| 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 | |
| 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 | |
| TOP PICK | | Teck Cominco 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 | | 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 | |
| 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 | |
| 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 | | 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 | |
| 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 | |
| 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 | |
| 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 | |
| DON'T BUY | | Royal Bank | RY-T | 61.700 | Prefers other banks and would be a seller on any strength. | 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 | |
| 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 | |
| WAIT | | Biovail Corp. | BVF-T | 24.380 | Would wait to see the results of the inquiry of the SEC. The air needs to be cleared. | 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 | |
| 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 | |
| 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 | | 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 | | Costco Wholesale | COST-Q | 33.040 | Expect that revenues and sales will continue to improve. Good long-term retail holding. | 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 | | Yellow Pages Income Fund | YLO.UN-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 | | Toronto Dominion | TD-T | 39.590 | A good holding for a portfolio. Expect that year and results will be good. | 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 | | 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 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 | |
| DON'T BUY | | Biovail Corp. | BVF-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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| BUY | | Alcan Aluminum | AL-T | 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 | |
| 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 | | Nortel | NT-T | 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 | |
| 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 | |
| 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 | | Stelco Inc | STE-T | 1.390 | Had a very poor quarter.Not sure if they will survive. | 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 | |
| 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 | |
| BUY | | Toronto Dominion | TD-T | 38.100 | Had a rough year and expects a good recovery. | 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 | | BCE Inc. | BCE-T | 31.010 | Good dividend. Has growth. Good management. | 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 | |
| BUY | | Enbridge | ENB-T | 48.300 | Good growth. Stable industry. 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | | Westjet Airlines | WJA-T | 19.900 | Excellent management. | 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 | |
| BUY | | Royal Bank | RY-T | 51.700 | Good opportunities. At a good price. Also like TD and BNS. | 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 | | Laurentian Bank | LB-T | 28.600 | Positive outlook. | 2002-07-30 | |
| BUY | | Talisman Energy | TLM-T | 62.850 | Good new gas find. | 2002-07-30 | |
| BUY | | Imperial Oil | IMO-T | 41.650 | A good stock. Expects Exxon will eventually take it over. | 2002-07-30 | |
| BUY | | Power Financial Corp | PWF-T | 37.850 | Well situated for the expansion in the financial services. | 2002-07-30 | |
| BUY | | Dofasco | DFS-T | 28.700 | Good numbers. His first choice in steel companies. | 2002-07-30 | |
| DON'T BUY | | Nortel | NT-T | 1.610 | Wait for the telecom industry to pick up. | 2002-07-30 | |
| DON'T BUY | | Cryptologic | CRY-T | 9.180 | Its a gamble. | 2002-07-30 | |
| TOP PICK | | BCE Inc. | BCE-T | 25.300 | Good management. Making good moves. | 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 | |
| TOP PICK | | Manulife Financial | MFC-T | 39.250 | Good numbers. Well managed. | 2002-07-30 | |
| BUY | | Canadian Pacific Rail | CP-T | 35.400 | Excellent railroad. | 2002-05-16 | |
| BUY | | Canadian National R.R. | CNR-T | 78.420 | Excellent railroad. Good lines through US and into Mexico. | 2002-05-16 | |
| BUY | | Mosaid | MSD-T | 9.050 | Good product/management. National Bank had a speculative BUY on it. | 2002-05-16 | |
| BUY | | Manulife Financial | MFC-T | 45.500 | | 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 | |
| DON'T BUY | | Nortel | NT-T | 3.990 | Networking sector is still in trouble. Will be the last to recover. | 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 | |
| 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 | |
| TOP PICK | | Toronto Dominion | TD-T | 40.000 | An excellent record. Expects improvement in the banking sector. 2.75% yield. | 2002-05-16 | |
| WEAK BUY | | JDS Uniphase | JDU-T | 7.840 | Industry has suffered. Cutting costs. Will take time. | 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 | |
| WEAK BUY | | Sears Canada | SCC-T | 24.450 | Expects a gretaer impact from Walmart. | 2002-05-16 | |
| BUY | | BCE Inc. | BCE-T | 33.400 | Well managed. Likes. | 2002-02-26 | |
| BUY | | Power Corp | POW-T | 38.270 | Has good revenue producing assets. Modest but steady growth. | 2002-02-26 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 13.640 | Expects aircraft sales will increase. | 2002-02-26 | |
| BUY | | Sunlife Financial | SLF-T | 32.630 | Good acquisition. | 2002-02-26 | |
| BUY | | Vincor International Ltd. | VN-T | 22.500 | Strong sales. Have cash. A long term hold. | 2002-02-26 | |
| DON'T BUY | | CAE Inc | CAE-T | 10.580 | Well run, but in the short term may pause. | 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 | | Nortel | NT-T | 8.180 | May take a while. | 2002-02-26 | |
| TOP PICK | | Magna Int'l. (A) | MG.A-T | 109.400 | Autos will recover. Good earnings. | 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 | |