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| Joe Connolly of Cockfield Porretti Cunningham |
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| TOP PICK | Alcan Aluminum | AL-T (Dead) | 40.510 | Low cost producer. | 2002-10-01 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 4.560 | Expects there will be a recovery. In a lot of trouble right now. | 2002-10-01 | ||
| TOP PICK | BCE Inc. | BCE-T | 28.300 | Now concentrating more on core assets. | 2002-10-01 | ||
| BUY | Bank of Nova Scotia | BNS-T | 45.450 | Likes the banking sector. Waiting to see how things work out in South America. A quality stock at these levels. | 2002-10-01 | ||
| DON'T BUY | BrocadeCommunication Sys Inc | BRCD-Q | 7.270 | Data storage sector has not been good. | 2002-10-01 | ||
| WAIT | Valeant Pharmaceuticals | VRX-T | 41.300 | New drug coming out and if its successful, the stock will do well. | 2002-10-01 | ||
| BUY | Canadian Pacific Rail | CP-T | 29.250 | Have to improve their operating efficiencies. This should give them tremendous growth. Could be a takeover target. | 2002-10-01 | ||
| DON'T BUY | Encana Corp | ECA-T | 47.300 | Will move on oil price. Volatile. | 2002-10-01 | ||
| DON'T BUY | Ford Motor | F-N | 9.900 | Expects they are going into a very aggressive market strategy. There has been a boom in the auto sector and not sure if it can continue. | 2002-10-01 | ||
| HOLD | Honeywell International | HON-N | 22.940 | Asbestos is a problem. Has good potential with the military. Could have more downside. | 2002-10-01 | ||
| DON'T BUY | IBM | IBM-N | 61.170 | Difficult to evaluate their future. Pension liablility is a concern. | 2002-10-01 | ||
| DON'T BUY | Intel | INTC-Q | 14.670 | On their watch list. Don't expect any growth this year. | 2002-10-01 | ||
| PAST TOP PICK | Linamar Corp | LNR-T | 9.070 | (Was a top pick on April 2. Down 30%) Still likes. Acquisition of Sky Jack didn't help them. They have to re-focus. | 2002-10-01 | ||
| DON'T BUY | Level 3 Communications | LVLT-N | 4.600 | Too volatile. | 2002-10-01 | ||
| PAST TOP PICK | MacDonald Dettwiler & Assoc. | MDA-T | 20.490 | (Was a top pick on April 2. Down 25%) Still likes. Has a lot of opportunity. | 2002-10-01 | ||
| PAST TOP PICK | Manulife Financial | MFC-T | 34.000 | (Was a top pick on April 2. Down 22%) Still likes. Their Asian market has great growth prospects. | 2002-10-01 | ||
| WAIT | Moore Wallace Inc | RRD-N | 16.540 | In the midst of management changes. They are looking at this stock. Wait for the next upturn. | 2002-10-01 | ||
| BUY | Royal Bank | RY-T | 52.700 | Likes the banking sector. Good potential. Good acquisitions. | 2002-10-01 | ||
| BUY | Sunlife Financial | SLF-T | 26.400 | Dropping with the sector. A good holding. | 2002-10-01 | ||
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| TOP PICK | Toronto Dominion | TD-T | 27.850 | Was oversold. | 2002-10-01 | ||
| WAIT | Thomson Reuters Corp | TRI-T | 40.490 | Now listed in US, so will start to be covered by US institutions. Could drop further. | 2002-10-01 | ||
| HOLD | Trans Canada Corp | TRP-T | 22.390 | Will do well in a recovery. | 2002-10-01 | ||
| BUY | Westjet Airlines | WJA-T | 18.130 | Should do reasonably well. Could develop some growing pains. | 2002-10-01 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 4.850 | Not a fan of airlines. | 2002-10-01 | ||
| WEAK BUY | Sleeman | ALE-T (Dead) | 11.050 | Made a good deal to produce a Japanese beer for North America. A small niche player. Quality company. Thinly traded. | 2002-09-16 | ||
| TOP PICK | Alcan Aluminum | AL-T (Dead) | 40.800 | An early cyclical. Has better control of its plants than Alcoa. | 2002-09-16 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 4.970 | Airline industry will not recover very soon. They have financing concerns. | 2002-09-16 | ||
| TOP PICK | BCE Inc. | BCE-T | 28.180 | At a good level. Solid company. 4.34% dividend. | 2002-09-16 | ||
| WEAK BUY | Bennet Environmental | BEV-T | 8.840 | Have only 2 clients. In a very new stage. | 2002-09-16 | ||
| DON'T BUY | CAE Inc | CAE-T | 5.470 | Airlines are too sluggish. New US acquisition should start to give them US exposure. | 2002-09-16 | ||
| DON'T BUY | Canadian Tire Corporation Ltd | CTC-T | 32.780 | Not seeing any growth potential. Liked their Marks Men's Wear acquisition. | 2002-09-16 | ||
| DON'T BUY | Fairfax Financial | FFH-T | 116.620 | Not a fan. Has had a tough time. | 2002-09-16 | ||
| BUY | Linamar Corp | LNR-T | 8.900 | Expects growth to accelerate. Good price. | 2002-09-16 | ||
| TOP PICK | Manulife Financial | MFC-T | 36.180 | Some risks because of telecom exposure. Has huge potential in Asian market. | 2002-09-16 | ||
| BUY | Oracle | ORCL-Q | 9.280 | Had a good quarter. Business spending is picking up for them. | 2002-09-16 | ||
| DON'T BUY | Placer Dome | PDG-T | 17.140 | Involved in some political sensitive areas. Needs more gold production. | 2002-09-16 | ||
| BUY | Toronto Dominion | TD-T | 31.250 | Expects the next quarter to be a lot better. TD Waterhouse should start to improve. | 2002-09-16 | ||
| DON'T BUY | Tundra Semiconductor | TUN-T | 4.920 | Wait for orders of chips to come in. Could take a quarter or two to start. | 2002-09-16 | ||
| WAIT | Alcan Aluminum | AL-T (Dead) | 49.850 | Expects them to meet their earnings, but there is too much supply on the market for aluminum. Supply should drop in the fall and will take 6/12 months to build up. Check price in the fall. | 2002-07-12 | ||
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| BUY | Bombardier Inc (B) | BBD.B-T | 11.450 | Price is at a good level. | 2002-07-12 | ||
| TOP PICK | Valeant Pharmaceuticals | VRX-T | 36.500 | Good long term hold. At a low price. Multiple of about 15/18. | 2002-07-12 | ||
| DON'T BUY | Celestica Inc | CLS-T | 28.500 | Hard to assess a Book Value. Orders are not growing. | 2002-07-12 | ||
| DON'T BUY | Duke Energy | DUK-N | 37.690 | At a tough period. Sentiment has to change. | 2002-07-12 | ||
| WAIT | Home Depot | HD-N | 29.090 | New CEO. A lot of change. See how new management shapes up. | 2002-07-12 | ||
| TOP PICK | MacDonald Dettwiler & Assoc. | MDA-T | 24.250 | Solid fundamentals. Half of their revenues are coming from a re-curring base. | 2002-07-12 | ||
| BUY | Manulife Financial | MFC-T | 39.860 | Indonesian problems have been straightened out. Likes their far east businesses. | 2002-07-12 | ||
| HOLD | Sunlife Financial | SLF-T | 29.550 | The sector is having a shakeout. Prefers Manulife. | 2002-07-12 | ||
| TOP PICK | Toronto Dominion | TD-T | 32.600 | Has been oversold. | 2002-07-12 | ||
| BUY | Tyco | TYC-N | 13.730 | Has had a lot of problems. Making some good changes. At a good price. | 2002-07-12 | ||
| DON'T BUY | Algoma Steel | AGA-T (Dead) | 4.850 | Has a long way to go. Prefers Ipsco. Needs better numbers. | 2002-04-02 | ||
| BUY | AGF Management (B) | AGF.B-T | 22.800 | In spite of Brandeis leaving, doesn't think they'll have a problem replacing him. Doubt if many investors will follow. Good pipelines and a good long term hold. | 2002-04-02 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 14.700 | At a very good price. A competitor is in receivership which should help. Costs may increase which could affect earnings. | 2002-04-02 | ||
| BUY | BCE Inc. | BCE-T | 29.100 | Has been oversold. Dividend should be OK. Prefers over Telus. | 2002-04-02 | ||
| DON'T BUY | Brascan Corporation | BAM.LV.A-T | 34.700 | Into some structural changes. Do they keep Noranda and Falconbridge. | 2002-04-02 | ||
| BUY | CAE Inc | CAE-T | 11.600 | At a good price. Great growth potential. | 2002-04-02 | ||
| BUY | Canadian Pacific Rail | CP-T | 33.120 | A great play on the economy. | 2002-04-02 | ||
| DON'T BUY | Canadian Tire Corporation Ltd | CTC-T | 30.250 | A little bit too pricey now. Wait for their bottom, i.e.Just before Christmas. | 2002-04-02 | ||
| DON'T BUY | Hemosol | HML-T | 4.620 | Only has one drug. Needds more diversification. | 2002-04-02 | ||
| PAST TOP PICK | Industrial-Alliance Life Ins | IAG-T | 44.510 | (Was a top pick on Nov 28 up 9%) Still likes and buying at current price. | 2002-04-02 | ||
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| DON'T BUY | Emergis Inc. | EME-T-DEAD | 12.110 | Will probably be profitable in the latter part of this year. Wait until the middle part of the year before considering. Buy at $12. | 2002-04-02 | ||
| DON'T BUY | Eli Lilly & Co. | LLY-N | 78.740 | Has a very good pipeline. Getting more competition from generic drugs. Too focused on Prozac. | 2002-04-02 | ||
| TOP PICK | Linamar Corp | LNR-T | 12.950 | Very cheap. A lot of upside. | 2002-04-02 | ||
| TOP PICK | MacDonald Dettwiler & Assoc. | MDA-T | 26.700 | Great product and service line. Very profitable. | 2002-04-02 | ||
| TOP PICK | Manulife Financial | MFC-T | 42.860 | Good multiples. 15 X earnings and growth potential of around 15. Likes their Asian holdings. | 2002-04-02 | ||
| DON'T BUY | Microsoft | MSFT-Q | 57.300 | A little bit too high. Would buy at $50. Lawsuits are still a problem. | 2002-04-02 | ||
| PAST TOP PICK | Oracle | ORCL-Q | 12.530 | (Was a top pick on Nov 28 down 9.1%) Good solid earnings. Valuation is 20 X earnings. A little high. With their expansion of their 9i server, they should do very well. | 2002-04-02 | ||
| DON'T BUY | Pfizer Inc | PFE-N | 39.910 | Great pipeline of products, but has trouble breaking through the $44 level. | 2002-04-02 | ||
| DON'T BUY | Proctor & Gamble | PG-N | 90.600 | Had a good run. May be a little high now. | 2002-04-02 | ||
| DON'T BUY | Shell Canada | SHC-T | 58.300 | Oil is only at this temporary high because of the middle east which has made this stock too expensive. | 2002-04-02 | ||
| DON'T BUY | Stelco Inc | STE-T | 5.540 | Has a long way to go. Prefers Ipsco. Needs better numbers. | 2002-04-02 | ||
| DON'T BUY | Sun Microsystems | JAVA-Q (Dead) | 8.940 | As the sector recovers, they should do well.The telecom sector has to recover first. | 2002-04-02 | ||
| PAST TOP PICK | Thomson Reuters Corp | TRI-T | 52.800 | (Was a top pick on Nov 28 up 13%) May be a little high now. | 2002-04-02 | ||
| DON'T BUY | Telus Corp | T-T | 18.000 | A lot of debt. No turn around expected before the second half od the year. Prefers BCE. | 2002-04-02 | ||
| DON'T BUY | Westjet Airlines | WJA-T | 29.810 | Difficulties will be in any expansion they want to do. Fully priced. | 2002-04-02 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 18.430 | Will Brascan sell them? Will Noranda take over Falconbridge? Too many questions. | 2002-04-02 | ||
| BUY | CAE Inc | CAE-T | 11.210 | Business is starting to pick up. | 2002-03-21 | ||
| WAIT | General Electric | GE-N | 37.450 | Some concerns on debts. Very complex structure. Long term is a good holding. | 2002-03-21 | ||
| DON'T BUY | Hemosol | HML-T | 4.200 | Too much competition. | 2002-03-21 | ||
| DON'T BUY | Emergis Inc. | EME-T-DEAD | 15.000 | Until they generate some revenues, they will stay down. | 2002-03-21 | ||
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| DON'T BUY | JP Morgan Chase & Co | JPM-N | 34.790 | Exposure to Enron, Global Crossings crashes is a concern. | 2002-03-21 | ||
| BUY | Kraft Foods Inc | KFT-N | 39.250 | Good brands. Should do well in the long term. | 2002-03-21 | ||
| TOP PICK | Linamar Corp | LNR-T | 12.350 | Likes the play on the economy. (Auto sales to continue well?) Down the road, expects the auto companies to outsource their car assembly as well as their parts. | 2002-03-21 | ||
| TOP PICK | Manulife Financial | MFC-T | 43.180 | A solid financial company. Growth is at 15%. Very stable. Asian assets are good and will pay off. | 2002-03-21 | ||
| DON'T BUY | Onex Corp | OCX-T | 21.850 | Not strong on their Cineplex acquisition. | 2002-03-21 | ||
| TOP PICK | Oracle | ORCL-Q | 13.150 | Should see some growth potential. A 29% multiple. Have cash. | 2002-03-21 | ||
| BUY | SNC-Lavalin Group Inc. | SNC-T | 29.600 | A lot of back log orders. Making good moves. | 2002-03-21 | ||
| DON'T BUY | Tyco | TYC-N | 33.350 | Accounting concerns. Have to get rid of their financial arm. Could drop in price. | 2002-03-21 | ||
| PAST TOP PICK | BCE Inc. | BCE-T | 36.400 | (Was a top pick on Sept 26 up 2%) Likes for a long term hold. | 2002-01-03 | ||
| DON'T BUY | Bell Canada International | BI.H-X | 1.050 | Not a fan. | 2002-01-03 | ||
| DON'T BUY | Broadcom Corp. | BRCM-Q | 47.700 | Good management, but in an area that needs more momentum. | 2002-01-03 | ||
| BUY | Valeant Pharmaceuticals | VRX-T | 86.750 | Large pharmaceuticals will have to buy some biotechs to keep their pipelines growing, so a possible takeover. | 2002-01-03 | ||
| TOP PICK | Canadian Pacific Rail | CP-T | 33.050 | Will improve with economy. | 2002-01-03 | ||
| PAST TOP PICK | General Electric | GE-N | 40.610 | (Was a top pick on Sept 26 up 15.4%) Still likes. | 2002-01-03 | ||
| DON'T BUY | JDS Uniphase | JDU-T | 18.100 | Will take a long time to turn around. | 2002-01-03 | ||
| WAIT | Mosaid | MSD-T (Dead) | 16.390 | Needs momentum in the sector and then will do well. | 2002-01-03 | ||
| PAST TOP PICK | Pfizer Inc | PFE-N | 39.700 | (Was a top pick on Sept 26 up 3.5%) Will have to buy some biotechs to keep their pipelines growing. | 2002-01-03 | ||
| BUY | PanGeo Pharma | PIL.H-X | 3.170 | Likes very much. | 2002-01-03 | ||
| DON'T BUY | Rothmans Inc | ROC-T | 29.940 | Should continue to do well, but a little expensive now. | 2002-01-03 | ||
| TOP PICK | Shoppers Drug Mart Corp | SC-T | 18.500 | Great brand name. Good market concentration. | 2002-01-03 | ||
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| BUY | SNC-Lavalin Group Inc. | SNC-T | 27.200 | Has some upside from here. | 2002-01-03 |
