extraordinary. Great success rate in drilling. Stock has done badly because of gas prices. A great buy here. | 2007-04-17 | |
| BUY | | Prometic Life Sciences Inc. | PLI-T | 0.480 | Has a technology for filtering blood. Just received European approval in the latter part of 06. Will be launching in the 2nd half of this year. Expecting them to be making money next year. | 2007-04-17 | |
| BUY | | National Bank of Canada | NA-T | 63.620 | Perceived to be a good buy at this point because some of the larger banks have exposure to the US and their problems with credit card loans and mortgages. Pretty good ROE. | 2007-03-12 | |
| BUY | | Rona Inc | RON-T | 24.360 | For the last couple of years, it has traded in a tight range between $20 and $25. Had increased earnings for the last 17 quarters. Trading at a very low PE. | 2007-03-12 | |
| Comment | | Toronto Dominion | TD-T | 69.450 | Likes the banks in general, but this one wouldn't rank as high as some of the others. Have more problems in the US than some of the others. Prefers Bank of Nova Scotia (BNS-T), which has more growth potential because of its Caribbean and Latin American exposure. | 2007-03-12 | |
| BUY | | Ceramic Protection Corp. | CEP-T | 16.000 | Has been getting hammered for very little reason. This has always been an Iraqi story even though a lot of their contracts are with US police forces. Incredibly cheap. | 2007-03-12 | |
| Comment | | Alimentation Couche-Tard (B) | ATD.B-T | 24.600 | Excellent company. Reporting tomorrow with a wide range of analysts estimates. A lot of their profits are from gasoline sales, whose margins go up and down like crazy. Has traded in a tight range for the last couple of years. | 2007-03-12 | |
| Comment | | Allen-Vanguard Corp. | VRS-T | 5.000 | A wide variety of security products. Very cheap. High quality management. Not sure if she would enter at this price. | 2007-03-12 | |
| BUY | | Power Corp | POW-T | 37.750 | A holding company. Has done very well. Much cheaper than the banks. Very high quality management and very high quality assets. | 2007-03-12 | |
| BUY | | Power Financial Corp | PWF-T | 39.520 | Has done very well. Much cheaper than the banks. Very high quality management and very high quality assets. | 2007-03-12 | |
| TOP PICK | | Manulife Financial | MFC-T | 40.200 | (A Top Pick July 4/06. Up 11%.) Has actually been laggard in the group. John Hancock acquisition has been very successful. Still happy with it. ROE of over 16% and a PE of about 15. | 2007-03-12 | |
| TOP PICK | | Niko Resources | NKO-T | 79.500 | (A Top Pick July 4/06. Up 25.7%.) Indian gas play with enormous potential. India is starving for energy. D6 play will be coming into production in about 6 months. Will eventually be a takeout. Trading at a very deep discount to its NAV. | 2007-03-12 | |
| PAST TOP PICK | | TSO3 Inc | TOS-T | 2.360 | (A Top Pick July 4/06. Down 22.1%.) A process for sterilizing operating room equipment. Process to get approval by hospitals takes a long time. This will be a very good stock long term. | 2007-03-12 | |
| TOP PICK | | Telus Corp | T-T | 57.740 | Wireless numbers are superb. Have the highest revenue per customer of all the wireless companies. | 2007-03-12 | |
| BUY | | Absolute Software Corp. | ABT-T | 15.910 | Product tracks your computer’s location. Have a very good deal with Dell (DELL-Q). Expect there will be more deals coming down the ramp. The only downside with the competition, and not sure if there is any. | 2007-03-12 | |
| BUY | | GMP Capital Trust | GMP.UN-T | 20.740 | Looks pretty good right here. Likes the people who work there. They make a lot of money. Very low payout. Have a lot of cash and issue special dividends. Expect there will be a large drop off in the commodities and energy but doesn't see this happening for a while. | 2007-03-12 | |
| BUY | | Wi-Lan Inc. | WIN-T | 6.370 | They basically sell intellectual property. Earnings are coming out next week and expected to be quite good. | 2007-03-12 | |
| WAIT | | Liquor Barn Income Fund | LBN.UN-T | 8.740 | Perfect model for a trust. Located in the best part of the country, Alberta. Has come off quite a bit. Would wait until after the budget later this month. | 2007-03-12 | |
| DON'T BUY | | Angiotech Pharmaceuticals | ANP-T | 7.200 | Had a long-term problem with stents. Made a series of acquisitions which all look very interesting. Not sure what the effect of this will be. A raving buy at this price, but does not like buying a stock on the way down. | 2007-03-12 | |
| BUY | | Tim Hortons | THI-T | 35.170 | Expensive. Very defensive play. Same-store sales are much better than their competition. Have a 76% market share in Canada. Will be going into electronic payments later this year, which will add to their profits. | 2007-03-12 | |
| DON'T BUY | | BCE Inc. | BCE-T | 30.760 | Not a fan. Range bound at about $27-$30. Losing land line subscribers left, right and centre. | 2007-03-12 | |
| HOLD | | Rogers Communcations (B) | RCI.B-T | 37.790 | Coming into a period where they are generating huge amounts of free cash flow. Subscriber growth is very good. | 2007-03-12 | |
| HOLD | | Liponex Inc. | LPX-T | 0.500 | A company like this needs at least 18 to 24 months of cash to cover their burn rate. She doesn't think they have that much money. She would hope for a higher price in order to exit. | 2007-03-12 | |
| DON'T BUY | | Bombardier Inc (B) | BBD.B-T | 4.700 | Doesn't really like this company. Trading at 31 X earnings, which is way above other stocks in aerospace. Does not like management. | 2007-03-12 | |
| TOP PICK | | ING Canada Inc. | IIC-T | 52.980 | Trading at 9 X earnings, which is ridiculous for a company of this quality. Earnings are expected to grow quite nicely this year. Did not get impacted by the weather last fall as was expected. Great management. | 2007-02-06 | |
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