| Comment | | Bombardier Inc (B) | BBD.B-T | 7.170 | Has made a pretty nice recovery. Impressed with their business jet division and also by the train division. | 2008-07-03 | |
| BUY | | Johnson & Johnson | JNJ-N | 65.120 | Likes their non-prescription healthcare products business. Good P/E multiple and good dividend. | 2008-07-03 | |
| DON'T BUY | | Centerra Gold Inc | CG-T | 4.430 | Bad geography from a political risk standpoint. Have a mine in the Kyrgyz Republic and the government has decided they want more money. This has put the stock into a tailspin. Also have a mine in Mongolia. | 2008-07-03 | |
| TOP PICK | | Bank of Nova Scotia | BNS-T | 47.210 | 4.15% dividend. Doesn't have much in the way of assets in the US. ROE of 18% or 19%. Trading at around 10X next year's earnings. | 2008-07-03 | |
| TOP PICK | | Power Corp | POW-T | 30.970 | Very high-quality company. As insurance companies, Investors Group, interests in Europe. All it does is make money and pay dividends. Stock has gone down because people are worried about the insurers and their bond holdings. Thinks Investors Group will snap back in the 2nd half of the year. | 2008-07-03 | |
| TOP PICK | | H&R Real Estate Investment Trust (Debenture) | HR.DB-T | 102.000 | His biggest problem right now is what to buy for his older, risk adverse income-seeking clients. Interest rate is around 6.65%. Not much risk as they have a covenant that they cannot have more than 65% in debt. Real estate assets are 99% leased. | 2008-07-03 | |
| BUY | | Encana Corp | ECA-T | 92.300 | Have really good prospects on their split. Thinks natural gas prices are more likely to go up than down. | 2008-07-03 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Agriculture: The boom is a real phenomena based on real demand for food products. With the ethanol situation in the US taking away acreage from food production, a growing demand for protein in the developing world there will be continuing demand for agricultural products. However, that sector has had a tremendous upward move and it may be too late to get in on it. | 2008-07-03 | |
| DON'T BUY | | Potash Corp of Saskatchewan | POT-T | 220.000 | (See comment “Agriculture”.) The easy money has been made. | 2008-07-03 | |
| DON'T BUY | | Agrium | AGU-T | 100.940 | (See comment “Agriculture”.) The easy money has been made. | 2008-07-03 | |
| DON'T BUY | | Canadian Oil Sands Trust | COS.UN-T | 54.700 | Thinks the political uproar about oil sands is probably overdone. This stock is pretty highly valued given its extraction costs. Prefers to play the oil sands indirectly through companies that have interests in it but other oil interests as well. | 2008-07-03 | |
| SELL | | Jazz Air Income Fund | JAZ.UN-T | 4.970 | Typically uses turboprops and regional jets but it is tough times for all the airlines. This company serves some fairly low occupancy routes, which they will probably be cutting. | 2008-07-03 | |
| DON'T BUY | | Hudbay Minerals Inc. | HBM-T | 13.070 | Zinc may be near the bottom. Wouldn't rush into this one although it looks cheap. | 2008-07-03 | |
| HOLD | | Penn West Energy Trust | PWT.UN-T | 33.720 | This is a good one and with energy prices what they are it should be a sustainable distribution. Have tax pools so they won't get taxed for a while. | 2008-07-03 | |
| TOP PICK | | Finning Int | FTT-T | 27.080 | Caterpillar equipment in Western Canada is benefiting from winter Olympics and will ultimately benefit from pipelines going north and tar sands in Alberta. Tremendous business in South America where most of the world’s new mines are being built. Big recurring revenue from service and parts. | 2008-06-10 | |
| TOP PICK | | Power Corp | POW-T | 33.810 | Their mutual fund along with others has not been able to grow assets. When money starts flowing back into the market, this will do pretty well. Also insurance companies have had some problems with assets being hit by the credit crisis. This company has a 17% ROE. Dividend has gone up very sharply and is almost as high as the banks. Trading at around 9X next year's earnings. | 2008-06-10 | |
| TOP PICK | | Rogers Communcations (B) | RCI.B-T | 41.390 | Suffered from the belief that new entrants who buy Spectrum in the government's auction will impact on margins in the cellular market. Doesn't think this will happen for 3 or 4 years. An absolute cash flow machine and sells at about 8X cash flow. Dividend has been increased radically. | 2008-06-10 | |
| PAST TOP PICK | | Crombie Real Estate Investment Trust | CRR.UN-T | 11.650 | (A Top Pick July 17/07. Down 2%.) Nothing wrong with this one. Under followed. Likes the 7.7% yield. Pretty good commercial property. Good defensive Buy. | 2008-06-10 | |
| PAST TOP PICK | | National Bank of Canada | NA-T | 53.580 | (A Top Pick July 17/07. Down 12%.) Had a problem with asset backed commercial paper. When this is cleaned up, probably midsummer, it should go back up. Earnings were the best of all 6 big banks. Attractive dividend that is sustainable. Very good Buy right now. | 2008-06-10 | |
| PAST TOP PICK | | Reitmans (Canada) Ltd. (A) | RET.A-T | 15.910 | (A Top Pick July 17/07. Down 31%.) Very disappointed by their results. He bought based on good growth and attractive dividend and they then had 3 bad quarters in a row. Sold most of his holdings. | 2008-06-10 | |
| BUY | | Calfrac Well Services Ltd | CFW-T | 29.990 | Calfrac Well Services (CFW-T), Precision Drilling (PD.UN-T), Ensign Resource (ESI-T). Involved in fracturing, an expensive exploration/production service, which basically fractures rocks to release petrochemicals. With higher natural gas, companies are starting to use this service. Bullish on natural gas. These companies can be very cyclical and will fall off the table when energy prices weaken. | 2008-06-10 | |
| BUY | | Precision Drilling Corp. | PD.UN-T | 27.030 | Calfrac Well Services (CFW-T), Precision Drilling (PD.UN-T), Ensign Resource (ESI-T). Involved in fracturing, an expensive exploration/production service, which basically fractures rocks to release petrochemicals. With higher natural gas, companies are starting to use this service. Bullish on natural gas. These companies can be very cyclical and will fall off the table when energy prices weaken. | 2008-06-10 | |
| PAST TOP PICK | | Ensign Resource Service Group | ESI-T | 21.450 | Calfrac Well Services (CFW-T), Precision Drilling (PD.UN-T), Ensign Resource (ESI-T). Involved in fracturing, an expensive exploration/production service, which basically fractures rocks to release petrochemicals. With higher natural gas, companies are starting to use this service. Bullish on natural gas. These companies can be very cyclical and will fall off the table when energy prices weaken. | 2008-06-10 | |
| DON'T BUY | | Valero Energy Corp | VLO-N | 44.600 | Stock price is probably down due to quality of assets and quality of management. When you are buying, you might as well buy the leading companies. Also prefers Canadian companies to get the dividend tax credit. | 2008-06-10 | |
| BUY | | Telus Corp | T-T | 45.500 | Outlook for 4-5 years is not stellar, but not bad either. Has been beaten down because of the Spectrum auction for wireless. Doesn't see competition happening soon or eroding margins very fast. Likes the dividend yield. | 2008-06-10 | |
| DON'T BUY | | Canadian Imperial Bank of Commerce | CM-T | 64.750 | Street has pretty well lost confidence in this bank's risk management. Wouldn't buy until there was some evidence they had straightened things out and they won't have another disaster. | 2008-06-10 | |
| BUY | | Lundin Mining Corp. | LUN-T | 7.210 | A number of the midsize mining companies have had a tough ride in the last little while. You need exposure to the commodity sector and having a company that has 2 or 3 is not a bad idea. (Zinc is a problem commodity right now. Forecasting an oversupply for the next couple of years.) | 2008-06-10 | |
| Comment | | Inmet Mining | IMN-T | 67.510 | Copper, zinc and some gold. You need exposure to the commodity sector and having a company that has 2 or 3 is not a bad idea. (Zinc is a problem commodity right now. Forecasted to have an oversupply for the next couple of years.) | 2008-06-10 | |
| Comment | | Breakwater Resources | BWR-T | 0.510 | Zinc is a problem commodity right now as they are forecasting an oversupply for the next couple of years. | 2008-06-10 | |
| SELL | | Bank of America | BAC-N | 29.620 | Reaffirmed they are going ahead with the purchase of Countrywide Financial. Investors are very concerned. Wouldn't surprise him to see huge class action suits against Countrywide for abusive mortgage. | 2008-06-10 | |
| DON'T BUY | | Pfizer Inc | PFE-N | 17.940 | Pharmaceutical industry in the US has been a disappointment for 2 or 3 years. There is concern about the new drug pipeline. Also a large number of blockbuster drugs are coming off patent for many companies. Also increased competition from generic companies. At 7.2%, the market is telling you it does not believe the dividend is safe. | 2008-06-10 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Stagflation: When there is persistent inflation, say 4%, and at the same time the economy isn't growing. A period when it is hard to make money. If this happens, you might want to own “real return bonds”, bonds that are issued by governments and are reset according to inflation. Also regulated utilities that are allowed to raise rates according to information. | 2008-06-10 | |
| BUY | | Emera Inc | EMA-T | 23.270 | Investing in Openhydro Group for Bay of Fundy tidal power. Tidal power is one of the great unrealized technology dreams. No one has done it successfully yet. Utilities have been in favour the last few years as inflation has been low and dividends have been very attractive. Doesn't have to succeed in tidal power to be an attractive holding. | 2008-06-10 | |
| DON'T BUY | | Visa Inc. | V-N | 80.310 | Not bullish on this company. His concern is the ability of the banks to take on more credit cards. Visa doesn’t have the credit risks, but as cards get maxed out and go into default there will be fewer transactions. | 2008-06-10 | |
| BUY | | Canadian National R.R. | CNR-T | 52.520 | Expensive oil is positive for the rails. They are about 4 times more efficient than trucks per ton-mile of freight. Rails are going to make a lot of money hauling commodities. Everybody should own one of them. | 2008-06-10 | |
| BUY | | Canadian Pacific Rail | CP-T | 67.560 | Expensive oil is positive for the rails. They are about 4 times more efficient than trucks per ton-mile of freight. Rails are going to make a lot of money hauling commodities. Everybody should own one of them. | 2008-06-10 | |
| Comment | | Microsoft | MSFT-Q | 27.890 | Becoming like a utility. Has recurring revenue and will eventually have a utility type yield. | 2008-06-10 | |
| DON'T BUY | | Loblaws | L-T | 32.900 | Have to be pretty brave to get into this one, even now. Totally botched the revamping of its distribution warehouse system. Competitive threat of Wal-Mart and Sams Clubs cannot be underestimated | 2008-06-10 | |
| BUY | | General Electric | GE-N | 30.330 | A proxy for the entire US economy. Good at what they do in many of their businesses. Have a huge financial arm that is suffering from the angst of the entire financial sector. Probably a more attractive entry point right now than in the last 10 years. Low risk at this price. | 2008-06-10 | |
| Comment | | Timminco Ltd. | TIM-T | 33.920 | This stock has as many opinions as there are analysts and range from outstandingly glowing to unbelievably dismal. Has no idea who is right. Doesn’t understand their technology so he doesn’t own. | 2008-06-10 | |
| BUY | | Hewlett-Packard Co | HPQ-N | 47.570 | (Market Call Minute.) Major acquisition makes it look more like IBM recurring revenue from service and software makes it more attractive and less volatile. | 2008-06-10 | |
| DON'T BUY | | Fording Canadian Coal Trust (Inc Trust) | FDG.UN-T | 80.750 | (Market Call Minute.) Probably a little late to buy it now. If there is another dip like there was last summer, it would be a buy. | 2008-06-10 | |
| DON'T BUY | | Research In Motion | RIM-T | 137.600 | (Market Call Minute.) Thinks they’re under threat from Apple (AAPL-Q). | 2008-06-10 | |
| DON'T BUY | | Kimberly Clark | KMB-N | 62.550 | (Market Call Minute.) Negative pretty much on everything that has to do with forest products and the paper industry. Huge oversupply and under demand. | 2008-06-10 | |
| DON'T BUY | | Biovail Corp. | BVF-T | 11.900 | Having fights about who’s going to be on the board and who’s going to run the show. Doesn’t like companies with this kind of dissension. 12.5% dividend and the market is saying that is unsustainable. | 2008-05-27 | |
| BUY | | Petro-Can | PCA-T | 57.740 | No reason this stock shouldn’t be valued at $80. Have had some stumbles in terms of production and refinery margins have come under pressure, but the value of the assets is worth $80 to $100. | 2008-05-27 | |
| DON'T BUY | | Visa Inc. | V-N | 78.740 | The ability to grow its cardholder base and to grow the number of retail transactions in the current economic environment is restrained. | 2008-05-27 | |
| BUY | | Teck Cominco Ltd. (B) | TCK.B-T | 48.000 | Coal is the asset that’s driving it this week but next week it might be copper or zinc or gold. Has 2 or 3 of the hot products right now. Underlying demand for the base metals and for coal as an energy source will continue to be very strong. | 2008-05-27 | |
| BUY | | Agrium | AGU-T | 81.320 | Here will be no end in sight for the agriculture boom and for this company’s products. | 2008-05-27 | |
| BUY | | Fortis Inc. | FTS-T | 27.570 | This is a way of producing income without too much volatility. | 2008-05-27 | |
| TOP PICK | | Inmet Mining | IMN-T | 69.500 | Likes copper as a metal. This one’s been beaten down. Their new mine in Spain had an environmental issue but it can be dealt with. Cheap at 6X earnings. | 2008-05-27 | |
| TOP PICK | | Saputo Inc. | SAP-T | 26.280 | Stable product that people are going to keep buying. Relatively inexpensive. Pretty good growth. Has the potential to pay a lot more in dividends. Looks on it as an undiscovered future Canadian blue chip. | 2008-05-27 | |
| TOP PICK | | SNC-Lavalin Group Inc. | SNC-T | 53.440 | Likes global infrastructure renewal. Basically every kind of industrial infrastructure has been under invested in the last 40 years. Huge order backlog. | 2008-05-27 | |
| SELL | | TorstarCorp (B) | TS.B-T | 12.940 | Harlequin Romance is going digital and this hit the stock. Basically the ink on paper business is moribund. | 2008-05-27 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Oil: - In the long run, oil prices are going to go up. In the short run, it’s driven by speculation. There may be some hedge funds liquidating their positions over the last couple of days in May, which could force oil back down to $120 or lower and that could present a buying opportunity. If you’re an investor it doesn’t matter, it’s noise. | 2008-05-27 | |
| DON'T BUY | | Canadian Imperial Bank of Commerce | CM-T | 73.250 | Last time they had a disaster, they bounced back and people made a lot of money and who's to say they won't do it again. Not the bank that he would choose to own because of their proven track record of making it really bad, big mistakes. | 2008-05-13 | |
| BUY | | BCE Inc. | BCE-T | 39.100 | He is a believer that the deal will go through and will not be re-priced. | 2008-05-13 | |
| Comment | | Thomson Reuters Corp | TRI-T | 36.250 | Has never been a fan of Thomson. It has now down this merger with Reuters and is getting away from the paper business into the electronic screen business. He would like to see 6 months to a year of operations to see what happens. | 2008-05-13 | |
| Comment | | Hewlett-Packard Co | HPQ-N | 44.270 | Planning to buy Electronic Data Systems to better compete against IBM. This will be the same type of story as IBM in that you won't make a lot of money but the dividend will keep going up. | 2008-05-13 | |
| BUY | | Manulife Financial | MFC-T | 37.990 | Recently bought timberlands. These companies have long tailed liabilities that stretch out to 10 to 50 years. Timberland is an asset for this type of liability. He is bullish on this company. The market is undervaluing it. | 2008-05-13 | |
| SELL | | Amazon.com | AMZN-Q | 74.560 | Have a tremendous number of categories of goods. Had a pretty good Christmas season. Stock has always traded at a high multiple. Thinks the opportunities for it to grow at the rate it did 5 years ago aren't there anymore. | 2008-05-13 | |
| DON'T BUY | | Visa Inc. | V-N | 82.380 | Stock roared out of the gate and people who were lucky enough to get it on the IPO made a lot of money. Feels it is a little too hot right now. He is concerned about 2 things in the business. 1) The increasing rate of credit card defaults and 2) as interest rates go up, their margins will get squeezed. | 2008-05-13 | |
| PARTIAL SELL | | Mastercard Inc. | MA-N | 288.800 | Way overvalued. If you own and haven't taken profits yet, he would take at least half profits at this point. | 2008-05-13 | |
| DON'T BUY | | American International Group | AIG-N | 39.160 | Not sure the worst is over yet. It's an ongoing problem, not a single event. Too many unknowns. | 2008-05-13 | |
| BUY | | Petro-Can | PCA-T | 55.900 | Cheap. They have an oil sands component and maybe, like Encana (ECA-T) they will split the company. Thinks good things are going to happen. | 2008-05-13 | |
| TOP PICK | | Royal Bank | RY-T | 48.620 | This is a bank that has not had a significant problem with the US housing and credit crunch. Will have less revenue from their securities arm as there is less underwriting going on. Fundamentally it is a very strong bank. Strong dividend and growing. Price/earnings multiple is down by 25%. Good yield of over 3% for conservative investors. | 2008-05-13 | |
| TOP PICK | | Finning Int | FTT-T | 29.600 | A large amount of their revenue comes from service maintenance and parts. In other words, they sell the equipment and then get to maintain it for the next 10 years. They make better margins on this than they do on selling the huge earthmover. Tremendous opportunity because of Winter Olympics, pipelines and mining in South America where they have the franchise. | 2008-05-13 | |
| TOP PICK | | H&R Real Estate Inv Trust | HR.UN-T | 20.450 | A stock that has been neglected and overlooked. The Calgary project is underway now. There is a bit of an inflation risk in that the 20-year spread between mortgages and leases would look less attractive. Has a nice yield compared to 5-year bonds. 99% occupancy rate. | 2008-05-13 | |
| Comment | | Barrick Gold | ABX-T | 38.770 | Doesn't understand why gold drops with the US$ and he has a rule that if you don't understand, don't buy. | 2008-05-13 | |
| TOP PICK | | Thompson Creek Metals | TCM-T | 21.390 | Molybdenum. Used in stainless steel, which is increasingly in demand by Asia and there is not that much moly in the world. Has a new mine in British Columbia which will allow them to increase production rather radically. P. E. looks high when compared to the other companies in the base metal space but is growing much faster. | 2008-04-22 | |
| TOP PICK | | Rogers Communcations (B) | RCI.B-T | 41.420 | Dividend yield is pretty reasonable at about 2.2%. Balance sheet is much better than it used to be. Sold off giving a very attractive entry price. New spectrum auction won't create much competition. | 2008-04-22 | |
| TOP PICK | | Canadian Utilities | CU-T | 41.850 | Stock will sort of climb gradually and then take a bit of a header and that's when you buy it. This is not a growth stock; it is a stock for yield. Dividend of over 3%. | 2008-04-22 | |
| PAST TOP PICK | | Ensign Resource Service Group | ESI-T | 22.200 | (A Top Pick May 8/07. Up 9%.) Feels energy services are going to do pretty well, particularly now that natural gas has bounced back. | 2008-04-22 | |
| PAST TOP PICK | | Johnson & Johnson | JNJ-N | 66.990 | (A Top Pick May 8/07. Up 7%.) Now that the Cdn$ is below par, he is comfortable with the US market. Nice dividend yield and a low PE. | 2008-04-22 | |
| PAST TOP PICK | | National Bank of Canada | NA-T | 50.880 | (A Top Pick May 8/07. Down 17%.) This was recommended before the commercial paper crisis arose. Thinks the market has oversold this one. Dividend and PE is enormously attractive. | 2008-04-22 | |
| PARTIAL SELL | | Potash Corp of Saskatchewan | POT-T | 215.300 | The price of potash is rising on demand from Asia. Stock has gone up 210%. If you own, you should consider taking some money off the table. He would suggest selling a third. There has been such a relentless ride on the stock he would not add or buy at this price. Inevitably there will be a 10% or 15% pullback and that would be the time to add. | 2008-04-22 | |
| DON'T BUY | | Uranium One Inc. | UUU-T | 5.100 | Uranium is a long story. The nuclear reactors, which the junior uranium companies hope to mine, have not even been built yet, so this is a 10 to 20 year story. He prefers a company that actually mines and produces uranium, Cameco (CCO-T). | 2008-04-22 | |
| BUY | | Proctor & Gamble | PG-N | 67.470 | Sells a lot of consumer necessities, a huge number of branded products. Sees this is a pretty defensive pick. | 2008-04-22 | |
| DON'T BUY | | Delta Air Lines Inc | DAL-N | 0.620 | There apparently is going to be a merger but the biggest problem will be a cultural one between the pilots. Airlines have a host of problems including the high cost of fuel but demand is rising and load factors are going up. Wouldn't be a buyer of this. | 2008-04-22 | |
| BUY | | Nexen Inc | NXY-T | 35.980 | This is not his favourite. He would prefer Talisman (TLM-T), which has better prospects going forward and better pricing. Benefiting from the high prices right now and not a bad choice. | 2008-04-22 | |
| DON'T BUY | | Suncor Energy Inc | SU-T | 121.070 | At an all-time high making it pretty expensive. | 2008-04-22 | |
| BUY | | SNC-Lavalin Group Inc. | SNC-T | 49.820 | This is his favourite infrastructure name. | 2008-04-22 | |
| DON'T BUY | | Biovail Corp. | BVF-T | 11.150 | The former chairman is suing present chairman. Under investigation by the SCC. Not a stock you want to be in. | 2008-04-22 | |
| DON'T BUY | | TorstarCorp (B) | TS.B-T | 16.500 | Newspaper business is in a long-term decline. | 2008-04-22 | |
| BUY | | A T & T US | T-N | 20.350 | Now hitting on all cylinders. Still a cheap stock. | 2008-04-22 | |
| BUY | | Manitoba Telecom Services | MBT-T | 39.240 | At lot of speculative money went into this company thinking that something exciting, fast and lucrative was going to happen. There was selling pressure when this didn't happen. When the BCE (BCE-T) deal closes, some of the money will come into this stock, as people will want exposure to this sector. Very nice dividend. | 2008-04-22 | |
| BUY | | General Electric | GE-N | 32.330 | Amazing that a company as big as this was so brutally sold off when people didn't like its earnings. Huge company with very important sales in very important markets including wind turbines, solar, nuclear, etc. These will be very good markets in years to come. | 2008-04-22 | |
| BUY | | Talisman Energy | TLM-T | 21.450 | New management and new emphasis on production. He is still buying at this price. | 2008-04-22 | |
| SELL | | Loblaws | L-T | 29.990 | Seems to have fired anybody over 40, basically anybody that knows how to run a grocery store. Still have continued stock outs. Warehousing and distribution still seems to be in complete disarray. Head office massacre that occurred is not indicative of a company that has turned itself around. | 2008-04-22 | |
| BUY | | BCE Inc. | BCE-T | 38.290 | Thanks the takeover will be completed in the next 8 to 10 weeks at $42.75. This gives you a nice return. | 2008-04-22 | |
| DON'T BUY | | Timminco Ltd. | TIM-T | 18.230 | One of the most interesting and controversial stories on the TSX right now. One side says they have found a way to make solar panel grade silicon cheaper than anyone else in the world and will soon go into large-scale production. Others say it is a scam and haven't invented any new process. Wouldn't speculate on this one. | 2008-04-22 | |
| BUY | | Petro-Can | PCA-T | 52.000 | (Market Call Minute.) Undervalued. | 2008-04-22 | |
| DON'T BUY | | Apple | AAPL-Q | 160.200 | (Market Call Minute.) Too trendy for him. An expensive stock. | 2008-04-22 | |
| BUY | | Encana Corp | ECA-T | 86.080 | (Market Call Minute.) Solid cash flow is very strong. | 2008-04-22 | |
| DON'T BUY | | Thomson Reuters Corp | TRI-T | 35.580 | (Market Call Minute.) He is unconvinced. Thomson has a history of under performing and now he just gets to under perform on a bigger stage. | 2008-04-22 | |
| BUY | | Brookfield Asset Management (A) | BAM.A-T | 29.430 | (Market Call Minute.) Very inexpensive stock. A lot of moving parts but very smart management. | 2008-04-22 | |
| BUY | | Canadian Pacific Rail | CP-T | 68.220 | (Market Call Minute.) Poor earnings today on weather and economic conditions in the US but a good long-term company to own. | 2008-04-22 | |
| DON'T BUY | | Norbord Inc. | NBD-T | 4.760 | (Market Call Minute.) Wouldn't touch this one right now. Not a lot of demand for roofs and floors in the US. | 2008-04-22 | |
| DON'T BUY | | Sierra Wireless | SW-T | 18.940 | (Market Call Minute.) Not his favourite. Not a space he wants to be in. Too volatile. | 2008-04-22 | |
| VAGUE | | Rogers Communcations (B) | RCI.B-T | 35.400 | This is a stable income company. It is undervalued. The media may be partly responsible. | 2008-03-18 | |
