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| Fred Sturm of Mackenzie Financial (Resource and Precious Metals) |
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| BUY | Arc Resources Ltd | ARX-T | 19.790 | Brilliant management team. Has a decent reserve life. Very good at what they do. | 2005-06-22 | ||
| DON'T BUY | Angiotech Pharmaceuticals | ANP-T (Dead) | 17.290 | Comes into the health care theme that he thinks will be dominate into the next 10 years. Not his favourite way to participate. | 2005-06-22 | ||
| BUY | Bonavista Energy Corp | BNP-T | 30.530 | Brilliant people. Have done a fantastic job. Feels that the resource trust will just stall out for a while. Should be good for the next 5 years. Allow for a pullback if the oil price should moderate as he expects. | 2005-06-22 | ||
| TOP PICK | Compania Minas Buenaventu | BVN-N | 23.020 | (A Top Pick Jan 14/05. Up 7%.) Looking for higher gold prices and this is an anchor for the world's best. Profitable with growth opportunities. Trades at reasonable valuation to net asset value. | 2005-06-22 | ||
| BUY | CanWest Global Comm. | CGS-X (Dead) | 13.890 | Still a cheap stock. Feels there are still some catalysts that it will go through. Feels they will find value through trusting of operations. There is a feeling that the Australian/New Zealand operations are not growing as had been hoped, so the company might have to go through a period were it's quiet. | 2005-06-22 | ||
| DON'T BUY | First Calgary Petroleums | FCP-T | 7.760 | Sold out of his position about a year ago when it was suspected they would not be able to find a buyer of their assets. | 2005-06-22 | ||
| BUY | General Electric | GE-N | 35.720 | Feels they are seeing the challenge of the energy space going forward and are moving into many different areas and geographical spaces to take advantage of future prospects. High return. Well run. Good long term hold. Moderate valuations. | 2005-06-22 | ||
| BUY | Goldcorp Inc | G-T | 19.070 | Feels that resources, and gold in particular, will be in a long term cycle. Gold is starting to show its true value in various currencies. This stock is a reasonable marker. | 2005-06-22 | ||
| BUY | Great West Lifeco | GWO-T | 27.950 | An industry that's generating very high return on equity. The insurance sector is a very good long term hold. Should go higher over time. | 2005-06-22 | ||
| HOLD | Miramar | MAE-T | 1.230 | Will probably take some time for them to get their permitting in place, but they will overcome the challenges. Share price has come back a lot. A reflection of the gold industry. A tough business. | 2005-06-22 | ||
| TOP PICK | Manulife Financial | MFC-T | 60.380 | (A Top Pick Jan 14/05. Up 10%.) High returns on investments. Well managed. Growth opportunities around the world. | 2005-06-22 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 3.280 | Has some challenges. The move to Voice over IP leads him into companies like Juniper (JNPR-Q), Cisco (CSCO-Q), etc. Expect it will stabilize, but not interesting. | 2005-06-22 | ||
| BUY | Precision Drilling | PD-T | 49.400 | The energy services sector still has many years of opportunity ahead. Believes that a full valuation for the company, post all of its restructuring, is still 15% higher than current. Will require some patience. | 2005-06-22 | ||
| PAST TOP PICK | Patheon | PTI-T | 9.150 | (A Top Pick Jan 14/05. Down 8.5%.) Still likes. | 2005-06-22 | ||
| BUY on WEAKNESS | Talisman Energy | TLM-T | 47.370 | One of the companies that is at the relative outperformance at the company level. A little cautious on the entire oil sector. Expect there will be a pull back on share prices. | 2005-06-22 | ||
| WEAK BUY | Telus Corp | T-T | 44.800 | Wireless business in Canada looks pretty solid. | 2005-06-22 | ||
| BUY | UTS Energy | UTS-T (Dead) | 2.570 | A very interesting asset base that has much higher value into the next decade. Doing well and finding partners. There will be implementation risks. It's early on in the game and is trading at discounted valuations. At a reasonable price. | 2005-06-22 | ||
| HOLD | Calfrac Well Services Ltd | CFW-T | 31.970 | Business outlook for them is very strong. The rigs are in high demand. Doing tremendously well and the stock has reflected some of that opportunity, so he wouldn't expect a super charged return period without the price of oil charging much higher from here. | 2005-06-22 | ||
| DON'T BUY | Western Canadian Coal Corp. | WTN-T (Dead) | 4.120 | Have been very interested in the coal sector, but not this stock. | 2005-06-22 | ||
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| DON'T BUY | Linear Gold Corp. | LRR-T (Dead) | 5.490 | Early stages. Prefers larger quality companies. | 2005-06-22 | ||
| TOP PICK | Merge Cedera ExchangeCo Ltd. | MRG-T | 23.800 | US government is trying to come up with a bipartisan bill to encourage digitalization of information. This company is a leading participant in digilazation of health technology. Not a cheap stock, but sees a lot of growth opportunity. | 2005-06-22 | ||
| DON'T BUY | Bellatrix Exploration Ltd. | BXE-T | 4.460 | Expecting a moderation in energy prices, so either have a long term view or be very careful in the short term. Small caps have been trading at trust-like valuations. Have been bid up too high. Feels seniors are better value. | 2005-06-22 | ||
| BUY | Bema Gold | BGO-T | 3.360 | Because the view of a weakening US$ is so uniform, there could be a bit of a rally in the near term. Over the longer term, it will still be weak. The pull back in junior golds could last 6/12 weeks, so bit by bit, week by week, they keep buying juniors such as Bema and Cambior. El Dorado should participate as well. | 2005-01-14 | ||
| TOP PICK | Compania Minas Buenaventu | BVN-N | 21.540 | Quietly building up their gold position. This company is one of the more conservative leaders. Has a wonderful ore body inpartnership with Newmont. Very profitable producer. Share price is being held back because of ongoing discussions regarding environmental concerns. | 2005-01-14 | ||
| BUY | Canbior Inc | CBJ-T | 3.010 | Because the view of a weakening US$ is so uniform, there could be a bit of a rally in the near term. Over the longer term, it will still be weak. The pull back in junior golds could last 6/12 weeks, so bit by bit, week by week, they keep buying juniors such as Bema and Cambior. El Dorado should participate as well. | 2005-01-14 | ||
| DON'T BUY | Canadian Tire Corporation Ltd | CTC-T | 70.050 | Greatr company. Almost flawless in the execution of its business plan in view of the threat from US big box stores. Fairly valued here. | 2005-01-14 | ||
| DON'T BUY | Domtar Inc. | DTC-T | 12.840 | A well run company in a difficult industry. Not huge risks in this stock, but would prefer Canfor because of the free cash it is generating. Also prefers Brazilian forest stocks which has a competitive cost advantage. | 2005-01-14 | ||
| BUY | Eldorado Gold | ELD-T | 3.290 | Because the view of a weakening US$ is so uniform, there could be a bit of a rally in the near term. Over the longer term, it will still be weak. The pull back in junior golds could last 6/12 weeks, so bit by bit, week by week, they keep buying juniors such as Bema and Cambior. El Dorado should participate as well. | 2005-01-14 | ||
| WAIT | First Calgary Petroleums | FCP-T | 19.200 | The asset base is really interesting. What is not clear is how they will be able to monetize it. Will they get the pipelines/infrastructure in place to get full value for their reserves. Have some reservations. | 2005-01-14 | ||
| BUY | Falconbridge Ltd | FAL-T | 30.300 | A very good way to play in the resource markets. Looking out over a 4 year period, a company that's trading under $30 and is likely to earn $3 per year for a number of years, and if nothing else, the balance sheet value will grow over 40% just based on actual earnings and cash generation. | 2005-01-14 | ||
| BUY | Great West Lifeco | GWO-T | 26.050 | A well run company. Good ability to keep finances tight. Good long term hold. | 2005-01-14 | ||
| TOP PICK | Manulife Financial | MFC-T | 54.150 | Could be looking next year at $4.75 in earnings going forward. A terrific long term franchise that can grow internationaly. | 2005-01-14 | ||
| DON'T BUY | Niko Resources | NKO-T | 53.800 | Has been a huge success, both from an operational standpoint and market standpoint. A little cautious on it at the current level. Expects oil/gas to recede this year, so have not been putting new money into the energy sector and will wait for a pullback before committing again. | 2005-01-14 | ||
| HOLD | Paramount Resources | POU-T | 25.900 | Feels it will go into a trust. Decent asset base. Very experienced management. | 2005-01-14 | ||
| TOP PICK | Patheon | PTI-T | 9.910 | What will be emerging over the next decade is more health care and cheaper. Attractive price. A good consevative way to participate in a growth sector. | 2005-01-14 | ||
| BUY | Rogers Communcations (B) | RCI.B-T | 31.000 | If you want exposure to wireless, there are very few choices now. Feels that this company will be one of the premier ways for an investor to invest in wireless. A very strong franchise. | 2005-01-14 | ||
| DON'T BUY | Teck Resources Ltd. (B) | TCK.B-T | 35.680 | Not a favourite. Would prefer to own the aluminum sctor. It will benefit from a tightening up in the zinc market. | 2005-01-14 | ||
| DON'T BUY | Thomson Reuters Corp | TRI-T | 41.000 | Great businesses, decent margins, some real franchise operations, but the stock is still too expensive. Needs time for the cash flow generation to show on the balance sheet and pay down some of its debt. | 2005-01-14 | ||
| VAGUE | Telus Corp | T-T | 35.750 | A great long term hold. | 2005-01-14 | ||
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| BUY | Calfrac Well Services Ltd | CFW-T | 48.250 | Looks like they will be busy for years to come. Has had a huge run. Terrific opportunities going forward. | 2005-01-14 | ||
| DON'T BUY | Agnico-Eagle Mines | AEM-T | 15.680 | Will have a struggle for a while. | 2001-11-01 | ||
| TOP PICK | Aracruz Celulose | ARA-N (Dead) | 17.900 | (Was a top pick on Aug 2 up 8.7%) Will go up further. | 2001-11-01 | ||
| BUY | Aur Resources | AUR-T (Dead) | 2.750 | Copper is still low. Will be good when prices improve, but prefers Inco and Alcan for long term. | 2001-11-01 | ||
| TOP PICK | Compania Minas Buenaventu | BVN-N | 20.260 | (Was a top pick on Aug 2 up 17%) Expects gold will go sideways for a while. | 2001-11-01 | ||
| WEAK BUY | Compton Petroleum | CMT-T | 4.600 | Could move up a bit. | 2001-11-01 | ||
| BUY | Canadian Oil Sands | COS-T | 38.760 | A good trust for the long term. | 2001-11-01 | ||
| BUY | Domtar Inc. | DTC-T | 12.630 | Have a good product. Good long term. | 2001-11-01 | ||
| BUY | Gabriel Resources | GBU-T | 3.950 | Good asset base. Good takeover candidate. Could take a while to get their properties developed. | 2001-11-01 | ||
| DON'T BUY | Inmet Mining | IMN-T | 2.390 | Inexpensive, but will not be a leader in gold. | 2001-11-01 | ||
| DON'T BUY | Norbord Inc. | NBD-T | 6.610 | Has some concerns about the lumber picture. | 2001-11-01 | ||
| TOP PICK | NQL Drilling Tools | NQL-T | 6.880 | (Was a top pick on Aug 2 down 28%) Still likes and is surprised at the drop. Growing globally. | 2001-11-01 | ||
| WAIT | Precision Drilling | PD-T | 39.500 | Well managed company. Good sector. May have a bit of a pullback in the short term. | 2001-11-01 | ||
| DON'T BUY | Stelco Inc | STE-T | 2.200 | Too much steel capacity around. Will take a while. | 2001-11-01 | ||
| BUY | Teck Resources Ltd. (B) | TCK.B-T | 10.600 | Good assets. | 2001-11-01 | ||
| WEAK BUY | A Comment -- General Comments From an Expert | A Commentary | 2.000 | Could move up a bit. | 2001-11-01 | ||
| TOP PICK | Aracruz Celulose | ARA-N (Dead) | 16.100 | (Was a top pick on Feb 27/01 up 16%) World leader in pulp. | 2001-08-02 | ||
| DON'T BUY | Aur Resources | AUR-T (Dead) | 2.600 | In a difficult period. Copper is not a choice metal at this time. Expect a bull market in copper reasonably soon. | 2001-08-02 | ||
| TOP PICK | Compania Minas Buenaventu | BVN-N | 17.070 | (Was a top pick on Feb 27/01 up 16%) Still feels gold will move up. | 2001-08-02 | ||
| DON'T BUY | Compton Petroleum | CMT-T | 4.000 | Takeover candidate. Don't expect growth in the near term. | 2001-08-02 | ||
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| DON'T BUY | Enbridge | ENB-T | 40.530 | Expect it to move sideways. | 2001-08-02 | ||
| STRONG BUY | Ensign Resource Service Group | ESI-T | 13.590 | Well managed company. Volatile. Buying. Earnings $1.50. | 2001-08-02 | ||
| BUY | Goldcorp Inc | G-T | 15.500 | Gold companies are quietly going higher. (Perhaps 50% higher in a few months.) | 2001-08-02 | ||
| BUY | Husky Energy | HSE-T | 16.060 | Inexpensive. A recovery in oil prices will bring stock up. | 2001-08-02 | ||
| BUY | Canadian Hydro Developers | KHD-T | 2.300 | Expect hydro needs will continue, so stock should be good. | 2001-08-02 | ||
| BUY | Meridian Gold | MNG-T | 13.100 | Gold companies are quietly going higher. (Perhaps 50% higher in a few months.) | 2001-08-02 | ||
| BUY | Maxim Power | MXG-T | 0.810 | Well run company. Long term hold. | 2001-08-02 | ||
| BUY | Norbord Inc. | NBD-T | 7.690 | Good dividends. Growth will be awhile. | 2001-08-02 | ||
| TOP PICK | NQL Drilling Tools | NQL-T | 9.300 | Posting positive earnings. Takeover possible. | 2001-08-02 | ||
| BUY | PetroKazakhstan Inc | PKZ-T | 9.980 | Cheap price. Trading at 2 1/2 X earnings. A lot of potential. | 2001-08-02 | ||
| BUY | Trican Well Service Ltd. | TCW-T | 17.650 | One of their favourite small caps. | 2001-08-02 | ||
| BUY | Teck Resources Ltd. (B) | TCK.B-T | 11.700 | Top class, but will take a while to move up. Cominco shareholders have sold off dropping the price. | 2001-08-02 | ||
| BUY | Talisman Energy | TLM-T | 61.000 | Good company. Would rate Talisman #1, Pan Canadian #2, Alberta Energy #3 | 2001-08-02 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 15.900 | Good dividends. Growth will be awhile. | 2001-08-02 | ||
| BUY | Harry Winston Diamond Corp. | HW-T | 15.800 | Ore body is very rich. Wait for production. | 2001-04-24 | ||
| BUY | Alcan Aluminum | AL-T (Dead) | 68.250 | Strong company. About 20% away from its high. | 2001-04-24 | ||
| TOP PICK | Aracruz Celulose | ARA-N (Dead) | 13.560 | (Was a top pick on Feb 27 down 1%) Still likes. Will be good in a couple of years. | 2001-04-24 | ||
| WEAK BUY | Aur Resources | AUR-T (Dead) | 2.150 | Expects copper to rise from .75 to .95 within 1 1/2 years. Not a world leader. | 2001-04-24 | ||
| BUY | Bank of Montreal | BMO-T | 36.000 | Fair price. Price has stopped for a while. | 2001-04-24 | ||
| TOP PICK | Compania Minas Buenaventu | BVN-N | 14.130 | (Was a top pick on Feb 27 down 13%) Investors cautious about South Amer. Still likes. Thinks gold will rise. | 2001-04-24 | ||
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| BUY | Canadian Natural Rsrcs | CNQ-T | 46.650 | May weaken in the near term, but good long term hold. | 2001-04-24 | ||
| BUY | Lafarge Corp | LAF-N | 34.000 | Good basic business. Profitable. | 2001-04-24 | ||
| TOP PICK | NQL Drilling Tools | NQL-T | 9.600 | Stock is very cheap | 2001-04-24 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 24.000 | Good company. Optimistic for long term. Short term volatile. | 2001-04-24 | ||
| DON'T BUY | Petro-Canada | PCA-T | 40.750 | At a fair value now. | 2001-04-24 | ||
| DON'T BUY | Rogers Communcations (B) | RCI.B-T | 20.500 | Prefers Cantel(?) Very competitive. | 2001-04-24 | ||
| BUY | Sherritt International Corp. | S-T | 4.180 | Very cheap stock. Trailing earnings about $1 a share. | 2001-04-24 | ||
| BUY on WEAKNESS | Talisman Energy | TLM-T | 61.810 | A $90 stock, but will drop first. | 2001-04-24 | ||
| DON'T BUY | Zarlink | ZL-T (Dead) | 13.870 | Earnings are low. Not a leader. | 2001-04-24 | ||
| WAIT | A Comment -- General Comments From an Expert | A Commentary | 9.290 | Interesting and expect it has reached its bottom. | 2001-04-24 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 16.400 | Stock should be worth more. Worth $30 in a good economy. | 2001-04-24 | ||
| TOP PICK | Bombardier Inc (B) | BBD.B-T | 21.620 | Backlog of jet and rail car orders for 2 years | 2001-02-27 | ||
| DON'T BUY | Cinram | CRW.UN-T | 2.360 | A speculative buy | 2001-02-27 | ||
| DON'T BUY | Dofasco | DFS-T | 24.300 | Auto downturn, US government import restrictions, dumping | 2001-02-27 | ||
| BUY | CHC Helicopters (A) | FLY.A-T | 12.500 | Likes the oil sector service. | 2001-02-27 | ||
| DON'T BUY | Corning Inc | GLW-N | 28.650 | Sentiment on fibre is too negative | 2001-02-27 | ||
| DON'T BUY | Gillette Co | G-N | 32.700 | Management has stumbled. | 2001-02-27 | ||
| DON'T BUY | Home Depot | HD-N | 44.600 | Spending down, so a recession would make it worse | 2001-02-27 | ||
| DON'T BUY | Kellog | K-N | 26.360 | Stodgy, old fashioned. Won't be a world beater. | 2001-02-27 | ||
| DON'T BUY | Kinross Gold | K-T | 0.890 | Doesn't believe gold will go up. Have lost on 14 of 16 quarters | 2001-02-27 | ||
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| BUY | Loblaw Companies Ltd | L-T | 48.950 | Well managed company. At a discount. | 2001-02-27 |
