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| BUY | | Alcan Aluminum | AL-T | 39.280 | Although China is starting to export aluminum, it is not a concern. Very efficient. Good price. | 2002-09-25 | |
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| BUY | | A Comment -- General Comments From an Expert | A Commentary | 30.000 | Has done well. At a good level now. | 2002-09-25 | |
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| BUY | | Compton Petroleum | CMT-T | 3.960 | Gas prices are improving. Cheap. Could be a takeover. | 2002-09-25 | |
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| DON'T BUY | | CAE Inc | CAE-T | 4.420 | Have to wait for market to turn. Expect they will be more of a 2004 story rather than 2003. | 2002-09-25 | |
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| TOP PICK | | BCE Inc. | BCE-T | 27.810 | Buy for the dividend yield. New management has been reorganizing. | 2002-09-25 | |
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| TOP PICK | | A Comment -- General Comments From an Expert | A Commentary | 14.990 | Paying 5.34% dividend. Could trade lower. Buy on dips. | 2002-09-25 | |
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| TOP PICK | | Toronto Dominion | TD-T | 27.770 | Will do well when the market turns. Very cheap. 4% dividend. | 2002-09-25 | |
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| WAIT | | Bombardier Inc (B) | BBD.B-T | 4.970 | Should survive. Let things settle out a bit. | 2002-09-25 | |
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| WEAK BUY | | Ballard Power Systems | BLD-T | 16.640 | Owns a little bit, just in case it takes off. Very speculative. | 2002-09-25 | |
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| BUY on WEAKNESS | | Suncor Energy Inc | SU-T | 56.600 | Outstanding company. Good cash flow. Buy at $50 or below. | 2002-03-07 | |
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| BUY | | Precision Drilling | PD-T | 47.270 | Not a short term buy, but could be a $60/70 in 18/24 months. | 2002-03-07 | |
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| BUY | | Canadian Pacific Rail | CP-T | 35.320 | Has room for upside because of potential operating efficiencies. | 2002-03-07 | |
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| BUY on WEAKNESS | | ATS Automation | ATA-T | 17.580 | Fully valued. Would buy at $15. | 2002-03-07 | |
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| BUY on WEAKNESS | | A Comment -- General Comments From an Expert | A Commentary | 17.550 | Dividend 5%. Steels should improve. | 2002-03-07 | |
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| DON'T BUY | | Nortel | NT-T | 9.610 | Will be late this year before youi start to see any recovery. A good long term holding | 2002-03-07 | |
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| DON'T BUY | | Calpine Corp | CPN-N | 12.070 | Extremely volatile. Very speculative. Watch. | 2002-03-07 | |
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| DON'T BUY | | GEAC Computer | GAC-T | 5.110 | Not a fan | 2002-03-07 | |
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| DON'T BUY | | Canadian Imperial Bank of Commerce | CM-T | 54.920 | Prefers TD. More affected by capital markets. | 2002-03-07 | |
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| DON'T BUY | | Halliburton Co | HAL-N | 17.380 | Too many legal problems on asbestos. On the oil side, would prefer Precision Drilling. | 2002-03-07 | |
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| DON'T BUY | | Canadian National R.R. | CNR-T | 83.680 | Very high. A good time to take profits. | 2002-03-07 | |
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| TOP PICK | | Bombardier Inc (B) | BBD.B-T | 14.600 | A reasonable value below $15. Less than 20 X earnings. | 2002-03-07 | |
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| TOP PICK | | BCE Inc. | BCE-T | 34.260 | Hasn't shown much participation in the market. 3.5% dividend. Their core telephone business has done well. | 2002-03-07 | |
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| TOP PICK | | Ford Motor | F-N | 16.910 | A contrarian buy. Can't see it dropping much more. Quality controls being updated. Good dividend. Very cheap. | 2002-03-07 | |
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| WATCH | | CAE Inc | CAE-T | 10.750 | Cleaning things up. May have to do an equity financing. | 2002-03-07 | |
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| BUY | | Bank of Nova Scotia | BNS-T | 45.850 | An outstanding buy. | 2001-10-10 | |
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| BUY | | CAE Inc | CAE-T | 8.200 | Long term a good hold. Very cheap. Well managed. | 2001-10-10 | |
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| BUY | | EMC Corp | EMC-N | 12.260 | Industry leader in storage, but there has been an increase in competitive alternatives. At a good price. | 2001-10-10 | |
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| BUY | | Nortel | NT-T | 8.620 | Thinks its at a bottom. Expects turn around in the next 6 months. | 2001-10-10 | |
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| BUY | | Nokia | NOK-N | 18.980 | Very good performer. | 2001-10-10 | |
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| TOP PICK | | Royal Bank | RY-T | 46.610 | Good conservative buy. Good dividend. Good value. | 2001-10-10 | |
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| TOP PICK | | BCE Inc. | BCE-T | 36.750 | Good price. Dividend yield 3.25%. | 2001-10-10 | |
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| TOP PICK | | Enbridge | ENB-T | 43.250 | Good dividend. Good assets. Expects there will be a demand for North American energy sources. | 2001-10-10 | |
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| WAIT | | Loblaw Companies Ltd | L-T | 48.700 | Stock has dropped on news that Weston's was selling some stock. Could have a further drop. | 2001-10-10 | |
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| BUY | | BCE Inc. | BCE-T | 39.500 | Would buy now. Good value. Some assets may be weak, but overall strong company. $40 is a good price. | 2001-08-28 | |
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| BUY | | Nortel | NT-T | 10.650 | Could drop further, but thinks its near its bottom. Don't expect a lot of performance over the next 12 months. | 2001-08-28 | |
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| BUY | | Oracle | ORCL-Q | 14.010 | A leader in their field. A good buy for long term. | 2001-08-28 | |
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| DON'T BUY | | Motorola | MOT-N | 18.650 | Has had problems. Missed their numbers, no profit last quarter. Has other preferences. | 2001-08-28 | |
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| DON'T BUY | | Ballard Power Systems | BLD-T | 32.570 | Too futuristic, but price is getting interesting. Could drop further. | 2001-08-28 | |
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| TOP PICK | | Toronto Dominion | TD-T | 42.330 | Likes the banking sector. Should be in line to catch up with other banks. Economy should go up in the next 12 months. | 2001-08-28 | |
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| TOP PICK | | RioCan Real Estate Investment | REI.UN-T | 11.470 | Likes real estate. Yield 9.5%. High quality. Not a big growth stock. | 2001-08-28 | |
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| TOP PICK | | Atco Ltd | ACO.X-T | 47.250 | A net asset discount play. (25%) Small dividend. This is a holding company. Main asset Cdn Utilities ($50) has a target of $60 which would raise this stock to $58. Trailer construction business will be big with pipeline construction. | 2001-08-28 | |
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| WEAK BUY | | Sherrit | S-T | 4.900 | Really torn. Prefers Fording for coal and Noranda for nickel. Good dividend. | 2001-08-28 | |
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| BUY | | Transalta Corp | TA-T | 22.240 | Good dividend. At a good price. Prefers Canadian Utilities or Emera | 2001-07-24 | |
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| BUY | | Canadian Utilities | CU-T | 50.500 | Prefers this and Emera over Trans Alta. A more conservative stock. | 2001-07-24 | |
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| BUY | | Emera Inc | EMA-T | 16.730 | Prefers this and Canadian Utilities over Trans Alta. | 2001-07-24 | |
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| BUY | | Bank of Montreal | BMO-T | 40.960 | Reasonable dividend. US asset, Harris Bank in Illinois, is a jewel in the crown. | 2001-07-24 | |
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| BUY | | Canadian National R.R. | CNR-T | 64.830 | Good numbers. Expect a pause for profit taking. Buy under $60. | 2001-07-24 | |
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| BUY | | Cisco | CSCO-Q | 18.380 | Expects numbers to be good. He's buying now. | 2001-07-24 | |
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| DON'T BUY | | Research In Motion | RIM-T | 36.020 | Great product, but has competition. Buy at $25. | 2001-07-24 | |
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| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 8.340 | Don't expect discount routes to help them make a turn around. | 2001-07-24 | |
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| DON'T BUY | | Norske Skog Canada Ltd. | NS-T | 18.050 | Very heavily under priced because of dividend refund, but without dividend, price will probably not increase beyond $6. | 2001-07-24 | |
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| HOLD | | Ballard Power Systems | BLD-T | 57.000 | Production too far away. | 2001-07-24 | |
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| HOLD | | Sherrit | S-T | 4.750 | A good speculative stock. | 2001-07-24 | |
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| TOP PICK | | BCE Inc. | BCE-T | 40.450 | A cash machine. Stock yield = 3%. Good value. | 2001-07-24 | |
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| TOP PICK | | Bombardier Inc (B) | BBD.B-T | 22.540 | Good contracts. Good price. | 2001-07-24 | |
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| WAIT | | Nortel | NT-T | 11.180 | He's buying a little. A good price for a long term hold. | 2001-07-24 | |
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| BUY | | CAE Inc | CAE-T | 14.200 | Great potential | 2001-07-10 | |
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| BUY | | IGM Financial Inc. | IGM-T | 22.500 | Prefers Power. | 2001-07-10 | |
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| BUY | | Dofasco | DFS-T | 24.550 | Good mngmnt/product mix. Buy on economic turn. | 2001-07-10 | |
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| BUY | | Canadian Natural Rsrcs | CNQ-T | 43.100 | | 2001-07-10 | |
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| BUY on WEAKNESS | | Fairfax Financial | FFH-T | 228.900 | Needs turnaround, but good value. | 2001-07-10 | |
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| BUY on WEAKNESS | | Four Seasons Hotel | FSH-T | 79.250 | | 2001-07-10 | |
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| BUY on WEAKNESS | | Precision Drilling | PD-T | 42.500 | Good potential. Good as medium/long term. | 2001-07-10 | |
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| DON'T BUY | | ATI Technologies | ATY-T | 13.910 | Volatile. Risk too high now. | 2001-07-10 | |
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| DON'T BUY | | Methanex Corp | MX-T | 8.540 | Volatile. High risk. | 2001-07-10 | |
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| DON'T BUY | | GEAC Computer | GAC-T | 2.500 | Possible turnaround. | 2001-07-10 | |
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| TOP PICK | | Aliant | AIT-T | 31.820 | BCE to take over | 2001-07-10 | |
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| TOP PICK | | Suncor Energy Inc | SU-T | 38.520 | Tar sands. Huge potential | 2001-07-10 | |
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| TOP PICK | | Wal-Mart Stores Inc. | WMT-N | 47.500 | Large foreign potential. Consumer economy turning around | 2001-07-10 | |
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| BUY | | EMC Corp | EMC-N | 27.600 | Number one in internet storage. At a low. Good long term. | 2001-06-18 | |
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| BUY | | BCE Inc. | BCE-T | 36.800 | Getting decent dividend yield | 2001-06-18 | |
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| BUY | | Oracle | ORCL-Q | 14.850 | A main stay in the techs. Good position. | 2001-06-18 | |
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| BUY | | Nokia | NOK-N | 22.150 | Good level to buy at. Will be a lot higher in 1/2 years. | 2001-06-18 | |
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| BUY | | Aliant | AIT-T | 30.500 | Nothing wrong with the company, but prefers Manitoba Tel. | 2001-06-18 | |
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| BUY | | Celestica Inc | CLS-T | 60.180 | Thinks its a good buy now at this level. | 2001-06-18 | |
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| BUY on WEAKNESS | | General Electric | GE-N | 49.000 | Honeywell merger will be good. Would buy at $40/45. | 2001-06-18 | |
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| DON'T BUY | | Microsoft | MSFT-Q | 66.880 | Too high. Better buys available. | 2001-06-18 | |
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| DON'T BUY | | JDS Uniphase | JDU-T | 17.750 | Could drop to $13. Would buy Nortel first. | 2001-06-18 | |
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| DON'T BUY | | IGM Financial Inc. | IGM-T | 21.450 | Good company. Prefers owning it through Power Corp. | 2001-06-18 | |
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| DON'T BUY | | Lucent Technologies | LU-N | 5.610 | Too risky. Expects bad news. | 2001-06-18 | |
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| DON'T BUY | | Leitch Tech | LTV-T | 14.250 | Too tricky. Can do better elsewhere. | 2001-06-18 | |
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| DON'T BUY | | Telus Corp | T-T | 30.750 | Not a compelling buy. Nothing wrong with the company. | 2001-06-18 | |
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| DON'T BUY | | Ford Motor | F-N | 25.000 | Nervous about this one and feels autos are too cyclical now. | 2001-06-18 | |
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| STRONG BUY | | Onex Corp | OCX-T | 20.200 | Likes. Good mngmnt. Buying it now. Good price. | 2001-06-18 | |
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| TOP PICK | | Emera Inc | EMA-T | 15.900 | Yield is over 5 1/2%. Will benefit from Sable Island gas field. Has acquired a Maine hydro asset. Growing. | 2001-06-18 | |
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| TOP PICK | | Petro-Canada | PCA-T | 42.200 | Expects to triple oil production over the next 7/8 years. Well positioned in a lot of properties. At a high. | 2001-06-18 | |
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| TOP PICK | | Enbridge | ENB-T | 40.120 | A leader in pipelines. 3 1/2% dividend yield. Not cheap but expects more growth. Getting into electricity too. | 2001-06-18 | |
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| WEAK BUY | | Home Depot | HD-N | 49.000 | Great growth. Valuation is high at over 30 X P/E. | 2001-06-18 | |
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| BUY | | Four Seasons Hotel | FSH-T | 94.620 | Some disappoints, but expects a turnaround. | 2001-05-17 | |
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| BUY | | Manitoba Telecom Services | MBT-T | 37.690 | A good telecom. Good cash flow/balance sheet | 2001-05-17 | |
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| BUY | | Cisco | CSCO-Q | 19.860 | Near their bottom and will grow. Need patience. | 2001-05-17 | |
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| BUY | | Nortel | NT-T | 21.730 | Near their bottom and will grow. Need patience. | 2001-05-17 | |
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| BUY | | Canadian Natural Rsrcs | CNQ-T | 49.810 | Prefers over Nexen. | 2001-05-17 | |
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| BUY | | Pfizer Inc | PFE-N | 44.760 | Prefers over Merck. No patent expiries. | 2001-05-17 | |
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| BUY | | Merck & Company | MRK-N | 78.600 | Good, but has some patent expiries. | 2001-05-17 | |
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| BUY | | Emera Inc | EMA-T | 16.120 | Very exciting play in energy sector. | 2001-05-17 | |
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| DON'T BUY | | Sherrit | S-T | 4.760 | Not a fan of the resource area. | 2001-05-17 | |
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| DON'T BUY | | Kingsway Financial Services | KFS-T | 14.150 | Probably has reached its valuation. Good company. | 2001-05-17 | |
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| DON'T BUY | | Xerox | XRX-N | 10.870 | No longer a bankruptcy case, but still no upside. | 2001-05-17 | |
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| DON'T BUY | | CitiGroup | C-N | 50.690 | Fabulous company. Well respected. Stock could drop. | 2001-05-17 | |
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