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| Colin Stewart of JC Clark Investments Ltd. |
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| BUY | Apple | AAPL-Q | 468.830 | Gone up a lot but a little tough to step into at this point. Speculation that they may come out with dividend or share buy back, which would be pretty positive. Question is if they can maintain their dominant presence in the hand-held market. | 2012-02-07 | ||
| DON'T BUY | Agnico-Eagle Mines | AEM-T | 35.970 | Pretty well publicized problems with a mine. Premium has largely disappeared, but better opportunity would be ABX. Steer clear until they resolve issues. | 2012-02-07 | ||
| WEAK BUY | Bombardier Inc (B) | BBD.B-T | 4.750 | China might buy part of business and stock is up. It is a bet on recovery on airline business. | 2012-02-07 | ||
| TOP PICK | Canada Bread Co. | CBY-T | 44.960 | Under followed. 90% owned by Maple Leaf Foods who may buy out 10% minority shareholder. New facility will lead to greater volumes over next couple of years. Stable business. Good dividend and will grow significantly. | 2012-02-07 | ||
| BUY | Canadian National R.R. | CNR-T | 77.300 | Good business. Shareholders switching from CN to CP. CN trades at a bit of a discount valuation. Good operating history. Will benefit from recovering commodities in Canada. | 2012-02-07 | ||
| TOP PICK | Ford Motor | F-N | 12.880 | Likes US auto business. Shares were really depressed. Still well below traditional average of sales in US. The US Fleet is old and a replacement cycle is going on. | 2012-02-07 | ||
| BUY | Intel | INTC-Q | 26.640 | Dominant player in semiconductor business. Cheap, strong balance sheet, well managed company. Sees growth and they will do well. | 2012-02-07 | ||
| DON'T BUY | Methanex Corp | MX-T | 29.540 | Good long-term history but he would not buy it here. Weak gas prices will not continue forever. But would be a buyer here. | 2012-02-07 | ||
| PAST TOP PICK | Norbord Inc. | NBD-T | 10.100 | (Top Pick Feb 4/11, Down 34.49%) Still quite likes it. | 2012-02-07 | ||
| PAST TOP PICK | Onex Corp | OCX-T | 36.110 | (Top Pick Feb 4/11, Up 6.42% Total Return) Sold a long time ago at a small gain. | 2012-02-07 | ||
| Comment | Stewart Enterprises Inc | STEI-Q | 6.610 | Funeral home company. He has 2.6% of shares and is in controversy about strategic alternatives including selling the company, significant dividend increase or share buyback, with management. | 2012-02-07 | ||
| DON'T BUY | Teck Resources Ltd. (B) | TCK.B-T | 41.600 | Long term it is a great business. Near term challenges are a slowing in emerging markets. Pressure on copper and steel prices (Meteorological coal). | 2012-02-07 | ||
| BUY | Vodafone Group PLC | VOD-Q | 27.940 | Great way to gain exposure to global wireless business. Emerging growth in China and India and other emerging markets. Dividend is sustainable plus special last year. In all likelihood you will see that special dividend again this year. | 2012-02-07 | ||
| TOP PICK | GOOG-Q | 606.770 | Facebook IPO is a catalyst. Will highlight how cheap Google is. Growing social media business. | 2012-02-07 | |||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | UK Banks - Barkley’s and Lloyds: Doesn’t play in that space. Has broader concern with what is going on in Europe. Less worried in last 6-7 weeks but there is more headline risk in the EU. Will have a negative impact on UK banks. | 2012-02-07 | ||
| BUY | Pizza Pizza Royalty Income Fund | PZA.UN-T | 9.220 | Royalty on pizza franchise. Pretty safe business. Royalty may grow because of increasing input costs to franchisees. | 2012-02-07 | ||
| PAST TOP SHORT | Cintas Corp | CTAS-Q | 38.100 | (Top Short Feb 4/11, Down 33.65% Total Return) He covered a long time ago at a small loss | 2012-02-07 | ||
| WAIT | Lennar Corp. | LEN-N | 22.760 | Would not be a buyer right now, wait for a pull back, prefers tollbridgers as it is a higher end builder, but he even sold this one a month ago. | 2012-02-07 | ||
| PAST TOP PICK | AGF Management (B) | AGF.B-T | 15.630 | (A Top Pick Dec 14/10. Down 11.46%.) Asset management business is a tough place to be right now. | 2011-12-09 | ||
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| DON'T BUY | Bank of Montreal | BMO-T | 56.660 | Why would you buy a GIC with a low interest rate, when you can get this one at 5%? 2 different things. GIC's are guaranteed by the government. This one is an equity and you own a small piece of the company. The equity can go up and down and you might get a downturn in the equity of 15%. Not a fan of the banking business today. | 2011-12-09 | ||
| TOP PICK | Chemtrade Logisitics Inc. | CHE.UN-T | 14.390 | Produces and distributes industrial chemicals. Also acquired another company this year. Have very long-term contracts with a lot of blue-chip Canadian resource companies. Not a lot of commodity price risks. About 8% distribution yield with a fairly low payout ratio. | 2011-12-09 | ||
| TOP PICK | General Motors Corporation | GM-N | 21.150 | Thinks the entire auto industry is quite interesting. They are having a real resurgence in North America. The average age of the vehicle fleet on the road in North America is at near record levels. Clean up their balance sheet and are in a very healthy financial position today but still trades at about 1.5X enterprise value to EBITDA. | 2011-12-09 | ||
| PAST TOP PICK | Hewlett-Packard Co | HPQ-N | 27.900 | (A Top Pick Dec 14/10. Down 32.79%.) Sold his holdings. | 2011-12-09 | ||
| BUY | Microsoft | MSFT-Q | 25.700 | Likes this company. Hasn't been a great performer. Over 3% dividend yield. Trading at under 10X earnings and is still growing its earnings. Great place to be. | 2011-12-09 | ||
| HOLD | Potash Corp of Saskatchewan | POT-T | 41.570 | Recent concerns about a slowdown in China. Have also been recent negotiations between potash groups and China and India for pricing and volume. Planning on cutting production by 7% in 2012, which is really a negotiating tactic. Good for the long-term. | 2011-12-09 | ||
| Comment | Suncor Energy Inc | SU-T | 29.850 | A lot of the large Canadian E & P companies are pretty beat up, particularly given how high oil prices are. As a long-term proposition, probably not a bad place to be. Pretty low multiples. The one knock is that they are so big, it is hard to move the needle. You can buy and put away for 20 years. | 2011-12-09 | ||
| Comment | Teck Resources Ltd. (B) | TCK.B-T | 37.920 | Very good business. Their big exposures are to copper and metallurgical coal. Have a lot of valuable mines and assets. As good a company to own as any in Canada. | 2011-12-09 | ||
| HOLD | Thomson Reuters Corp | TRI-T | 27.320 | Stock has been pretty beat up and has been frustrating for shareholders. Very valuable business and has done well over the long term. Still not at levels that he would consider as a real value stock. Doesn't see any imminent catalyst for the share price to move higher but not much downside either. | 2011-12-09 | ||
| SELL | Yellow Media Inc | YLO-T | 0.190 | Directory business is still declining at about 15% a year on an earnings basis. Significant leverage on the balance sheet. | 2011-12-09 | ||
| TOP PICK | The Brick Ltd | BRK-T | 3.100 | Have done a great job of turning the business around and regaining market share. This year will have record EBITDA in spite of retail conditions in Canada. Trades at a pretty big valuation discount to its peers. Generating a ton of free cash flow and buying back stocks. | 2011-12-09 | ||
| BUY | Brookfield Asset Management (A) | BAM.A-T | 28.220 | Share price has fallen because some of their businesses, such as asset management, have earnings volatility. Likes this for the long term. Have a lot of high quality office buildings, power and infrastructure, which are great places to be. | 2011-12-09 | ||
| PAST TOP PICK | Dundee Corp. (A) | DC.A-T | 23.350 | (A Top Pick Dec 14/10. Up 13.86%.) | 2011-12-09 | ||
| Comment | Philip Morris International | PM-N | 75.580 | High dividend yielding stock, which can be a pretty attractive place for investors. | 2011-12-09 | ||
| BUY | Bank of America | BAC-N | 6.640 | This is not for those that can't stomach volatility. Long-term, its franchise has great importance. A significant bank in the US and doesn't feel the government will let it go under. Would approach this one with caution. | 2011-10-18 | ||
| TOP PICK | Canada Bread Co. | CBY-T | 43.000 | Stable business for an uncertain time. A duopoly in the fresh bakery business between Weston and Canada Bread. Have 43% market share. Great balance sheet. Trades at only 5.9X enterprise value to EBITDA versus 7 or 8 times from its US peers. Maple Leaf owns 90% so at some point in time could possibly take the rest over. | 2011-10-18 | ||
| Comment | Canadian Imperial Bank of Commerce | CM-T | 75.130 | Holding up better than other banks because it has a larger retail franchise and is less dependant on capital markets than some others. As a safe haven in the Cdn banking space, probably a good place to look at. | 2011-10-18 | ||
| PAST TOP PICK | Clairvest Group Inc | CVG-T | 16.760 | (A Top Pick Oct 5/10. Up 25.79%.) Still likes. | 2011-10-18 | ||
| Comment | Encana Corp | ECA-T | 20.880 | Natural gas liquids is a good place to be. As natural gas has been out of favour, this would be a contrarian play. Has been pretty beat up. Could be an attractive opportunity over the next year or so. One of the blue-chip players in natural gas. | 2011-10-18 | ||
| TOP PICK | Ford Motor | F-N | 11.780 | Very cyclical but thinks the automobile fundamentals are improving. Vehicle fleet in North America is quite old. Even just looking at replacement demanderic demand annually in North America you are looking at 12-14 million annually. Recent sales data has been quite good. | 2011-10-18 | ||
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| DON'T BUY | Manulife Financial | MFC-T | 12.770 | Sun Life (SLF-T) just reported quarter earnings and weak guidance. This illustrates that in volatile periods in equity/fixed income markets lifecos have a difficult time hedging their portfolios. Would prefer the banks instead. | 2011-10-18 | ||
| BUY | Magna Int'l. (A) | MG-T | 37.470 | One of the more stable auto parts manufacturers. Very strong balance sheet with a lot of cash. Very cheap. Has just been buying himself. | 2011-10-18 | ||
| BUY | Royal Bank | RY-T | 47.720 | Over the long term, this is a great company. Canadian banks have proven to be very resilient relative to global banks. Near-term, Cdn banks will be challenged by a flattening yield curve, making it harder for them to earn a high net interest margin. Good for the long-term. | 2011-10-18 | ||
| BUY | Suncor Energy Inc | SU-T | 30.600 | An example of a large cap Cdn energy company that’s very beat up. Attractive value opportunity at these levels. | 2011-10-18 | ||
| PAST TOP PICK | TorstarCorp (B) | TS.B-T | 9.450 | (A Top Pick Oct 5/10. Down 23.58%.) Sold his holdings. | 2011-10-18 | ||
| BUY | Vodafone Group PLC | VOD-Q | 27.420 | Unilever (UL-N) or Vodafone (VOD-Q)? Prefers this one. Pays a 8% dividend. Big mobile company and benefiting from growth in mobile globally. Both are representative of stable, large-cap equities that are good places to hide. | 2011-10-18 | ||
| DON'T BUY | Freeport McMoran Copper & Gold | FCX-N | 35.380 | Doesn’t love copper at this time. A little cautious with the cyclicality of it. A high beta stock that is going to trade up and down with the Chinese market. | 2011-10-18 | ||
| DON'T BUY | Uranium One Inc. | UUU-T | 2.310 | Doesn’t like the uranium space. Very politically sensitive now. | 2011-10-18 | ||
| TOP PICK | GOOG-Q | 590.510 | Earnings have done nothing but go straight up in the last 5 years but share price has not done that much. Growing earnings at 20% a year. Leading global search engine provider. If you take out the $120 net cash per share, it is trading at only about 10X earnings. | 2011-10-18 | |||
| BUY | Unilever PLC | UL-N | 32.930 | Unilever (UL-N) or Vodafone (VOD-Q)? Prefers Vodafone, which pays an 8% dividend. Unilever is a very good business. Both are representative of stable, large-cap equities that are good places to hide. | 2011-10-18 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | US$ has become the safe haven trade. Moves up every time there is a scare. Questions if this is sustainable given the underlying fundamentals of the US economy and the weak fiscal situation. As the economy improves and corporate earnings come through and the stock market improves, this safe haven trade may be abandoned to some degree. | 2011-10-18 | ||
| PAST TOP PICK | Groupe Aeroplan Inc | AIM-T | 11.130 | (A Top Pick Oct 5/10. Down 9.39%.) Sold his holdings. | 2011-10-18 | ||
| DON'T BUY | Neo Material Technologies Inc. | NEM-T | 7.590 | Rare earths focused on the China market. Haven't followed this one that closely. His concern with companies whose assets are largely predicated on Chinese demand, it is hard to verify what is going on. | 2011-10-18 | ||
| BUY | Arbor Memorial Services Inc. | ABO.B-T | 23.300 | Canadian funeral/cemetery company. Stable business in a volatile period of the market. Very cheap. | 2011-10-18 | ||
| WEAK BUY | Apple | AAPL-Q | 374.010 | Tricky. Looks very cheap on paper. Trade at about 10X earnings ex-cash but you have to appreciate that it has to come up with innovative and new products all the time to continue generating those significant earnings and higher margins. Becoming more competitive. | 2011-08-09 | ||
| TOP PICK | Progressive Waste Solutions Inc | BIN-T | 19.570 | Waste management. Good stable business. Whatever happens in Europe or in equity markets, people still produce garbage. Waste per capita goes up every year. Generates a significant amount of free cash flow and pays 2.5% dividend. | 2011-08-09 | ||
| PARTIAL BUY | Valeant Pharmaceuticals | VRX-T | 39.500 | Recent beating is a result of earnings. In-line, but the history of their earnings is to outperform. Just bought a small position yesterday. Sell off was probably overdone. | 2011-08-09 | ||
| TOP PICK | Chemtrade Logisitics Inc. | CHE.UN-T | 13.490 | Chemicals and they recently acquired an environmental services company. Good place to hide in a choppy market. Still structured as an income trust with payout of about 65% of cash flow. Safe 8.8% yield. | 2011-08-09 | ||
| Comment | MacDonald Dettwiler & Assoc. | MDA-T | 49.950 | Has an offer to purchase for cancellation up to $500 million of shares by way of Dutch auction. Sell or wait? This is just a way for a company to affect in a share buyback. Not a bad opportunity to sell some of your shares. | 2011-08-09 | ||
| DON'T BUY | Magna Int'l. (A) | MG-T | 38.350 | Doesn't clearly love the automobile industry. Cheap. You have to be cautious that they have significant manufacturing operations in Canada and the strong Cdn$ could hurt. | 2011-08-09 | ||
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| BUY | Queenston Mining | QMI-T | 5.780 | One of his favourite names in gold. Significant asset in Kirkland Lake Ont. Agnico Eagle (AEM-T) own 10% of the company and at some point in time will possibly want to own 100%. | 2011-08-09 | ||
| BUY | Royal Bank | RY-T | 50.240 | Generally hasn’t owned or liked Canadian banks, but with the recent pullback, they are starting to represent interesting values here. (He recently bought TD (TD-T).) This one has not had the success in the US like the TD has. With 4% dividend yield, it represents pretty interesting value. | 2011-08-09 | ||
| TOP PICK | Stewart Enterprises Inc | STEI-Q | 5.800 | 2nd largest funeral and cemetery company in the US. The 2 certainties in life are death and taxes. Demographic changes in the next 15-20 years are going to be very positive. Possibility that their largest competitor may try to buy them again in the next 6-12 months. | 2011-08-09 | ||
| Comment | Suncor Energy Inc | SU-T | 31.000 | One of the large Canadian blue-chip integrated oils. With recent sell off in the stock and energy, it looks very cheap. Has a bit of a dividend. Not enough growth for him. If you like this company, you could hedge your position by shorting the energy index against it, which would give you a basket of larger cap names. | 2011-08-09 | ||
| BUY | Viterra Inc | VT-T | 10.080 | Green handling and fertilizer. Very well run. One way for investors to get exposure to the agricultural business in Canada. Also have a big asset in Australia. Will do very well over the long-term. | 2011-08-09 | ||
| Comment | Teck Resources Ltd. (B) | TCK.B-T | 41.430 | Caller’s strategy is to Buy around $40, do covered call writes and sell the out of the money calls. With the premium, he buys Puts and sells twice as many Puts. Comment? Interesting strategy. Has heard of others doing this. Very volatile stock and will be largely dependent on coal and copper prices. Writing options is not a bad strategy but buying could be expensive because of the volatility. | 2011-08-09 | ||
| PAST TOP PICK | Vodafone Group PLC | VOD-Q | 26.570 | (A Top Pick July 27/10. Up 15.9%.) Still likes this very much. Just announced a significant dividend increase. | 2011-08-09 | ||
| PAST TOP PICK | The Brick Ltd | BRK-T | 2.350 | (A Top Pick July 27/10. Up 11.43%.) Reporting earnings Wednesday night and think good things will be there. | 2011-08-09 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Sectors. Betting against consumer cyclicals, retailers (particularly in Canada) and some US retailers. Recently have been shorting some restaurants because of rising commodity prices and weaker consumer buying. | 2011-08-09 | ||
| BUY | Dundee Corp. (A) | DC.A-T | 21.620 | Holding company. Worth in excess of $30 a share. Most recent NAV is probably in excess of $33-$34. Safe place to be. | 2011-08-09 | ||
| Comment | LuLulemon Athletica | LLL-T | 49.320 | Good short? The difficulty is, it's a good company that is growing and is expensive. He has always found historically that shorting good companies that are growing is tough. | 2011-08-09 | ||
| PAST TOP SHORT | SPDR S&P Midcap 400 ETF | MDY-N | 149.790 | (A Top Short July 27/10. Down 1.57%.) S&P Midcap 400 ETF. | 2011-08-09 | ||
| HOLD | Apple | AAPL-Q | 325.900 | Fantastic company, wouldn’t bet against it. Huge consumer following. Not an expensive stock. | 2011-06-10 | ||
| PAST TOP PICK | Barrick Gold | ABX-T | 42.620 | (Top Pick May 25/10, Down 4.11%) Continues to think it is a very cheap stock. | 2011-06-10 | ||
| BUY | AGF Management (B) | AGF.B-T | 19.230 | Likes it. One of the largest mutual fund companies in Canada. 5% dividend. Won't get bought out in the near term but some probability it could be acquired. | 2011-06-10 | ||
| DON'T BUY | Bank of America | BAC-N | 10.800 | Been looking at the sector. Doesn’t own any banks in US. When sovereign debt concerns pass, housing market recovers, this sector will grow. | 2011-06-10 | ||
| BUY | Celestica Inc | CLS-T | 8.810 | Good business but earnings stream is a bit volatile. One risk is that RIM orders (20% of business) go down. | 2011-06-10 | ||
| BUY | Goldcorp Inc | G-T | 46.200 | Likes Gold generally – great hedge against currency debasement. Is one of the largest gold stocks in Canada. He moved from Gold ETFs to Stocks. | 2011-06-10 | ||
| TOP PICK | Queenston Mining | QMI-T | 6.890 | Likes gold. You want gold in safe political jurisdictions (northern Ontario). Had some good drill results recently. Thinks they will get taken out in 1-2 years. | 2011-06-10 | ||
| PAST TOP PICK | Research In Motion | RIM-T | 35.820 | (Top Pick May 25/10, Down 16.04%) Sold a few months ago. A good company, looks obscenely cheap. Lots of negative sentiment around about the company. Will not think of shorting it. | 2011-06-10 | ||
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| PAST TOP PICK | Yahoo! | YHOO-Q | 15.200 | (Top Pick May 25/10, Down 0.58%) Concerns about what management team was doing. He was not happy about their core business. If they sold off non-core assets he things they would do much better. | 2011-06-10 | ||
| TOP PICK | The Brick Ltd | BRK-T | 2.540 | A turnaround story. They did a phenomenal job. Balance sheet in good shape now. Gaining back market share. But the stock is one of the cheapest retail stocks in Canada. They will try to buy back 25% of outstanding shares. | 2011-06-10 | ||
| N/A | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Market: There is a lot of negative sentiment. Sovereign debt issues, US concerns on debt ceiling. Over the last 4-6 weeks the market has started to feed on this. He tries always to have a balance of long and short positions. Defensive sectors are favored – consumer staples and tech. Favours smaller cap stocks. Has a modest position in resources. Likes gold, some energy, short some base metals. | 2011-06-10 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Canadian Banks: He is not long, except for a small position in BMO in one fund. Is starting to look at some US financials for long positions. Doesn’t look outside of North America. Looked at JP Morgan, City and other larger players. | 2011-06-10 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Uranium Industry: Has concerns about the sector. Sector is under a lot of pressure as nations re-evaluate their nuclear programs. Even at current commodity process, the stocks are not cheap. Has not looked at shorting either. | 2011-06-10 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Shorting Housing Market in Canada: Doesn’t think it is a bad idea but difficult in Canada because there aren’t a lot of pure play stocks in Canada focusing on housing market, and they are in fact pretty good businesses. Maybe companies tied to housing like Rona. | 2011-06-10 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Mutual Funds vs. Stocks: It comes down to how much time you have to select stocks. A lot of funds are just index tracking, though. | 2011-06-10 | ||
| TOP PICK | DirectTV Group | DTV-Q | 46.720 | Large satellite TV business. US and growing Latin American subscribers. 11 times earnings, very shareholder friendly, buying back 20% of outstanding shares. Thinks it will be a very stable business despite Internet TV. | 2011-06-10 | ||
| BUY | Dundee Corp. (A) | DC.A-T | 24.620 | Worth well above current level. Thinks business will grow. A good business, growing and using cash to buy back stock. | 2011-06-10 | ||
| BUY | Barrick Gold | ABX-T | 50.320 | Large cap gold companies generally lag the upward movement in gold prices. Low cost producer. Generating a lot of cash flow. A blue chip way to play gold. Thinks gold is a better opportunity today. | 2011-03-24 | ||
| BUY | AGF Management (B) | AGF.B-T | 18.900 | One of the largest mutual fund companies in North America. If it was every sold, he thinks it would be acquired for significantly more than it trades for now. | 2011-03-24 | ||
| TOP PICK | Progressive Waste Solutions Inc | BIN-T | 24.010 | One of the largest waste management companies in North America. The waste per capita goes up every year. Lot of good industry fundamentals. 2% Dividend. Have trucks and landfills, do commercial and residential. Did a secondary offering last evening to liquidate an acquired company’s stock. This had been an overhang. | 2011-03-24 | ||
| TOP PICK | Clairvest Group Inc | CVG-T | 15.060 | A Private equity firm. Canadian based company with investments in casino and gaming industry. Well run business. Good investment track record. Significant insider ownership. $18.50 book value. Significant upside. Conditions in the private equity market are so attractive – low interest rates, better financing terms, attractive public market multiples to monetize your assets. | 2011-03-24 | ||
| PAST TOP PICK | Fairfax Financial | FFH-T | 363.900 | (Top Pick Mar 5/10, Up 2.72%) There has been concern about the property and casualty industry as a whole. Now trades at a discount to book value. They are hedged on their portfolio. | 2011-03-24 | ||
| BUY | Magna Int'l. (A) | MG-T | 48.750 | Leading auto parts company in North America. A great way to play the auto industry recovery. Weak earnings report about a month ago. | 2011-03-24 | ||
| PAST TOP PICK | Open Text | OTC-T | 57.560 | (Top Pick Mar 5/10, Up 12.85%) A valuable asset. Eventually a big US player comes along and buys it. | 2011-03-24 | ||
| Comment | Research In Motion | RIM-T | 62.490 | Today will be reporting. Without knowing which way the equity will go, what does he suggest: His strategy is that he has a long position with a short on the Nasdaq. RIM is cheap. | 2011-03-24 | ||
| TOP PICK | Vodafone Group PLC | VOD-Q | 28.620 | Leading global wireless player. Very valuable 45% stake in Verizon Wireless. 5% dividend. Assets all over Asia, Africa, North America. VOIP is a threat but he thinks it is a small one. | 2011-03-24 | ||
| WAIT | Uranium One Inc. | UUU-T | 4.370 | Perfectly good company and could be a way to play a recovery in the industry. He is looking at it. | 2011-03-24 | ||
| PAST TOP PICK | Cineplex Inc | CGX-T | 23.490 | (Top Pick Mar 5/10, Up 35.27%) It appreciated so much that he took profits. | 2011-03-24 | ||
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| N/A | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Market: Long and short strategies reduce market volatility. Typically he targets 10-15% compounded returns. He is a value investor. | 2011-03-24 |
