| BUY | | IGM Financial Inc. | IGM-T | 19.400 | Well run. A lot of cash flow. Good dividend. | 2001-09-26 | |
| DON'T BUY | | Nortel | NT-T | 8.360 | Has a liquidity problem. Could eventually be consolidated. Good base of fibre optics. | 2001-09-26 | |
| DON'T BUY | | Patheon | PTI-T | 8.670 | A low margin business. Has grown well. Spending more cash than they are generating. Getting close to good value. | 2001-09-26 | |
| DON'T BUY | | Bombardier Inc (B) | BBD.B-T | 11.600 | Large write off on their books. Weak cash flow. | 2001-09-26 | |
| DON'T BUY | | JDS Uniphase | JDU-T | 10.500 | Has a business that will work. Overpriced. | 2001-09-26 | |
| DON'T BUY | | Fairmont Hotels & Resorts | FHR-T | 23.350 | High quality. Expensive and economically sensitive. | 2001-09-26 | |
| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 3.370 | In a lot of trouble. Will have to be restructured. | 2001-09-26 | |
| DON'T BUY | | Enerplus Resources Fund | ERF.UN-T | 23.118 | Doesn't like oil/gas in royalty trusts because of declining asset base. | 2001-09-26 | |
| DON'T BUY | | Research In Motion | RIM-T | 24.250 | Doesn't see a long term upside in their product. | 2001-09-26 | |
| DON'T BUY | | Celestica Inc | CLS-T | 40.500 | Questions the business model. | 2001-09-26 | |
| TOP PICK | | Sleeman | ALE-T | 9.940 | Has grown their sales and earnings. Well managed. Good price. 10 X cash earnings and 7 X cash flow. | 2001-09-26 | |
| TOP PICK | | Harte-Hanks Inc | HHS-N | 21.400 | A leader in its sector. No debt. A lot of cash flow. | 2001-09-26 | |
| BUY | | Weyerhaeuser | WYL-T | 87.930 | In a hostile takeover bid in US. Sector near the bottom. A high quality company. | 2001-05-31 | |
| BUY | | Sherrit | S-T | 5.340 | Good mngmnt. Good long term stock. | 2001-05-31 | |
| BUY | | Manitoba Telecom Services | MBT-T | 40.500 | Well run, but not cheap. | 2001-05-31 | |
| BUY | | Trans Canada Corp | TRP-T | 18.400 | Pricey now, but a good dividend. | 2001-05-31 | |
| BUY | | SNC-Lavalin Group Inc. | SNC-T | 21.500 | $07 asset is phenomenal. Good long term. | 2001-05-31 | |
| BUY | | Enghouse Systems | ESL-T | 11.000 | No debt. Good cash flow. Good mngmnt. Lots of cash. Some risk. | 2001-05-31 | |
| DON'T BUY | | Bank of Montreal | BMO-T | 39.000 | Good quality stocks, but fully valued now. | 2001-05-31 | |
| DON'T BUY | | Bank of Nova Scotia | BNS-T | 44.350 | Good quality stocks, but fully valued now. | 2001-05-31 | |
| DON'T BUY | | Canadian Imperial Bank of Commerce | CM-T | 49.050 | Good quality stocks, but fully valued now. | 2001-05-31 | |
| DON'T BUY | | Royal Bank | RY-T | 48.940 | Good quality stocks, but fully valued now. | 2001-05-31 | |
| DON'T BUY | | Toronto Dominion | TD-T | 39.200 | Good quality stocks, but fully valued now. | 2001-05-31 | |
| DON'T BUY | | Rogers Communcations (B) | RCI.B-T | 22.190 | Good sector and growing. Troubled management. | 2001-05-31 | |
| DON'T BUY | | Shaw Communication (B) | SJR.B-T | 34.200 | Good sector and growing. Good operators, but a pricey stock. | 2001-05-31 | |
| DON'T BUY | | Transalta Corp | TA-T | 29.800 | Pretty high now. | 2001-05-31 | |
| DON'T BUY | | Virtek Vision | VRK-T | 4.200 | Good base business, plus growth in biotech, but a little rich. | 2001-05-31 | |
| DON'T BUY | | Wendy's | WEN-N | 24.650 | Great company. Good balance sheet. A long term buy. Pricey. | 2001-05-31 | |
| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 9.450 | In trouble. Too much debt. Risky. | 2001-05-31 | |
| DON'T BUY | | Sobeys | SBY-T | 23.500 | Prefers Loblaws. Under performer. | 2001-05-31 | |
| DON'T BUY | | Fairfax Financial | FFH-T | 213.000 | Not comfortable with accounting. High risk. | 2001-05-31 | |
| PAST TOP PICK | | Husky Injection Molding Sys | HKY-T | 4.050 | (Was a top pick on Dec/00 up 3%) Global leader. New technology can lead to big results, but risky. | 2001-05-31 | |
| PAST TOP PICK | | Linamar Corp | LNR-T | 14.630 | (Was a top pick on Dec/00 up 19%) Still own. | 2001-05-31 | |
| PAST TOP PICK | | Suncor Energy Inc | SU-T | 41.600 | (Was a top pick on Dec/00 up 18%) Still own. | 2001-05-31 | |
| STRONG BUY | | Aur Resources | AUR-T | 3.030 | Great opportunity. Asset with a long life. Cheap. | 2001-05-31 | |
| BUY | | Bank of Montreal | BMO-T | 38.050 | New acquisition was a good one. | 2001-03-02 | |
| BUY | | Royal Bank | RY-T | 48.200 | New acquisition was a good one. | 2001-03-02 | |
| BUY | | Suncor Energy Inc | SU-T | 40.310 | One of the best long term holds. Big reserve base. | 2001-03-02 | |
| DON'T BUY | | Celestica Inc | CLS-T | 68.500 | Outsourcing business's have thin profit margins. Negative on its business model | 2001-03-02 | |
| DON'T BUY | | ATI Technologies | ATY-T | 6.040 | Impressive company. Was the dominant player in their sector, but their technology fell out of favour. Volatile. | 2001-03-02 | |
| DON'T BUY | | Medisolution | MSH-T | 2.150 | Interesting company, but can't see any cash flow yet, so not interested | 2001-03-02 | |
| DON'T BUY | | ATS Automation | ATA-T | 23.300 | High quality company and a global leader in its niche. Too expensive | 2001-03-02 | |
| DON'T BUY | | Laurentian Bank | LB-T | 28.450 | Fundamental business is suffering. Loan growth and assets are problems. A union staff which creates high costs. Stock is cheap. | 2001-03-02 | |
| DON'T BUY | | National Bank of Canada | NA-T | 28.800 | A cheap bank. Just sold it. Good news is already in the price. | 2001-03-02 | |
| DON'T BUY | | Bombardier Inc (B) | BBD.B-T | 21.000 | Skeptical. Questions cash flow and profitability. A slowdown could create a problem. | 2001-03-02 | |
| DON'T BUY | | Zarlink | ZL-T | 12.500 | A medium tech company. Expect it to drop from here. | 2001-03-02 | |
| DON'T BUY | | Leitch Tech | LTV-T | 18.000 | Reinventing itself. Could be interesting, but doesn't expect too much. | 2001-03-02 | |
| TOP PICK | | Firstservice Corp | FSV-T | 23.500 | Good management. 50% of residences in US are gated communities. 12 X earnings. Most of its operations are in US, so not a lot of attention in Canada. | 2001-03-02 | |
| TOP PICK | | Quebecor World | IQW-N | 35.450 | 9 X earnings and less than 5 X cash flow. Great management. Forecasting growth at 15% over the next several years. | 2001-03-02 | |
| WAIT | | Onex Corp | OCX-T | 19.200 | Driven by holdings in Celestica so it drops when Celestica drops, but have been selling off. (not a fan of Celestica. Otherwise a good company. | 2001-03-02 | |
| WAIT | | Nortel | NT-T | 26.650 | Getting to an interesting level but there are other investments that will give better growth. | 2001-03-02 | |
| WAIT | | GSI Lumonics | GSI-T | 13.700 | Downturn could affect. Good company. Would like to buy but at a lower price. | 2001-03-02 | |
| WEAK BUY | | Husky Energy | HSE-T | 14.100 | Lower growth assets, but stock is cheap enough to consider. | 2001-03-02 | |
| BUY | | Nortel | NT-T | 59.250 | At a better level now. Some risk | 2000-12-12 | |
| BUY | | Goldcorp Inc | G-T | 9.250 | Just restructured No debt. Lots of cash. A high grade mine is just starting. If gold rises this should be a winner | 2000-12-12 | |
| DON'T BUY | | Research In Motion | RIM-T | 147.250 | Getting into the big leagues. Risky | 2000-12-12 | |
| DON'T BUY | | Ford Motor | F-N | 23.625 | Expects more downside than upside | 2000-12-12 | |
| DON'T BUY | | Kingsway Financial Services | KFS-T | 8.050 | Credibility issue. Looks cheap, but not interested | 2000-12-12 | |
| DON'T BUY | | TLC Laser Eye Centres | TLC-T | 3.000 | Debt problem and less margin now | 2000-12-12 | |
| DON'T BUY | | Bank of Montreal | BMO-T | 76.200 | Credit quality an issue. Fully priced now | 2000-12-12 | |
| DON'T BUY | | Bank of Nova Scotia | BNS-T | 42.100 | Credit quality an issue. Fully priced now | 2000-12-12 | |
| DON'T BUY | | Canadian Imperial Bank of Commerce | CM-T | 46.700 | Not a fan of CIBC. New joint venture will benefit partner more. Credit quality an issue. Fully priced now | 2000-12-12 | |
| DON'T BUY | | Royal Bank | RY-T | 46.950 | Credit quality an issue. Fully priced now | 2000-12-12 | |
| DON'T BUY | | Toronto Dominion | TD-T | 43.850 | Credit quality an issue. Fully priced now | 2000-12-12 | |
| DON'T BUY | | Trans Canada Corp | TRP-T | 16.050 | Probably at fair value now. Balance sheet has been cleaned up. Not sure of their strategy | 2000-12-12 | |
| DON'T BUY | | CAE Inc | CAE-T | 25.000 | Questions long term value. Don't know why they don't make more money. Fully priced | 2000-12-12 | |
| DON'T BUY | | Great West Lifeco | GWO-T | 37.000 | Doesn't expect any more upside on insurance companies | 2000-12-12 | |
| DON'T BUY | | Manulife Financial | MFC-T | 42.050 | Doesn't expect any more upside on insurance companies | 2000-12-12 | |
| DON'T BUY | | Sunlife Financial | SLF-T | 34.850 | Doesn't expect any more upside on insurance companies | 2000-12-12 | |
| DON'T BUY | | Wal-Mart Stores Inc. | WMT-N | 51.875 | Good company, but fully priced. Moving into groceries which has narrower margins | 2000-12-12 | |
| DON'T BUY | | Bombardier Inc (B) | BBD.B-T | 24.900 | Too richly priced. Has been a skeptic for years (but has always been wrong) | 2000-12-12 | |
| DON'T BUY | | A Comment -- General Comments From an Expert | A Commentary | 16.050 | Under performs. Monopoly has to be good. A lot of debt | 2000-12-12 | |
| TOP PICK | | Linamar Corp | LNR-T | 12.100 | New plants caused stock to drop, but that phase is now completed. Good margins. At this price its good | 2000-12-12 | |
| TOP PICK | | Suncor Energy Inc | SU-T | 35.700 | Long term. In oil sands. Asset value should grow. Production to double | 2000-12-12 | |
| TOP PICK | | Husky Injection Molding Sys | HKY-T | 3.740 | Global leader. Some risk, but upside is extraordinary | 2000-12-12 | |
| WATCH | | Lucent Technologies | LU-N | 18.688 | New management team in place | 2000-12-12 | |
| WATCH | | Extendicare Inc. (A) | EXE.A-T | 2.450 | Have a debt problem. Their assets have value. Move out of Florida was good. Risky | 2000-12-12 | |
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