| BUY | | Bank of Nova Scotia | BNS-T | 51.200 | Any of the large Canadian banks are good to buy on a pullback. This is the most international of all Canadian banks. | 2007-07-24 | |
| TOP PICK | | Agrium | AGU-T | 45.850 | The replacement costs of all of their assets would be $90 to $100US. Could be a takeover. | 2007-07-24 | |
| SELL | | Centerra Gold Inc | CG-T | 7.260 | Either they had production problems or reserve problems. Would stay away from any company that has problems. | 2007-07-24 | |
| BUY | | Royal Bank | RY-T | 56.040 | Has a dominant franchise in Canada. | 2007-07-24 | |
| BUY | | UTS Energy | UTS-T | 6.020 | Has a 30% interest Fort Hills heavy oil project. Believes they will be taken out by Petrocan (PCA-T) or a major company. An excellent play on the oil sands. | 2007-07-24 | |
| PARTIAL BUY | | Petro-Can | PCA-T | 57.030 | Has been out of favour, but has skyrocketed in the last 3 or 4 months. Wouldn't aggressively buy at this point. | 2007-07-24 | |
| DON'T BUY | | Canadian Imperial Bank of Commerce | CM-T | 94.180 | Trying to move into better credit control and risk aversion but feel they still have some credit problems. The measure of volatility is much higher in this bank than others. | 2007-07-24 | |
| DON'T BUY | | Potash Corp of Saskatchewan | POT-T | 82.000 | If you believe in the agricultural sector this would be one to own. Prefers Agrium (AGU-T). | 2007-07-24 | |
| TOP PICK | | Power Financial Corp | PWF-T | 41.330 | One of Canada's great companies. Assets include Great West Life (GWO-T), IGM Financial (IGM-T), Canada Life, London Life and recently acquired Putnam. Well diversified financial service company. | 2007-07-24 | |
| BUY | | Resolve Business Outsourcing Income Fund | RBO.UN-T | 8.990 | 11% yield. Expected to reach $10 in a year. | 2007-07-24 | |
| BUY | | Bank of America | BAC-N | 47.150 | 4.5% yield. Thinks the sub prime concerns are overdone for most of the big financials in the US. | 2007-07-24 | |
| SELL | | AbitibiBowater Inc. | ABH-T | 2.820 | Trying to merge with Bowater (BOW-N), but both companies have operating losses. | 2007-07-24 | |
| TOP PICK | | Teck Cominco Ltd. (B) | TCK.B-T | 49.970 | Has a broadly based commodity exposure. Base metal sector looks very attractive and has several more years to go. | 2007-07-24 | |
| BUY | | Rogers Communcations (B) | RCI.B-T | 50.260 | Since BCE (BCE-T) is going to disappear, some of that money will float into the different communication companies such as this one. | 2007-07-24 | |
| BUY | | Telus Corp | T-T | 62.230 | One of the leaders in diversified communication needs such as cable, wireless, telephone video, etc. Expect BCE money will float into the different communication companies. | 2007-07-24 | |
| BUY | | Trans Canada Corp | TRP-T | 38.980 | 3.5% yield. Hasn't done a lot in the last year, but thinks there is more upside. | 2007-07-24 | |
| HOLD | | Bell Aliant | BA.UN-T | 31.970 | If the Teachers Federation takes over BCE, he would expect they would take this company over also. | 2007-07-24 | |
| BUY | | Canadian Western Bank | CWB-T | 29.000 | You have to like what is going on in western Canada. Prudent managers. | 2007-07-24 | |
| Comment | | BCE Inc. | BCE-T | 40.300 | Would not wait for another offer for a takeover. | 2007-07-24 | |
| DON'T BUY | | Home Depot | HD-N | 37.950 | In a restructuring mode. Thinks it will eventually work out, but will take some time. Deals that renovations in the US will be weak. | 2007-07-24 | |
| BUY | | Talisman Energy | TLM-T | 20.100 | It has been disappointing. Previous Top Pick. Sticking to his guns. Well-run company. Growth in production is quite good at 20% over the next several years. | 2007-07-24 | |
| TOP PICK | | CCL Industries (B) | CCL.B-T | 44.190 | Manufacturer of containers for cosmetics, consumers product line. Also makes labels that is the strongest part of their business. 46 manufacturing operations globally. | 2007-05-14 | |
| TOP PICK | | Hanfeng Evergreen | HF-T | 10.130 | Manufactures environmentally friendly slow release fertilizers. Have about 10 employees in Canada and 700 in China. Good sense of corporate governance. Good way to play an emerging country. | 2007-05-14 | |
| TOP PICK | | Power Financial Corp | PWF-T | 41.600 | A great company with a collection of assets including Great West Life, Investors Group, Mackenzie Financial, Prudential, London Life, Canada Life and now Putnam Group in the US. This is one you can tuck away for 3-5 years. Excellent dividend. | 2007-05-14 | |
| PAST TOP PICK | | Petro-Can | PCA-T | 52.090 | (A Top Pick Aug 3/06. Up 2.6%.) Last quarter was very good. A bit of a “ show me” stock but he would continue to hold. | 2007-05-14 | |
| PAST TOP PICK | | Parkland Income Fund | PKI.UN-T | 42.650 | (A Top Pick Aug 3/06. Up 43.4%.) Gasoline distributor in the West. Also own service stations. Not a lot of competition. Pretty good growth margins. | 2007-05-14 | |
| PAST TOP PICK | | Russel Metals | RUS-T | 33.620 | (A Top Pick Aug 3/06. Up 17.4%.) The most shareholder friendly of all companies he follows. Consistently increases their dividends. Dividend of 5% plus. Low PE. Undervalued. | 2007-05-14 | |
| HOLD | | Rogers Sugar Income Fund | RSI.UN-T | 4.350 | Thinks that next year and the year after they will raise their distributions. Have been buying back units. | 2007-05-14 | |
| BUY | | Bank of Nova Scotia | BNS-T | 53.340 | Good growth. An excellent company. Very strong internationally. | 2007-05-14 | |
| DON'T BUY | | Tembec Inc. | TMB-T | 1.280 | This is not one for the faint hearted. If you have high appetite for risk, you could take a chance. For longer-term holders, this is no one he would suggest. Earnings are down. | 2007-05-14 | |
| BUY | | Johnson & Johnson | JNJ-N | 62.610 | Pharmaceuticals are relatively defensive plays at these prices. All impacted by generic drugs. This company has very little in the way of drug exploration and generic competition. Good consumer-products division. | 2007-05-14 | |
| BUY | | Quadra Mining Ltd | QUA-T | 12.620 | Acquiring Molybdenum International. The molybdenum market is quite good and the fundamentals are quite strong. Low PE. | 2007-05-14 | |
| HOLD | | Alliance Atlantis Communications Inc. (B) | AAC.B-T | 51.300 | Being Acquired by CanWest (CGS-T). If you own, hold on to it. | 2007-05-14 | |
| BUY | | Talisman Energy | TLM-T | 21.580 | Very inexpensive company. Could eventually be taken over. Has international exposure. Low-cost operator. Good production growth. | 2007-05-14 | |
| BUY | | Loblaws | L-T | 50.480 | Sales growth in the latest quarter was up 4%, store by store. Things are starting to turn around. | 2007-05-14 | |
| BUY | | Royal Bank | RY-T | 59.490 | Canada's Premier Bank. Of all the banks, this is the one to one in terms of diversity of business. Strong mix of credit lending, wealth management, investment banking, transaction processing, etc. 3% yield. Continues to gain market share. | 2007-05-14 | |
| HOLD | | Proctor & Gamble | PG-N | 61.720 | Has split up into 3 units giving more of a pure play. In general split up units do quite well. | 2007-05-14 | |
| DON'T BUY | | Barrick Gold | ABX-T | 32.890 | The whole gold sector has been disappointing. Prefers Goldcorp (G-T), which has stronger production. | 2007-05-14 | |
| BUY | | Telus Corp | T-T | 60.730 | This is his top pick in the telecom space. Excellent company with lots of free cash flow. Innovative in terms of wireless additions. | 2007-05-14 | |
| HOLD | | IBM | IBM-N | 105.570 | Likes this company. A relatively safe, technologies play. The services side of the business is very strong globally. Probably the leader in its space. Thinks there is a fair bit of upside. | 2007-05-14 | |
| BUY | | Apple | AAPL-Q | 109.360 | Consistent grower. You will be rewarded owning this one. | 2007-05-14 | |
| BUY on WEAKNESS | | Hudbay Minerals Inc. | HBM-T | 23.490 | Likes most base metal companies, including this one. Very cheap and inexpensive. An excellent company. Buy on any weakness. | 2007-05-14 | |
| BUY | | Great West Lifeco | GWO-T | 36.030 | Likes this company a lot. Their acquisition of Putnam Investments in the US was good. Expect this will increase more US investment interest. | 2007-05-14 | |
| Comment | | Brookfield Properties | BPO-T | 30.350 | Commercial real estate play. Excellent company. Prefers Brookfield Asset Management (BAM.A-T), which owns 51% of this company. | 2007-05-14 | |
| HOLD | | Transalta Power Lp | TPW.UN-T | 7.760 | With its yield of 10.3%, he would hold on to it. Feels they will recover. They fall massacre was a bit of an overreaction. If interest rates are cut, high-yielding interest holdings could have another leg up. | 2007-05-14 | |
| HOLD | | Superior Plus Income Fund | SPF.UN-T | 14.710 | Has had a really rough ride and had to cut its distributions. They are now in a reorganization mode. Ranks quite well in his quantitative screens. | 2007-05-14 | |
| HOLD | | Thomson Reuters Corp | TRI-T | 46.360 | Likes the company. There is a bit of uncertainty in terms of Reuters, which they are acquiring. This acquisition makes sense. | 2007-05-14 | |
| HOLD | | Research In Motion | RIM-T | 164.370 | If you can stand the volatility, he would continue to hold. Canada's premier technology company. | 2007-05-14 | |
| Comment | | Alcoa | AA-N | 38.350 | Trying to acquire Alcan (AL-T). Feels the hold aluminum industry is going to turn out quite well. Higher operating costs. Would prefer Alcan. | 2007-05-14 | |
| BUY | | Alcan Aluminum | AL-T | 87.990 | Alcoa (AA-N) is trying to acquire them. Feels the whole aluminum industry is going to turn out quite well. Lower operating costs. | 2007-05-14 | |
| Comment | | Goldcorp Inc | G-T | 26.100 | Likes the company and their acquisition of Glamis, but a lot of shareholders did not like this. This is a matter of having patience. Expects that mining/exploration gold companies will have a lift in the fall. | 2007-05-14 | |
| TOP PICK | | Resolve Business Outsourcing Income Fund | RBO.UN-T | 8.440 | Helps companies/governments do data processing. Has been around for about 35 years and has about 11% yield. Relatively low risk. | 2007-03-29 | |
| TOP PICK | | Alcan Aluminum | AL-T | 61.060 | This is a value play. Generating a lot of free cash flow. They tend to buy back stocks or increase dividends. A world-class company. | 2007-03-29 | |
| TOP PICK | | Great West Lifeco | GWO-T | 35.090 | Acquired Putnam Group in the US, which will really put a stamp on themselves in the US. Increase dividends. | 2007-03-29 | |
| BUY | | Manulife Financial | MFC-T | 39.970 | Likes the long-term nature of the insurance companies with their wealth management. | 2007-03-29 | |
| HOLD | | Blue Pearl Mining Ltd., has changed ticker to TCM-T | BLE-T | 11.990 | Molybdenum is really up to the Chinese, as it looks like they'll be putting in an export tax. That will create a very tight supply. Outlook is quite good here. | 2007-03-29 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 4.650 | The Outlook, as measured by the backlog and the margin, looks quite good. | 2007-03-29 | |
| HOLD | | Canadian Western Bank | CWB-T | 25.600 | This is really a play on the western Canadian economy. Likes the niche they are in. | 2007-03-29 | |
| BUY | | Air Canada (B) | AC.B-T | 16.240 | When oil stocks move up, airline stocks tend to weaken. Outlook for the airline industry is pretty positive. For the short term, it is fine. | 2007-03-29 | |
| BUY | | Westjet Airlines | WJA-T | 15.150 | Really has a niche. Likes the culture of the company. | 2007-03-29 | |
| BUY | | Costco Wholesale | COST-Q | 53.700 | The industry leader. A long-term hold. | 2007-03-29 | |
| BUY | | Bank of Nova Scotia | BNS-T | 54.100 | All the banks are excellent in terms of rewarding investors. They generally increase dividends twice a year. This would be his top pick. Likes what they're doing internationally. | 2007-03-29 | |
| BUY | | Hudbay Minerals Inc. | HBM-T | 20.850 | Selling at very low multiple and commodity prices are hanging in. Have a lot of cash. | 2007-03-29 | |
| DON'T BUY | | Ainsworth Lumberf Co. Ltd. | ANS-T | 7.290 | Until there is a sign that housing has bottomed out, these stocks are going to be under pressure. | 2007-03-29 | |
| HOLD | | Canadian National R.R. | CNR-T | 51.180 | First-quarter was affected by weather problems. Expects they will continue to do well. The economy is fine. | 2007-03-29 | |
| DON'T BUY | | Norbord Inc. | NBD-T | 8.310 | Very strong company but until there is a sign that housing has bottomed out, the stocks are going to be under pressure. | 2007-03-29 | |
| PAST TOP PICK | | Petro-Can | PCA-T | 45.410 | (A Top Pick Aug 3/06. Down 10.6%.) Has been disappointing, but he has a positive view on what is going on in oil. | 2007-03-29 | |
| PAST TOP PICK | | Parkland Income Fund | PKI.UN-T | 34.980 | (A Top Pick Aug 3/06. Up 17.6%.) Gas distribution as well as convenience stores in western Canada. Will continue to increase their distributions. | 2007-03-29 | |
| PAST TOP PICK | | Russel Metals | RUS-T | 28.340 | (A Top Pick Aug 3/06. No change.) Nice dividend yield of about 5.75%. Very well run company. Still prices are turning around. Still likes. | 2007-03-29 | |
| BUY | | Sunlife Financial | SLF-T | 52.590 | Likes the long-term nature of the insurance companies with their wealth management. | 2007-03-29 | |
| HOLD | | Encana Corp | ECA-T | 59.350 | The largest oil on the TSX. Likes it, but it's not his favourite. Prefers CNQ (CNQ-T) or Talisman (TLM-T). The oil sector is under appreciated here. | 2007-03-29 | |
| BUY | | Apple | AAPL-Q | 93.750 | Feels it will break through $100. Chart shows it has had a heck of a run so you can expect some volatility and treading water on the next leg up. | 2007-03-29 | |
| DON'T BUY | | Research In Motion | RIM-T | 157.250 | This is such a volatile stock, he would wait for some bad news before jumping in. An excellent company. | 2007-03-29 | |
| SELL | | LionOre Mining International | LIM-T | 19.230 | Being acquired by Xstrata. There could be some upside, but as the general manager and board have agreed to the transaction, he would tend to sell into this market. | 2007-03-29 | |
| BUY | | Eldorado Gold | ELD-T | 6.860 | Sent to increase their production by twofold. Main operations are in Turkey and China. | 2007-03-29 | |
| BUY | | Potash Corp of Saskatchewan | POT-T | 181.500 | Generally quite bullish on the Outlook for fertilizer stocks. US government is set to issue a report on the amount of corn needed to be planted. | 2007-03-29 | |
| BUY | | Goldcorp Inc | G-T | 28.010 | Has a positive view on this company and on gold prices. Was concerned when they acquired Glamis, but it turns out to be a very good mix. | 2007-03-29 | |
| DON'T BUY | | Johnson & Johnson | JNJ-N | 60.340 | Has done better than the other US pharmaceuticals. The sector has not done well. This will be a tough hold because generics will give a lot of competition. | 2007-03-29 | |
| BUY | | SNC-Lavalin Group Inc. | SNC-T | 33.590 | Earnings should really start to ramp up because of their equity stake in highway 407 in Ontario. Margins will start to improve. | 2007-03-29 | |
| DON'T BUY | | General Electric | GE-N | 35.550 | Because of its size, it is very difficult for it to grow. Would prefer other places. | 2007-03-29 | |
| HOLD | | Breakwater Resources | BWR-T | 1.860 | Like other metal stocks, it is taking a pause here. If you are a trader, the best time to own metal stocks would be the 1st quarter and, even more so, the 4th quarter. | 2007-03-29 | |
| BUY | | Gabriel Resources | GBU-T | 4.230 | An excellent company. | 2007-03-29 | |
| Comment | | Montréal Exchange | MXX-T | 41.890 | He generally likes exchanges. Quasi-monopolies and have very little capital expenditures. Tend to throw off a lot of cash. | 2007-03-29 | |
| BUY | | Brookfield Asset Management (A) | BAM.A-T | 61.150 | Likes. Involved with the infrastructure side of business. High-quality assets. | 2007-03-29 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Due to technical difficulties, Market Call Tonight could not complete their programming so Past Top Picks and Top Picks are not available. | 2007-01-11 | |
| BUY | | Canadian National R.R. | CNR-T | 50.640 | Expect that it will be relatively flat for the next few months. People are still wrestling with what does a soft economy mean for them. Expecting a dividend increase. Thinks the stock will recover in the second half of the year. | 2007-01-11 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 4.070 | He has a Buy rating on the stock. | 2007-01-11 | |
| BUY | | Power Financial Corp | PWF-T | 36.960 | One of his favourite companies. Possible acquisition of The Putnam Group. Doesn't appear to be a lot of synergies, probably a starting point to buy more US assets. | 2007-01-11 | |
| DON'T BUY | | Rogers Communcations (B) | RCI.B-T | 38.460 | A very volatile stock. If you own, take some profits. There'll be a better chance to buy this at a lower rate. | 2007-01-11 | |
| SELL | | Microsoft | MSFT-Q | 30.700 | Not one of his favourite technology names. Prefers Cognos (CSN-T) and would switch from Microsoft to this. | 2007-01-11 | |
| BUY on WEAKNESS | | Cognos | CSN-T | 51.670 | Has done very well in a short period of time. This company tends to do well in a softer economy. Try to buy $1-$2 cheaper. | 2007-01-11 | |
| DON'T BUY | | Kinross Gold | K-T | 13.530 | The environment is really not conducive to gold with the US economy firming up. | 2007-01-11 | |
| WATCH | | CGI Group (A) | GIB.A-T | 7.950 | Doesn't have the specs with him, but it did it has a rising earnings profile it should do very well. | 2007-01-11 | |
| DON'T BUY | | Motorola | MOT-N | 18.200 | Recently pre-announced a lower quarter and lower margins. Competitive market for cell phones is very fierce. | 2007-01-11 | |
| BUY | | Cisco | CSCO-Q | 28.690 | This is the tech stock to own when you're looking at things like U2. There is a greater demand for bandwidth by telephone and cable companies. | 2007-01-11 | |
| BUY | | Norbord Inc. | NBD-T | 9.290 | In a relatively tough situation. Has been hammered, but will do fine. As a decent dividend and is a low-cost producer. When housing starts gradually recover, this company should do fine. | 2007-01-11 | |
| TOP PICK | | Merrill Lynch & Co (US) | MER-N | 96.280 | (Due to technical difficulties, comments were not available.) | 2007-01-11 | |
| TOP PICK | | Great West Lifeco | GWO-T | 34.440 | (Due to technical difficulties, comments were not available.) | 2007-01-11 | |
| TOP PICK | | Petro-Can | PCA-T | 42.910 | (Due to technical difficulties, comments were not available.) | 2007-01-11 | |
| BUY | | Penn West Energy Trust | PWT.UN-T | 34.490 | Current yield is about 11%. Looks very attractive. | 2006-11-07 | |
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