| SELL | | Questerre Energy | QEC-T | 5.130 | Linked to the possibility of shale gas in Quebec. Had an enormous run based on potential rather than production or drilling. If you own, you might think about taking your money off the table. | 2008-06-04 | |
| TOP PICK | | Lockerbie & Hole Inc. | LH-T | 12.690 | Construction of oil sands plants. Have a $1.5 billion contract backlog. Good way to benefit on the oil sands development. | 2008-06-04 | |
| TOP PICK | | Bioteq Environmental Technologies Inc. | BQE-T | 3.740 | Doing a series of projects globally. Cleaning up water, largely from mining projects. On the cutting age of how to turn tailing ponds into clean areas. Have some projects in China. Really likes their technology. Long-term hold. | 2008-06-04 | |
| TOP PICK | | Zhongpin Inc. | HOGS-Q | 12.600 | Hog processing. Chinese government is pushing for cleanup in the food chain. Chinese population is eating more meat with their higher income. | 2008-06-04 | |
| BUY | | Bombardier Inc (B) | BBD.B-T | 8.900 | Mass transit ridership is going up 10 or 15% in the US so has gone into this one mainly because the train and transit business. Margins have always been lousy on this side but thinks there is room for margin expansion as global demand goes up. Energy is going to drive a lot of drivers out of their vehicles. | 2008-06-04 | |
| PARTIAL BUY | | Bayou Bend Petroleum Ltd. | BBP-X | 0.730 | May be a good entry point. Had some early problems in the drilling and came up dry a couple of times. Seem to be doing a little better now. Interesting land position. Be prepared to wait 2 or 3 years. Don't let the farm on it. Speculative. | 2008-06-04 | |
| BUY on WEAKNESS | | Akita Drilling Ltd. | AKT.A-T | 15.900 | Came off along with other drillers but had a good rebound. Likes that they make money in bad times. Very conservative balance sheet. High capacity utilization. Tend to add new rigs only when they have them booked. Have work in the Montne region in B.C. and the Bakken in Saskatchewan. $14 would be a reasonable price. | 2008-06-04 | |
| Comment | | Falcon Oil & Gas | FO-X | 1.150 | Extremely speculative. Could be a home run, might be a bust. Be cautious. | 2008-06-04 | |
| DON'T BUY | | Blue Note Mining | BN-T | 0.170 | Reopened some zinc production and got caught in the price downdraft. Not the lowest cost producer of zinc. He is cautious on the outlook for zinc. | 2008-06-04 | |
| Comment | | UTS Energy | UTS-T | 5.740 | Hasn't done much when other oil sands plays have done a lot. Well positioned. If you are going to buy, you need a 12 or 18 month time horizon. | 2008-06-04 | |
| DON'T BUY | | Talisman Energy | TLM-T | 22.510 | Had a good run lately. New CEO and new game plan. Problem has been that the various pieces of it were worth more as separate entities. Would be better of if they broke it up and gave it more focus. | 2008-06-04 | |
| DON'T BUY | | Athabasca Potash Inc. | API-T | 8.750 | He worries a little bit. There are potash producers and “would be” producers. It is very expensive to develop a potash mine. They certainly have reserves. The difficulty is knowing how the shareholders will fare in the financing that is necessary. | 2008-04-16 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Oil: - There will be some reduction in US demand, but this will be offset by drops in supply. Russians are producing one million barrels a day less than they were a year ago. Thinks the price of oil is relatively in balance and will stay on the high side of $100 this year. Chinese are adding 10 million new cars a year. | 2008-04-16 | |
| BUY on WEAKNESS | | Teck Cominco Ltd. (B) | TCK.B-T | 47.920 | Down in January on the view that a recession would take down copper prices. It hasn't happened. Copper is still at $4 because China and India are building housing, putting in copper wiring, galvanized sinks, etc. Did a very smart copper acquisition this week. It is also up because of high coal prices. Sold his holdings at $48. Commodity cycle is not over. | 2008-04-16 | |
| Comment | | Denison Mines Corp | DML-T | 7.460 | Uranium sector got pretty beaten up. Speculators had driven the price up over $100 but utilities have not paid more than $60 something. Speculators got out, which caused a drop. Uranium is a long-term game. It might not be a bad time to buy this one as long as you're unbelievably patient. | 2008-04-16 | |
| Comment | | Pembina Pipeline Income Trust | PIF.UN-T | 16.520 | Likes the pipeline trusts, as they are a good solid utility business and are yielding about 8%. Inter Pipeline (IPL.UN-T) is his favourite as they have indicated they will maintain their distributions after they are taxable. | 2008-04-16 | |
| Comment | | Inter Pipeline Fund | IPL.UN-T | 9.360 | Have said they will maintain distributions even after 2011 when they become taxable. Likes the pipeline trusts, as they are a good solid utility business and are yielding about 8%. | 2008-04-16 | |
| BUY | | Oilsands Quest Inc. | BQI-A | 4.250 | “The” oil sands play in Saskatchewan. Have one million acres of land. People running it are very smart with good experience. Saskatchewan has far less competition for oil sands development then Alberta, which is kind of crowded. Patience will be required on this one and be prepared for a 3 to 5 year time frame. | 2008-04-16 | |
| BUY | | Crescent Point Energy Trust | CPG.UN-T | 33.350 | Had been looking to buy on a pullback but it didn't happen. Not sure he would chase it, but buying in the low $30's will give you good value. A very good trust. | 2008-04-16 | |
| BUY | | MagIndustries Corp. | MAA-X | 2.660 | Developing a solution potash mine in the Congo. They have really cheap natural gas that is being flared, giving them a good energy source. Have a good port, good support from the government and good reserves. Risky. | 2008-04-16 | |
| BUY | | Alliance GrainTraders Income Fund | AGT.UN-X | 10.000 | A good play in the agricultural sector. This is a lentil and pea trading operation out of Regina. Just brought down some really good earnings. | 2008-04-16 | |
| TOP PICK | | Daylight Energy Trust | DAY.UN-T | 9.850 | Weighted to natural gas. Pays about 12% and he thinks their distributions are absolutely safe. Strong management. | 2008-04-16 | |
| TOP PICK | | CAE Inc | CAE-T | 11.900 | The presumption that a recession and high energy prices means less flying is totally untrue. There are massive increases in civil aviation in Asia. There is a big shortage of pilots and is estimated at 27,000. They are on the verge of some big military contracts. Could also be an acquisition target. | 2008-04-16 | |
| TOP PICK | | Petrobank Energy and Resources | PBG-T | 53.500 | In the Bakken sector in Saskatchewan. Also likes their Thai technology and their White Sands play in the oil sands. Own the majority share of Petrominerales (PMG-T) in Latin America, which hit a bit of water but this is surmountable. | 2008-04-16 | |
| DON'T BUY | | Dundee Corp. (A) | DC.A-T | 14.750 | You are buying Ned Goodman, president and CEO who is one smart, tough guy. However, he may never sell, which is sort of a problem. It is probably worth more sold off in pieces then it is as one entity. Still thinks the financial area is a tough place so would be a little wary. | 2008-04-16 | |
| BUY | | Teck Cominco Ltd. (B) | TCK.B-T | 34.550 | Have been hit, not so much by a commodity prices although zinc has come off quite a bit, but the strong $ and a few projects. Pretty good buy at these prices. Marginally prefers Hudbay Minerals (HBM-T). | 2008-02-11 | |
| BUY | | Hudbay Minerals Inc. | HBM-T | 19.380 | Prefers slightly over Tech Cominco (TSK.B-T) as there is more takeover potential. | 2008-02-11 | |
| HOLD | | Rogers Communcations (B) | RCI.B-T | 38.050 | A good solid company. If the BCE (BCE-T) deal gets done, there will be a lot of money that needs to go to other telecoms and cables. Well managed. Cleaning up operations and clearing their debt. | 2008-02-11 | |
| BUY | | Kinross Gold | K-T | 22.930 | Not a gold guy but this is one company he likes along with Franco Nevada (FN-T), Barrick (ABX-T) and Goldcorp (G-T). This one is very volatile and if you are careful, you can probably get it near $20. | 2008-02-11 | |
| BUY | | Manulife Financial | MFC-T | 36.280 | If you are willing to take a long-term view, you could buy now. A good defensive stock. Trading at the bottom of its range. Earnings are good. Extremely well run. Good Asian and US exposure. | 2008-02-11 | |
| Comment | | Viterra Inc | VT-T | 11.700 | Love's agriculture but has trouble finding things to buy. It should be able to make a bag of money with prices where they are but it really hasn't taken off. | 2008-02-11 | |
| HOLD | | Labrador Iron Ore | LIF.UN-T | 45.800 | There has been a big price run on iron ore, which has catapulted this income fund. It's had a good run so he would be a little careful about it at this time. | 2008-02-11 | |
| TOP PICK | | CAE Inc | CAE-T | 11.600 | There is a worldwide shortage of pilots. There is really rapid growth in aviation in Asia. They are on a huge roll. Have been announcing a lot of new orders and partnerships in Asia. | 2008-02-11 | |
| TOP PICK | | Daylight Energy Trust | DAY.UN-T | 8.510 | 55% gas. Has done some hedging. Natural gas prices is his reason for liking this. They were down around $5/$5.50 and now at around $8.50 and staying above $8.00. The drilling rig counts are way off and drilling is way off and very high decline rates. LNG miracle is not materializing. Looking for higher natural gas prices and this is a good way to play it. | 2008-02-11 | |
| TOP PICK | | Zhongpin Inc. | HOGS-Q | 12.470 | Pork in China. Chinese are starting to eat a lot of meat and over 50% of it is pork. They are switching from wet to dry, wet being fresh slaughtered pork and dry is refrigerated, transported, much healthier. This company is rapidly growing in a rapidly growing market. A play on increasing affluence in China. | 2008-02-11 | |
| Comment | | BCE Inc. | BCE-T | 35.620 | A lot of money out there not willing to take $6 of easy money because of fear the deal will not close. 1) Everyone close to it thinks it will close. 2) A lot of smart money on the street thinks it will close. 3) A lot of debt is going to need to be placed out of this deal. The big risk is if there is no deal, it will drop back into the $20's. | 2008-02-11 | |
| BUY on WEAKNESS | | Barrick Gold | ABX-T | 47.480 | Didn't move for a long time even though gold moved. When gold jumped above $800, this stock went with it. Not sure how much further up it can go in the very short term. Would look at buying in the lower $40's. | 2008-01-07 | |
| BUY | | Research In Motion | RIM-T | 100.350 | A fabulous company. Has been bungee jumping lately. If you can get it at $100 or less and you are patient, this is probably a decent entry point. Expanding internationally. Just made a big acquisition of patents. | 2008-01-07 | |
| BUY | | Trans Canada Corp | TRP-T | 40.300 | At the moment, they are the only certified applicant to build the Alaskan pipeline. He thinks the Alaskan pipeline is large and a bit of a political quagmire so wouldn't buy it for this but would buy it for a number of other reasons. | 2008-01-07 | |
| BUY on WEAKNESS | | Timminco Ltd. | TIM-T | 18.300 | Sees a lot of good things happening with this company. A number of the solar plays are pricey and he would marginally favour Arise Technologies (APV-T). If you can get it in the mid-teens you would be better off. | 2008-01-07 | |
| Comment | | Advantage Energy Income Fund | AVN.UN-T | 9.480 | No disasters and mild winters have hit natural gas. For the stock to do well, gas would have to go to $9 or $10 and you'd have to have the Cdn$ come off. | 2008-01-07 | |
| Comment | | Bombardier Inc (B) | BBD.B-T | 5.720 | Getting some decent orders lately, particularly on the rail side. Make their profits on planes but do a lot of their business on the trains. There's solid value here but it could be pretty boring. Have competition from Brazil and some day someone could be building airplanes in China. | 2008-01-07 | |
| Comment | | FNX Mining Company | FNX-T | 26.980 | Likes it as a company. They are very good at what they do. Likes nickel, but depending on the magnitude of the slowdown, metals may be soft for a bit. If you've got a timeframe of 2 or 3 years he would pick away at this one in the mid-$20. If you're timeframe is shorter, he would wait. | 2008-01-07 | |
| TOP PICK | | CAE Inc | CAE-T | 12.880 | Likes their niche of simulators and pilot training. There is a global shortage of pilots. Airlines are rapidly changing their fleets because of energy concerns and this requires training of the pilots. An increase of passengers from Asia also adds to the demand. | 2008-01-07 | |
| TOP PICK | | Inter Pipeline Fund | IPL.UN-T | 9.240 | Pays 9%. Thinks the distribution is bulletproof. Management has gone on record saying they think they can maintain the distribution once they become taxable. Also have a new pipeline going into the ground that will take oil out of the oil sands, which will add $1 billion to their capital base. Well managed. | 2008-01-07 | |
| TOP PICK | | Franco-Nevada Corp. | FNV-T | 16.400 | Wonderful business model. They have over 150 royalty interests, so you are buying a portfolio of revenues. This is a spin out from the old Franco Nevada. They did brilliantly the first time and thinks they will do the same a second time. | 2008-01-07 | |
| TOP PICK | | Brookfield Asset Management (A) | BAM.A-T | 33.710 | Property and infrastructure. Very solid play going forward. Hard assets that do well in inflation. Likes what they are doing in power generation as well as in properties. | 2007-11-12 | |
| TOP PICK | | Petrobank Energy and Resources | PBG-T | 48.140 | Likes their oil sands play and their Thai technology, which uses less natural gas and water. Starting to license this. Has a minority interest in Petrominerales (PMG-T), which is having great drilling success in South America. | 2007-11-12 | |
| TOP PICK | | Cineplex Galaxy Income Fund | CGX.UN-T | 19.000 | Box office numbers have been good. Demographics will increase the number of viewers. | 2007-11-12 | |
| PAST TOP PICK | | Sembiosys Genetics Inc. | SBS-T | 2.800 | (A Top Pick Feb 26/07. Down 13.7%.) Manufactures insulin out of plants. Succeeding on every measure. Will spike up on news. He is in this one for the longer haul. Still likes. | 2007-11-12 | |
| PAST TOP PICK | | Verenex Energy Inc. | VNX-T | 9.450 | (A Top Pick Feb 26/07. Down 2.1%.) Drilling for oil in Libya. Brought in 3 wonderful wells so far. 3-year leases and won’t be producing right away, but will continue drilling. A screaming bargain at this level. | 2007-11-12 | |
| PAST TOP PICK | | China Mobile Hong Kong | CHL-N | 80.710 | (A Top Pick Feb 26/07. Up 68.8%.) Largest mobile phone company in China. Value we should and has gotten to a very lofty level and he has sold his holdings. Consider Selling. | 2007-11-12 | |
| HOLD | | Arc Energy Trust Units | AET.UN-T | 19.680 | Would be a little cautious about adding to it here. If we have any kind of a winter at all, natural gas prices should find a base and move up. Distributions should be reasonably safe. | 2007-11-12 | |
| Comment | | Bank of Nova Scotia | BNS-T | 50.410 | Likes their global exposure. This should benefit them. He got out of most of the Canadian bank exposure because of worries about asset-backed commercial paper. Might be getting to the point where you could get into the banks again. | 2007-11-12 | |
| Comment | | Royal Bank | RY-T | 50.540 | Largest and probably most conservative of the Canadian banks. He stepped out of most of the Canadian bank exposure because of worries about the asset-backed commercial paper. Might be getting to the point where you could get into the banks again. | 2007-11-12 | |
| HOLD | | Enerplus Resources Fund | ERF.UN-T | 40.890 | A very solid trust and well managed. Has been buffeted low gas prices, strong Cdn$, et cetera. Good distribution at the 11% range. | 2007-11-12 | |
| HOLD | | Manitoba Telecom Services | MBT-T | 44.070 | Good dividend. Earnings weren't bad. What may be hurting them a little bit, people are waiting for the BCE deal to conclude and the bondholder issue to go away. Prefers Telus (T-T) and Rogers (RCI.B-T). Will probably be a takeover at some point. | 2007-11-12 | |
| BUY | | CAE Inc | CAE-T | 12.010 | Great quarter and strong guidance forward. Aviation sector has great passenger loads and a need to train more pilots. | 2007-11-12 | |
| Comment | | Timminco Ltd. | TIM-T | 11.840 | Manufacturers pure silicon, which is needed for solar panels. Not sure he has a good fix on the earnings. Sold his holdings too early. Need to be patient for 2 or 3 quarters. | 2007-11-12 | |
| BUY | | Canadian Oil Sands Trust | COS.UN-T | 34.730 | Likes the oil sands and this is a good way to participate. You will need to be patient. Prefers Petrobank (PBG-T). Probably a takeover somewhere down the road. | 2007-11-12 | |
| BUY | | Axia NetMedia | AXX-T | 3.570 | Runs a super network in Alberta. A couple of reasons the stock has dropped. It probably ran up a little too far. Some of their bids for acquisitions and France have not worked out and there was some confusion about Australia. | 2007-11-12 | |
| DON'T BUY | | Precision Drilling Corp. | PD.UN-T | 15.770 | Energy sector, including the drillers, has really been clobbered, largely because of low natural gas prices. Declining rates are so high in the patch now that this slowdown will start to impact production. | 2007-11-12 | |
| HOLD | | Agrium | AGU-T | 51.700 | Solid company but trading at a fairly high valuation. Not his current favourite in agriculture. Likes it for the long haul. | 2007-11-12 | |
| Comment | | Chartwell Seniors housing | CSH.UN-T | 10.200 | They had been trying to sell and had 3 reliable bidders, but they all walked away. He sold his holdings at that time. Hasn't followed this in the last month or so. | 2007-11-12 | |
| Comment | | Westshore Terminals Inc. | WTE.UN-T | 14.540 | Has had a bit of a lift and is probably due to a rebound in the view of coal. | 2007-11-12 | |
| BUY | | Power Financial Corp | PWF-T | 39.600 | This and Power Corp are 2 of the best financial companies in Canada. If you can get them below $40, you are doing very, very well. Their acquisition path has been terrific. Real management depth. Good long-term value creation. | 2007-11-12 | |
| DON'T BUY | | UTS Energy | UTS-T | 5.660 | Seems to be stuck in a rut. If you don't have a compelling reason to own it, he would look elsewhere. | 2007-11-12 | |
| BUY | | Alberta Clipper Energy | ACN-T | 1.780 | Some of these things can be pretty volatile, but if you have the stomach for it with a long enough time frame, this might be a decent one to Buy and hang onto. | 2007-11-12 | |
| Comment | | Yellow Pages Income Fund | YLO.UN-T | 14.270 | Had very solid Q3 results. Doesn't see a lot of upside in this but it is very solid and doesn't see any downside. You will get the distribution and a little bit of growth. | 2007-11-12 | |
| HOLD | | Oilexco Inc | OIL-T | 14.920 | Has had a huge run and probably got a little ahead of itself. From everything he knows, it is a very solid play. Look for it to bottom and start back up before buying. | 2007-11-12 | |
| BUY | | Allen-Vanguard Corp. | VRS-T | 9.730 | Manufactures a device that detects and jams roadside bombs. Really likes this one. Starting to get some big orders for this technology. Just acquired Med-Eng, which has complementary technology. Feels the 2 together will be worth $15. | 2007-11-12 | |
| BUY | | Keyera Facilities Income Fund | KEY.UN-T | 17.850 | Pipeline and energy infrastructure company. Earnings last week were terrific. A year ago, their earnings were $.36 and Q3 this year was $.55. | 2007-11-12 | |
| BUY on WEAKNESS | | Trans Canada Corp | TRP-T | 39.930 | Fully priced for the moment. If you have a 5-year perspective, it's probably a good Buy. Try being very patient and you may get it at around $38, but the current price is fine. | 2007-11-12 | |
| TOP PICK | | Verenex Energy Inc. | VNX-T | 16.100 | 45% owned by Vermilion Energy (VET.UN-T). Drilling in Libya. Drilled 2 wells so far. 1st one flowed 10,000 BOE a day and the 2nd flowed 20,000. | 2007-07-31 | |
| TOP PICK | | Alliance GrainTraders Income Fund | AGT.UN-X | 6.460 | Doing a merger with a Saskatchewan company and will change its name to Alliance Pulse. Pulse crops = peas, beans and lentils. Will be the largest firm in the lentil and pea business in Canada. Wait until the deal is done before buying and try to get it in the $6 range. Paying 7.6%. | 2007-07-31 | |
| TOP PICK | | Bayou Bend Petroleum Ltd. | BBP-X | 2.020 | In partnership in drilling for gas on Marsh Island in the Gulf of Mexico. Marsh Island is surrounded by previous successful drillings. Fairly deep/expensive drilling. Key players include Lukas Lundin and Frank Giestra, very smart in mining/energy. Have enough money to do a full drilling program. | 2007-07-31 | |
| BUY | | Shaw Communication (B) | SJR.B-T | 25.300 | Likes cable. Cable companies are going to do way better than the Telco’s. Good value for the long haul. Lots of room to grow. Their territory is showing enormous growth. | 2007-07-31 | |
| BUY | | Rogers Communcations (B) | RCI.B-T | 48.220 | Likes cable. Cable companies are going to do way better than the Telco’s. Was knocked down today. He doesn't think the street read the earnings report very carefully. Good value. | 2007-07-31 | |
| BUY | | Westjet Airlines | WJA-T | 15.500 | Likes this airline. A very good alternate in Canada. Load factors have been very high lately. Adding routes and aircraft. Have a lot of room to grow. | 2007-07-31 | |
| DON'T BUY | | Bombardier Inc (B) | BBD.B-T | 6.450 | Has always liked the company, but not that confident of management. Aviation part is a great business. Trains are a good business with bad margins. | 2007-07-31 | |
| BUY | | Manulife Financial | MFC-T | 38.900 | Hasn't gone anywhere since November. Well-managed. Did a great acquisition with John Hancock. You'll have to be patient with this one. Solid value at this price. | 2007-07-31 | |
| HOLD | | TSX Group | X-T | 43.100 | Had a huge run and then pulled back. There are some legitimate concerns about competition. | 2007-07-31 | |
| BUY | | Toronto Dominion | TD-T | 68.260 | Switched from this to Royal (RY-T) about 6 months ago. Got a little worried about the Bank North acquisition in the US. Pretty good bank for the long haul. | 2007-07-31 | |
| BUY | | Royal Bank | RY-T | 54.090 | Pretty good bank for the long haul. | 2007-07-31 | |
| Comment | | Bank of Montreal | BMO-T | 66.590 | Thinks the new CEO will be doing a terrific job. They take him a little while to find his feet. They have the Harris Bank in Chicago, which is a very competitive area. | 2007-07-31 | |
| BUY | | Bank of Nova Scotia | BNS-T | 49.450 | Likes this bank.. | 2007-07-31 | |
| HOLD | | Advantage Energy Income Fund | AVN.UN-T | 15.520 | Wouldn't be at the top of his trust list. If you own, Hold as there is more positive than negative ahead. | 2007-06-20 | |
| PAST TOP PICK | | Hudbay Minerals Inc. | HBM-T | 24.700 | (A Top Pick Nov 24/06. Up 24%.) Still likes copper and zinc. Done a terrific job of expanding their exploration program. Have paid off all their debt and are in a position to start paying a dividend. . | 2007-06-20 | |
| PAST TOP PICK | | Axia NetMedia | AXX-T | 6.150 | (A Top Pick Nov 24/06. Up 54.4%.) Stock dipped in the last week on news that they weren't the successful bidder on the National Network in Australia. They are winning other bids. Good price. | 2007-06-20 | |
| PAST TOP PICK | | Jazz Air Income Fund | JAZ.UN-T | 8.330 | (A Top Pick Nov 24/06. Up 4.2%.) Running the planes full but he is not as keen on this now. Consider it as a Hold. | 2007-06-20 | |
| TOP PICK | | Allen-Vanguard Corp. | VRS-T | 6.770 | Product allows detection of roadside bombs and jamming the signal. A lot of orders. | 2007-06-20 | |
| TOP PICK | | AltiusMinerals Corp | ALS-T | 15.350 | Labrador/Newfoundland resource assets. Trying to put together a refinery project. Long-term hold. | 2007-06-20 | |
| TOP PICK | | Bayou Bend Petroleum Ltd. | BBP-X | 2.180 | A pure play in the Gulf of Mexico. Principal asset is Marsh Island, drilling in shallow water. Good management team. | 2007-06-20 | |
| BUY on WEAKNESS | | Western Oil Sands Inc. | WTO-T | 36.910 | Rose dramatically on rumours of a takeover by Total. If you are patient, it could come off a little further. | 2007-06-20 | |
| BUY | | CI Financial Income Fund | CIX.UN-T | 28.100 | On his watch list. Could prove to be a very powerful continuing consolidator in the sector. There is some question on how well financials will do in this economy. 8% yield. | 2007-06-20 | |
| HOLD | | Enbridge | ENB-T | 36.110 | Good solid value. Positive on natural gas. | 2007-06-20 | |
| DON'T BUY | | TorstarCorp (B) | TS.B-T | 20.600 | Not too excited about a couple of their recent moves. Have the largest daily circulation in the country. Terrific franchise. In the past 10 or so years, a lot of their income was coming from Harlequin Books, which has been hit by currency and competition. | 2007-06-20 | |
| BUY | | Gentry Resources Ltd | GNY-T | 3.850 | Have good holdings and good prospects. | 2007-06-20 | |
| BUY on WEAKNESS | | Rogers Communcations (B) | RCI.B-T | 46.710 | This would be his top pick in the media, wireless, and telecommunication sector. Had a good run recently. Would be more comfortable buying in the mid-$40. | 2007-06-20 | |
| BUY | | Canadian National R.R. | CNR-T | 54.940 | Has had a terrific run and is softening a little bit. Best run railroad in North America. Has suffered a little bit because of derailments. | 2007-06-20 | |
Rss Feed