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| Kevin Vandermeer, B.Comm, CFA of AIC Limited |
|---|
| 1375 Kerns Road |
| Burlington ON |
| L7R 4X8 |
| 905-331-4242 |
| Kevin Vandermeer, B.Comm, CFA's website |
| Toll Free: 1-800-263-2144 |
| Fax: 1-800-660-2664 |
| info@aic.com |
| DON'T BUY | Amgen Inc. | AMGN-Q | 59.810 | Majority of money is from 3 products. Want's more diversificaion. Good balance sheet though. | 2005-03-11 | ||
| VAGUE | Angiotech Pharmaceuticals | ANP-T (Dead) | 18.720 | Technology is superior then Boston Scientific, and Boston markets for them. (for their main product). Would rather buy Boston, because it is more diversified, and slightly cheaper. | 2005-03-11 | ||
| TOP PICK | Boston Scientific Corp | BSX-N | 30.000 | "We really like Boston [Scientific]" Thinks they have a better product then the competitor. Had a series of recalls, but have been able to gain back the marketshare. But the stock didn't recover as well. So is now undervalued. | 2005-03-11 | ||
| DON'T BUY | Valeant Pharmaceuticals | VRX-T | 20.290 | Reported earlier this week and results were better then expected. Has reservations about the company. If you really want it, wait and watch. | 2005-03-11 | ||
| BUY | Novartis AG | NVS-N | 49.020 | We really like it. One of the few pharma companies that have a generics division embedded in it. They continue to move in the generics area because they see growth in that sector. | 2005-03-11 | ||
| WATCH | Stryker Corp. | SYK-N | 47.430 | Unbelieable business run by smart guys. Stable business, great stock for long term. | 2005-03-11 |