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| Mike S. Newton, CIM FCSI of Macquarie Private Wealth | |
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Michael S. Newton |
| PAST TOP PICK | Barrick Gold | ABX-T | 49.290 | (Top Pick Jan 31/11, Up 5.61% Total return) Expected gold equities to finally catch up to bullion but he still expects that to happen. If they raise their dividends up then it would be an interesting stock across the border. A lot of room to run for people with an aggressive growth profile. Thinks gold will go to $2000. | 2012-02-01 | ||
| HOLD | Amazon.com | AMZN-Q | 179.460 | (Market Call Minute.) Disappointed with them. Earnings were good but revenues were bad. | 2012-02-01 | ||
| BUY | Boeing | BA-N | 75.370 | Not a big fan of airline stocks but does like part manufacturers. This company is in a very good position right now with their new aircraft being out. Although he doesn't own it, he would be looking at this right now. | 2012-02-01 | ||
| Comment | BCE Inc. | BCE-T | 40.680 | Seem to be making some really good inroads with some of their products. If you own, consider owning Telus (T-T) as a complement to this one. | 2012-02-01 | ||
| TOP PICK | Canadian Natural Rsrcs | CNQ-T | 40.160 | A big heavyweight in the Canadian market. This can generate huge cash flows. He is bullish on oil and believes it will stay where it is and move slightly higher. Emerging market is still strong. | 2012-02-01 | ||
| BUY | Canadian Oil Sands | COS-T | 24.230 | Just reported and was in line with expectations. Starting to move up quite nicely. Feels it has some good potential upside right here once the Syncrude story gets going and starts running properly. | 2012-02-01 | ||
| HOLD | First Capital Realty | FCR-T | 18.310 | Not afraid to buy a great piece of property in a very urban center. Able to have large turnarounds with supercenter anchors. Fairly tightly held and is also getting up in price. Their most recent acquisition was Hazelton Lanes in Toronto. | 2012-02-01 | ||
| PAST TOP PICK | Halliburton Co | HAL-N | 36.640 | (A Top Pick Jan 31/11. Down 17.03%.) Got stopped out at $46.50 for a gain of 17%. | 2012-02-01 | ||
| BUY | Coca-Cola Company | KO-N | 67.850 | Really attractive. You will be in good shape with this one. | 2012-02-01 | ||
| DON'T BUY | Manulife Financial | MFC-T | 11.940 | The entire life insurance space is been a very difficult one in the last couple of years. It wreaks havoc on their bond portfolio when the US Fed says rates are going to be kept low. | 2012-02-01 | ||
| BUY | Merck & Company | MRK-N | 38.630 | Pharma: The trend is really looking quite good. Hasn’t looked at Merck in a while. There was a time when it was 0% return for 10 years. Now, it is in the right sector and it is moving. | 2012-02-01 | ||
| WATCH | Oracle | ORCL-Q | 28.880 | It's a pretty fierce market in the business services database work. The issue for this company is what has been going on in the global slowdown and the competitive nature of their business. Margins are shrinking a little. But feels this is a pretty attractive entry here but watch for another quarter. | 2012-02-01 | ||
| BUY | Pfizer Inc | PFE-N | 21.310 | Pharma: The trend is really looking quite good. Hasn’t looked at Pfizer in a while. There was a time when it was 0% return for 10 years. Now, it is in the right sector and it is moving. | 2012-02-01 | ||
| TOP PICK | Starbucks | SBUX-Q | 48.240 | Stores are packed. They are efficient. Service is crisp. The new K cups (?) are coming out, which is a joint partnership with Green Mountain coffee. Growing at about a 30% pace in foreign markets and a 20% pace in North America. | 2012-02-01 | ||
| DON'T BUY | Sunlife Financial | SLF-T | 20.650 | (Market Call Minute.) Would rather own something else such as Canadian banks. | 2012-02-01 | ||
| BUY | Sherritt International Corp. | S-T | 6.370 | (Market Call Minute.) Have made quite a few management changes. Good resources and likes the property in Madagascar. | 2012-02-01 | ||
| BUY | Suncor Energy Inc | SU-T | 34.510 | Hasn't been with this company for a very long time but he would absolutely enter this one. Looks like a pretty good space. | 2012-02-01 | ||
| BUY | Teck Resources Ltd. (B) | TCK.B-T | 42.370 | If what is going on in China is just a soft landing, and if we are expecting good things from copper and coal, he thinks his company is very well positioned. | 2012-02-01 | ||
| DON'T BUY | Talisman Energy | TLM-T | 11.910 | (Market Call Minute.) Continues to be very disappointing. | 2012-02-01 | ||
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| BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | High Yield Bond ETFs. Fed will hold interest rates low for another 2 years. There is still a huge fascination with sovereign debt and it is concentrated in the US. He would prefer to own the debt of the top 100 global corporations. He is not sure there is a lot of capital appreciation, but the yield is there. | 2012-02-01 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | No issue with what kind of ETF you buy, but you have to be careful about how they are taxed. There is a popular sector (MLPs) that are like an income trust. It can be disadvantageous to own it because of how it is taxed. CIBC buys them in notes and they are taxed differently. | 2012-02-01 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Markets. Seeing great leadership in the names that you want to see leadership in. Technology had a lot of earnings tonight after the bell that are quite good so tech is definitely breaking out. Has now been 10-11 years since the NASDAQ peaked and if you follow the peak to where it is now, it is very similar in financials, especially US, and yet we are only 6 years in. He is bullish, but only until about the middle of the year. We would suggest raising your Stops and letting the stocks run a little bit. | 2012-02-01 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | China. They are going to throw anything they can act any decline in the market. The Shanghai market still needs to go up 10% to get back to its moving averages. Has a lot of work cut out for it. | 2012-02-01 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Strategy for Facebook. There is a company GSV Capital (GSVC-Q) that has a weighting of about 8% on Facebook, but more interesting is that they have quite a big weighting in Twitter. This might be back way door to play Facebook. | 2012-02-01 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | US ETF’s? Into RRSP’s? From an investment viewpoint, there is really no issue with what kind of ETF’s you buy. Whether it goes into your RRSP or not, is not that important. But you do have to be careful how their holdings are taxed. MLPs are very popular and you can buy an MLP ETF with a yield of about 7% but there is a disadvantage on the way this is taxed. Suggests you should talk to an accountant on this. | 2012-02-01 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Canadian junior miners? Very exciting sector right now. His preferred way to play it is through the BMO Junior Gold Index ETF (ZJG-T) and B2Gold (BTO-T). | 2012-02-01 | ||
| BUY | iShares MSCI Brazil ETF | EWZ-N | 67.340 | (Market Call Minute.) MSCI Brazil ETF. They are very reliant on China, just like Canada. Feels it has the wind at its back. | 2012-02-01 | ||
| PAST TOP PICK | Pengrowth Energy | PGF-T | 9.980 | (A Top Pick Jan 31/11. Down 14.81%.) Got stopped out in Aug/11. Have a pretty good suite of assets right now. | 2012-02-01 | ||
| BUY | Annaly Capital Management Inc. | NLY-N | 16.890 | They basically own mortgages that have bought off Fannie Mae (FNMA-Q2) and Freddie Mac (FMCC-Q2) and have very good yields. They borrow money at very low costs and then leveraging up and buying mortgages. You have to watch this like a hawk. One thing that is very supportive of this is that interest rates are not going up for 2 years. | 2012-02-01 | ||
| STRONG BUY | BMO Junior Gold Index ETF | ZJG-T | 20.020 | Preferred way to play gold in the past. It is on fire this year. The sector is probably up about 20%. For more aggressive clients. Everyone wanted to know what cash junior golds had on their balance sheet, so maybe buying them as a basket is better. | 2012-02-01 | ||
| Comment | BMO Covered Call Cdn Banks ETF | ZWB-T | 14.170 | Covered Call Cdn Banks ETF. (Caller is 28 and is looking to hold for a long term.) This is a very safe vehicle, but won't have fast growth. Current yield is about 8%. For a 28-year-old he would prefer the Equal Weight Bank ETF (ZEB-T) and average down over time. | 2012-02-01 | ||
| TOP PICK | Ancestry.com | ACOM-Q | 30.210 | All their metrics are good. Coming up in April, the US 1940 census will be coming out. About 135 million lives will be available for individuals to research. Also, it is featured quite heavily on show on NBC. The one downside is that they have made some changes to their subscription rates and he's not sure this is sustainable. | 2012-02-01 | ||
| TOP PICK | Apple | AAPL-Q | 376.120 | Stock is sitting right on the moving average. Doesn't think you will be able to get it at this price again. They're now accepting the Chinese Yuan for purchase in the China stores. | 2011-11-28 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 3.810 | With this one, you will constantly be faced with the whole global economics. They are big purchases and are typically being done by cities, municipalities and governments. Everything fundamental looks good on this but he doesn't think we are there yet. | 2011-11-28 | ||
| SELL | Manulife Financial | MFC-T | 10.900 | In a RRIF account. Should he sell? They continued to guide lower on the reserves that they need to come up with. Very large business in China and India. Don't let registered stocks influence whether you sell or not. | 2011-11-28 | ||
| BUY | Potash Corp of Saskatchewan | POT-T | 43.610 | Got stopped out of this but is a lot of interest to him right now. You definitely want to be holding this based on the boom in agriculture and the pricing. | 2011-11-28 | ||
| DON'T BUY | Royal Bank | RY-T | 44.320 | Feels there is a lot of compression in the earnings of the stock and he doesn't see a major catalyst to any of the bank stocks going up a lot. | 2011-11-28 | ||
| BUY | Sherritt International Corp. | S-T | 5.150 | 90% of all thermal coal production in Canada. Working on a huge nickel project in Madagascar. Cuba accounts for about 20% of their overall revenue. At this price, it is probably a good entry-level. | 2011-11-28 | ||
| TOP PICK | Brookfield Office Properties Ltd | BOX.UN-T | 22.750 | Very undervalued and has a good 4.7 % dividend yield. Held back because the parent company has about an 83% interest, which kind of overhangs the stock. Good growth profile, top-notch assets and yield. Good defensive play. | 2011-11-28 | ||
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| TOP PICK | Wynne Resorts Ltd. | WYNN-Q | 114.600 | Macao has about 60% of their business and Las Vegas only about 40%. There are a whole bunch of things coming together for this company. | 2011-11-28 | ||
| PAST TOP PICK | B2Gold Corp. | BTO-T | 3.290 | (A Top Pick Dec 1/12. Up 26.3%.) Stopped out. An excellent company and is a Buy. | 2011-11-28 | ||
| PAST TOP PICK | F5 Networks | FFIV-Q | 104.660 | FFIV-Q (A Top Pick Dec 1/12. Down 24.9%.) Stopped out. Would be a Buy now. | 2011-11-28 | ||
| BUY | BMO Equal Weight REITs Index | ZRE-T | 17.910 | Equal Weight REITs Index ETF. The key word is that it is “equal weight” making it one of the more attractive products as you are spreading your risks. Yield of around 6%. | 2011-11-28 | ||
| PAST TOP PICK | Magna International | MGA-N | 33.680 | (A Top Pick Dec 1/12. Down 30.04%.) Stopped out. Would be a Buy now. | 2011-11-28 | ||
| Comment | BMO Covered Call Cdn Banks ETF | ZWB-T | 13.010 | Covered Call Cdn Banks ETF. There is a little bit of cannibalization in that you have a good income coming in with the yield but are sort of eating away with the decline in the actual banking sector. If yield is not a factor, consider unleashing yourself from the covered call portion so you have exposure to actual banks. Wouldn’t do this until we are through the current banking reporting season. | 2011-11-28 | ||
| BUY | Horizons Enhanced Income Energy ETF | HEE-T | 7.200 | Enhanced Income Energy ETF. Write covered calls against energy names. Looks interesting at this point but not aware of what the dividend is. A decent time to be buying as you are going to get some pretty good premiums on the calls you are selling because of the underlying. | 2011-11-28 | ||
| TOP PICK | Apple | AAPL-Q | 384.620 | Surveys suggest high response rate to buying an iPhone 5. Loves what is in store for apple during the next 3 months. Has a really strong lead that is going to be hard for people to catch up on. | 2011-09-13 | ||
| BUY | Bombardier Inc (B) | BBD.B-T | 4.260 | Likes it. It’s a larger macro issue on whether et orders will be there but people around the world are building out their transportation infrastructure. | 2011-09-13 | ||
| BUY | Cisco | CSCO-Q | 16.350 | A lot of the treats never really transpired. Down 45% from high, 20% this year. Pretty decent entry point right here. Use a stop loss. | 2011-09-13 | ||
| HOLD | Dundee REIT | D.UN-T | 31.630 | Continue to hold. Well managed company and don’t worry about holding it and without a stop loss. | 2011-09-13 | ||
| PAST TOP PICK | First Capital Realty | FCR-T | 16.670 | (Top pick Sept. 27/10, Up 13.18%) Best known in Toronto for Liberty village. | 2011-09-13 | ||
| PAST TOP PICK | Iron Mountain | IRM-N | 32.370 | (Top pick Sept. 27/10, Up 47.45%) | 2011-09-13 | ||
| DON'T BUY | Research In Motion | RIM-T | 29.700 | In and out 6 times with 4 losses. He is stepping back. Apple is eating its lunch. He doesn’t think it has much more upside. You could buy a one-year call option because you never know if someone will come along and buy it. | 2011-09-13 | ||
| WAIT | Suncor Energy Inc | SU-T | 28.570 | Has been an entry point for 3 years. A terrific company, but he would wait now for that space to pick up. He prefers Crescent Point for the dividend. Don’t pull the trigger on SU yet. | 2011-09-13 | ||
| HOLD | Toronto Dominion | TD-T | 73.850 | It’s an unpopular thing to say you are not in the banks. He is concerned about what will come out in November. None of the bond desk are making any money. He owns legacy positions. | 2011-09-13 | ||
| WAIT | Teck Resources Ltd. (B) | TCK.B-T | 38.730 | One of Canada’s greatest companies. He got stopped out of it and made a loss. He is going to wait 30 days so he can keep the tax loss but is going to re-enter. Doesn’t see the catalyst immediately. Hold on a little bit. | 2011-09-13 | ||
| BUY | Trans Canada Corp | TRP-T | 41.310 | Still a little bit of an overhang on this stock from the keystone question. A great entry point right here. Thinks Obama will give it the rubber stamp. | 2011-09-13 | ||
| BUY | Monsanto Company | MON-N | 67.400 | Roundup has been revealed to not be as effective in some root worm crops. It is the leader in genetically modified seeds. Science behind it is well regarded in industry. Good entry point. | 2011-09-13 | ||
| N/A | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Market: Governments around the world are trying to get more positive action. Concerned about Germany saying they will give time for Greece to work things out. Has no banks, no big oil companies. Cash raising since June. Banks are down 18% and he missed most of that. The quarter we are in he thinks won't be that good. | 2011-09-13 | ||
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| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | GOLD: even at these levels he thinks it is going a lot higher. Some firms are only just raising their gold estimates. He thinks we are lagging the story. This is the gold miner’s season. There has to be a catch up between bullion and miners. | 2011-09-13 | ||
| BUY | Silver Wheaton | SLW-T | 38.770 | Favourite silver stock, loosely correlated to silver price. | 2011-09-13 | ||
| PAST TOP PICK | Mastercard Inc. | MA-N | 328.860 | (Top pick Sept. 27/10, Up 43.56%) | 2011-09-13 | ||
| TOP PICK | LuLulemon Athletica | LLL-T | 56.400 | A little expensive. Earnings they just posted were some of the strongest we saw on the TSX by a long shot. They lower guidance every single time they release earnings so people shouldn’t be surprised. Over-expansion is a long way away. They are picking up sales in Australia and New Zealand. | 2011-09-13 | ||
| TOP PICK | Life Technologies Corporation | LIFE-Q | 39.150 | Owned in the past and it did him very well. One of the best and largest life sciences in the S&P 500. Once of the best assets in that space. A similar company was bought for a 40% premium. Government safety program, diagnostic equipment. | 2011-09-13 | ||
| BUY | Epsilon Energy Limited | EPS-T | 3.230 | Picked it up again. The sell off is mostly market related. Adding for aggressive portfolios. | 2011-09-13 | ||
| WEAK BUY | BMO Covered Call Cdn Banks ETF | ZWB-T | 13.790 | Made up of out of the money options and bring in a premium. Down about 16% but a yield of 10%. Protects bank holdings. Not a bad entry point right now, but only take a little position. | 2011-09-13 | ||
| BUY | Agrium | AGU-T | 86.050 | Came out with very nice earnings in the last quarter. An excellent holding. He got stopped out of his holdings about 3 months ago. Will be integral for your portfolio over the next 5-10 years. | 2011-07-19 | ||
| Comment | Bank of Montreal | BMO-T | 60.540 | Wouldn't rush in to buy this one right now. If you own, consider diversifying into other banks. | 2011-07-19 | ||
| PAST TOP PICK | Brookfield Properties | BPO-T | 18.300 | (A Top Pick July 12/10. Up 30.11%.) Likes that they have started diversifying by buying Australian properties. | 2011-07-19 | ||
| HOLD | Encana Corp | ECA-T | 29.450 | Great company, but is going to be range bound until there is more visibility on natural gas. Their joint venture with PetroChina just fell through. Expect they will get rid of some other things to shore up their balance sheet. | 2011-07-19 | ||
| Comment | iShares Japan | EWJ-N | 10.660 | Japan ETF. Has stayed pretty well flat since the Japanese disaster. Still owns in a few accounts but sold most of his holdings. | 2011-07-19 | ||
| DON'T BUY | Hewlett-Packard Co | HPQ-N | 35.610 | Has been a big disappointment for him. Just too many moving parts in this space. Doesn't think their tablet stands a chance. They are a big supplier to government in the US, which are looking for places to cut back. | 2011-07-19 | ||
| BUY | Inter Pipeline Fund | IPL.UN-T | 15.920 | Has been a little range bound, but it is a world-class energy infrastructure name. They are moving 36% of Canadian oil sands and 40% of natural gas. | 2011-07-19 | ||
| BUY | Linamar Corp | LNR-T | 19.820 | Auto sector in the US came out of the gates very nicely in 2010 but have been sluggish in 2011. This area is pretty attractive for purchasing right now. His preference is Magna (MG-T). | 2011-07-19 | ||
| BUY | Nvidia Corp | NVDA-Q | 14.221 | Graphics chip company. 2 turning points would have been when Intel (INTC-Q) settled their dispute, a good sign of endorsement. Also believes their chips are used in Playbook, Galaxy and some of the other portable tablets. Looks like it's going to have a new lease on life. | 2011-07-19 | ||
| HOLD | Precision Drilling | PD-T | 14.750 | As quality of reserves and discoveries goes down, explorers and producers need better technology and more sophisticated ways of accessing their discoveries. | 2011-07-19 | ||
| WEAK BUY | Proctor & Gamble | PG-N | 64.610 | An orphans and widows stock and you can't really go wrong. It is a Buy but you are not going to make a lot of money on it. Making a lot of movement into the emerging markets. | 2011-07-19 | ||
| BUY | Royal Bank | RY-T | 53.060 | Following the trend of the capital markets, which has not been that robust. In any 5 year rolling time, it will return some pretty good dividends and will perform very well. | 2011-07-19 | ||
| PAST TOP PICK | Sirius Satellite Radio | SIRI-Q | 2.210 | (A Top Pick July 12/10. Up 136.02%.) Satellite radio. Went from 17 million subscribers to 23 million in a recession! | 2011-07-19 | ||
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| TOP PICK | Teck Resources Ltd. (B) | TCK.B-T | 50.180 | A disappointment for 2011. His preferred mining vehicle. Well positioned across several different types of metals. Has a great growth profile over the next 10 years. With this correction, it is a good opportunity. | 2011-07-19 | ||
| BUY | Walgreen Co | WAG-N | 42.150 | They fill about 1 in 5 US prescription drugs. Making big moves in their online presence in prescription fulfillment. Can benefit from the move to generics in the US. | 2011-07-19 | ||
| HOLD | Canaccord Financial Inc | CF-T | 12.520 | Trading revenue, M&A and capital markets businesses have not been as strong as in the past. This one is a great competitor in the Canadian marketplace. To get it going, the whole sector has to move. He got stopped out but would like to eventually get back in. | 2011-07-19 | ||
| TOP PICK | Tiffany & Co. New | TIF-N | 83.820 | Next year is there 175th anniversary so there would be a love of marketing going on. The high-end consumer is still spending. | 2011-07-19 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Markets. Very confusing out there right now. We are definitely in uncharted areas. Policy makers are in areas they have never been before and will be taking very cautious steps and very predictive. Quality names, really good stock picking is going to be paramount. A big believer in stop/losses. Volatility is absolutely here to stay. | 2011-07-19 | ||
| BUY | Silvercorp Metals Inc. | SVM-T | 10.730 | Got stopped out when the silver market corrected. He would like to own again. Should do well in the next 5-6 years. | 2011-07-19 | ||
| BUY | Brookfield Asset Management (A) | BAM.A-T | 30.790 | Well run. Comes to the market frequently with preferred shares and he thinks they are stepping up their foreign investments. Has been moving sideways for 4 or 5 months but should start moving up shortly. Yield of 1.6%. | 2011-07-19 | ||
| Comment | PetroBakken Energy | PBN-T | 14.310 | High quality company. Everything on a fundamental basis looks excellent. When the cycle turns back, you are going to want to own it. | 2011-07-19 | ||
| PAST TOP PICK | BMO Junior Gold Index ETF | ZJG-T | 21.950 | (A Top Pick July 12/10. Up 42.09%.) Junior Gold Index ETF. Composition is really attractive. What is puzzling is that gold is at $1600 but a lot of these names have hardly budged at all. | 2011-07-19 | ||
| BUY | BMO Covered Call Cdn Banks ETF | ZWB-T | 14.990 | Covered Call Cdn Banks ETF. Very much in vogue right now. You own the 6 big Canadian banks and they write covered call options against them, receiving a premium by doing so. Also takes volatility out of the banks. Yielding about 10%. If the banks go roaring up, you don't want to own this. | 2011-07-19 | ||
| BUY | Global X Fertilizers ETF | SOIL-N | 15.740 | Fertilizers ETF. Has 70% of the control of potash production. (Owns the big Russian potash company.) Some pretty good names and this one. | 2011-07-19 | ||
| TOP PICK | Boston Beer | SAM-N | 90.920 | Has been a lot of consolidation of beer companies globally and beer is starting to taste the same. They have a good quality product. Own about 20%-25% of the craft beer market. They win a lot of awards. Strong fundamentals. | 2011-07-19 | ||
| Comment | Harry Winston Diamond Corp. | HW-T | 16.400 | Up about 40% this year. 2 components. 1) A mining operation they’ve been working on with Rio Tinto (RIO-N) in the North West Territories. Had some really good results lately. 2) Also have 35 Salons operating and it looks like they will be expanding. Japan is about 20% of their retail sales so surprised this was not affected. Stock is overbought which worries him. | 2011-04-04 | ||
| TOP PICK | Amazon.com | AMZN-Q | 182.940 | Just launched an Android App store that has about 3,500 apps. Launched a Cloud Locker so individuals can store music, photos, files, etc. Have Kindle Everywhere. Rumours they are going to launch an ipad applets. Also have a payments services division that is testing out near field communications for automatic payments. | 2011-04-04 | ||
| PAST TOP PICK | Canadian Natural Rsrcs | CNQ-T | 47.470 | (A Top Pick April 28/10. Up 25.79%.) Sold his holdings on one of the spikes in mid-November. Likes the company and would like to get back in at some time. | 2011-04-04 | ||
| TOP PICK | iShares Japan | EWJ-N | 10.160 | Japan ETF. Great story. Problems will refocus everybody on what a great nation this is. Third largest economy. Still 60% bigger than Germany. | 2011-04-04 | ||
| BUY | Hewlett-Packard Co | HPQ-N | 40.340 | Winning a lot of government contracts. We are in a seasonal slower period for technology. Good entry point. | 2011-04-04 | ||
| BUY | Magna Int'l. (A) | MG-T | 48.100 | Big fan of this one but got stopped out. This is a great entry point. The overhang on the stock has always been Frank Stronach’s ownership structure. Company is in great shape. Expansion into international markets is very strong. | 2011-04-04 | ||
| TOP PICK | Oracle | ORCL-Q | 34.140 | Street underestimates how good they are moving along. Commands about 50% market share of the database market. | 2011-04-04 | ||
| Comment | Precision Drilling | PD-T | 13.830 | Oil prices are up. Looking for oil in safe areas of the world is the paramount thing for investors. This one has taken off and it’s difficult to get into. Consider a half position. You might also want to consider Trican Well Service (TCW-T) with 70% of their business in the fracturing business.. | 2011-04-04 | ||
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| WAIT | Research In Motion | RIM-T | 53.080 | Fallen out of love with this one. Have been following a “me too” strategy for too long. You can’t do that with telecom or technology stocks. You have to be pushing the envelope and surprising people with new ideas and products. Extremely low value right now. Wait for the Playbook to arrive and see if it gets picked up. You could Buy a 1-year Call Option for a small amount. | 2011-04-04 |
