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| Fred Ketchen of Scotia McLeod |
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| TOP PICK | BCE Inc. | BCE-T | 39.500 | Being acquired in the late 1st quarter or the early 2nd quarter by the Ontario Teachers Pension plan at $42.75. There will be 2 dividends paid during that period. The yield over all will be about 9%. | 2007-11-27 | ||
| BUY | CAE Inc | CAE-T | 11.400 | With the number of new aircraft being sold the requirements for flight simulators will continue to improve. There is growth there. | 2007-11-27 | ||
| WEAK BUY | Canadian Tire Corporation Ltd | CTC-T | 86.750 | Has had trouble squaring away revenues, profitability, inventory, etc. There is a lot of competition. Would consider going in at this time but would like to see what the next quarter brings. | 2007-11-27 | ||
| BUY | Canadian Western Bank | CWB-T | 26.190 | The smallest of the Canadian banks. Will be reporting next week. Was profitable last quarter. Good growth and pays a dividend. | 2007-11-27 | ||
| HOLD | Kingsway Financial Services | KFS-T | 16.050 | The problem with this company seems to be in their US operations and they have some challenges there. Give them a little bit more time to work through it. | 2007-11-27 | ||
| BUY | Sunlife Financial | SLF-T | 51.850 | Good management. Company has grown, is profitable and pays a dividend regularly. | 2007-11-27 | ||
| BUY | Toronto Dominion | TD-T | 67.360 | Recently acquired Bank of Commerce in Manhattan and at a half decent price. The growth rate with this bank is going to be attractive. | 2007-11-27 | ||
| TOP PICK | Teck Resources Ltd. (B) | TCK.B-T | 34.830 | Pulled the plug on Galore Lake and he feels they did the right thing. If the cost is out of line, pull back and wait. | 2007-11-27 | ||
| HOLD | Thomson Reuters Corp | TRI-T | 38.850 | Merging with the Reuters organization, which will probably change their business model. Pays a dividend. Not an exciting stock. | 2007-11-27 | ||
| TOP PICK | Tim Hortons | THI-T | 37.910 | Interesting menu and they have the health thing going for them. The US holdings is very limited. | 2007-11-27 | ||
| DON'T BUY | Air Canada (A) | AC.A-T | 12.000 | Suffering from the same things that a lot of airlines are suffering from, high fuel costs, high maintenance costs, etc. and until there is some appreciable increase in fares or some other way, he would stay away from it. | 2007-11-27 | ||
| TOP PICK | Harry Winston Diamond Corp. | HW-T | 49.440 | Owns 40% of the production that comes although the Diavik mine. Now getting into the retail business, which is a good move. Wait to see how the acquisition works out. | 2003-11-28 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 5.110 | Doing well in the rail business. A bit of a risk at this price. | 2003-11-28 | ||
| BUY | BCE Inc. | BCE-T | 28.870 | Believes in owning companies that have a product or a service that produce revenue and profit and share the profit with shareholders. Good dividend. Extremely well managed. | 2003-11-28 | ||
| WAIT | Valeant Pharmaceuticals | VRX-T | 24.380 | Would wait to see the results of the inquiry of the SEC. The air needs to be cleared. | 2003-11-28 | ||
| STRONG BUY | Encana Corp | ECA-T | 47.450 | Doing extremely well and will continue to do so. Has lots of growth potential. | 2003-11-28 | ||
| BUY | Finning Int | FTT-T | 29.610 | Down about 10%. Good management. Expects this industry will continue to grow. | 2003-11-28 | ||
| DON'T BUY | Hudson Bay Co. | HBC-T | 10.380 | Reported slightly higher earnings. The retail business is extremely competitive. | 2003-11-28 | ||
| TOP PICK | Power Corp | POW-T | 44.800 | Feels the financial services area is an attractive place to be. Have some strong assets. Feels the growth is there. | 2003-11-28 | ||
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| DON'T BUY | Royal Bank | RY-T | 61.700 | Prefers other banks and would be a seller on any strength. | 2003-11-28 | ||
| BUY | Toronto Dominion | TD-T | 40.950 | Had a good earnings report. They are back on track and earnings should continue to improve. | 2003-11-28 | ||
| TOP PICK | TSX Group | X-T | 39.450 | A strong a market performer. Almost has a monopoly on trading in Canada. Extremely well run. Should continue to grow. | 2003-11-28 | ||
| BUY on WEAKNESS | Alimentation Couche-Tard (A) | ATD.A-T | 21.000 | Have just made a large acquisition in the US and have become the largest convenience store operator in North America. Current jump in the stock is based on the enthusiasm. Would prefer to buy at a lower rate. | 2003-10-06 | ||
| TOP PICK | BCE Inc. | BCE-T | 28.850 | Likes their bundling of assets. A $1.20 that share dividend. Price earnings ratio of 12 1/2. Extremely well priced. | 2003-10-06 | ||
| DON'T BUY | Valeant Pharmaceuticals | VRX-T | 38.600 | Problems would suggest that you wait for a while. Would prefer to buy on the way up rather than on the way down. | 2003-10-06 | ||
| BUY | Canadian Imperial Bank of Commerce | CM-T | 57.950 | A good holding for a portfolio. There are still gains to be made. | 2003-10-06 | ||
| BUY | Costco Wholesale | COST-Q | 33.040 | Expect that revenues and sales will continue to improve. Good long-term retail holding. | 2003-10-06 | ||
| TOP PICK | Enbridge | ENB-T | 49.500 | New pipeline announced for transporting oil into the US. Have decent earnings. 3.4% yield. | 2003-10-06 | ||
| WEAK BUY | Hudson Bay Co. | HBC-T | 9.840 | For a long-term investor, it could be a good hold, but don't look for any short-term up tick. | 2003-10-06 | ||
| TOP PICK | Manulife Financial | MFC-T | 38.850 | Likes the acquisition of John Hancock in the US. Extremely well managed company. At a good price. | 2003-10-06 | ||
| BUY | SNC-Lavalin Group Inc. | SNC-T | 43.700 | Has been very successful in getting contracts internationally. Likes the future and the outlook. Well diversified. | 2003-10-06 | ||
| BUY | Suncor Energy Inc | SU-T | 25.450 | Extremely well managed. Great assets including the oil sands. | 2003-10-06 | ||
| BUY | Transalta Corp | TA-T | 18.920 | Nice yield. Very capable management and the outlook continues to be strong. | 2003-10-06 | ||
| BUY | Toronto Dominion | TD-T | 39.590 | A good holding for a portfolio. Expect that year and results will be good. | 2003-10-06 | ||
| BUY | Yellow Media Inc | YLO-T | 11.500 | About a 7% yield. A good steady business. Should continue to gain revenue. Don't expect huge jumps in the stock price. | 2003-10-06 | ||
| BUY | Alcan Aluminum | AL-T (Dead) | 49.070 | The long-term outlook is positive.Anxious to see what happens with the takeover target in France.This will make a significant difference in their revenues and earnings.Thinks the price of aluminum is on the upward side. | 2003-08-11 | ||
| DON'T BUY | Domtar Inc. | DTC-T | 15.290 | Not a fan of the forestry sector at this time.Too many problems.Earnings did not measure up. | 2003-08-11 | ||
| TOP PICK | Encana Corp | ECA-T | 51.850 | First class organization.Good earnings.Expects natural gas to continue strong.A large company so don't expect it to take off overnight. | 2003-08-11 | ||
| TOP PICK | Enbridge | ENB-T | 51.140 | The kind of a company you buy for modest growth.A yield of about 3 1/2%.Earnings are good.Conservative type organization. | 2003-08-11 | ||
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| DON'T BUY | Nortel | NT-T (Dead) | 4.030 | Its too early to get too excited about this stock.You need a lot of patience and have to understand what the risk is. | 2003-08-11 | ||
| DON'T BUY | Royal Group Tech. | RYG-T | 10.730 | They don't seem to have enough business or enough management.They've had a significant drop in earnings. | 2003-08-11 | ||
| BUY | Royal Bank | RY-T | 59.840 | Have been building assets in the US.Prefers Bank of Nova Scotia, or Bank of commerce. | 2003-08-11 | ||
| DON'T BUY | Stelco Inc | STE-T | 1.390 | Had a very poor quarter.Not sure if they will survive. | 2003-08-11 | ||
| BUY | Trans Canada Corp | TRP-T | 25.380 | Has moved into the energy side as well.Expects the dividends will be increased.Should have modest growth. | 2003-08-11 | ||
| TOP PICK | TSX Group | X-T | 29.200 | Was the top pick on June 23.Up $.20.Hold for the long-term.Thinks there is significant growth.They have a lot of money.They may declare a special dividend.Well-managed. | 2003-08-11 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 12.990 | The dividend cut was a huge disappointment.In the short-term, wouldn't own Noranda.Doesn't see a recovery in metals very soon. | 2003-08-11 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 4.700 | Good management. Airline business has to downsize their airplanes eventually. Risky. | 2003-06-23 | ||
| BUY | BCE Inc. | BCE-T | 31.010 | Good dividend. Has growth. Good management. | 2003-06-23 | ||
| DON'T BUY | Bank of Montreal | BMO-T | 42.130 | There are better opportunities in the banking sector. Would prefer Toronto Dominion, Canadian Imperial Bank of Commerce or Bank of Nova Scotia. | 2003-06-23 | ||
| HOLD | CAE Inc | CAE-T | 5.240 | Will be difficult to see too much growth until the airline sector improves. Excellent management. | 2003-06-23 | ||
| BUY | Canadian Imperial Bank of Commerce | CM-T | 53.610 | Had a rough year and expects a good recovery. | 2003-06-23 | ||
| BUY | Enbridge | ENB-T | 48.300 | Good growth. Stable industry. Good yield. | 2003-06-23 | ||
| TOP PICK | Manulife Financial | MFC-T | 38.130 | Has a lot of money. Topnotch management. Could be attractive to US investors. Expects them to proceed with acquisitions. | 2003-06-23 | ||
| WAIT | Onex Corp | OCX-T | 14.750 | Has had a tough time. Aggressive management. As we get back into a tech recovery, it will come back to life. | 2003-06-23 | ||
| BUY | Toronto Dominion | TD-T | 38.100 | Had a rough year and expects a good recovery. | 2003-06-23 | ||
| TOP PICK | Trans Canada Corp | TRP-T | 24.850 | A stock that has modest growth plus a good dividend. Built a new power plant that has a 20 year lease with Quebec Power. Also involved in the McKenzie Delta. Good yield. | 2003-06-23 | ||
| DON'T BUY | Westjet Airlines | WJA-T | 15.620 | A success story in a troubled airline industry. Not sure that the troubles are going to go away. Also depends on Air Canada's situation. Pricey. | 2003-06-23 | ||
| TOP PICK | TSX Group | X-T | 29.000 | Good growth. Earnings are good. Trading at 17 X earnings. Have a lot of money. Could have a special dividend if they are unable to make an acquisition. | 2003-06-23 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 37.300 | Good management. Good assets in Brazil. Expected warm summer will increase sales. | 2003-06-23 | ||
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| TOP PICK | BCE Inc. | BCE-T | 25.300 | Good management. Making good moves. | 2002-07-30 | ||
| BUY | Bank of Nova Scotia | BNS-T | 48.300 | Good opportunities. At a good price. Also like Royal and TD. | 2002-07-30 | ||
| BUY | CAE Inc | CAE-T | 10.420 | Good management. Now on NYSE. Profitable. | 2002-07-30 | ||
| BUY | Canadian National R.R. | CNR-T | 75.350 | An excellant investment at this time. | 2002-07-30 | ||
| BUY | Canadian Pacific Rail | CP-T | 34.480 | An excellant investment at this time. | 2002-07-30 | ||
| DON'T BUY | Cryptologic | CRY-T | 9.180 | Its a gamble. | 2002-07-30 | ||
| BUY | Dofasco | DFS-T | 28.700 | Good numbers. His first choice in steel companies. | 2002-07-30 | ||
| BUY | Imperial Oil | IMO-T | 41.650 | A good stock. Expects Exxon will eventually take it over. | 2002-07-30 | ||
| BUY | Laurentian Bank | LB-T | 28.600 | Positive outlook. | 2002-07-30 | ||
| TOP PICK | Manulife Financial | MFC-T | 39.250 | Good numbers. Well managed. | 2002-07-30 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 1.610 | Wait for the telecom industry to pick up. | 2002-07-30 | ||
| BUY | Power Financial Corp | PWF-T | 37.850 | Well situated for the expansion in the financial services. | 2002-07-30 | ||
| BUY | Royal Bank | RY-T | 51.700 | Good opportunities. At a good price. Also like TD and BNS. | 2002-07-30 | ||
| TOP PICK | Toronto Dominion | TD-T | 31.910 | Good opportunities. At a good price. Also like Royal and BNS. | 2002-07-30 | ||
| BUY | Talisman Energy | TLM-T | 62.850 | Good new gas find. | 2002-07-30 | ||
| BUY | Westjet Airlines | WJA-T | 19.900 | Excellent management. | 2002-07-30 | ||
| DON'T BUY | Bank of Montreal | BMO-T | 37.600 | In the banks prefers TD (#1), RBC and BNS. | 2002-05-16 | ||
| TOP PICK | Celestica Inc | CLS-T | 49.910 | 20% of revenues from IBM. Have to be patient. | 2002-05-16 | ||
| DON'T BUY | Canadian Imperial Bank of Commerce | CM-T | 52.400 | In the banks prefers TD (#1), RBC and BNS. | 2002-05-16 | ||
| WEAK BUY | Canadian Natural Rsrcs | CNQ-T | 50.000 | Rio Alto is a good takeover. If oil prices hold, you will have a 20% appreciation. | 2002-05-16 | ||
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| BUY | Canadian National R.R. | CNR-T | 78.420 | Excellent railroad. Good lines through US and into Mexico. | 2002-05-16 | ||
| BUY | Canadian Pacific Rail | CP-T | 35.400 | Excellent railroad. | 2002-05-16 | ||
| WEAK BUY | JDS Uniphase | JDU-T | 7.840 | Industry has suffered. Cutting costs. Will take time. | 2002-05-16 | ||
| BUY | Manulife Financial | MFC-T | 45.500 | 2002-05-16 | |||
| BUY | Mosaid | MSD-T (Dead) | 9.050 | Good product/management. National Bank had a speculative BUY on it. | 2002-05-16 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 3.990 | Networking sector is still in trouble. Will be the last to recover. | 2002-05-16 | ||
| WEAK BUY | Sears Canada | SCC-T | 24.450 | Expects a gretaer impact from Walmart. | 2002-05-16 | ||
| BUY | Sunlife Financial | SLF-T | 34.580 | 2002-05-16 | |||
| BUY | Suncor Energy Inc | SU-T | 27.300 | Oil sands project is good. Also good east coast properties. | 2002-05-16 | ||
| TOP PICK | Toronto Dominion | TD-T | 40.000 | An excellent record. Expects improvement in the banking sector. 2.75% yield. | 2002-05-16 | ||
| BUY | Bombardier Inc (B) | BBD.B-T | 13.640 | Expects aircraft sales will increase. | 2002-02-26 | ||
| BUY | BCE Inc. | BCE-T | 33.400 | Well managed. Likes. | 2002-02-26 | ||
| DON'T BUY | Ballard Power Systems | BLD-T | 43.300 | Burns a lot of cash. Good partners. Will take awhile. | 2002-02-26 | ||
| DON'T BUY | CAE Inc | CAE-T | 10.580 | Well run, but in the short term may pause. | 2002-02-26 | ||
| WEAK BUY | Canadian Imperial Bank of Commerce | CM-T | 50.270 | Good bank, but not his first choice. | 2002-02-26 | ||
| WEAK BUY | Cryptologic | CRY-T | 18.070 | Has risks. Have been profitable. | 2002-02-26 | ||
| TOP PICK | Kingsway Financial Services | KFS-T | 17.400 | Good growth pattern and expects strong earnings growth in 2002/2003. Expanding their US assets. | 2002-02-26 | ||
| TOP PICK | Manulife Financial | MFC-T | 41.080 | Well run. Good dividends. | 2002-02-26 | ||
| TOP PICK | Magna Int'l. (A) | MG-T | 109.400 | Autos will recover. Good earnings. | 2002-02-26 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 8.180 | May take a while. | 2002-02-26 | ||
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| BUY | Power Corp | POW-T | 38.270 | Has good revenue producing assets. Modest but steady growth. | 2002-02-26 |
