| | STOCKCHASEWhat the experts are saying! |
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| Jim Doak of Enterprise Capital Management |
|---|
| BUY | Alcan Aluminum | AL-T | 41.850 | Likes the company and the new CEO. Too much capacity, but has good electricity assets. | 2003-02-05 | ||
| BUY | Canadian Oil Sands Trust | COS.UN-T | 36.350 | Has a long reserve life. | 2003-02-05 | ||
| BUY on WEAKNESS | Encana Corp | ECA-T | 47.510 | Expects oil to stabilize in mid $20's. Market has priced oil stocks under this amount. | 2003-02-05 | ||
| BUY on WEAKNESS | Canadian Natural Rsrcs | CNQ-T | 48.310 | Would have a temporary drop in case of an Iraq war. | 2003-02-05 | ||
| DON'T BUY | Nortel | NT-T | 3.490 | A bit expensive. Expect it to run out of steam. | 2003-02-05 | ||
| DON'T BUY | Fairfax Financial | FFH-T | 96.260 | Not a fan of management. | 2003-02-05 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 3.500 | Doesn't like the outlook for the industry. | 2003-02-05 | ||
| DON'T BUY | Algonquin Power Income Fund | APF.UN-T | 9.200 | Too expensive. Poor assets. | 2003-02-05 | ||
| DON'T BUY | Celestica Inc | CLS-T | 17.460 | Low margins. Worth $12/15. | 2003-02-05 | ||
| TOP PICK | Toronto Dominion | TD-T | 32.650 | Has been oversold. Cheap. | 2003-02-05 | ||
| TOP PICK | Teck Cominco Ltd. (B) | TCK.B-T | 12.020 | Cheap. Bad corporate governance. Good high quality asset mix. | 2003-02-05 | ||
| TOP PICK | AbitibiBowater Inc. | ABH-T | 11.540 | Expects US $ to drop which would give an enormous earnings boost to Cdn. commodities. | 2003-02-05 | ||
| WEAK BUY | Extendicare Inc. (A) | EXE.A-T | 4.100 | Bad corporate governance. | 2003-02-05 | ||
| BUY | Placer Dome | PDG-T | 15.240 | Gold should go up again and this is the gold company he likes. | 2002-08-28 | ||
| BUY | Energy Savings Income Fund | SIF.UN-T | 13.750 | Expects it to rise further. | 2002-08-28 | ||
| DON'T BUY | Connors Bros. Income Fund | CBF.UN-T | 12.640 | Has a narrow based asset. Not a favourite trust. | 2002-08-28 | ||
| DON'T BUY | Telus Corp | T-T | 11.000 | Prefers the bonds. | 2002-08-28 | ||
| DON'T BUY | Lucent Technologies | LU-N | 1.690 | The weak sister in the sector. Has a substantial pension liability. | 2002-08-28 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 6.860 | A little too soon to buy yet. Could drop to $5. | 2002-08-28 | ||
| HOLD | Prime West Energy Trust | PWI.UN-T | 26.450 | Expects oil/gas distributions will be good for the next while, but if commodity prices go up, then sell. | 2002-08-28 | ||
| HOLD | Viking Energy Royalty Trust | VKR.UN-T | 7.420 | Expects oil/gas distributions will be good for the next while, but if commodity prices go up, then sell. | 2002-08-28 | ||
| TOP PICK | Nortel | NT-T | 1.580 | Very cheap. Should have growth over the next two years. | 2002-08-28 | ||
| TOP PICK | Teck Cominco Ltd. (B) | TCK.B-T | 10.700 | 3rd largest zinc producer in the world. Asset value equals $18/20 a share. Good mix of base metals. | 2002-08-28 | ||
| TOP PICK | Bristol Myers Squibb | BMY-N | 25.060 | Has been oversold. Very cheap. Could be a takeover. | 2002-08-28 |
